Read Portfolio Dashboard charts

The Portfolio Dashboard turns the current Deals lens into a rollup view. Use it to understand portfolio shape, then open the underlying deals when a result needs source review or assumption work. ## Start with scope Start with the top scope rail. Scope shows when the rollup was prepared. Basis shows the underwriting and period basis. Coverage shows how many visible deals are modeled, excluded, or unavailable. Scenario shows whether close timing or deal inclusion has been modified. ## Read the rollup Snapshot metrics summarize the modeled rollup. They can include Total cost, Debt, Equity, Peak capital, Levered IRR, and Levered MOIC. Treat these as a first read on the current lens, not a substitute for opening material deals. Cash flow can switch between Capital, Levered CF, and Unlevered CF. Capital helps you see outstanding capital over time. Levered CF and Unlevered CF help compare return timing under different financing views. Capital stack shows the share of capital by source and the Debt / cost read. Return profile plots Levered IRR against MOIC, with point size based on equity. Top contributors shows the largest equity contributors so you can find the deals driving the rollup. Stage exposure and Asset exposure show how the current modeled set is distributed. Use these charts to spot concentration by pipeline stage or asset type before going deeper. ## Use contributor detail Contributor detail is the proof table for the rollup. It shows each visible deal, status, scenario reason, close timing, cost, debt, equity, and return summary. Modeled deals contribute to totals. Excluded deals are left out by scenario. Unavailable deals stay visible so you can see where the rollup is missing model data. To try it, pick one top contributor, open the deal, and compare the rollup value against that deal's Inputs, Statements, Dashboard, and source trail. If the Dashboard says No analytics, the current view has no deals. If it says No modeled deals, broaden the view, open Scenario, or open the underlying deals to review why model data is not ready.