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KPIs

KPI Metrics are numerical measurements used to track the performance of companies across your portfolio. There are two types of KPIs, each serving a distinct purpose.

KPI Types

Understanding the difference between KPI types ensures consistency in reporting, streamlines data collection, and enables meaningful portfolio-level and company-specific insights.

There are 2 types of KPIs:

Type 1 KPI — Portfolio-Wide

These KPIs apply across the entire portfolio and are most commonly used for fund-wide analytics. You can define them as either:

  • Must-have – Required KPIs that power analytics across all companies (e.g., Revenue, used to calculate Revenue growth for the whole portfolio).

  • Suggested – Optional KPIs that are recommended where applicable (e.g., MRR if relevant to a subset of companies).

You can choose from a pre-defined list on the platform or create new ones to serve as consistent metrics across your fund.

Type 2 KPI — Company-Specific

These KPIs apply to individual companies and are not expected to be consistent across the portfolio. They are highly flexible and useful for operational or sector-specific metrics.

Like Type 1 KPIs, they can also be:

  • Must-have – Crucial for tracking specific metrics (e.g., Number of charging points installed – For EV/Infrastructure companies).

  • Suggested – Nice-to-have metrics that add extra detail when available.

PortF allows full flexibility to define Type 2 KPIs from scratch without needing to standardize them portfolio-wide.

Creating KPIs

Follow the following demonstration on creating, adding KPI data and deleting them.

Creating a Formula-Driven KPI

Want your KPIs to generate meaningful insights? Add custom formulas – just like in the demonstration below!

Uploading KPI Data

Add historical and forecast KPI values using embedded Excel templates.

ⓘ Forecasts help project future trends and set expectations with stakeholders.

Editing and Deleting KPI Data Points in PortF

View and Filter Data

Creating and Assigning KPI Taxonomy

A KPI taxonomy is a structured framework for organising and classifying performance metrics into logical groups based on shared characteristics, making them easier to manage, analyse, and use for reporting and decision-making.