# Get a central view of portfolio performance

Manage portfolio risk with unified data and reporting

## The difference

## Banyan

How teams operate before and after replacing disparate data sources with a dynamic software layer

Without Banyan  
- Pulling financials and production data from spreadsheets by hand wastes time and slows decisions  
- Bloated Excel workbooks turn fragile and crash-prone as portfolios grow  
- Teams find out about underperforming assets too late

With Banyan  
- Integrate disparate data sources through our data importer  
- Pre-built reporting dashboards map financial, production, and impact data  
- KPI dashboard and alerts escalate when project performance is off-track

## Centralize portfolio data

Access the insights you need across your portfolio:
- Financial metrics (IRR, DSCR, and more)
- Asset performance metrics (kWh, MW, and more)
- Impact metrics (CO2 avoided, affordable housing units upgraded, and more)

### Reporting

## Advanced portfolio reporting

Understand portfolio performance and maximize profitability with:
- Standardized reporting at the portfolio, fund, and project level
- Generate and share reports on portfolio performance against forecasts, budgets, and other key social and environmental metrics
- Roll up or drill down on the same metrics across your portfolio, from the fund view down to individual projects

### KPI monitoring

## KPI monitoring and risk management

Automate your reporting and compliance obligations at scale with an auditable system of record
- Always-on monitoring and alerts for performance and unmet KPI thresholds
- Leave comments and notes on portfolio performance to keep tabs on trends
- Make faster decisions and reduce risk with a centralized view of your portfolio performance

## Monitor

## portfolio performance

See Banyan in action. Book a demo and we'll tailor the walkthrough to how your portfolio and deals are structured.