---
url: /docs/dashboard-02-how-tos-and-workflows.md
---
# Dashboard — How-Tos & Workflows

The Dashboard is a read-only overview — there's nothing to create or edit
here. Everything you see is pulled live from Portfolio, Deal Pipeline, and
Diligence data entered in those modules.

## Reading the Dashboard

1. Open **Dashboard** from the left navigation.
2. Check the **Portfolio NAV** card at the top for your current total
   portfolio value and gain since entry.
3. Scan the six summary cards for a quick pulse on companies, capital
   invested, TVPI, active deals, dry powder, and open diligence workspaces.
4. Use the **Holdings table** to see your largest positions at a glance, or
   the **Deal Funnel** to see where deals are concentrated in your pipeline.

> **Example: answering an LP's question on the spot.** On a call, an LP
> asks how much capital the firm still has to deploy. The Dashboard's **Dry
> Powder** card answers it ($64M), and **Total Invested** and **Gross
> TVPI** cover the follow-up questions, without opening a spreadsheet.

## Jumping to detail

Every card and table row links back to its source module:

* Click a summary card to open its list:

  | Card | Opens |
  |---|---|
  | Companies, Total Invested, Gross TVPI | [Portfolio](portfolio-01-overview-and-concepts.md) |
  | Active Deals | [Deal Pipeline](deals-01-overview-and-concepts.md) |
  | Dry Powder | [LP Reporting](lps-01-overview-and-concepts.md) |
  | Open DD | [Due Diligence](diligence-01-overview-and-concepts.md) |

* Click a company in the **Holdings table**, or use **View all →**, to go
  to the full Portfolio list.

* Click a stage in the **Deal Funnel** to open the deal board on that
  stage: it scrolls to the stage's column and highlights it.

If a number on the Dashboard looks wrong, the fix is always in the source
module — update the company, deal, or fund record there, and the Dashboard
reflects it automatically.

## If you're just getting started

Until you've added at least one portfolio company or deal, the Dashboard
shows an empty-state message prompting you to add data. Head to
[Portfolio](portfolio-02-how-tos-and-workflows.md) or
[Deal Pipeline](deals-02-how-tos-and-workflows.md) to get started.