Overview
DiligenceVault's PowerBI Analytics brings your diligence data together in a set of interactive dashboards, so you can review activity, track progress, and spot trends without pulling reports manually. Each dashboard focuses on a different part of your work in the platform, from project status and template performance to Form ADV filings, response trends over time, and user activity.
Because the dashboards read from the same data and permissions structure as DiligenceVault, what you see reflects only the projects, entities, and firms you already have access to. You can filter down to a single project or firm, or zoom out to see patterns across your entire portfolio.
Why Use PowerBI Analytics
PowerBI Analytics is built to bring your platform data into one place and make it easier to review and act on.
- Seamless data fusion: Connect and view data from across the platform in a single, easy to read dashboard, instead of checking multiple screens or reports separately.
- Real time insights: See current information on your diligence processes as soon as it changes in DiligenceVault, while keeping the same user permissions and access already configured for your account.
- Advanced filtering: Move from a high level summary to specific detail in a few clicks, so you can narrow in on exactly the data you need.
- Custom report views and bookmarks: Save the filters and views you use often as bookmarks, so you and your teammates can return to them later without rebuilding them each time.
- Export functionality: Export the underlying data to Excel directly from a dashboard. PDF export is planned for a future release.
- User friendly interface: The dashboards are laid out to be easy to read and navigate, so new users can find what they need without training.
Available Dashboards
DiligenceVault currently offers four PowerBI dashboards, described below.
1. Requestor Diligence Dashboard
Built for Requestors and Investors, this dashboard gives a full picture of your diligence project activity, from status and response times to flags and ratings.
- Track projects by status, completion rate, and response time.
- View the number of flags raised by template and review project ratings.
- Run template health check reports to monitor your diligence project work and activity over time.
- Filter all diligence data by attributes such as entity type, project type, firm, and any custom fields your firm uses.
Requestor Diligence Dashboard: Project Monitor view
2. ADV Overview and ADV My Portfolio
This dashboard turns Form ADV data into a visual, filterable view, useful for both broad market research and reviewing your own portfolio of managers.
- Visualize Form ADV data quickly, for dynamic analysis of either all filings or your own portfolio.
- Filter by assets, funds, locations, service providers, disclosure reporting pages (DRPs), and more.
ADV Overview dashboard: Global Overview view
3. Response Benchmarking with AUM and Track Record
This dashboard turns the responses submitted through your DDQs into interactive charts that update as you adjust filters, so you can see how a manager or fund has changed over time. It can chart and benchmark many response types, with AUM and Track Record being two of the most commonly followed.
These give you two distinct, separate views of any manager or fund.
- AUM (Assets Under Management): shows how the fund's size has grown or contracted over time.
- Track Record: shows the fund's investment returns over time.
Response Benchmarking dashboard: AUM trend for Dilute Capitals
Enhanced benchmarking and response charting
- View customizable visualizations of aggregated responses to numerical, categorical, or table and grid type questions from your diligence projects.
- Customize how aggregated and entity level response data is displayed by choosing different chart types, applying summary statistics, and applying filters.
4. Activity Report for Requestors
This dashboard helps Requestors monitor and manage individual and team activity across the platform.
- Use visualizations to track tasks, workflows, questionnaire assignments, and reviews for yourself or your team.
- Filter by user, team, time period, and calendar to focus on the activity that matters to you.
Activity Report dashboard: Activities view