---
title: How to create charts for portfolio company metrics?
description: Learn how to create or add a portfolio company’s chart to review their performance visually.
---
[Skip to content](https://support.rundit.com/how-to-create-or-add-a-companys-chart#main-content)
[Submit a ticket](https://support.rundit.com/kb-tickets/new?hsLang=en)
[](https://rundit.com/?utm_source=supportcenter)
- [Support Center Homepage](https://support.rundit.com/)
Open main navigation
Close main navigation
- [Support Center Homepage](https://support.rundit.com/)
- [Submit a ticket](https://support.rundit.com/kb-tickets/new)
- [Sign in to Rundit platform](https://app.rundit.com/#/login)
[Sign in to Rundit platform](https://app.rundit.com/#/login)
Welcome to Rundit Support Center
- There are no suggestions because the search field is empty.
1. [Support Center](https://support.rundit.com/?hsLang=en)
2. [Functionalities](https://support.rundit.com/functionalities?hsLang=en)
3. [Company profile](https://support.rundit.com/functionalities?hsLang=en#company-profile)
# How to create charts for portfolio company metrics?
## Learn how to create charts to visualise individual portfolio company performance
*To create a portfolio company’s chart, you must be a* ***VC admin*** *or* ***VC member*** *with access to the fund your company is assigned to, plus you’re subscribing to Rundit VC Pro or VC Pro+.*
- Navigate to the top bar and click **Companies** -\> select a company to open its profile.
- Choose the **Dashboard** tab. From there, you can create and see all charts of the chosen company. Please note that this tab is private and only visible to your VC team.
- Hit the button **Add chart** at the top right of your screen -\>Choose **chart size** -\> Click **Next**. Please note that each chart size will display a limited number of KPIs.****
- Then, name your chart title and set the **display periods** to be month, quarter or year, together with the **number of periods** shown in the chart (the x-axis).
- Select metric(s) to show in your chart.
- Apply these changes to:
- **This company only**: If you want to add this chart to the dashboard of this company only, choose **This company only**. Your newly created chart will locate under the headline **Charts for \*Company name\*** in the **Dashboard** tab in this company profile.
- **Entire portfolio**: If you want to add this chart to the **Dashboard** tab of the entire portfolio, choose **Entire portfolio**. Your newly created chart will locate under the headline **Charts for all companies** in the **Dashboard** tab in all company profiles.
- Finish this step by hitting **Save**.
- [Rundit for Investors - Get started](https://support.rundit.com/rundit-for-investors-get-started?hsLang=en#main-content)
- [Investors](https://support.rundit.com/rundit-for-investors-get-started?hsLang=en#investors)
- [Account settings](https://support.rundit.com/account-settings?hsLang=en#main-content)
- [User Settings](https://support.rundit.com/account-settings?hsLang=en#user-settings)
- [Organization Settings](https://support.rundit.com/account-settings?hsLang=en#organization-settings)
- [Users & Funds](https://support.rundit.com/account-settings?hsLang=en#users-funds)
- [Currency Settings](https://support.rundit.com/account-settings?hsLang=en#currency-settings)
- [Subscriptions](https://support.rundit.com/account-settings?hsLang=en#subscriptions)
- [Security](https://support.rundit.com/account-settings?hsLang=en#security)
- [Functionalities](https://support.rundit.com/functionalities?hsLang=en#main-content)
- [Portfolio monitoring](https://support.rundit.com/functionalities?hsLang=en#portfolio-monitoring)
- [Investment data](https://support.rundit.com/functionalities?hsLang=en#investment-data)
- [Investments Overview Dashboards](https://support.rundit.com/functionalities?hsLang=en#investments-overview-dashboards)
- [Export data](https://support.rundit.com/functionalities?hsLang=en#export-data)
- [Company profile](https://support.rundit.com/functionalities?hsLang=en#company-profile)
- [Comments](https://support.rundit.com/functionalities?hsLang=en#comments)
- [Company reports](https://support.rundit.com/functionalities?hsLang=en#company-reports)
- [Portfolio activity](https://support.rundit.com/functionalities?hsLang=en#portfolio-activity)
- [Global fund and currency selector](https://support.rundit.com/functionalities?hsLang=en#global-fund-and-currency-selector)
- [Capital allocation](https://support.rundit.com/functionalities?hsLang=en#capital-allocation)
- [Company custom ID](https://support.rundit.com/functionalities?hsLang=en#company-custom-id)
- [Industry](https://support.rundit.com/functionalities?hsLang=en#industry)
- [Labels](https://support.rundit.com/functionalities?hsLang=en#labels)
- [Currency Settings](https://support.rundit.com/functionalities?hsLang=en#currency-settings)
- [Interactive Fund Report](https://support.rundit.com/functionalities?hsLang=en#interactive-fund-report)
- [Fund Management](https://support.rundit.com/functionalities?hsLang=en#fund-management)
- [AI Toolbelt](https://support.rundit.com/functionalities?hsLang=en#ai-toolbelt)
- [Dashboards](https://support.rundit.com/functionalities?hsLang=en#dashboards)
- [Rundit for Portfolio Companies - Get started](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#main-content)
- [Investor reports](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#investor-reports)
- [Getting started](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#getting-started)
- [Investor groups](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#investor-groups)
- [Metrics](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#metrics)
- [File storage and sharing](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#file-storage-and-sharing)
- [Troubleshooting](https://support.rundit.com/troubleshooting?hsLang=en#main-content)
- [Google Sheet integration](https://support.rundit.com/troubleshooting?hsLang=en#google-sheet-integration)
- [Email issues](https://support.rundit.com/troubleshooting?hsLang=en#email-issues)
- [Metrics](https://support.rundit.com/troubleshooting?hsLang=en#metrics)
- [Reporting reminder](https://support.rundit.com/troubleshooting?hsLang=en#reporting-reminder)
- [Navigation](https://support.rundit.com/troubleshooting?hsLang=en#navigation)
- [Interactive LP report](https://support.rundit.com/troubleshooting?hsLang=en#interactive-lp-report)
- [Investments](https://support.rundit.com/troubleshooting?hsLang=en#investments)
- [FAQs](https://support.rundit.com/faqs?hsLang=en#main-content)
- [Investors](https://support.rundit.com/faqs?hsLang=en#investors)
- [Portfolio Companies](https://support.rundit.com/faqs?hsLang=en#portfolio-companies)
- [Support Center Homepage](https://support.rundit.com/)
[](https://rundit.com/)
Support Center
Copyright © 2026, Rundit