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Overview

Purpose​

The Dashboard is a functional tool where all deals being analyzed in U-Rite can be stored. Users can create deals that can hold multiple models, allowing for an organized, central location of files and internal communications via chat.

Accessing the Dashboard​

The Dashboard can be accessed multiple ways:

  • The Login button on the main U-Rite website.
  • The Dashboard button at the bottom left of the U-Rite sidebar.
  • Directly by clicking here.

Once logged in, the main navigation sidebar can be found on the left-hand side of the Dashboard. The sidebar contains links to the following sections:

Features​

  • Organization

    The group organizer can manage their subscriptions and the groups members in this tab.

  • Portfolios

    The main page of the dashboard, contains high-level information of all the portfolios currently analyzed.

  • Downloads

    Users can obtain the U-Rite Excel Add-in installer. This installer is designed for Windows operating systems and supports in English.

  • Support

    We love your feedback! If you run into an issue or would like to request a feature, you can submit a ticket here. Alternatively, you can also contact us directly via email at support@u-rite.com.

  • Documentation

    This is a direct link to our current documentation site. It provides broken down instructions for the Dashboard, Excel Add-in, Task-Pane, troubleshooting, and a glossary.