Unleash the Potential of PowerBI Analytics!
Why PowerBI? Because it's your ticket to streamlined data integration and comprehensive analysis, offering a competitive advantage.
- Seamless Data Fusion: Connect, combine, and analyze your entire platform data effortlessly in a single, digestible view.
- Real-Time Insights: Access real-time information and quick insights into your diligence processes while retaining the same platform user permissions and access setup you've established in DiligenceVault.
- Advanced Filtering Capabilities: From a bird's eye view to granular detail in just a few clicks, delve deep into your data to gather actionable intelligence.
- Custom Report Views and Bookmarks: Save custom report views and bookmarks for future use by you and your teammates.
- Export Functionality: Easily export underlying data to Excel, with PDF export functionality coming soon.
- User-Friendly Interface: PowerBI Analytics is designed to be easy to use and easy to digest, ensuring efficient data analysis.
We have the following dashboards:
Template Insights & Projects Monitor:
- Monitor, track, and conduct template health check reports on your diligence project work and activity.
- Access all diligence data with ease, filterable by attributes such as entity and project types, firms, and custom fields.
ADV Overview & ADV My Portfolio:
- Visualize Form ADV Part 1 data swiftly, enabling dynamic analysis of filings or portfolio data.
- Slice and dice data from all filings or your own portfolio, filtering by assets, funds, locations, service providers, DRPs, and more.
Enhanced Benchmarking/Response Charting:
- Access customizable visualizations of aggregated responses to numerical, categorical, or table/grid type questions from your diligence projects.
- Customize display and reporting on aggregated and entity-level response data by selecting different chart/visualization types, applying summary statistics, and filtering.
Workflows & Activities:
- Utilize visualizations to monitor, track, and manage individual and team activity, including reports for tasks, workflows, questionnaire assignments, and reviews.
- Access filters and views for users, teams, time periods, calendars, and more.