Use the Portfolio Dashboard from Deals

Use Dashboard on the Deals page to open portfolio rollups for the current lens.

The Portfolio Dashboard turns the current deal set into a live review surface, so scenario changes and portfolio mix are easier to discuss from the same workspace.

Current lens

The dashboard follows the same portfolio lens you are viewing. If you are in a smart page, folder, stage filter, or saved view, the dashboard uses that lens.

Dashboard sections can include capital summary, portfolio series, deal contribution, stage mix, and asset type mix.

Scenario controls

Use Scenario to adjust close-month assumptions for the rollup. You can change the default close month, override a deal close month, or exclude a deal from the rollup while keeping the current Dashboard lens.

Scenario changes are for dashboard review. Use them to understand portfolio sensitivity quickly, then open the underlying deal workspace when you want to inspect the assumptions behind a result.