Updates & KPIs
- How do I add Key Performance Indicators (KPIs) to my Enterprise account?
- How do I add portfolio-wide Key Performance Indicators (KPIs) to my Enterprise account?
- How do I add company-specific Key Performance Indicators (KPIs) to my Enterprise account?
- How can I track the impact of my investments?
- How do I add KPI values / data points?
- Can I track Actual and Target KPIs?
- How do I request KPIs from portfolio companies?
- How do I designate a contact to receive KPI Update Requests?
- What's in an Update Request sent to portfolio companies?
- How do I create a KPI Request link?
- How do I view KPIs?
- How do I stop KPI Requests?
- How do I add an Update to my Enterprise account?
- What’s included in an Update report?
- How do I view Updates?
- How do I approve an Update?
- How do I create a report of multiple Updates for a specific time period?
- How do I edit Updates and KPI values?
- How do I edit custom KPIs?