Do you have examples of customized calculations that are used in Reports/Dashboards? (Reporting, Metrics, Display, Portfolio, Dashboards)

Custom calculations can be created in reports and dashboards, to display specific values to your investors or to your internal teams.

To create calculations in reports: 

1. Select Reports from the left menu
2. Click the pencil icon to edit any existing reports, or click New Report
3. Use the plus icon to add a column
4. Choose the option for Custom Calculation
   • This will allow you to select the fields you would like to use in your calculations
     

     
     

     

To create calculations in Dashboards:

1. Select Reports from the left menu
2. Click the pencil icon to edit an existing dashboard, or click New Dashboard
3. Use the plus icon to add a new page element
4. Choose Performance Metric
   • Select the Dynamic Variables you would like to use in your calculation
     
     

Example Calculations: 

TVPI

“Total value to paid-in” capital can be displayed in reports and dashboards.  You can use the Custom CalculationsTo learn more about TVPI, click here. 

• To calculate, use the following Dynamic Variables:
  
  {{portfolio.totalDistributions + portfolio.currentValue / portfolio.totalInvested}}
  

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