Financial Analysis

Financial Analysis allows you to display metrics previously recorded in UW Analysis.

Deal Summary

Add a pinned metric

  • Click on the pencil icon in the top right corner of the Financial Analysis box
  • Select Edit pinned metrics in the dropdown menu
  • Click + Add Metric
  • Select the desired metric in the dropdown menu
  • Click Add

Remove a pinned metric

  • Click on the pencil icon in the top right corner of the Financial Analysis box
  • Select Edit pinned metrics in the dropdown menu
  • Click on the box next to the metric you want to unpin
  • Click Actions
  • Select Remove metric

Create new Analysis

If you want to create a new metric or analysis, see UW Analysis.

If the metric value does not match the value stored in UW Analysis, make sure the Current Analysis is set correctly.