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 Analytics in the left nav.
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. The upload will proceed in the background.
   • If the upload is successful, it will show a status of Unpublished.
   • If the upload fails, it will show a status of Failed. To see a report of what failed, click the menu icon to the right, then click View Errors.
6. Select Configure Charts and choose which charts you want the investor or contact to see.
7. To publish the dataset and show data visualizations, click the menu icon to the right, then select Publish. You can unpublish at any time.
   • If you’d like to preview the data before it’s published, see the instructions for how to preview an unpublished dataset further down in this article.
8. An investor will now see the chosen charts on their portal.
   • If you’d like to preview the live data that an investor will see, you can impersonate them through their CRM record.

Preview an unpublished dataset

You can preview what a dataset looks like prior to publishing it and before it’s visible to investor contacts.

Steps

1. Upload a new dataset following the instructions above. When validation completes, the dataset should be Unpublished.
2. Click the menu icon to the right, then click Preview.
   • Preview Enabled will show next to the file name.
3. Impersonate the contact whose view you’d like to see.
4. Note the data being previewed shows while in impersonation mode.
   • Note: The user will not see the unpublished dataset. Preview only works with impersonation mode, ensuring investor contacts only see the data that’s been published.
5. To exit Preview Mode:
   1. Navigate back to the dataset in question that shows Preview Enabled.
   2. Click the menu to the right, then select Exit Preview.
   3. Impersonation mode will now show the same published data that the investor contact sees when logged in.