How to create and edit a Fund Performance Dashboard (using the template)
How to create a Variance Report
How to create and edit Portfolio Company Dashboards and Templates
How to build a Portfolio Metric Dashboard
How to add Text or Properties to a Dashboard -- for Investors
How to print or export a Portfolio Company Dashboard
How to create a Tear Sheet
How to annotate Charts
How to share a Dashboard by email or link
How to share a portfolio company Dashboard and Tear Sheet via link
How to view the Property Change log in a Dashboard
How to duplicate a Dashboard - for Investors
How to resize Widgets on a Dashboard
How to create a Waterfall Chart
How to set a date range for your Dashboard