Analytics & Reporting

Use Analytics and Reporting

Summary: Analyze portfolio-level performance across deals.

In this article

• Dashboard overview

• Chart types

• Filters

• Export data

Open Analytics

Go to Analytics in sidebar

Chart Types

Scatter Plot

Compare metrics (e.g., IRR vs Entry Multiple)

Histogram

View distribution of a single metric

Metrics Available

• IRR

• MOIC

• Entry/Exit multiples

• Revenue / EBITDA

Filters

• Industry

• Stage

• Date

• Deal search

Export Data

Click Export CSV
→ Opens in Excel or BI tools

FAQs

Missing deal
→ Set primary model

Stale data
→ Save model

Related Articles

• Export Models

• Deals