Introduction to PowerBI Analytics, why would one use it?
- Connect, combine, and analyze your entire platform data in one digestible view, providing you with a competitive advantage
- Access to real-time information and quick insights into your diligence processes, all with the same platform user permissions and access you have set up in DiligenceVault
- Advanced filtering that take you from a bird’s eye view into granular detail in a few clicks, allowing you to inspect any data point further to gather actionable intelligence
- Ability to save custom report views/bookmarks for future use by you and your teammates and then export underlying data in Excel. Export to PDF coming soon!
- Easy to use, easy to digest
We have the following templates/use cases:
Template Insights & Projects Monitor (see here for more information)
- Monitoring, tracking, and template health check reports on your diligence project work and activity. All diligence data is at your fingertips and filterable by the same attributes you use in the platform such as entity and project types, firms, and custom fields.
ADV Overview & ADV My Portfolio
- Quickly visualize Form ADV Part 1 data. Slice and dice data from all filings or from your own portfolio and filter by assets, funds, locations, service providers, DRPs, and more.
Enhanced Benchmarking/Response Charting
- New customizable visualizations of aggregated responses to any numerical, categorical, or table/grid type questions from your diligence projects.
- Customize how you display and report on aggregated and entity level response data by choosing between different chart/visualization types, applying summary statistics, and filtering.
AUM/Track Record Time Series (coming in 2023)
- Create on demand aggregated and entity level AUM and Track Record charts that help you visualize changes in these values over time.
- Apply filters for specific time periods and compare AUM and performance across any combination of firms and entities.
Workflows & Activity (coming in 2023)
- Visualizations to monitor, track, and better manage your individual and team’s activity including reports for tasks, workflows, questionnaire assignments and reviews.
- Filters and views for users, teams, time periods, calendars, and more.