portfolio-dashboard-builder

Portfolio Dashboard Builder

Overview

The Portfolio Dashboard Builder skill creates visual dashboards for portfolio monitoring and LP reporting. It generates standardized and custom visualizations to communicate portfolio performance effectively.

Capabilities

Dashboard Generation

• Create standardized portfolio dashboards
• Support custom dashboard configurations
• Generate multiple view types (summary, detail)
• Enable drill-down capabilities

Visualization Creation

• Generate charts and graphs
• Create portfolio heatmaps
• Build comparison visualizations
• Support interactive elements

Performance Tracking

• Visualize fund performance metrics
• Track company performance over time
• Compare against benchmarks
• Highlight top/bottom performers

LP Reporting Support

• Generate LP-ready visualizations
• Support ILPA reporting formats
• Create quarterly report exhibits
• Enable export to presentations

Usage

Build Portfolio Dashboard

Input: Portfolio data, dashboard configuration
Process: Generate visualizations
Output: Complete dashboard, export files

Create Custom Visualization

Input: Data, visualization specifications
Process: Build specified visualization
Output: Custom chart/graph

Generate LP Report Exhibits

Input: Quarterly data, report template
Process: Create standardized exhibits
Output: LP-ready visualizations

Update Existing Dashboard

Input: New data, existing dashboard
Process: Refresh with new data
Output: Updated dashboard

Dashboard Components

| Component | Purpose |

|-----------|---------|

| Portfolio Summary | High-level fund metrics |

| Company Grid | Status by company |

| Performance Charts | Returns over time |

| Sector Analysis | Allocation views |

| Benchmark Comparison | Performance vs. benchmarks |

Integration Points

• Quarterly Portfolio Reporting: Dashboard for reporting
• Exit Readiness Assessment: Exit-focused views
• KPI Aggregator: Feed data into dashboards
• Portfolio Reporter (Agent): Support reporting

Visualization Types

| Type | Use Case |

|------|----------|

| Bar Charts | Period comparisons |

| Line Charts | Trends over time |

| Heatmaps | Multi-dimensional status |

| Pie/Donut | Allocation breakdown |

| Scatter Plots | Multi-variable analysis |

| Tables | Detailed data display |

Best Practices

1. Prioritize clarity over complexity
2. Use consistent color schemes
3. Include appropriate context
4. Enable drill-down for details
5. Optimize for audience (internal vs. LP)