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How can I add or edit company metrics?

copy and paste metrics

Joshua Vance avatar
Written by Joshua Vance
Updated over a year ago
  1. Select the Portfolio tab.

  2. Click into an individual company page and navigate to the Metrics tab.

  3. Click into any empty cell to manually type data in. You can also click into any existing cell to override existing data. Any changes to existing data will be shown in the History tab for each data point

If you have a large amount of data to input, you can follow the below steps to bulk copy and paste into Standard Metrics:

  1. Ensure the in data your spreadsheet matches the time period cadence on the platform

  2. Highlight the rows in your spreadsheet and copy them from the respective fields

  3. Find the metric category in the table and click into the cell where the first data point needs to be

  4. Paste the values into the metrics table. Everything will automatically save.

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