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Opting out of a metric and not achieving the green tick? Read on to obtain 100% completion

How fund managers can resolve a grey (incomplete) checkmark after opting out of a data point, and bulk opt-out across a portfolio.

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Written by Sophie Rathmell

If you have opted out of a data point, but the checkmark remains grey (incomplete), perform these checks to ensure 100% completion:

  1. Check that you have opted out of the entire metric, not just the entity - you can do this by navigating to the top left of the data card and selecting "Opt out". You will need to provide a justification for opting out.

  2. Ensure all other entities are opted out of the data point before proceeding.

Tip: If you have many entities across your portfolio companies and need to opt out of several data points at once, use the Bulk Opt-Out feature instead of opting out one at a time: go to the Data Point Requirements page, tick the data points you want to opt out of, and click Opt out in the "With selected" toolbar.

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