This article walks through the process of building out your Company Dashboards by adding Text and Properties.
Read below for a step by step walkthrough:
Step One: From the Companies view, navigate to the Company you want to create a Dashboard for and then click Dashboards. Then create a new Dashboard or edit an existing one.
From the list of your Companies, click the Company that you want to build a Dashboard for. Then click Dashboards. From there, either click the three dots to edit an existing Dashboard or click + New to create a new Dashboard.
Step Two: Click + Add new to add the Property or Text to the Dashboard.
To add a new Property or Text, click + Add new and then click Property or Text to add it to your Dashboard view.
Step Three: Add the Properties and Text fields you want to see on your Dashboard.
Add the Properties and Text fields to your Dashboard. To edit the layout of your Dashboard, select the three dots and then click edit layout.
If you choose to add a Property, a drop-down will open and you are able to pick any property that has been created within the Portfolio Properties section and the Investment Properties created in your account. For more information on Portfolio Properties, check out How to create or edit Portfolio Company Properties.
If you select Text, a text box will appear and you can begin entering text. Highlight the text to see different formatting options. You can click out of the text box to save your work and a notification will appear in the top right of your screen to confirm that your work has been saved.
To resize or reposition your widgets, check out How to create and edit Portfolio Company Dashboards and Templates.
Please let us know if you have additional questions!