How do I edit the metrics template for my portfolio companies?
You're able to bulk add KPIs to your portfolio companies' metric tables on a joint metric template.
- Navigate to top bar and choose EDIT -> Reporting template - Metrics to adjust the metrics for your companies
- Select metrics from the list of predefined metrics or create custom ones by typing the name of the KPI you’d like to add to the search bar and click “add custom metric”.
- To remove metrics from specific companies:
- click the three dots next to the metric and choose Edit
- Deselect the companies you want to remove the metric from
- If the metric row already has inserted values, you will have to delete the metric directly from the KPI table as well: Navigate to the KPI tab within the company profile, click the three dots next to the metric and select "delete metric".
- Please note that if the company profile is shared with the actual company members, you can't delete any metrics unless they are added by you and have no data.
Read more about How to create and edit metrics template for portfolio companies.
Please note: You can only edit the metric name, description, unit and aggregation method in case the metric is a custom one and originally created by you and not by other users.