|
|
|
The Life-cycle Funnel portlet displays the number of portfolio investments in a given process stage. As investments move from one process stage to another—either manually or through an applied process—this funnel reports their progress by displaying the data for the process.
Each section of the funnel corresponds to a stage in the applied process. Each section is labeled with the name of the stage and the number of investments in that stage. If a portfolio investment has not been identified with a stage, it is included in the funnel in an unlabeled section with other such investments.
By default, this funnel shows investments in all process stages. Investments marked for deletion are not included in this portlet.
To view the funnel for another process
Select a process from the Process drop-down on the page toolbar. Roll your cursor over a section of the funnel to display the stage identifier. You can configure this mouseover label by configuring the graph.
| Copyright © 2011 CA. All rights reserved. | Tell Technical Publications how we can improve this information |