How to use Analytics

Quickly create charts and graphs to summarize fund data using an uploaded dataset from the Analytics tab.

Upload a new dataset

1. Navigate to the Analytics Tab.
2. Click the New Upload button and then click Download Template File.
3. Populate the template with the relevant data. More information about what fields are available and what they mean can be found in our Data Import Template Dictionary.
4. Reupload the populated template.
5. Select Configure Charts and choose which charts you want the investor or contact to see.
6. An investor will now see the chosen charts on their portal.
   • If you’d like to preview what an investor will see, you can impersonate them through their CRM record.