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Organization Overview

The Organization Overview page provides a comprehensive dashboard of your organization's funds, metrics, and key information.

Accessing the Overview​

  1. Log in to Asset360
  2. Select your organization from the organization switcher
  3. You'll land on the Organization Overview page by default

Dashboard Components​

Key Metrics​

The overview displays several important metrics:

  • Total Funds: Number of active funds in your organization
  • Total Assets: Combined value of all fund assets
  • Total Investors: Number of investors across all funds
  • Active Users: Number of users with access to the organization

Funds Summary​

A table or cards showing:

  • Fund Name: Name of each fund
  • Fund Code: Unique identifier for the fund
  • Status: Active, Inactive, or Setup status
  • NAV: Current Net Asset Value per unit
  • Total Assets: Fund's total asset value
  • Quick Actions: Links to view fund details or manage the fund

Recent Activity​

Some overview pages may show:

  • Recent transactions
  • Recent investor activities
  • System notifications
  • Important alerts

Actions Available​

From the Organization Overview, you can:

  1. View Fund Details: Click on any fund to see its detailed dashboard
  2. Create New Fund: Use the "Create Fund" button to start the fund setup wizard
  3. Manage Funds: Access the full funds list for advanced management
  4. View Reports: Access organization-wide reports and analytics

Fund Cards​

Each fund is displayed as a card or row with:

  • Fund Information: Name, code, and type
  • Financial Summary: NAV, total assets, and other key metrics
  • Status Indicators: Visual indicators for fund status
  • Quick Links: Direct access to fund sections
  • Search Bar: Search for funds by name or code
  • Status Filters: Filter funds by status (Active, Inactive, etc.)
  • Sort Options: Sort funds by name, NAV, or creation date

Understanding Metrics​

Total Assets​

The combined market value of all assets across all funds in your organization.

Total Investors​

The total number of unique investors who have invested in any fund within your organization.

Active Funds​

Funds that are currently operational and accepting investments.

Next Steps​

After reviewing the organization overview: