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Shown on sample data. The figures are illustrative, not real business results — take the template and point it at your own.
Portfolio KPI Rollup
Every portfolio company's monthly numbers in one view: growth, burn and runway.
DashboardExecutiveAny industryWhat it needs from your data
| Needs | a revenue or money column, a category (~7 values) |
|---|---|
| Optional | dates for trends, 11 more |
What is on it
The portfolio shown above
- Portfolio ARR over time Area chart
- Cash across the portfolio Area chart
- Revenue by sector and stage Stacked bar chart
- Shortest runways Ranking chart
- Monthly growth by sector and stage Heatmap
Where to look shown above
- Net burn across the portfolio Area chart
- Burn multiple by company Ranking chart
- Growth spread by stage Box plot
- Revenue by health status Donut chart
- Runway by sector and fund Heatmap