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Investment Portfolio Performance

By Lovelytics, LLC

Analytics for Private Equity & Financial Services Decision-Makers

No Ratings
Free  

Never requires payment

Industries
Financial Services
Business Need
Analytics
Finance
Dashboards & Reports
Requires
Tableau
Compatible With
Tableau
Tableau Server
Tableau Cloud

The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time-as well as to drill down into an individual company’s metrics.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Tableau
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Tableau
Tableau Server
Tableau Cloud
Additional Requirements
License or trial of Tableau

App Details

Version
Investment Portfolio Performance
Listed On
08/23/2023
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time--as well as to drill down into an individual company’s metrics. Fund Managers can get a grasp on key metrics like a company’s Sales and EBITDA over time, or they can gain qualitative information, like value drivers and a company’s analytical journey through these dashboards. Designed and created by a Tableau Ambassador, this accelerator uses visual best practices and expert-level user design that are tailored to Financial Services and Private Equity decision makers.

Need help?

Lovelytics, LLC

Arlington, Virginia, United Stated

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