How to track portfolio company metrics?

Learn about how to keep track of company metrics.

To track the metrics of a portfolio company, you must be a VC admin or VC member with access to the fund to which your company is assigned to.

  • Navigate to the top bar and click on Companies -> Select a company to open its profile.
  • Choose KPI’S tab. From here, you can see the company’s chart and metrics table as below:

  • To edit the chart, click the small setting icon to edit chart title, display periods, metrics to display, line color,... (see the picture below).

  • To edit KPI in the metrics table, click Edit metrics template right under the table, please refer to this article to set up metrics template which applies to an individual company or all companies (see the picture below).