Dashboards give you a live view of your business in the Manager Console. Each dashboard brings together figures and charts on one page, with filters so you can narrow what you see, and a PDF download so you can share a snapshot.
The following dashboards are available:
Overview: The book at a glance: equity under management, investors, funds and capital raised
Capital Raise Status: Book build, conversion and the expression of interest pipeline for a single capital raise. See Using the Capital Raise Status Dashboard
Business Activity: Whole-of-business effort across all funds and team members
Background Agents: Time your agents saved the team, and which agents saved it
Note: Some dashboards are being released gradually. If you cannot see a dashboard listed in this article, it is not yet enabled for your organisation.
Opening a dashboard
In the navigation pane, select Dashboards. The Overview dashboard opens
To switch dashboards, click the arrow next to the dashboard name and select one from the list. You can type to search the list
Each dashboard has its own filters at the top of the page. Every figure and chart updates to match your selection.
The Data as at stamp in the top right shows when the figures were last refreshed.
Overview dashboard
The Overview dashboard summarises your whole book across all open funds.
Summary tiles
Equity under management: Total equity under management (EUM), with the number of funds it spans
Investors: The number of investors, with the number of holdings they have across your funds
Funds: The number of funds, covering all open funds
Average holding size: EUM divided by the number of holdings
Top 10 investor concentration: The value held by your ten largest investors, as a share of EUM
Distributions paid YTD: Distributions paid from 1 January to the Data as at date
EUM by fund
A donut chart showing your five largest funds by EUM, with the rest grouped as Others. Hover over a segment to see the fund's EUM and its share of EUM. The table beside the chart shows the number of investors in each fund.
Top investing entities
A table of your eight largest investing entities, showing the number of funds each invests in, the value of their holdings and their share of EUM.
Capital Raise Status dashboard
The Capital Raise Status dashboard gives you a live view of a single capital raise. It shows how much has been expressed and converted, how the book has built over time, and where each expression of interest (EOI) sits in your pipeline.
Filters
Capital raise: Select the raise you want to view. The dashboard opens on your newest open raise by default, and open raises are listed above closed ones
EOI owner: Narrow the figures to EOIs owned by one or more team members. Leave it blank to include every owner
Changing the capital raise clears the EOI owner filter.
Summary tiles
Total expressed: The total value of EOIs for the raise, with the number of EOIs
Total converted: The value of EOIs that have become applications, with the number of linked applications
Conversion rate: Total converted divided by total expressed
Remaining: The expressed value not yet converted
Active EOIs: EOIs still in play, with the count of closed-lost and cancelled EOIs shown beneath
Average EOI size: Total expressed divided by the number of EOIs
Book build-up over time
This chart shows cumulative expressed and converted amounts across the life of the raise, by the date each EOI was received. Hover over the chart to see the figures for a specific day.
Pipeline by stage
This chart shows the expressed value and number of EOIs at each of the nine stages: Identified, Contacted, Qualified, Soft-Commit, Hard-Commit, Application Submitted, Closed - Invested, Closed - Lost and Cancelled. Hover over a stage to see its full amount. Click a stage to open the raise's Book Build in a new tab, filtered to that stage and to any EOI owners you selected.
Tip: Keep EOI stages up to date on the capital raise so the pipeline reflects where each investor really is.
Note: Download PDF is only available once a capital raise is selected.
Business Activity dashboard
The Business Activity dashboard shows how much contact your team is having with investors and contacts, across every fund and team member.
Filters
Period: Choose the last 7, 14, 30, 60 or 90 days. The default is the last 30 days
Modified by: Narrow the figures to one or more team members. Leave it blank to include everyone
Summary tiles
Total touchpoints: Emails, calls and meetings combined
Emails: Emails logged in the period
Calls: Calls logged in the period
Meetings: Meetings logged in the period
Contacts touched: The number of distinct contacts reached
Avg touches per contact: Total touchpoints divided by contacts touched
Activity over time
A chart of touchpoints across the period. Figures are grouped by day for the last 7 or 14 days, and by week for longer periods.
Activity by team member
A bar for each team member showing their total touchpoints, split into emails, calls and meetings. Hover over a bar to see each count.
Tip: Log emails, calls and meetings against the account or contact as they happen so the dashboard reflects your team's real activity.
Background Agents dashboard
The Background Agents dashboard shows how much time your background agents have saved the team, and which agents did the work.
You can open it from the Dashboards page, or from the Automations page by clicking View dashboard.
Summary tiles
Time saved: The total time saved in the period, across all agents
Jobs handled: The number of jobs agents completed, with the number of agents that handled them
Working days saved: Time saved divided by an eight-hour working day
Busiest day: The day with the most jobs handled, and how many
Time saved over time
A chart of time saved across the period.
Time saved by agent
A chart of the eight agents that saved the most time.
Downloading a dashboard as a PDF
Apply the filters you want to include
Click Download PDF
The PDF is a single landscape page showing your logo, the filters you applied and the Data as at time.
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If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.