Test Drive Our Private Equity Analytics Dashboard

How to Use This Test Drive

This Industry HQ dashboard is an example of business intelligence (BI) best-practices for Private Equity. The above scorecard analyzes the health of PE Firm through key metrics and indicators across eleven areas. Click the double arrow in the lower right to expand the dashboard to full screen. If you’d like to test drive all functionality (filters, slicers, tool-tips, etc.) and see the underlying dashboards for each area, feel free to contact us.

Why Power BI

Private Equity Data Analytics Are

Fast
Make data accessible for your team to make faster decisions using real-time metrics.

High Value
Let automation work for you so you can spend more time on your business.

Easy to Use
Deploy easy-to-use reporting so each member of your team is informed and working from the same playbook.

Why Blue Margin?

We have 13 years of experience helping private equity-backed, mid-market companies execute their data strategies.

Private Equity Expertise

13 years of experience with mid-market companies

  • Execute effective data strategies
  • Enhance operational efficiency
  • Drive business growth

Clients Love Working with Us

Our NPS score of 89 speaks for itself.

  • High client satisfaction
  • Positive testimonials
  • Proven track record
  • Project / Portfolio Management

We’re Credentialed

We carry Microsoft’s Gold Partner distinction in:

  • Data Analytics
  • Data Platform
  • Cloud Platform
  • Application Integration
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Testimonial

The Blue Margin team is highly professional and are experts at helping companies use their data to improve operations and drive growth. We recommend them without reservation.

Ron Auletta, Operating Partner · IGP
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Testimonial

Blue Margin has been instrumental in helping our portfolio companies make data-driven decisions and increase discipline around key metrics for top-line growth and other focus areas.  They are organized, efficient, and trustworthy.

Brian Potts, Operating Partner · One Rock Capital Partners
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Testimonial

I highly recommend Blue Margin to any company needing to increase the impact of their reporting. Blue Margin’s private equity and midmarket experience enables them to recommend valuable KPIs and other insights. The team worked with a portfolio CEO to quickly produce visual analytics that improved sales processes and increased margins. Top notch work!

Rick Corcoran, Partner · Slate Capital Group