Data Insider

This use case demonstrates how interactive dashboards can enhance the way private equity teams assess portfolio company performance. Through an embedded Power BI report, users can dynamically explore the income statement, analyzing revenue composition, expense structure, and profitability trends in real time.

 

By replacing static reports with live, drillable visualizations, investment professionals gain faster access to insights, improving the quality and speed of financial decision-making. This approach illustrates how Data Insider’s visualization capabilities can support the full investment lifecycle, from deal evaluation to portfolio monitoring and value creation tracking.

 

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