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 the KPI’S tab. From here, you can see the company’s metrics table as below:

To edit KPIs in the metrics table, click Edit metrics template right under the table. Please refer to this article to set up the metrics template for your portfolio companies. You can assign both company specific KPIs, but also assign KPIs across your entire portfolio.