# Dashboards Deep Dive

Dashboards aggregate your portfolio data into a single view showing key metrics like overall PAR, Quality Rating, and sector/size diversification. Use dashbo...

Canonical: https://www.manifestinvesting.com/guide/using-the-platform/dashboards

# Dashboards Deep Dive

A dashboard displays your portfolio's key metrics in one consolidated view, focusing on overall PAR, Quality Rating, and diversification patterns to guide portfolio-level decisions.

## Key Points
- \*\*Purpose\*\*: View portfolio health at a glance and make informed buying/selling decisions
- \*\*Key Metrics\*\*: Overall PAR vs MIPAR, weighted Quality Rating, sector/size distribution
- \*\*Decision Framework\*\*: Focus on portfolio impact, not individual stock performance
- \*\*Watchlist Integration\*\*: Track studied stocks with zero shares to monitor buying opportunities

## The Basics

Dashboards transform scattered portfolio data into actionable intelligence. Instead of analyzing stocks in isolation, you see how each holding contributes to your portfolio's overall performance profile.

The dashboard calculates weighted averages for PAR and Quality Rating based on position sizes, giving larger holdings more influence on the totals. This weighting reflects the actual impact each stock has on your portfolio's success.

![Dashboard Overview](/images/guide/platform/dashboard-overview.png)

### Portfolio-Centered Decision Making

Traditional investing focuses on individual stock picks. The Manifest Method emphasizes portfolio-level thinking:

- How does this purchase affect overall portfolio PAR?
- Does this addition improve or hurt portfolio quality?
- What does my diversification need?

A stock might look attractive individually but poor for your specific portfolio mix.

## On the Platform

### Reading Your Dashboard

\*\*Portfolio Averages Box\*\* (top right):
- \*\*Overall PAR\*\*: Your portfolio's projected annual return
- \*\*Quality Rating\*\*: Weighted average of all positions
- \*\*Sales Growth\*\*: Expected revenue growth across holdings

\*\*Individual Holdings\*\*:
- Sort by any column (PAR, Quality, sector) by clicking column headers
- Stocks with zero shares = watchlist items (don't affect portfolio averages)
- Color coding shows Quality thresholds: blue (80+), green (65-80), red (\<35)

### Diversification Charts

Scroll below your holdings to find two pie charts:

\*\*Size Diversification\*\* (based on sales growth rates):
- Slower Growth: \<7% projected growth
- Medium Growth: 7-12% projected growth
- Faster Growth: \>12% projected growth
- Target: A balanced mix across all three categories

\*\*Sector Diversification\*\*:
- Shows percentage allocation across 11 sectors
- Avoid over-concentration in any single sector
- Consider gaps where you have zero exposure

### Using the Watchlist Feature

Add studied stocks to your dashboard with zero shares to:
- Monitor PAR values for buying opportunities
- Keep research top-of-mind during meetings
- Track multiple candidates without affecting portfolio metrics

When these stocks hit the [Sweet Spot](/guide/core-concepts/sweet-spot) (MIPAR+5% to MIPAR+10%), consider purchasing if they improve your diversification.

### Decision Framework

Before each portfolio action, ask:
1. \*\*Returns\*\*: Is overall PAR sufficient for my goals?
2. \*\*Quality\*\*: Does this maintain/improve portfolio quality?
3. \*\*Diversification\*\*: What does my portfolio need more of?
4. \*\*Cash\*\*: How should available funds be deployed?

Never disturb good portfolio averages just to "do something" with cash.

## Tips for Success

- \*\*Sort by PAR\*\* to quickly identify buying opportunities
- \*\*Check diversification\*\* before every purchase decision
- \*\*Monitor watchlist PAR values\*\* monthly for timing
- \*\*Focus on portfolio impact\*\*, not individual stock stories
- \*\*Use Quality color coding\*\* to spot potential problem holdings

## Learn More

- [Sweet Spot Strategy](/guide/core-concepts/sweet-spot) - Identify optimal buying ranges
- [Quality Rating Deep Dive](/guide/core-concepts/quality-rating) - Understanding the 0-100 scale
- [Portfolio Management](/guide/making-decisions/portfolio-design) - Advanced portfolio techniques
- [Sector Analysis](/guide/using-the-platform/stock-search) - Industry comparison tools