How to create a Variance report with Portfolio Metrics

Comparing budgets vs. actuals metric data

We created Variance reports so you can get a more granular understanding of your portfolio companies' performance.

To create a variance report, navigate to Dashboards on the left side of your screen. From here, click into the dashboard where you want to add a Variance report (or create a new dashboard where you want to add a variance report).

Select +New located in the top right followed by Variance report. If it's a new, blank dashboard, you are also given the option to add a variance report using the chart builder shown in the middle of the screen.

Note: At this time, variance reports can only be hosted on portfolio dashboards found on the left side pane.

Next, you can name your variance report, choose a custom fiscal year-end, choose the variance calculations you want to display, and choose your budget and actual figures.

Select Save and this chart will be added to your dashboard. As you update your metric data over time, this variance report will automatically update.

Please let us know if you have any additional questions!