KPIs can apply to your whole portfolio or to individual ventures. Here’s how to define them.
1. Open the KPI settings #
Define metrics from Admin Panel → Reporting (KPIs / Startup KPIs), or at the program level.
2. Choose the scope #
Set whether a KPI is portfolio-wide (applies to all ventures) or venture-specific (tracked only on selected ventures).
3. Set frequency and start date #
Choose the collection frequency and the start date from which to track.
4. Save #
Each KPI is embedded in the relevant venture profiles, and teams are notified when values are due.
Which scope? Portfolio-wide KPIs let you compare every venture on the same metric; venture-specific ones suit goals that apply only to certain teams.
Related: Setting KPI collection frequency · Viewing KPI dashboards · How do I input my KPI data?
