Dashboard — Troubleshooting & FAQs

The Dashboard looks empty

If you see a message prompting you to add portfolio companies and deals, it's because your firm hasn't added any yet. The Dashboard has nothing to summarize until there's data in Portfolio or Deal Pipeline.

A number on the Dashboard looks wrong

Every figure on the Dashboard is computed live from data in other modules — there's nothing to edit on the Dashboard itself. Check the underlying record:

• Portfolio NAV, Total Invested, Gross TVPI, Holdings table — pulled from your Portfolio companies.
• Active Deals, Deal Funnel — pulled from your Deal Pipeline.
• Dry Powder — pulled from your funds under LP Reporting.
• Open DD — pulled from your Diligence workspaces.

Correcting the figure in the source module updates the Dashboard automatically.

Why does Dry Powder show "Fully deployed"?

This appears when your fund's dry powder reaches $0 — meaning all committed capital has been called.