Due Diligence Dashboard

The Due Diligence Dashboard displays those Targets that have entered the Due Diligence phase

When the Current Phase of a Target is set to Due Diligence, it will appear on the Due Diligence Dashboard.  On this page, users have the ability to change their filter to another phase.  Parameters that are available on this page include:

• Code Name/Target Name
  This information is stored on the Target Summary/Detail page in the Target Demographics section.
• Current Phase
  The Current Phase is stored on the Target Summary/Detail page in the Deal Summary section. 
• Deal Lead
  This information is stored on the Target Summary/Detail page in the Contact Info section. 
• Due Diligence Date
  This date is stored on the Target Summary/Detail page in the Deal Summary section. 
• Status 
  A Target can have a status of "In Progress" or "Not Started."  "In Progress" means the Due Diligence Playbook has been copied into the Target.  "Not Started" means that the Due Diligence Playbook has not been copied into the Target.
• Findings
  Displays the total number of Findings created within a Request Item or from the Findings interactive link on the Tab Bar.
  
  

         Due Diligence Dashboard