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  1. On the 'Metrics' tab, select Add Metric.
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  2. Type the name of the metric you want to create. Select from a list of recommendations, or add a new one.

  3.  Key in the details

    1. Name: Name of the metric
    2. Code: A unique shortcode for the metric
    3. Aggregation:
      1. Sum: Aggregates value over multiple periods. eg: Monthly revenue sums up to annual value,
      2. Last value: Retains the latest metric value. eg: Cash position, # of employees
    4. Metric group: A custom list to group similar metrics. eg: SAAS Metrics, Impact Metrics, etc
    5. Description: To provide more detail about the metric.

  4. Upon selecting the 'Save' button, you'd see the metric get added to the list.
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  5. You're all ready to use your new metric. You can repeat Repeat the above process to add a new metric.

Next steps: Create a deliverable so that you can collect your plan to collect metrics from your portfolio company.


titleDelete a metric

Use the delete icon to delete remove a metric. You It can only delete it if no value has been submitted for the samebe removed if it's not part of any plan.

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