Skip to main content
All CollectionsInvestment firm managementThe Investor's Dashboard
How to use the KPI dashboard as an investor?
How to use the KPI dashboard as an investor?

The KPI dashboard in an investor's portfolio shows the basic KPIs of all the portfolio companies and their change to the last month.

Support Team avatar
Written by Support Team
Updated over a week ago

The KPI dashboard in an investor's portfolio shows the basic KPIs of all the portfolio companies and their change to the last month. From there you can quickly jump to the detailed company KPIs, including custom ones.


  • The companies' basic preset KPIs liquidity, profit/loss, revenue, and employee headcount show up in this dashboard.

  • The runway is calculated as the average over the last three months of Liquidity divided by Profit/Loss.

  • You can browse back in time by using the Most recent dropdown.

Did this answer your question?