Saved response
Question
Answer
Only approved users can access saved metrics.
Admins can create and manage user accounts from within the dashboard.
Recalculation complete!
python process_data.py --serve and open http://localhost:8000/acquisition_dashboard.html.
Active Target
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Compare portfolio companies, set opportunity bounds, and access SWOT.
Context uses selected companies and scenarios in this portfolio.
Choose “Auto (recommended)” to let the system pick the most reliable model.
We’ll gather metrics, atomic values, frameworks, and SWOT for the selected scenarios.
Tips:
- Scope: Say “compare all companies” to broaden, or name firms to narrow.
- Scenarios: Mention scenario names when you want specific what-ifs.
- Good asks: “Rank by EBITDA margin and CAGR with drivers”; “Summarize SWOT risks vs top-line growth.”
- Efficiency: wide scopes auto-preload context and digests—watch the status bar for progress.
Chat Attachments
Optional documents that ride along every chat run for this portfolio.
Supports UTF-8 text up to 500 KB per file. Indexed in addition to dashboards, frameworks, and SWOT.
Chat history
Stored privately per user. Search, reopen, or delete entries.
Saved response
Question
Answer
Select a company to view and edit its detailed metrics.
Filter the list of available targets.
Active Target
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Data source pending
Data Last Updated
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Based on incoming CSV metadata
Scenario
Capture what-if assumptions
Leadership Notes
0 charsDownload the template, upload files named [business]_metrics.xlsx, and reset the entire experience to blank values before testing scenarios.
Plug in revenue and EBITDA multiples to see the implied enterprise values for the active company.
Upload text-based documents that stay with this company profile and feed retrieval-augmented chat.
Supports UTF-8 text files up to 500 KB. Content is indexed in addition to dashboards, frameworks, and SWOT.
Key metrics update in real-time as you edit the atomic inputs. Pick up to ten gauges to watch.
Metric watchlist
0 of 10 selected
Grouped assumption controls with precise inputs, sensitivity chips, and quick shock buttons.
Directly edit any data point; values propagate across every metric.
| Key | Value | Low | High | Description & Source | Notes |
|---|
Companies
Compare peers| Company | Value | Metric | Notes |
|---|
Select a company to view and edit its framework scores.
Filter the list of available targets.
Visualize baseline scores, tweak criteria, and watch the radar + summary cards update instantly.
Shorter edges represent categories that carry lower combined weighting.
Highlights the unweighted average score (1-5) attained in each category.
Adjust score and weight; Weighted Score updates automatically.
| Category | Criteria & Guidance | Weight (%) | Score (1-5) | Weighted Score | Notes |
|---|
Create curated groups of companies for focused comparisons across the dashboard.
Export or import your entire set of portfolios for backup or collaboration.
Share saved plans with coworkers in your organization or revoke access at any time.
Update credentials and toggle accessibility helpers.
Analytics summarize your own chat runs so you can see which engines succeed fastest.
Model telemetry
Run a chat job to populate telemetry.
| Model | Success | Avg latency | Avg tokens | Runs | Error rate | Score |
|---|---|---|---|---|---|---|
| No telemetry yet. Run a chat question to capture stats. | ||||||
Guided Tutorial
Step 1 of 1
Follow the steps to learn how to navigate AcquiHigher.