K-3 Allocations and Analysis View

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

I'd like to be able to see a preview of each investors' K-3 data (similar to the existing K-1 data preview) before generating their K-3 PDF

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

It will make review easier flipping between investor data slices here than generating K-3 PDF packages and reviewing that way

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Anyone dealing with K-3 allocations in K-1 Navigator

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

K-3 data preview is added to Allocations and Analysis page