This feature is designed to help firms that have portfolio companies that report metrics in multiple currencies.
Follow along with this step by step walk through of how you can support alternative currency types for a portfolio company's metrics.
Step One: Navigate to the portfolio company and choose Metrics from the inner navigation menu.
Click the company that you want to change the currency type of a metric for. Then, select metrics from the inner navigation menu.
Step Two: Click the metric that you want to change the currency of for a portfolio company.
Select the specific metric that should be in a different currency than what is set in the metric settings for all companies.
Step Three: Select the settings tab and then click the currency listed under Unit & format.
Click the settings tab and then select the currency type.
Step Four: Click Save to update the metric and reflect the chosen currency.
Select Save to show the new currency type for the portfolio company metric.
The currency type is now updated for this portfolio company's metric.
Let us know if you have any questions!