LP Reporting
KPI Explorer
Chart your collected KPIs over time and download the underlying data.
The KPI Explorer is where you look at what you have collected, rather than what you owe. It charts KPI trends across reporting periods.
Charting
- Chart up to twelve KPIs at once.
- Scope the view to fund level or to a single portfolio company.
- Set the period window you want to see.
Downloading the raw data
Export to Excel to get the collected figures behind the charts. The download carries the same KPIs, period window and entity scope currently selected on screen — what you see is what you get.
This is the route to use when you want the underlying numbers for your own analysis, rather than a report formatted for an LP.
Related
- KPI Dictionary — exporting the definitions rather than the values.
- Reports — producing an LP's template filled in.