Advanced Analytics is a tool that extracts data from your FundPortal, presenting it in charts, tables, and reports, allowing you to take a deeper dive into your portal activity.
Advanced Analytics offers activities on the following:
Portal activity allows you to find out who your top users are, what months were best with investors logging in and where they are located in the world
Data Room Analytics will display the most viewed documents and the number of views. Clicking on a document title will reveal the user's email address and the date they viewed the document within the year
Email Campaigns Analytics shows the open rate of emails over the year, days of the week and who are your top readers
Email Campaigns - Report View is similar to the report in the email campaign tool. It displays the status of recipients for each email campaign.
Deals allows you to see the deals per owners and number of deals per pipeline
Deals & Relationships provides the links between the user and the deals themselves in a dynamic way
User Activity Report displays the number and titles of activities performed by each user.
Viewing options
In order to read the analytics smoothly, you can select the columns for each user and document using the tabs provided. Additionally, you can widen your view by clicking on the focus symbol located in the top right-hand corner of the tables or charts.
Exporting options
If you want to export the reports outside the portal, click on the three dots for export options. These options allow you to pull the data into Excel spreadsheets, which can be filtered and modified to include more data.
More information
Please note that the data updates at 9:00 a.m. (Greenwich Mean Time), so depending on when an email campaign launches, it may take some time to reflect. We suggest allowing at least one day for a response before utilizing the email campaign reporting feature.
We would like to let you know that this new tool is open for feedback and suggestions for improvement. Please feel free to reach out to us at support@edgefolio.com with any ideas you may have. We appreciate your feedback!