How do I edit the metrics template for my portfolio companies?

You're able to add metrics 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. 
• Change the order of metrics by dragging them up and down.
• Select metrics from the list of predefined metrics
• Alternatively, create a custom metric: Start typing the name of the metric you’d like to add. If the metric doesn't exist in the predefined metrics list, a prompt "add custom metric" will appear. Click the prompt and insert custom metric details.
• To remove metrics from specific companies:
  • Click the three dots next to the metric, then choose whether to edit its assignment (you can unassign or assign the metric to or from specific companies) or delete the metric from the template.

• • If you wish to delete the metric from the template, and the metric row already has inserted values, you will have to clear the metric data directly from the metric table. Navigate to the company metrics tab within the company profile, click the three dots next to the metric and select "clear row".
    
  • 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 there's no data values.

Read more about How to create and edit metrics template for portfolio companies.