Status tab
This is where you assign templates to portfolio companies, and track the KPI editing status. You can view the Status and the Updated by in this view.
Note
To access KPIs you must be in Admin mode accessed from your profile.
Assign templates to portfolio companies
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Go to KPIs > Status.
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Select the checkbox next to the company name.
You can select more than one company at a time.
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Select Assign Template and select a template from the menu.
The Assign Template New name window opens to confirm.
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Select Assign.
The selected template appears in the Template column. You can also view the Status and the last user to update the KPI Control Center view.
Tip
You can filter this view by Fund, Sector, and Investment amount for easier navigation, by clicking on the various Filter dropdowns at the top of the Status view
Unassign a template
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Go to KPIs > Status.
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Select the checkbox next to the company name.
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Select Assign Template.
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Select Unassign Template from the menu.
The Unassign Template Test KPIs window opens to confirm.
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Select Unassign.
You can select more than one company.
Tip
You can filter this view by Fund, Sector and Investment amount, by clicking on the relevant Filter dropdown at the top of the grid and selecting your choice.
