The dashboard is your home base, your single pane of glass view into your portfolio. You typically land on the portfolio dashboard when you log in, and can easily find it by clicking Portfolio in the navigation bar.
Here's how you can customize it:
Add a Custom Column and Custom Tags by clicking +Add Column, selecting Column Type and naming the column.
Drag and drop any column into any order you like.
Filter your dashboard fields by clicking Fund, Status, Investment Lead, Runway, Sector, or Custom Columns.
Sort your dashboard by toggling any column header
Hide certain columns that are less relevant to the desired view by clicking Organize Columns and toggling on/off
If you would like to save this as a new, custom view to reference later, click on the name of the current view, click Add view, enter a name for your new custom view, and click Create. You may also choose to set this view as Default so you will see it upon login. Note that this will only set the default view for your individual account.
If you would like to make changes to an existing view, select the appropriate view from the dropdown, apply any edits and click Update View
💡 Pro Tip: You can save a view for a teammate and share it with them. Filter by their companies, customize their view, and send them a magic link!
Check out the loom below 👇