Review Dashboard output
How to use dashboard cards and charts without losing the review trail.
Written By Reia
Last updated About 1 hour ago
Dashboard summarizes the current deal so you can move quickly from high-level signal to supporting detail.Use it as the top of the review loop: spot the metric that matters, then move into Inputs, Statements, sources, Graph, or the Agent to explain it.## What Dashboard can showDashboard sections may include property summaries, summary tables, charts, waterfall views, capital stack views, breakdowns, time series, and sensitivity tables. The exact cards depend on the deal workspace.Use Dashboard to understand what changed after an assumption update, which metrics deserve attention, which source, use, return, leverage, or sensitivity item looks unusual, and which numbers belong in a working document or memo.## Move from signal to detailFor sensitivity tables, compare the base case with nearby cases. For charts and waterfall views, check the labels and totals against the underlying Inputs and Statements.Dashboard output is most powerful when paired with its drivers. Open the related Inputs, Statements, and sources when you want to understand the assumption source, period, unit, or adjustment behind a value.If a Dashboard card is missing or looks stale, reopen the panel, refresh the workspace, and compare the related Inputs and Statements.