Help: Navigating the platform log in Dashboards
Learn how to navigate the PitchBook Dashboards when you log in.
PitchBook Dashboards are the customizable landing pages you see when you log into the platform. The types of dashboards available include:
- Private Markets
- Public Equity
- Funds
- Credit
Each dashboard provides a range of tools designed to meet your specific needs, acting as the perfect starting point for your research. These tools include key company metrics, deal trends, and analyst insights, all presented in an easily digestible format for immediate impact. You can explore the data further by clicking on each section, which gives you a detailed information breakdown. In this article, we’ll guide you through the different dashboards and provide links to in-depth articles that cover each one.
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When you log into the PitchBook Platform, you automatically land on the dashboards. The different dashboards are found along the top ribbon of the screen. The dashboard you were last on when visiting the platform will be the default dashboard when you next open PitchBook. The data on the dashboards refreshes every hour. To load more recent data, simply refresh your browser.
On the top right of each of the dashboards, you’ll find Quick Counts. The figures represent how many of those entity types PitchBook is tracking across the platform. Tap the number to be taken to a corresponding search containing the full list of entities. Beneath that, the Get in Touch with PitchBook section provides contact details to get in touch with the PitchBook team as well as the option to Update your PitchBook profile.
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The Private Markets Dashboard is a great tool if your area of focus is in the private sector. It offers a comprehensive understanding of your customers, competitors, and industry by providing various filtering options, including asset class and industry. Whether you’re seeking an overview of deal multiples, analyst research, or deal-sourcing tools, the dashboard houses the right tools to help you find insights most relevant to you.
“PitchBook is the gold standard for data on privately-backed companies and the VC and PE ecosystem. Over the years they have expanded their coverage to provide excellent data on public companies and M&A as well, and have vastly increased the coverage on international companies. The platform is intuitive and easy-to-use and customer service is top-notch.”
Source : G2.com
The Public Equity Dashboard offers a wide overview of the largest publicly traded companies within your selected industry. It’s the perfect place to start your financial comparisons, industry benchmarking, and valuation analyses. The dashboard aims to streamline your workflow around public company performance and market dynamics by providing quick access to financial data and market comparisons.
The Credit Dashboard on PitchBook is an essential tool for credit investors, offering an overview of the latest credit news and loan market movements. It provides a summary of key developments, helping you stay informed about market trends that could impact your investment strategies. With visuals that showcase index levels, the dashboard offers clear snapshots of market performance, making it easy to track changes at a glance.
The Funds Analysis Dashboard brings you tools to effectively evaluate and compare funds. It enables informed investment decisions and fund benchmarking, and it can help limited partners identify optimal capital allocation opportunities. Additionally, it can be used to assess your own funds and streamline your workflow by providing immediate access to relevant data.