Entering and Exiting Portfolio Comparison Mode

The portfolio comparison function enables the user to view two dashboards side by side.

Enter Portfolio Comparison Mode

Click the Plus button next to the Portfolio field to enter portfolio comparison mode.

Select a Comparison Portfolio

  1. Click the Portfolio drop down menu to select an option.
  2. Click the Go button.

View Side by Side Comparison

All the analysis tools of the dashboard are available in comparison mode. You can filter. sort, group, summarize, and set targets.  The results are easily viewed and compared here.

Exit Portfolio Comparison Mode

Click the X button next to the second Portfolio field to exit portfolio comparison mode.

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