How to import portfolio company metrics?

Import portfolio company metrics with Rundit's Excel add-in or Excel Import tool

STEP 1 - CONFIGURE THE COMPANY METRICS

Start by configuring the company metrics you wish to import into the Rundit Platform in the Reporting Template - Metrics. Once you have completed the preceding step of configuring metrics, proceed to Step 2.

STEP 2 - GENERATE EXCEL TEMPLATE

Generate an Excel template to enter your company metrics in bulk.

• Use the Rundit Excel Add-in feature to download template for the company metrics. (open Excel desktop application OR go to Excel for the web and sign in with your Microsoft account). See instructions for the Excel add-in here.

Alternatively, you can use the import tool (IMPORT > Import company metrics).

• Select all editable companies or specific companies from the company selection dropdown for generating Excel template.
• Choose whether you want to import data in Months/ Quarters/ Years.
• Finally, select the reporting period and hit the Generate Excel Template button.

STEP 3 - START IMPORTING THE COMPANY METRICS

• Once you have downloaded and filled the Excel template, start import by dragging and dropping the file on the upload area box below.
• Please double check to make sure that the company data is correct. The metrics will be imported in the Rundit platform accordingly.
• Hit the START IMPORT button to finalize the import.