Your Pereview experience starts with the Overview Dashboard – a customizable view of your most important KPIs and performance metrics.
From here, you can:
- View top-level metrics such as AUM, Investments, LTV, and more.
- Explore interactive dashboards highlighting asset and fund performance
- Personalize your layout by dragging KPIs into 12 dashboard zones.
Note: Personalizing your dashboard layout does not affect other Pereview users.
Watch the video below for a complete walkthrough.