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Update/Show/Hide Dashboard Preferences and Where Data is Pulled From - PDF

Update/Show/Hide Dashboard Preferences and Where Data is Pulled From
(Updated 03/05/2019)

Dashboard Preferences allow you to choose what you want to display on the Investor Dashboard and also the naming convention for each.

Accrued and Unpaid Preferred Returns:

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Acquisition Price:

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Assets > Edit

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Amount Invested:

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Equity > Project Summary > Project > Class > Locate Desired Investor > Edit Investment

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Annualized Cash on Cash:

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Annualized Rate of Return:

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Cash on Cash:

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Closing Date:

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Equity > Project Summary > Locate Desired Project > Edit Project

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Current Quarter Distributions:

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Date Invested:

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Equity > Project Summary > Project > Class > Locate Desired Investor > Edit Investment

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Distributions to Date:

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Entity Ownership:

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Equity > Project Summary > Project > Class > Ownership Column

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Estimated Disposition Date:

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Assets > Edit

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Fund Details:

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Equity > Project Summary > Desired Fund > Edit Project > Details Tab

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Inception to Date Rate of Return:

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Internal Rate of Return:

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Equity > Project Summary > Project > Class > Class Preferences

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Internal Rate of Return Calculation:

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Next Distribution Date:

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Equity > Project Summary > Project > Class > Class Preferences

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Equity > Project Summary > Project > Class > Distribution Tab > Most Recent Distribution Batch

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Preferred Return:

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Equity > Project Summary > Project > Class > Class Preferences

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Property Value:

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Rate of Return:

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Equity > Project Summary > Project > Class > Actions > Edit Sales Offering

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Remaining Investment Term:

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Equity > Project Summary > Located Desired Project > Edit Project

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Reporting for period ending ____:

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Return Multiple:

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Return of Capital:

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Total Return on Investment:

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Unreturned Contributions:

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YTD Return of Capital:

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Custom Metrics:

For information on our custom metrics, click here.

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