Using Custom Fields
Custom fields enable you to create your own tracking fields such as tags, dates, numbers or text to categorize portfolio companies
While Fund Forecasting already provides deal tags, sector, geographies and other tracking fields, periodically you may want to create your own custom fields that are internal and specific to your fund. These could be internal status color codes (i.e. "traffic lights"), or any additional information you want to track for investments.
Creating a Custom Field
From your investments page, click on Custom Fields
Define your custom fields by specifying the name and type. Supported field types are:
Number
Tags
Text
Color Codes
Dates
Click Save when complete.
Adding Data to Custom Fields
After defining custom fields, when you open an investment, a new sector for Custom Fields Investment Information section.
Click on Custom Fields to open a panel to enter data for the defined fields.
Click Submit to enter the data and Save the investment. The investment information section will now show a custom fields section.
Accessing Custom Fields on the Investments Table
Custom Fields can also be exposed on the investments table from the Columns configuration. These custom field columns can be filtered or sorted to evaluate performance for specific sub-sections of the portfolio.
Adding Custom Fields to Tearsheets
Custom Fields created can also be added to the tearsheet from the Customize dialog. Select desired custom fields and they will be shown on the left sidebar of each tearsheet.
