View Fin/KPIs
Fin/KPI tab allows users to view financial data for a financial year.The details included are:
- FY ending December: Displays the financial year for which data is to be displayed.
- Month: Displays the month for which data is to be displayed.
- Entity: Displays the entity.
- Field Type: Displays the field type for which data is to be displayed, i.e., All, Income Statement, Balance Sheet, Cashflow Statement, KPI or ESG.
- Level: Displays the level for which data is to be displayed, i.e., All, GP Level, Investee Company Level or Sector Level.
- Currency: Displays the currency in which data is to be displayed.
You can view the history of all the uploads of financial data by clicking on View History (
) button in top right corner.
This will give you an audit trail of all the updates in financials along with the details like Name of the user who has done
the operation, Date and Time, Year, Dataset, Type of operation, Upload type, Status, Notes and Up till which month the data has been updated. You can compare two files to monitor the changes. Select the files and click on Compare Files button. The excel file will download.
Currency Exchange Mechanism
Currency exchange rates differ. The currency filter automatically adjusts all financial figures based on the exchange rate of the month selected.
1. To view a specific month's data, select the Year and the Month. Select the Currency. Click the Go button.
2. You can view the adjusted data.
