Due Diligence Dashboard
Dashboard to Track Due Diligence Documents
By
AnyDB
The AnyDB Due Diligence Dashboard template provides a high-level visual summary of completion progress across multiple due diligence areas. It is specifically designed for M&A, investment, and compliance teams to monitor documentation status across legal, financial, operational, and technical categories. Each section can be linked to detailed records for drill-down.
Suitable for
Description
The template is built around two core columns:
- SECTION – Lists categories of diligence (e.g., Legal, HR, Financial)
- COMPLETION – Displays a percentage representing how much of that category’s documentation or checklist is complete
Each section (e.g., "Legal and Litigations", "Finance and Tax", "IT Security") is a reference field linking to another template or data set that stores individual checklist items. The completion percentage is dynamically pulled using a reference expression (DYNREF()), and the overall progress is automatically calculated as the average across all categories.
Visual formatting (color-coded cells and badges) highlights progress levels and draws attention to incomplete areas. The dashboard title is dynamically generated based on the organization name and completion status.
Key Data Stored
- Organization Name – Used in dynamic title generation
- Title – Automatically generated as "DUE DILIGENCE DASHBOARD (Company Name)"
- Progress Badge – Displays total average progress (as a %)
- Checklist Categories (Sections) – e.g.:
- Organization Docs
- Legal and Litigations
- IT Security
- Product and Service Strategy
- Customer Support
- Infrastructure and Operations
- Finance and Tax
- Linked References – Each section links to a specific checklist or data source
- Completion Values – Percentage (0–100%) pulled dynamically
- Visual Formatting – Color-coded cells, locked structure, bold headers
Business Use Cases
- M&A Transactions – Track due diligence across all required areas during acquisition or investment
- Internal Compliance Reviews – Monitor readiness across departments
- Board or Investor Reporting – Provide snapshot views of diligence status
- Legal Team Oversight – Organize and ensure completeness of key documents
- Startup Fundraising – Prepare clean documentation for VC diligence processes
Why This Template is Powerful
- Cross-Linked Design – Each section connects to underlying detailed checklists
- Live Progress Monitoring – Pulls real-time data from checklist records
- Single Source of Truth – One dashboard to monitor entire diligence scope
- Color-Driven Attention – Highlight incomplete or at-risk sections
- Scalable & Customizable – Works for early-stage startups or enterprise transactions
This dashboard makes complex due diligence processes trackable, visual, and efficient—ensuring nothing is missed as teams prepare for audits, funding, or acquisitions.