Portfolio Dashboard Overview #
When a Firm User or Firm Admin logs into Propel, they land on the Portfolio Page by default.
The Portfolio Dashboard displays:
- all active client companies
- customizable portfolio columns
- and firm-configured company information.
Portfolio Dashboard Columns #
The Portfolio Dashboard is organized into columns that help users quickly view and manage client information.
These columns are customizable and can be:
- shown
- hidden
- reordered
- or reset back to the default view.
Firm users can personalize how their portfolio appears based on their workflow and priorities.
Firm Admin Controls #
While Firm Users can personalize their own view, only Firm Admins control:
- which columns are available
- and what portfolio fields users can access.
If a user does not see a particular column option:
- it is likely because the Firm Admin has not enabled it.
Users should contact their Firm Admin if they believe a column or field is missing.
Showing & Hiding Columns #
Firm users can:
- click on column options
- and toggle columns on or off.
This allows each user to:
- simplify their portfolio view
- focus on the information most relevant to them
- and reduce dashboard clutter.
Reordering Columns #
Users can also:
- drag and drop columns
- to rearrange the order of information displayed on the dashboard.
This gives each user flexibility to organize:
- client information
- operational data
- and metrics
…in the order most useful to them.
Reset to Default #
At any time, users can:
- reset their portfolio layout back to the default configuration established by the Firm Admin.
This is useful if:
- columns were accidentally removed
- layouts became disorganized
- or the firm updated the standard portfolio configuration.