How do I edit custom KPIs?

Seraf allows you to add custom Key Performance Indicators to measure exactly what you'd like to track and report on regarding your portfolio and portfolio companies. Once you've added a custom KPI, you might find that you need to change the name of it.

To edit the name of a custom KPI:

  • Go to Account Management.
  • Under Account Settings, click the button to Update Settings.
  • Click the tab for Edit Custom Options.
  • Under the section for Indicator, edit your custom KPI entry.
  • Save your entry.

Learn how to add KPIs
Learn how to edit Updates and KPI values.

Note that KPIs and Updates are only available to Enterprise accounts and their members.

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