You can easily update or edit the metrics for any of your portfolio companies within Standard Metrics by following the steps below:
1. Navigate to the Company’s Page
From the Portfolio tab, click on the company you want to update.
Alternatively, use the Search bar at the top of your screen to find the company directly.
2. Open the Metrics Tab
Once on the company’s profile, switch from the Overview tab to the Metrics tab.
This section displays the company’s financial and performance data in a table format.
3. Edit a Metric
Click into any cell within the metrics table to make changes.
You can update existing data or add new values directly in the table.
4. View Metric History and Source
If you click on any existing value, a sidebar will appear showing the history of changes made to that metric and the source of the data (for example, manual entry or synced integration), helps you verify the origin and accuracy of every data point. (See more information here.)
Have questions? Feel free to send an email to support@standardmetrics.io.