Custom Metrics

Custom Metrics provide a way to display data that is not available in the form of a System Metric on the Investor Portal.  You will need to manually enter the data for the Custom Metrics.  To create a Custom Metric and add the appropriate data, follow these steps:

Navigate to your name at the top right-hand corner of the screen and select Investor Settings.

Select the Investment Metrics tab and then choose Custom Metrics.

All existing Custom Metrics will be displayed here with the ability to delete (trash can icon) and edit (pencil icon) them. To add a new Custom Metric, select Add Metric.

Add the Name and Description of the Custom Metric. The Description will appear as the grey text below the Name. Select Add.

Before leaving the Investment Metrics page, make sure to select Save at the bottom right-hand corner of the page, which will prompt you to: 1) Reset all projects to current updates, 2) Only apply current updates to all projects, or 3) Save updates for future classes. Choose the desired update and select Apply.

To add Custom Metric data, navigate to a desired project, entity, and class. Select Custom Dashboard Metrics. All of the Custom Metrics will appear in this section along with each investor associated with that entity/class. Enter the desired metrics for the desired investors in the list. If you do not populate a Custom Metric for a particular investor, that metric will not appear on the Investor Portal for that particular investor. Click the … to Edit the Custom Metric, Populate all fields for that metric, Clear All, and Delete. To add a new metric, click Add Metric at the top left.

To ensure that investors have access to their specific Custom Metrics on their Investor Portal, either on the Offering Tile or the Offering Page of the appropriate project, navigate to Investor Settings > Offering Metrics and select Add Metric under the location and project status you'd like the metric to display. Please see the Offering Metrics article for more on customizing the Investor Portal metrics.  

Custom Metrics are also included in the export option under Projects > Project List > Export Investor Portal Metrics.

Here is an example of what the report will look like: