Dashboard Guide

Do you need help navigating our calculators? Review our comprehensive Dashboard guide.

Alter the chart you wish to view in the Summary section by clicking the Graph Selection drop-down menu.

Change the chart you are viewing by clicking on any of the available charts.

Dashboard Chart Selection
Dashboard Merging

Select the merge button on the top right-hand side of the chart to download a copy of your chart or the data it contains.

You may download the chart you’ve selected as an SVG or PNG file. 

You may also download the data the chart contains as a CSV file.

Select the merge button on the top right-hand side of the chart to download a copy of your chart or the data it contains.

You may download the chart you’ve selected as an SVG or PNG file. 

You may also download the data the chart contains as a CSV file.

Dashboard Merging

Change the year selection in Key Metrics by selecting the drop-down button.

Select the specific year of the forecast that you wish to review.

Dashboard Key Metrics Year Selection
Dashboard how to compare

Annual users may complete comparison chart and data reviews.

1. Hit the Select Comparison button.

2. Search for the forecasts you wish to include in your comparison (by All, Folder or Forecast).

3. Review your forecast selections.

4. Click the Add button.

Annual users may complete comparison chart and data reviews.

1. Hit the Select Comparison button.

2. Search for the forecasts you wish to include in your comparison (by All, Folder or Forecast).

3. Review your forecast selections.

4. Click the Add button.

Dashboard how to compare

Use the Graph Selection, Merge and Key Metrics functions in the same way as specified for the Summary section above.

Dashboard Comparison Summary

For more information about Investor Forecasts or any content on this page, please reach out to us.

The content and calculations of Investor Forecasts are for informational purposes only and are not provided as financial advice. They are not a substitution for professional financial advice and are to be used or relied on at your own risk. 

You should make your own enquiries regarding any potential investments or other financial transaction you consider entering into. We strongly suggest you seek independent financial advice from a qualified adviser before acting or not acting on any information contained on Investor Forecasts. 

We do not recommend disregarding the advice of such professionals because of something you have read, viewed, heard or calculations performed on Investor Forecasts.

Please refer to our terms of use for further information.