Portfolio Rev/EBIDTA Analysis
To view and download Portfolio Rev/EBIDTA Analysis report, follow the below steps:
1. Click on Reports and Analytics in the main menu.
2. You can access the report from the dashboard by clicking Portfolio Rev/EBIDTA Analysis in the Portfolio Monitoring panel or from the Portfolio Monitoring drop-down menu in the blue vertical bar.
3. The Portfolio Rev/EBIDTA Analysis window is displayed. It displays the data in the Bar Chart form based on the set parameters.
4. You can also view the report using various filters available above the graph.
- From Month: To specify the start month
- Year: To specify the year.
- Period: To specify the period, i.e. Monthly, Quarterly, Half-Yearly, and Annual.
- CCY: To specify the currency.
- Bubble Size: To specify the basis for GP revenue.
After applying the filters, you can view the chart based on the changed parameters. You can download the report in various formats. Click on the gray square box button in the top right corner near the graph. The report can be downloaded in image formats, such as PNG, SVG, JPG, etc., and data formats, such as JSON, HTML, PDF, CSV, etc. Click on a format and the report will be downloaded.
5. You can also view the underlying dataset for the above graphs. Click on the Data Set icon. You can download the dataset in Excel and PDF format. Click on the desired format to download. You can also print the report by clicking the Print button.
6. To further drill down into the analysis, use the additional filters on the left-hand side. Select a filter and click on Apply. To reset the filters, click Reset.
