Update KPI Metrics

Update an investment's KPIs programmatically

Method and URL

URL

https://tactycapi.com/v2/kpi-metrics/{{FUND_ID}}/{{INVESTMENT_ID}}

Method

PUT

Params

Fund ID: The fund's unique ID identifier. Investment ID: The unique ID for the investment (portfolio company)

Sample Request

The following is a sample request:

// Sample request
curl https://tactycapi.com/v2/kpi-metrics/{{FUND_ID}}/{{INVESTMENT_ID}}
 -X PUT
 -H 'Authorization:{{API KEY}}'

Sample Request Body

The response will provide the following fields:

  • Status Code: 200 for a succesful response

  • Body: JSON array of KPIs for each investment

```SAMPLE BODY

 {
        "metrics": [
                {
                    "id": "6s0yw5c8pS",
                    "label": "ARR",
                    "actual": [
                        2300000,
                        2545832.891,
                        2571291.22,
                        2597004.132,
                        2622974.173,
                        2649203.915,
                        2675695.954,
                        2702452.914,
                        2729477.443,
                        2756772.217,
                        2784339.94,
                        2812183.339,
                        2840305.172,
                        2868708.224,
                        2897395.306,
                        2926369.259,
                        2955632.952,
                        2985189.281,
                        3015041.174,
                        2784339.94,
                        2812183.339,
                        2840305.172,
                        2868708.224,
                        2897395.306,
                        2926369.259,
                        2955632.952,
                        2985189.281,
                        3015041.174,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null
                    ],
                    "format": {
                        "currency": "USD",
                        "precision": 0
                    },
                    "documents": [],
                    "projected": [
                        3984901,
                        4024749.622,
                        4064997.118,
                        4105647.089,
                        4146703.56,
                        4188170.596,
                        4230052.302,
                        4272352.825,
                        4315076.353,
                        4358227.116,
                        4401809.388,
                        4445827.481,
                        4490285.756,
                        4535188.614,
                        4580540.5,
                        4626345.905,
                        4672609.364,
                        4719335.458,
                        4766528.812,
                        4401809.388,
                        4445827.481,
                        4490285.756,
                        4535188.614,
                        4580540.5,
                        4626345.905,
                        4672609.364,
                        4719335.458,
                        4766528.812,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null,
                        null
                    ],
                    "startDate": "2021-11-01T00:00:00.000Z",
                    "qualitative": false,
                    "hideComments": false,
                    "reportingType": "quarterly",
                    "showProjected": false,
                    "enableDocuments": true,
                    "showCurrentPeriodOnly": false
                }
        ]
}
```

Response

A succesful response will result in all of the KPIs being returned for the fund,

Last updated