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url: /docs/dashboard-01-overview-and-concepts.md
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# Dashboard — Overview & Concepts

The Dashboard is your firm's home page — a single view that pulls together
your Portfolio, Deal Pipeline, and Diligence data so you can see where
things stand without opening each module.

## What problem it solves

Without one place to look, answering "how are we doing?" means opening the
portfolio spreadsheet, the deal tracker, and the fund model, and adding the
numbers up by hand. By the time it's done, one of them has changed.

The Dashboard answers that question in one screen, from the same records
your team already keeps in Portfolio, Deal Pipeline, Due Diligence, and LP
Reporting, so it's never out of date and never needs rebuilding.

> The examples below use a made-up firm and companies to show how each
> feature is used.

> **Example: the Monday check-in.** A partner opens the Dashboard before
> the weekly meeting. Portfolio NAV is $412M, up 38% on cost. Dry Powder
> shows $64M still uncalled, so there's room for two more initial checks.
> The Deal Funnel shows nine deals in Screening but only one in Term Sheet,
> and Open DD shows three active diligence workspaces, which tells the
> partner where the team's time is going this week. Clicking the largest
> holding opens that company's page.

## What you see

**Portfolio NAV** is the headline number: the current total value of your
stakes in your portfolio companies (each company's valuation × your
ownership %). Next to it, a badge shows your gain since entry (or, if your
portfolio has no cost basis yet, a "Cost basis" label instead).

Below that, six summary cards:

| Card | What it shows |
|---|---|
| Companies | Active portfolio companies, with the total (including exited and written off) underneath |
| Total Invested | Sum of invested capital across all companies (cost basis) |
| Gross TVPI | Portfolio-wide Total Value to Paid-In multiple |
| Active Deals | Deals still being worked: not closed and not passed |
| Dry Powder | Uncalled capital across your funds (shows "Fully deployed" at $0) |
| Open DD | Diligence workspaces currently marked Active |

Each card is a link: click it to open the list behind the number.

Under the summary cards, a **Holdings table** lists your five largest
stakes, and a **Deal Funnel** chart shows how many deals sit in
each pipeline stage. Click a stage to see its deals.

Amounts, numbers, and dates on the Dashboard follow your firm's reporting
defaults (base currency, number format, date format), and metrics your firm
has turned off, such as TVPI, are hidden. Admins set these under **Settings
› General**.

## Key terms

* **NAV (Net Asset Value)** — the current value of your portfolio.
* **TVPI (Total Value to Paid-In)** — a multiple showing total value
  returned plus remaining value, relative to capital called from LPs.
* **Dry Powder** — capital that's been committed by LPs but not yet called.
* **DD (Due Diligence)** — the diligence workspace process for evaluating a
  potential deal.