The Dashboard Effect
NEW EPISODES EVERY OTHER THURSDAY!!!
The Dashboard Effect Podcast: Simplifying Data for Smarter Business Decisions
Welcome to The Dashboard Effect, the go-to podcast for mid-market businesses and private equity-backed companies looking to harness the power of data.
Hosted by Brick Thompson from Blue Margin, we demystify data analytics and business intelligence, offering practical insights and actionable strategies that drive accountability, performance, and growth.
From breaking down complex data concepts to sharing real-world success stories, we cover topics like Power BI, data lakes, dashboards, automation, and the latest trends shaping the future of business intelligence. Whether you're a CEO, operator, or BI professional, we’ll help you unlock the potential of your data for smarter, faster decisions.
Tune in to The Dashboard Effect and discover how the right data, at the right time, can transform your business.
Subscribe now and take the first step toward becoming a data-driven organization!
Learn More: BlueMargin.com
The Dashboard Effect
Breaking Down Portfolio Monitoring Solutions
In this episode, Kate Eberle and Greg Brown discuss the challenges and strategies of portfolio monitoring in private equity. They explore the different approaches firms take, from Excel-based reporting to fully automated Power BI solutions, and discuss the pros and cons of each method.
Things we cover:
- The evolution of portfolio monitoring in private equity
- Common challenges firms face with data collection and reporting
- Comparing Excel, data warehouses, and portfolio monitoring tools like iLevel and Chronograph
- How automation is transforming private equity analytics
- Best practices for improving investor relations through better reporting
Whether you're a private equity professional, a CFO, or an analyst, this discussion will help you better understand how to optimize portfolio performance and make data-driven decisions.
Don’t forget to like and subscribe to stay updated on the latest insights in private equity and business intelligence!
Blue Margin helps private equity firms and portfolio companies leverage business intelligence to drive efficiency, improve reporting, and maximize value creation. Our automated data solutions and custom dashboards give PE firms the clarity they need to make strategic, data-driven decisions.
Want to streamline your portfolio monitoring? Learn more at https://www.bluemargin.com
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