We just launched aggregated value portfolio company metrics. With the flip of a switch we'll automatically calculate values over time for any of your company metrics & KPIs.
Here is a quick video providing an overview:
To create a sum of any metric just navigate to the settings page and toggle on "Sum portfolio total"
We'll auto-create a table so you can see the respective values for the past six periods for all companies as well as the total value. This will allow you to quickly spot where any irregularities in the data could exist and/or which companies may be missing values.
e.g. in the example below Visible's headcount for Jan 2020 may need to be adjusted.
Aggregated metrics can be used in any of your charts and dashboards. We also created a new section titled "Portfolio Metrics" in your metric settings.