Portfolio page

The Portfolio page displays the deals within the portfolio that you have access to and provides tools to maximize operational efficiency while surfacing key profitability, financing, and risk data. For example, the Saved Views feature allows you to effectively customize your grid of deals across the portfolio and switch between those views instantly.

Note: Ensure that full access is provided to the Portfolio page and Deal Creation permissions.

This topic includes the following sections:

• Navigating to deals from the Portfolio page

• Managing Saved views

• Filtering deals

• Exporting Portfolio details