Pie Charts
Pie charts let you visualize how a total breaks down into its parts. They're ideal for answering questions like "What percentage of my paid in is allocated to each sector?" or "How are my deals distributed across geographies?"
How it works:
Values — Drop the metric you want to analyze (e.g., paid in, number of deals, revenue).
View By — Drop a category to segment the pie into slices (e.g., sector, geography, company, custom field).
Key rules:
If you use a "View By" field, you can only have one value.
If you want to compare multiple values against each other (e.g., revenue vs. cost), skip the "View By" — the pie will divide by the proportion of each value instead.
Common use cases:
Paid in broken down by sector or geography
Number of investments broken down by a custom field
A metric like revenue broken down by company
Key Value Boxes
Key Value Boxes display a single, prominent number — perfect for highlighting a headline metric at a glance without any chart or axis. Think of them as scorecard tiles.
How it works:
Values — Drop one metric (e.g., total fund size, net IRR, number of active investments). That value is displayed front and center.
Key rules:
Only one value at a time. This is a single-number display, not a comparison tool.
Common use cases:
Highlighting a fund's net IRR within a track record view
Providing at-a-glance KPIs alongside more detailed charts in a track record
Scatter Plot Charts
Scatter plots place individual data points on a grid using two axes, letting you spot relationships, clusters, or outliers across your portfolio.
How it works:
X Axis — The metric plotted horizontally (e.g., paid in).
Y Axis — The metric plotted vertically (e.g., IRR).
Segment By (optional) — A category field that color-codes the dots (e.g., sector or vintage year).
Key rules:
Each axis accepts one metric at a time.
You only need one axis to see data, but using both X and Y gives the most meaningful view.
Segment By is optional and limited to one field.
Common use cases:
Plotting paid in (X) against returns (Y) to identify high performers
Comparing two metrics across companies, segmented by sector or strategy
Bubble Charts
Bubble charts work like scatter plots but add a third dimension: the size of each bubble represents an additional metric. This lets you compare three variables at once.
How it works:
X Axis — The metric plotted horizontally.
Y Axis — The metric plotted vertically.
Z Axis — The metric that controls bubble size (e.g., total exposure or revenue).
Segment By (optional) — A category field that color-codes the bubbles.
Key rules:
Each axis (X, Y, Z) accepts one metric at a time.
You need at least one axis to see data, but using all three gives the richest view.
Segment By is optional and limited to one field.
Common use cases:
X = paid in, Y = net IRR, Z (bubble size) = distributions, Segment By = sector — compare how much was invested against returns, with bubble size showing how much has come back to LPs, all color-coded by sector to spot which industries are driving the strongest performance
Comparing companies across three performance dimensions, color-coded by sector