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[Sep 2026] [Group-Level] The Group-Level Dashboard now opens with a ready-made view

The Group-Level Dashboard now opens with a populated view instead of an empty state the first time you visit it.

  • Default view per license: Before you configure a layout, the dashboard now preselects a default company selection, weighting profile, and metric based on your license.

  • Tuned for PE and Enterprise accounts: Private equity accounts default to a Weighted Maturity view, and multi-company Enterprise accounts default to a Total Exposure view. Both start with all companies selected and a Matrix view.

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