Report Card
REPORT CARD
Every position graded from five component scores · 1 is best, 5 is worst · worst grade first
Deals
0
Graded
0
Average score
—
Average coverage
0%
Below the floor
0
The book is still being scored — this takes about a minute after a restart or an import. Reload shortly.
A KPI with no value is treated as absent, not zero — its weight is redistributed
across the KPIs that did fire. Coverage is the share of the rubric's weight that
actually had a number behind it, so a grade at 40% coverage and one at 90% are not the same claim.
Below 50% no grade is issued at all.
Grade — Backup Calculation
| = Grade | None |
Formula: weighted score -> letter
A <1.5, B <2.5, C <3.5, D <4.5, F above. The score runs 1 best to 5 worst throughout — the opposite polarity to the Deal Parameters scores.
Source:
services/report_card.py → score_deal()
Weighted score — Backup Calculation
| = Weighted score | None |
Formula: five component scores blended by their weights
Performance 25%, Returns & Cash Flow 25%, Debt 20%, Value 15%, Manager 15%. A component with nothing scoreable drops out of numerator AND denominator rather than scoring 5.
Source:
services/report_card.py → score_deal()
Coverage — Backup Calculation
| = Coverage | None |
Formula: rubric weight with a value behind it / total rubric weight
Reported beside every grade because the two are not separable. Below 50% no grade is issued at all — the row reads "not graded" and the score is a signal, not a verdict.
Source:
services/report_card.py → score_deal()
Component score — Backup Calculation
| = Component score | None |
Formula: that component's KPIs, banded 1-5 and blended by weight
Open any deal to see which KPIs fired and which were absent. A blank means no KPI in that component had a value for this deal — it is not a zero and not a 5.
Source:
services/report_card.py → score_deal()| IDENTITY | OVERALL | RETURNS & CASH FLOW · Mixed | VALUE · Market | PERFORMANCE · Manager | DEBT · Sponsor (us) | MANAGER · Manager | REVIEW | |||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Deal / Property | Asset Type | Sub-Type | Strategy | Lifecycle | Market / CBSA | Manager | GP/LP | Date of Inv. | Weighted | GRADE | Colour | Coverage | Override | Your score | Top driver | Invested | Total Invested Capital | Total ROI | Current yield | Actual vs proj. | Mos. since dist. | GRADE | Contribution | Value | Value / Unit | Value vs Cost | Current cap | GRADE | Contribution | Occupancy & Leasing | Financial Control | Collections & Delinquency | Building & Maintenance | Admin | Insurance | Payroll | Taxes | Utilities | GRADE | Contribution | Loan balance | DSCR | LTV | Debt yield | Mos. to mat. | Equity after debt | GRADE | Contribution | Rpt. timeliness | Rpt. completeness | Their other deals | Their deals counted | GRADE | Contribution | Last data received | What it was | Last reviewed | By | Commentary |
| No deals carry enough filed financials to grade. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Laid out as the Rollup sheet Morgan reviewed — his bands, his column order, his labels. Scores are shaded green (1, best) through red (5, worst). Greyed columns have no source in the app yet; hover the COLUMN HEADING to see what would have to exist to fill it — the explanations sit on the headings rather than on every cell, which is worth about 340KB on this page.