A series of enhancements to the Investments feature include additional visuals and ability to print to PPT.

New Widget

The Investments widget used through Valkre has been updated to show Potential and Actual investment visually over time.

New Dashboard

Clicking into the Investments feature visualizes the Investment data over multiple years.  Access the details under the Dashboard tab.

Print to PPT

If the Investments feature is included in a Customer Layout, the Widget and Trend chart will be included in the PPT Export.