> For the complete documentation index, see [llms.txt](https://portf-1.gitbook.io/portf-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portf-1.gitbook.io/portf-docs/user-guide/company-dashboard.md).

# Company Dashboard

The Company Dashboard gives you a centralised view of each portfolio company, combining key metrics, insights, and tools to support data-driven analysis.

#### Demo Video: Walkthrough of the Company Dashboard

{% hint style="info" %}
***Watch the demo video below for a step-by-step guide on how to navigate and use the Company Dashboard.***
{% endhint %}

{% @arcade/embed flowId="yGyUwkjrWFcJJqD4retq" url="<https://app.arcade.software/share/yGyUwkjrWFcJJqD4retq>" %}

***

#### Additional Features You Can Use in the Company Dashboard

The Company Dashboard provides an up-to-date overview of all key company data and insights. Additional to the demonstration above, you can also:<br>

1. **Download and Upload Historical or Forecast data using excel templates**
2. **Use the 3-dot menu** next to any KPI to take quick actions inclduding

* **Updating Values** to manually change or input the most recent metric
* **Edit in KPI Metrics** to manage KPI settings like visibility, update frequency, required conditions, and default classifications

***

#### Tips for Using the Dashboard

* **Use filters** at the top of the KPI section to toggle between **Commercial**, **Impact**, and **ESG metrics**
* **Click the 3-dot menu** for quick access to company actions: update values, view audit logs, and edit in KPI Metrics
* Use tags, sectors, or [attributes](https://portf-1.gitbook.io/portf-docs/user-guide/pages/7cb3f168d2821cafd41a0eb1a029e366773c9808#id-1.-private-attribute) to streamline internal reporting
* **Pin key KPIs** to track what matters most to your fund's strategy

***