Last updated
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15 November,
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2024
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Available to all users with access to the |
The portfolio progress slide gives an at-a-glance overview of your client’s, partner’s and related entities' portfolio history for the date range you chose when making the preso. The data starts broad, allows you to interact, and makes it easy to zoom in for a closer view.
Subslides
None by default, but a subslide will be created on the fly if you add notes to the slide.
Interactivity
The dropdown at the top filters the view to show the portfolio history for whichever entity is chosen, or All.
Hovering over the chart displays the total(s) for each day:
Clicking and dragging on the chart zooms into the selected date range. You can keep zooming in until you reach the single-day scale.
Clicking the blue circle icon in the top-right of the chart area zooms back out:
You can create actions and notes before, after and even during your meetings:
Data
The data for this slide comes from Xplan’s IPS (Portfolio).
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