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When you need your portfolio companies to share KPIs and files.

Prerequisites

Schedule a plan.

Step-by-step guide

  1. Select 'Tracker' from the left-menu. Select the date for which you want to send out requests.




  2. Press the button to send the request to the selected assignee.





  3. You will get the following message on top-right corner.



  4. Once an email has been sent, you will now see a new 'Start' label and a new option to send reminder emails.


    Sending a request may fail if an assignee doesn't have a valid email address attached to them.

  5. The assignee will receive an email with instructions to submit their metrics or files.

Next Steps: Submit metrics online.