Life Cycle Overview Report

⇤ Reports

Overview

This report provides visibility into the life cycle stages of your portfolio companies.

Generating this Report

1. Open the Reports page in the CM app.
2. Locate the Life Cycle Overview card.
3. Mouseover the card and select Create. The report is automatically generated.

This report can be downloaded as a CSV, PDF, or PNG.

Reading this Report

Tabs at the top of the report allow you to get an overall view of your portfolio’s life cycle stages or focus on specific life cycle stages. The Life Cycle Report tab displays data from all companies with a life cycle stage assigned. The Onboarding, Monitoring, and Re-Assessment tabs include data from only those life cycle stages.

Life Cycle Report Tab

This tab includes three bar charts that represent the different life cycle stages of your portfolio companies and the action plans assigned to them. They include a list of the ten companies that have been in each stage the longest.

To further explore the bar charts, you can:

• Mouseover a bar for an exact count of companies in that action plan phase.
• Select a bar for filter options or to export the data.
• Select the label below a bar to view that data in the corresponding life cycle tab.
• Select View All to open the tab for that life cycle stage.

Onboarding, Monitoring, and Re-Assessment Tabs

These tabs list the companies in each life cycle stage. They include the company’s name, tier, relationship type, action plan, and rating as well as the number of days the company has been in its current life cycle stage. You can filter these tabs by tier, relationship type, and action plan.