Investment Portfolio Performance | Tableau Exchange

Investment Portfolio Performance

by Lovelytics


The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time--as well as to drill down into an individual company’s metrics. Fund Managers can get a grasp on key metrics like a company’s Sales and EBITDA over time, or they can gain qualitative information, like value drivers and a company’s analytical journey through these dashboards. Designed and created by a Tableau Ambassador, this accelerator uses visual best practices and expert-level user design that are tailored to Financial Services and Private Equity decision makers.

Get in touch with Lovelytics directly to find out how they can help you.

Answer Key Business Questions

  • What is a Company’s Sales and EBITDA over time?
  • What is the valuation of each company within a Fund and how has that changed over time?
  • What is a Fund’s Committed Capital and what is the quarterly rate of return?
  • What is the story behind each company and some of their value drivers that make them profitable?

Monitor and Improve KPIs

  • Sales
  • Initial Rate of Return (IRR)
  • Multiple of Invested Capital (MoC)
  • Committed Capital
  • Distribution to Paid-in (DPI)

Required Data Attributes

Fund Level Attributes

  • Committed Capital (Integer)
  • Distribution to Paid-in (Integer)
  • Gross Initial Rate of Return (Integer)
  • Net IRR (Integer)
  • Gross MoC (Integer)
  • Net MoC (Integer)
  • Acquisition Date (Date)
  • Business Description (String)
  • Company (String)
  • Currency (String)
  • Current Initiatives (String)
  • Fund (String)
  • Industry (String)
  • Key KPIs Story (String)
  • Status (String)

Monthly Attributes

  • EBITDA Budget Local (Integer)
  • EBITDA Budget USD (Integer)
  • EBITDA Local (Integer)
  • EBITDA USD (Integer)
  • Sales Budget Local (Integer)
  • Sales Budget USD (Integer)
  • Sales Local (Integer)
  • Sales USD (Integer)

Quarterly Metrics

  • 3rd Party Debt (Integer)
  • Capital Leases (Integer)
  • Cash (Integer)
  • Debt Investment (Integer)
  • Debt Other (Integer)
  • Equity Invested (Integer)
  • Equity Investment (Integer)
  • Factoring (Integer)
  • IRR (Integer)
  • Multiple of Investment (Integer)
  • Net Fund Investment USD (Integer)
  • Realized Value USD (Integer)
  • Revolved (Integer)
  • Term Debt (Integer)


Supports data mapping


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