How do I create a KPI Request link?

To streamline the collection and reporting of Key Performance Indicators (KPIs), Seraf Enterprise clients can request KPI updates directly from portfolio companies using an email request process with an embedded form.

The first time you Request Updates through Seraf, the system will automatically generate a custom URL for each company. The URL opens a web page with an entry form including the KPIs requested and a free form text box to provide a written update. For security purposes, the URL expires after 3 weeks or after 5 updates have been recorded. You will periodically need to create a new KPI Request link.

To create a KPI Request link:

• Open a company page by clicking the name of the company from anywhere in your account.
• Go to the Updates & KPIs tab at the top of the page.
• Scroll to the section for KPI Update Request Link at the bottom of the page.
• Click "Create Link".

After the URL link is created, you can Request Updates through Seraf or you can copy the link and share it with whomever you ask to complete the entries. 

Learn what's requested through the KPI Request Link.

Note that KPIs and Updates are only available to Enterprise accounts and their members.