Capture Fin/KPI

You can capture three cases of Financials/KPI - Actual, Budget, and IC. You can edit data on the screen, import data via excel, export data to excel, and delete data for each of these cases.

Edit Financial/KPIs Data

To edit Fin/KPI data, follow the below steps:

1. Click on Edit () button on the top right corner of the respective panel.

2. The Portfolio Company Information- [Panel Name] Edit window is displayed. Select the Status and change the month. Update the details and click Save.

Import Fin/KPI Data

To import Fin/KPI data, follow the below steps:

1. Click on Import () button on the top right corner of the respective panel.

2. The Portfolio Company Information- [Panel Name] [Import] window is displayed. Select the Status and change the month. Click on Choose File.

3. Click Upload. The imported data will auto-populate in the panel.

Export Fin/KPI Data

To export Fin/KPI data, follow the below steps:

1. Click on Export Template () button on the top right corner of the respective panel.

2. The excel file will download.

Delete Fin/KPI Data

To delete Fin/KPI data, follow the below steps:

1. Click on Delete Data () button on the top right corner of the respective panel.

2. The [Panel Name]- Delete Portfolio Fin/KPI data window is displayed. Select the year for which you wish to delete the data. Click on Delete.