Manual Input Metrics
Overview:
Dashboard Preferences allow you to choose what you want to display on the Investor Dashboard and also the naming convention for each. Some fields are pulled directly out of projects or are inputted manually. Below is where to update those within the platform.
Acquisition Price:
Projects Tab > Assets > Select Asset > Edit Asset (default landing page) > Acquisition Price
Amount Invested:
Projects Tab > Select the Project > Select the Class > Locate Desired Investor > Edit Investment (dropdown arrow next to the investor's name) > Invested Amount
Closing Date:
Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Close and Exit Dates
Date Invested:
Projects Tab > Select the Project > Select the Class > Locate Desired Investor > Edit Investment (dropdown arrow next to the investor's name) > Date Placed
Entity Ownership:
Projects Tab > Select the Project > Select the Class > Edit Classes > Next > Add/Edit Equity Class > Select the Investor > Update Shares (better for updating multiple investors)
OR
Projects Tab > Select the Project > Select the Class > Locate Desired Investor > Edit Investment (dropdown arrow next to the investor's name) > Shares
Estimated Disposition Date:
Projects Tab > Assets > Select the dropdown arrow by the Asset > click Edit > scroll down to find Estimated Disposition Date
Fund Details:
Projects Tab > Select the Fund > Project Actions > Edit Project > Details
Internal Rate of Return:
Projects Tab > Select the Project > Select the Class > Class Preferences (located under the ellipses) > internal rate of return
Next Distribution Date:
Projects Tab > Select the Project > Select the Class > Class Preferences (located under the ellipses) > Distribution Frequency
Preferred Return:
Projects Tab > Select the Project > Select the Class > Class Preferences (located under the ellipses) > Preferred Return
Property Value:
Locate the project on the homepage > enter property value
Rate of Return:
Projects Tab > Select the Project > Select the Class > Edit Sales Offering (located under the ellipses) > Offering Editor
Remaining Investment Term:
Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Close and Exit Dates