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March 2019 Client Webinar - Custom Metrics and Investor Reporting - Video

 

Some takeaways:
- Review dashboard preferences and highlight new items (01:52)
- Add custom metrics at the account level (04:08)
- Add and edit custom metrics at the project and investor level (08:10)
- Populate all fields for a custom metric (09:55)
- Custom metrics (from an investor's perspective) (11:38)
- Add custom metrics to investor statements (17:15)
- Append documents to investor statements (18:38)
- Q&A (23:20)

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