PortCo Pulse Dashboard
A portfolio-monitoring dashboard for a private equity fund. Eight portfolio companies submit monthly KPIs against an annual plan, and the dashboard surfaces revenue performance, plan-vs-actual variance, and the companies that are off track. This is the finished deliverable that the worked example shows you how to assemble with Claude.
Portfolio Dashboard
Portfolio Overview
Portfolio Performance
Latest-period revenueEvergreen Fitness
Revenue 20% below plan: $548K vs $650K
Keystone Logistics
EBITDA margin at risk: 12.5% variance
Company Analytics
Veridian Software
Company Analytics
Veridian Software| KPI | Actual | Plan | Var % | Status |
|---|---|---|---|---|
| Revenue | $1.21M | $1.19M | +1.3% | On Track |
| EBITDA | $285K | $310K | -8.1% | At Risk |
| Gross Margin | 72.1% | 71.5% | +0.8% | On Track |
| Headcount | 52 | 50 | +4% | On Track |
| NPS | 61 | 58 | +5.2% | On Track |
Submissions
Submission Tracking
Submission Tracking
August 2026Operator Submission
Submit KPIs by Chat
- Pulse AI:
Hi, this is Pulse AI for Meridian Capital Partners. You are reporting August 2026 KPIs for Veridian Software.
Attach this month's management pack. I will pull the KPIs from it and check them against your FY2026 plan before anything is filed.
- Operator: Attached: Veridian_Mgmt_Pack_Aug2026.xlsx
Here's the August pack.
- Pulse AI:
Detected in Veridian_Mgmt_Pack_Aug2026.xlsx: Income Statement, Balance Sheet.
I read the pack. Here is what I pulled for August 2026, against your FY2026 plan:
- Revenue $1.21M (Income Statement tab, total revenue). Plan $1.19M, 1.3% above.
- Gross margin 72.1% (Income Statement tab, gross profit over revenue). Plan 71.5%, 0.8% above.
- EBITDA $285K (Income Statement tab, EBITDA line). Plan $310K, 8.1% below.
The pack has no NPS figure. What was NPS for August?
- Operator:
61
- Pulse AI:
Thanks, NPS 61 against a plan of 58.
EBITDA is $285K against a plan of $310K, 8.1% below, which puts it At Risk. What drove it?
- Operator:
We brought two engineering hires forward from Q4, so their salaries started a quarter early.
- Pulse AI:
Thanks, noted.
One figure in the pack needs checking. The Summary tab shows headcount 50, but the Payroll tab lists 52 people at month end. Is 52 right? I will update it.
- Operator:
52 is right. The summary tab was built before the two new hires started.
- Pulse AI:
Updated headcount to 52. That is 2 above plan and comes from the same two hires behind EBITDA, so it is in the note too. NPS is 5.2% above plan, which stays On Track.
Here is your August 2026 submission. EBITDA is At Risk and everything else is On Track. Review it, then submit.
SubmittedVeridian Software
August 2026 Submission
August 2026 Submission: KPIs against plan KPI Actual Plan Var Status Finance Revenue From pack $1.21M $1.19M +1.3% On Track EBITDA From pack $285K $310K -8.1% At Risk Gross Margin From pack 72.1% 71.5% +0.8% On Track Operations Headcount From pack, confirmed in chat 52 50 +4% On Track NPS From chat 61 58 +5.2% On Track Overall note
EBITDA 8.1% below plan: two engineering hires brought forward from Q4. Headcount 2 above plan from the same hires (Payroll tab; the Summary tab predates them). NPS 5.2% above plan, reported in chat.
Documents
- BS submitted
- IS submitted
- CF not required
- Operator:
Looks right. Submit it.
- Pulse AI:
Submitted. Veridian Software's August 2026 KPIs are filed with Meridian Capital Partners, along with the income statement and balance sheet from the pack. A cash flow statement is not required for Veridian Software, so nothing else is outstanding for this period.
The note travels with the submission, so the investment team sees each reason next to its number.
Demo: this example conversation plays on its own, so the message box is switched off.
Configuration