A six-page Private Equity Dashboard in Google Sheets with 500 sample deals, 16 charts, 15 slicers, IRR and MOIC views, a value creation bridge and a Deal ID search page.
Tag: portfolio analytics
Venture Capital Dashboard in Google Sheets
A six-page Venture Capital Dashboard in Google Sheets with 16 KPI cards, 18 chart panels and 15 slicers covering capital deployed, deal flow, portfolio composition, MOIC and IRR from a 1,000-row deal log.
Wealth Management Dashboard in Google Sheets
A six-page Google Sheets dashboard for small wealth and advisory firms: 500 fictional sample accounts, 16 KPI cards, 18 chart panels and 15 slicers covering AUM, advisory fees, net flows and client retention – a reporting template, not advisory software.
Investment Management Dashboard in Google Sheets Template
Review the Investment Management Dashboard in Google Sheets with six tabs for portfolio value, allocation, performance, regional risk, search, and investment data tracking.
VC Portfolio Dashboard in Google Sheets
A VC Portfolio Dashboard in Google Sheets that tracks Invested Capital, Portfolio Value, Net MOIC and Total Deals across 6 connected tabs and 16 charts — a one-time alternative to per-seat fund software.
Crypto Portfolio Dashboard in Google Sheets
Track crypto investments with this Crypto Portfolio Dashboard in Google Sheets. 4 dashboard pages, P&L analysis, portfolio holdings, allocation breakdown, and transaction search.
Private Equity KPI Scorecard in Google Sheets
Private equity firms operate in a highly competitive and performance-driven environment. Investors expect clear visibility into portfolio growth, returns, operational efficiency, and fund performance. However, many firms still track performance using scattered spreadsheets or manual reports. As a result, managers struggle to analyze investment performance quickly and accurately. A Private Equity KPI Scorecard in Google […]
Portfolio Performance KPI Dashboard in Google Sheets
Managing an investment portfolio without clear performance tracking creates uncertainty and weak decision-making. Portfolio managers, finance teams, analysts, and business owners need continuous visibility into returns, risks, costs, and growth trends. Because of this requirement, a Portfolio Performance KPI Dashboard in Google Sheets becomes an essential tool for monitoring investment health in a structured and […]