Advanced Analytics is Standard Metrics’ embedded BI capability for exploring Standard Metrics data.
Today, Advanced Analytics gives customers access to several datasets, including company data, company metrics (including investment metrics), and custom columns, with more to come.
How to use Advanced Analytics
Standard Metrics has partnered with Omni Analytics for our embedded BI tooling.
For tutorials and more information on using embedded BI, please see Omni's User Guide.
Common ways customers use Advanced Analytics
Below are example use cases that reflect the types of analysis supported by the explores and fields described above.
Portfolio metric monitoring across time
Advanced Analytics supports time-based analysis using company performance metrics across reporting periods, including standard and offset fiscal year end companies.
Cohort analysis by company attributes
Advanced Analytics supports segmenting companies using company attributes such as industry, country, and fiscal year end.
Incorporating internal tags and ownership fields into portfolio views
Advanced Analytics supports using custom columns (company-level dashboard metadata) alongside other company data for analysis.
Investment performance review at the company level
Advanced Analytics supports reviewing company-level investment performance using metrics such as MOIC, Gross IRR, and Fair Value.
Investment details analysis using holdings and transactions
Advanced Analytics supports investment details analysis using holdings and transaction concepts, including security attributes and transaction activity.
FAQ
How does Advanced Analytics handle companies with offset fiscal year ends?
Quarter shifting for offset fiscal year end companies is determined based on the company’s quarter end month, and Advanced Analytics provides time-related fields intended for this context, including Fiscal Offset Date.
What are custom columns?
Custom columns are firm dashboard metadata that corresponds to the company level. (example: “Investor Lead”)
What investment data is available in Advanced Analytics?
Gross investment metrics stored for companies are available, and Advanced Analytics supports slicing by fund breakout or tranche breakout. It does not currently support bringing in data Standard Metrics does not capture (including net metrics, others’ stakes in the cap table, and rights/preferences).
Can I ask the AI multiple questions in a row?
Yes. You can ask the AI consecutive questions.
How do I see what a field means?
You can click the three dots next to a field to view its description.
Need further assistance? Feel free to reach out to support@standardmetrics.io.