As you continue to add new metrics to track for your portfolio company's performance, it is essential to stay organized. This article shows the key ways for your firm to organize your metrics through creating categories and changing the order of your portfolio metrics across the Visible platform.
Step One: Click Metrics and then navigate to Portfolio Metrics. Select an existing metric or choose + New portfolio metric to create a new portfolio metric.
Click Metrics at bottom of the navigation menu. Then choose Portfolio metrics in the middle navigation menu. From there, you can choose to either edit an existing metric by clicking it directly or create a new metric by clicking + New portfolio metric in the top right of your screen.
Step Two: Add in the necessary information to describe the metric. Under Category, select an existing category or enter a Category name and choose Create Category.
Add the information needed to describe the purpose of the metric such as name, description, aggregation, frequency and format. Then either choose an existing Category that is already built in your account or choose Create category.
Step Three: Your new Category is now created and is visible in the Portfolio metrics view.
You can now see the new category created in the Portfolio metrics view.
Step Four: To choose the order you want the metrics to show, click the six dots next to the metric. Then, drag and drop the metrics into the order you want.
Organize your Portfolio metrics further by changing the order of how they are viewed. To do this, click the six vertical dots on the left side of the metric. Drag and drop the metrics so that they are in the order that you want them to be viewed.
*Note changing the order of the metrics will impact all areas where portfolio metrics are shown such as:
- Category select (Metric settings, add multiple portfolio metrics)
- Category filter (Metrics section pages)
- Portfolio metrics
- Portfolio companies → Metrics
- Portfolio companies → Map metrics
- Update Requests → Metrics → Select
- Bulk edit metric data
- Any kind of Metrics export
Please reach out if you have any further questions!