Generating Reports

The Reports section allows you to build custom dashboards to visualize your portfolio's performance.

Customizing Layouts

1. Choose a Category Select Deals, Contacts, or Loans from the report tabs.

2. Edit Layout Click the Edit Dashboard button.

3. Add Widgets Drag and drop widgets from the library onto your canvas. Popular widgets include:

   • Capital Raised vs. Target: Bar chart tracking fundraising progress.
   • Portfolio IRR: Line chart of performance over time.
   • Loan Maturity Heatmap: Calendar view of upcoming debt maturities.

4. Save Click Save Layout to persist your changes. This view will be your default whenever you visit the Reports section.