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Kanban view of investment pipeline with swimlanes by assignee for load balance visualization.

Community Member

June 06 at 05:40 pm

A Kanban view of the investments/deals pipeline would be awesome with swimlanes by assignee - helps to visualize the load balance between analysts, funds, vehicles, etc

2 replies

17:40

Community Member

Jun 06, 2023 at 17:40

"Thanks for the suggestion, Brian. Hopefully, it will be coming soon. The designs are already in place, we just need to get it resourced."

20:28

Community Member

Feb 05, 2025 at 20:28

Or even a simple dashboard view where we can see our different deal flow deals by specific preselected stages.

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Kanban view of investment pipeline with swimlanes by assignee for load balance visualization.

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

Kanban view of investment pipeline with swimlanes by assignee for load balance visualization.

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