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Portfolio Dashboard and Views

Navigate the portfolio table, customize columns, save views, filter, sort, and switch to Pulse view.

The portfolio dashboard is your central hub for monitoring all companies in your portfolio. It provides a powerful table view with server-side pagination, column customization, saved views, advanced filtering, and a visual Pulse view mode.

Table View

The default view displays your portfolio companies in a sortable, paginated data table. Each row represents a company, and columns display financial metrics and metadata for the selected date range.

Server-Side Pagination

The portfolio table uses server-side pagination for performance with large portfolios. You can:

  • Navigate between pages using the pagination controls at the bottom of the table.
  • Change the page size to control how many companies appear per page. Your page size preference is saved per table and persists across sessions.

Sorting

Click any column header to sort the table by that column. Click again to reverse the sort direction. Sorting is handled server-side for accurate results across pages.

Search

Use the search bar to find companies by name. Search works across all pages and combines with any active filters.

Date Range Selection

The month range picker at the top of the dashboard controls which time period the financial data covers.

  • Select a start month and end month to define the reporting period.
  • The default range covers the current fiscal year (starting January 1) through the previous complete month.
  • The date range applies to all financial metrics displayed in the table.

Period-Over-Period Comparison

You can enable a comparison range to see how metrics changed between two time periods:

  1. Open the month range picker.
  2. Enable the comparison toggle.
  3. Select a comparison start and end month.

When comparison is active, applicable columns display both the current value and the change from the comparison period.

Column Customization

You can choose which columns appear in the portfolio table.

  1. Click the Customize Columns button.
  2. In the sheet that opens, select or deselect the columns you want to display.
  3. Columns are organized into groups for easier navigation.
  4. Close the sheet to apply your selection.

Available Column Categories

  • Company Info -- company name, industry, NAICS code, currency, funding type, legal type, tax structure, location fields, and website.
  • Revenue -- gross revenue and revenue subgroups from the normalized chart of accounts.
  • Net Income -- net income and related line items.
  • Gross Profit -- gross profit figures.
  • Operating Income -- operating income data.
  • Cash / Bank Balance -- current bank balances and receivables.
  • Growth Rates -- revenue growth and revenue growth rate.
  • KPIs -- financial ratios and performance indicators such as current ratio, quick ratio, debt-to-equity, profit margins, return on assets, return on equity, Altman Z-Score, Piotroski F-Score, and more.
  • Custom Metadata -- any metadata fields defined by your organization appear as additional column options.

You can display up to 20 columns at once. The company name column is always included.

Saved Views

Saved views let you store a specific combination of columns, filters, sort order, and date range so you can switch between different portfolio perspectives quickly.

Creating a Saved View

  1. Customize the table to your liking (columns, filters, sort, date range).
  2. Click Save View.
  3. Give the view a name.
  4. The view is saved and appears in your view tabs.

Editing a Saved View

  1. Switch to the view you want to edit.
  2. Make your changes (columns, filters, etc.).
  3. Update the view to save the new settings.

Restoring Default Views

If you have modified or deleted built-in views, you can restore them:

  1. Open the views menu.
  2. Click Restore Defaults.
  3. All default views are recreated with their original settings.

Reordering Views

Drag and drop view tabs to reorder them. The order is saved to your account.

Advanced Filtering

The portfolio table supports advanced filtering to narrow down the companies displayed.

Filter Types

  • Labels -- filter by one or more company labels.
  • Label Groups -- filter by label groups to include all labels within a group.
  • Integrations -- filter by connected accounting platform (QuickBooks, Xero, Not Connected, etc.).
  • Custom Metadata -- filter by any metadata field your organization has defined.
  • Financial Metrics -- filter by numeric values on visible financial columns.

AND/OR Logic

When multiple filters are active, you can choose how they combine:

  • AND -- companies must match all filters.
  • OR -- companies must match at least one filter.

Toggle the join operator in the filter bar to switch between AND and OR modes.

Using Filters

  1. Click the filter icon or Filters button.
  2. Add a filter condition by selecting a field, an operator, and a value.
  3. Add additional filter conditions as needed.
  4. The table updates automatically as you apply filters.

Pulse View

Pulse view provides a visual, grid-based representation of your portfolio companies. It displays each company as a card with visual status indicators based on financial metrics.

Switching to Pulse View

  1. Click the view mode toggle on the portfolio dashboard.
  2. Select Pulse to switch from the table view.

Pulse View Features

  • Displays companies in a visual grid layout.
  • Each company card shows key financial health metrics.
  • Uses the same date range, search, and filter controls as the table view.
  • Supports company selection for further analysis.
  • Click a company card to navigate to its detail page.

Switching Back to Table View

Click the view mode toggle again and select Table, or click the Back to Table button within the Pulse view.

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Managing Companies

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Labels and Metadata

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