Skip to main content

PowerBI: requestor diligence dashboard

 

To access the dashboard, head over to Analyze > Advanced Reports. The dashboard comprises 2 pages: Project Monitor and Template Auditor & Insights.

 

Project Monitor tab: TOP 3 USER PRIORITIES

  • Track manager and service provider responsiveness, timing, and completion rates.
  • Identify and rank risk hotspots with easy flags and proprietary ratings/scores tracking. 
  • Easily monitor project workflow statuses and types. Apply and combine filters for a granular view.

Template Auditor & Insights tab: TOP 3 USER PRIORITIES

  • Track data collection trends over time, and use findings to make data-driven decisions that optimize your workflows
  • Identify consistent data gaps and compare findings across your universe of entities and attributes
  • Ensure high data quality with minimum required team bandwidth from quick and actionable insightsPlease see this video for more information:

Related articles

About DiligenceVault

DiligenceVault is a secure digital diligence platform - built with an industry ecosystem in mind. Today, over 21,000 users leverage the platform in digitalizing the way they manage their due diligences. Founded in 2014, DiligenceVault is backed by Goldman Sachs, and delivers a global support promise with teams in New York, London, Singapore, and India.