Using Vane Loop
Navigating the Desktop
When you log in to Vane Loop, you land on the Desktop — a browser-based workspace that works like an operating system. Tools open as floating windows, you can move and resize them, and multiple windows can be open at the same time.
The Desktop Layout
The desktop is divided into two zones displayed side by side.
Portfolio Zone (left)
The left zone is your operational home base. It contains:
- Feasibility & Maturity tile — a live summary of your portfolio's current maturity score across all drivers
- Portfolio panel — a quick-glance count of your portfolio items, estimated value, and how many are actively running, with shortcuts to open the full Portfolio or add a new item
Intelligence Hub (right)
The right zone gives you quick access to the analysis tools. Each card opens a dedicated analysis window:
| Tool | Description | Availability |
|---|---|---|
| Scenario Analysis | Compare value across different scenarios | All plans |
| Maturity Analysis | Assess portfolio maturity levels | Starter and above |
| Initiative Analysis | Track initiative impact and progress | Starter and above |
| Strategic Roadmap | Plan and visualise your strategic timeline | Pro and above |
| True-up | Reconcile and balance portfolio values | Pro and above |
Opening Windows
Click any card, button, or action link on the desktop to open a tool as a floating window. Windows can be:
- Moved — drag the title bar to reposition
- Resized — drag any edge or corner
- Maximized — click the maximize icon on supported windows (analysis tools)
- Closed — click the × in the title bar
Multiple windows can be open at the same time. Use the taskbar at the bottom to switch between them.
The Taskbar
The taskbar runs along the bottom of the screen. It shows a button for each open window, letting you bring any window to the front or minimise it.
On the right side of the taskbar you will find the Beta Feedback button — use this to send feedback directly to the Vane Loop team while the platform is in beta.
The Menu
Click the Menu button (the gear icon, bottom left) to open the application menu. From here you can:
- See your account name and email
- Switch between Workspaces if you belong to more than one
- Open My Organisation to manage your organisation settings
- Use AI Document Import to extract portfolio data from existing documents
- Export to Excel to download your portfolio data
- Manage Billing (visible to billing owners only)
- Log out
The menu also shows a Recent Activity carousel — a scrollable summary of the latest changes made across your workspace.
Favorites
Frequently used portfolio items can be pinned as Favorites. They appear directly on the desktop in the Portfolio zone for one-click access.
To favorite an item, open it and click the star icon in its title bar.
The Vane Loop Agent
On the right side of the desktop is the Vane Loop Agent — an AI assistant that knows your portfolio. Click the sidebar strip to expand it.
You can use the Agent to:
- Ask questions about your portfolio items, drivers, and initiatives
- Get help navigating the platform
- Score drivers through a guided conversation
- Import data from documents
The Onboarding Roadmap
When you first sign up, a progress bar appears just above the taskbar. This is the Onboarding Roadmap — five steps that guide you through setting up your first portfolio item, adding drivers, completing a scoring session, creating an initiative, and adding costs.
Hover over any step to see what it involves and jump directly to the relevant action. The roadmap disappears once all five steps are complete, or you can dismiss it manually.
