Metrics Tab

By default, all Metrics for the selected investment that have an ITDB Status of ‘Submit’ are displayed.

Notes:

• To view Metrics with a status of ‘Do Not Submit’, ‘Remove’ or ‘Exclude’ update the value in the drop-down provided.
• The Metric title serves as a hyperlink to the Component Metric Detail page.
• On months when Quarterly, Semi-Annual, and/or Annual Metrics are due, a message will display at the top of the tab alerting user as to which metrics are due that month and an indicator will also display highlighting the Quarterly, Semi-Annual, and/or Annual Metrics that are due.
• Note that these indicators and messages do NOT display for Monthly Metrics as those are due every month.

1. To add data for Metric actuals, select the ‘Edit’ button at the top of the screen.

2. Select a ‘Date of Actual Result’, provide an ‘Actual’ result and any additional 'Comments' to Metrics as desired.

3. When done, select the ‘Save’ button at the top of the screen.

Note that upon saving, the system will display whether or not the target has been met.

4. To view a history of Metric Actuals, select the Metric Actuals tab.