FundPanel's KPI collection capabilities allows users to efficiently collect, visualize and analyze quarterly performance metrics from their company portfolio. With customization options tailored to your firm's needs and seamless integration with our reporting features, the KPI Collection Tool streamlines your KPI data management process and helps you make informed investment decisions.
TABLE OF CONTENTS
- Customizable Metrics to Fit Your Firm's Needs
- Quickly Request and Capture Portfolio Metrics
- Powerful Reporting Features for Visual Analysis
- Create a Customized Dashboard for Your GPs
- Get Started Collecting KPIs Today
Customizable Metrics to Fit Your Firm's Needs
FundPanel's KPI collection is designed to adapt to the unique requirements of your venture capital firm. You can easily customize the tool to track the specific performance metrics that matter most to your firm.
Quickly Request and Capture Portfolio Metrics
With your desired performance metrics set in FundPanel, your firm can quickly request metrics from your portfolio companies. Companies are sent a secure form that, once submitted, is automatically uploaded to your FundPanel system. These forms also support file attachment uploads in case you wish your portfolio companies to include anything beyond simple metric updates.
Powerful Reporting Features for Visual Analysis
Once you've gathered your quarterly performance metrics, FundPanel's robust reporting features come into play. Our software allows you to visualize your data points using interactive reporting, making it easier than ever to spot trends and patterns. These visualizations can help you identify which companies in your portfolio are performing well and which may require additional support or guidance.
FundPanel reporting allows your firm to easily capture and report on any key metrics across your company portfolio.
Create a Customized Dashboard for Your GPs
FundPanel's KPI Collection Tool goes beyond merely collecting and visualizing data – it also enables you to create a comprehensive dashboard tailored to your General Partners' needs. By consolidating all your reports into a single, easy-to-navigate interface, your GPs can quickly access the information they need to make informed decisions. This level of customization ensures that every member of your team stays in the loop and has the data they need at their fingertips.
Dashboards allow you to assemble a tailored visualization of company performance across all key metrics. View performance across your entire portfolio, or drill down into individual companies easily with filtered dashboard views.
Get Started Collecting KPIs Today
If your FundPanel system is not yet setup for collecting KPI metrics from your portfolio companies, contact the FundPanel team to begin using FundPanel for your KPI management.
For a more detailed look at this tool from a technical perspective, please see the article below: