Investment Portfolio Performance
By Lovelytics, LLCAnalytics
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2023
About Investment Portfolio Performance
Analytics for Private Equity & Financial Services Decision-Makers
The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time--as well as to drill down into an individual company’s metrics. Fund Managers can get a grasp on key metrics like a company’s Sales and EBITDA over time, or they can gain qualitative information, like value drivers and a company’s analytical journey through these dashboards. Designed and created by a Tableau Ambassador, this accelerator uses visual best practices and expert-level user design that are tailored to Financial Services and Private Equity decision makers.
Highlights
- - What is a Company’s Sales and EBITDA over time? - What is the valuation of each company within a Fund and how has that changed over time? - What is a Fund’s Committed Capital and what is the quarterly rate of return?
Screenshots
Pricing
Free.
Compatibility
- Works with
- Tableau
- Tableau Server
- Tableau Cloud
- Requires
- Tableau
- Industries
- Financial Services
- Languages
- English
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