Reports

The overview dashboard is your landing page after login. It provides a high-level snapshot of portfolio performance.

Key Performance Indicators

• Total deals created and closed across all portals
• Total and average revenue
• Overall win rate
• Active pipeline value

Charts

• Performance Over Time — Revenue and deal count trended by your selected grouping (monthly, quarterly, yearly)
• Portal Comparison — Side-by-side bar chart comparing key metrics across portals

Detailed deal reporting across your portfolio.

Metrics

• Deals created vs. closed over time
• Win rate trends
• Average deal size
• Deal velocity (average days to close)

Charts

• Deal Creation — Stacked area chart of new deals over time, broken down by portal
• Closed Deals — Closed-won deals trended over time
• Win Rate — Line chart of win rate percentage over time
• Deal Funnel — Funnel visualization showing deals at each pipeline stage

Revenue analysis across your portfolio.

Charts

• Revenue Over Time — Total closed revenue trended by your selected grouping
• Revenue by Portal — Bar chart comparing revenue contribution from each portal
• Revenue by Category — Revenue broken down by pipeline category (if configured)

Pipeline health and forecast for your portfolio.

Charts

• Stage Distribution — Horizontal bar chart showing deal count and value at each pipeline stage
• Pipeline Forecast — Weighted pipeline value based on stage probabilities
• Weighted Value by Portal — Compare weighted pipeline across portfolio companies

Contact lifecycle and lead source reporting.

Charts

• Lifecycle Funnel — Funnel showing contacts progressing through your mapped lifecycle stages (MQL → SQL → Opportunity → Customer)
• Lead Source Breakdown — Pie/bar chart of contacts by original source
• Contacts Over Time — New contact creation trended over time
• Conversion Rates — Stage-to-stage conversion percentages

Lifecycle stage mappings are configured per portal in Settings → Lifecycle Stages. See the Settings docs for details.

Company-level reporting across portals.

Charts

• Company Stages — Distribution of companies by lifecycle stage
• Growth Tracking — New companies created over time across portals
• Portal Comparison — Company counts and growth compared across portfolio companies