Instantly build Collection reports with Industry DossierLast Updated: August 19, 2019
Similar to Profile Dossiers, Industry Dossiers will allow users to instantly create a slide report that captures the core metrics of the companies within that collection, helping to build an understanding of the overall industry landscape.
The dossier itself is live and dynamic within the platform, updating automatically.
Once in a collection, click “View Dossier” at the top of the page to generate the automated analysis.
This will bring you to the Industry Dossier deck:
We've also made it easier for you to quickly run an analysis on the charts within the Dossier with a feature called CBI Narrative.
CBI Narrative programmatically reads, interprets and offers insights about your charts freeing you from explaining graphs in narrative form for them. At a click of a button, you can seamlessly pick from the auto-populated narrative directly onto the slide.
This will help give you a head start in your analysis by automatically creating bullets of descriptions for you to use.
To generate a CBI Narrative, click on any of the following slides in either an Industry or Profile Dossier:
- Funding activity - Collection Dossier
- Deal share(deal by stage) - Collection Dossier
- Deal size - Collection Dossier
- Acquisitions - Profile Dossier
- Investment activity - Profile Dossier
- New vs follow on - Profile Dossier
- Exits - Profile Dossier
The Narratives will appear on the right hand side. They will update when there is a modification to the data set the narrative is analyzing.
Presenting your Dossier
You can present live dossiers from the platform by clicking the present button, as well as export them to PDF by clicking the download button. The advantage of presenting within the platform is that the visualizations can be updated in the dossier itself.
How to edit your Dossier
Cloning: In order to edit the dossier, you will have to clone it. Click “clone” in the top right next to the present button. This will copy the story and enable you to make changes to the slides.
Adding new slides/pages: Once cloned, you can add new pages using the “new page” button in the top left. It will bring up a number of template types you can use.
Sections: Once you have added a page, you can decide which sections are included on the page itself using the “add section” button in the top left. This will allow you to take out or add sections like titles, images, and footnotes.
Deleting slides: Left click on a slide (page) to duplicate or delete the slide.
Updating a Chart: If you hover your mouse over a visualization in the dossier, you’ll see an “update chart” button which will update the visualization accordingly if any numbers have changed. Additionally, updating a chart will also update the CBI Narrative generated to the right of the slide. Click here to learn more.
*Before dossiers are cloned, they will update automatically, once they are cloned and edited, you will have to manually update the visualizations.