Seraf allows you to add custom Key Performance Indicators to measure exactly what you'd like to track and report on regarding your portfolio and portfolio companies. Once you've added a custom KPI, you might find that you need to change the name of it.
To edit the name of a custom KPI from an Enterprise account:
- Go to Account Management.
- Under Account Settings, click the button to Update Settings.
- Click the tab for Edit Custom Options.
- Under the section for Indicator, edit your custom KPI entry.
- Save your entry.
Learn how to add KPIs.
Learn how to edit Updates and KPI values.
Note that KPIs and Updates are only available to Enterprise accounts and their members.
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