Metric cards provide a performance summary of key metrics and, in most cases, align to the graphs in the analytics section of your dashboard. These cards also provide contextual information and link to various international measurement frameworks, such as the Sustainable Development Goals (SDGs) or the Global Impact Investing Network’s (GIIN) IRIS+ metrics, to name a few.
Metric cards can be found on the top right side of the Dashboard, under ‘Metrics’. Metric cards should also bear the name of relevant portfolio companies on their face. For example, in the below screenshot, you can see one metric card labeled with portfolio company ‘Teal Agriculture’ and two metric cards labeled with portfolio ‘Indigo Regen Group’.
To learn more about each metric, click the info button on the top right of each card [outlined in red on image].
Clicking the info button should display the reverse of the metric card, where you should see a short description of what is being measured and how the metric is calculated, if relevant. Underneath this description, you should see the framework/s that the metric has been tagged to.
Only a subset of the available metric cards are shown on the dashboard homepage. To view the entire set of metric cards, click ‘View All’ [outlined in red on image].
You can ‘favorite’ a metric card by clicking the grey star on the top left of each metric card [outlined in red on image], turning the star blue. Metric cards with a blue star are visible on the dashboard homepage.
To reorder the list of metric cards, click ‘Reorder Metrics’ (outlined in red on image). The popup in the screenshot below should appear. Drag a metric title up or down the list by clicking and holding the two lines [outlined in red on image] and moving the metric card to your desired order. Click ‘Save’ when you’re finished, or ‘Cancel’ to reset any changes you may have made.
There are a number of ways to filter your metrics in the ‘View All’ section. Using these filters will allow you to access a targeted and consolidated snapshot of information by narrowing the visible metric cards to just what you want to see - whether that be by portfolio organization, frameworks, categories, or indicators. The options available to you depend the metrics you have chosen to measure in your dashboard.
To filter by portfolio, click the dropdown menu outlined in red on the image below. Put a blue tick mark next to all portfolio organizations you would like to include in your filtered view.
To filter by framework, click the dropdown menu outlined in red on the image below and click the framework you would like to include in your filtered view. Only one framework can be selected at a time.
To filter by category, click the dropdown menu outlined in red on the image below and click the category you would like to include in your filtered view. Only one category can be selected at a time.
To filter by indicators, click the dropdown menu outlined in red on the image below and click the indicators you would like to include in your filtered view. Only one indicator can be selected at a time.
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