Overview Dashboard

Your Pereview experience starts with the Overview Dashboard – a customizable view of your firm’s most important KPIs and performance metrics. 

From here, you can: 

• View top-level metrics like AUM, Investments, and LTV 
• Explore interactive dashboards highlighting asset and fund performance 
• Access map views and navigate quickly using global search 
• Personalize your layout by dragging KPIs into 12 dashboard zones 

Watch the video below for a complete walkthrough.