Widget Dashboard
A configurable operating dashboard for portfolio oversight, pipeline visibility, approvals, reporting, investor portal activity, documents, integrations and governance signals across Prism.
Investment teams do not just need data stored somewhere. They need a live operating view that shows what is happening across the platform: portfolio movement, dealflow, investor pipeline activity, reporting status, approvals, documents, portal activity, integrations and operational exceptions.
The Widget Dashboard is Prism’s command-centre layer. It is designed to bring key signals into configurable dashboard views so users can see what needs attention without manually checking every module.
This page is intentionally separate from Dealflow & Investor Pipeline. The pipeline page explains how opportunities and investors move through workflow stages. The Widget Dashboard explains how those workflows surface as live visibility, alerts, widgets, cards, metrics and operational summaries.
✓ Configurable widgets
✓ Portfolio cards
✓ Pipeline visibility
✓ Approval status
✓ Report readiness
✓ Portal activity
✓ Audit signals
Dashboard purpose
A dashboard should show what needs attention, not just decorate the data
Prism widgets are designed to turn platform activity into usable operating signals: what changed, what is blocked, what needs review, what is ready to publish and where risk or workload is building.
Live visibility
Surface current platform state across funds, assets, pipeline records, reports, approvals, documents, portal activity and operational workflows.
Focused attention
Help users find the items that need action, such as pending approvals, overdue reviews, report drafts, document activity, blocked workflows or investor follow-ups.
Configurable view
Let different teams shape the dashboard around their role, such as investment, finance, operations, investor relations, reporting, compliance or administration.
Widget categories
One dashboard layer across Prism’s operating areas
Widgets can represent different parts of the platform while still using the same tenant context, permission model and audit-aware operating environment.
Portfolio
Portfolio and fund widgets
Surface portfolio KPIs, fund status, valuation movement, exposure, commitments, distributions, NAV movement and other portfolio-level signals.
- AUM and NAV context
- TVPI, DPI and RVPI indicators
- Commitment and capital activity
- Exposure and concentration cards
- Portfolio movement summaries
Pipeline
Dealflow and investor pipeline widgets
Show live pipeline activity without turning the dashboard into the full workflow system. Users can see stage status, pending reviews, investor progress and items requiring follow-up.
- Deal stage summaries
- Investor pipeline movement
- Upcoming review actions
- Closing readiness signals
- Pipeline exceptions and blockers
CRM
CRM and relationship widgets
Bring relationship context into the dashboard, including LPs, GPs, organisations, contacts, affiliations, outstanding follow-ups and investor activity.
- Relationship owner views
- Investor follow-ups
- Organisation and contact activity
- Recently updated records
- Custom field driven summaries
Reporting
Reporting and AI widgets
Show report generation status, draft commentary, AI-assisted review activity, export readiness, report history and items waiting for approval.
- Report run status
- Draft and review queues
- AI-assisted commentary activity
- Export and publication readiness
- Report pack evidence signals
Approvals
Approvals and governance widgets
Surface pending approvals, rejected items, delegated reviews, overdue decisions, governance queues and audit-linked activity requiring attention.
- Pending approval queues
- Role-based review status
- Delegation and escalation visibility
- Rejected or returned items
- Governance activity summaries
Portal
Investor Portal widgets
Show investor-facing activity, portal document engagement, unread notifications, published materials, LP access signals and external-facing workflow status.
- Portal document activity
- LP notification status
- Published report visibility
- Investor access summaries
- External workflow signals
Configurable dashboard layouts
Different teams need different operating views
The same platform can serve investment teams, finance, operations, investor relations, administrators and compliance reviewers. The dashboard should adapt to the user’s role instead of forcing everyone into one generic view.
Investment team
Portfolio performance, pipeline movement, exposure changes, scenario outputs, diligence activity and approval status.
Finance and operations
Capital activity, commitments, closing readiness, reports, exports, data quality, operational tasks and finance workflow status.
Investor relations
Investor pipeline, LP engagement, portal activity, document access, report publication, notifications and relationship follow-ups.
Administrators
Users, roles, tenant settings, integrations, SSO, AI usage, audit events, approval rules and operational configuration.
Integrations
Integration and data exchange widgets
Surface import status, export readiness, webhook activity, API ingest signals, BI export workflow and data movement that needs attention.
- CSV import progress
- Export and report activity
- API ingest status
- Webhook event visibility
- BI-ready data pathway signals
Branding
Tenant branding and white-labelling widgets
Expose tenant branding state, portal presentation, report branding readiness and configuration signals that affect the user or investor-facing experience.
- Tenant logo and colour state
- Portal branding readiness
- Report branding configuration
- Login and interface presentation
- White-label review signals
Governed visibility
Dashboard visibility should respect tenant, role and workflow boundaries
A dashboard is only useful if it shows the right information to the right user. Prism dashboard visibility is designed to work with tenant separation, role-based access and the underlying permission model.
Tenant-scoped data
Widgets should only surface records, documents, reports, approvals and activity belonging to the authenticated tenant.
Role-aware display
Users should see the widgets, actions and record summaries appropriate to their role, not a universal dashboard that leaks operational context.
Action-aware workflows
Dashboard widgets should help users move into the correct workflow, whether that is approval, report review, portal publication, CRM follow-up or pipeline review.
Prism Cloud or private deployment
The dashboard should work across the deployment model your organisation chooses
Use Widget Dashboard views in managed Prism Cloud, or discuss standalone private deployment for organisations that need Prism to operate in a local, private cloud or customer-controlled environment.
Prism Cloud
Managed dashboard visibility inside Prism Cloud
Prism Cloud gives teams managed access to configurable dashboards, platform widgets, reporting signals, approval queues, portal activity and operating summaries without managing their own infrastructure.
Private Deployment
Dashboard views in customer-controlled environments
For organisations with stricter hosting, procurement or data-control requirements, Perspect can discuss standalone deployment so Prism’s dashboard layer operates in a local, private cloud or customer-controlled environment.
Why the Widget Dashboard matters
A dashboard is not valuable because it has cards on a screen. It is valuable when it shortens the distance between signal and action.
Prism’s Widget Dashboard is designed to show the operating state of the platform in one place while preserving the structure underneath it. Portfolio data remains portfolio data. Pipeline workflows remain pipeline workflows. Reports, approvals, documents, integrations and portal activity remain governed workflows. The dashboard brings those signals together without collapsing them into a generic status page.
That distinction matters for enterprise investment teams. Users need visibility, but they also need context, permissions, auditability and direct links into the workflows where action actually happens.
See how Prism turns platform activity into a configurable operating dashboard
Explore portfolio cards, pipeline visibility, approval queues, reporting status, portal activity and dashboard workflows in the live Prism demo environment.