A metric is only as useful as the confidence you have in it. These updates to the All Metrics page make it easier to understand exactly how every number was arrived at.

Here's what's new:

Source Attribution: Click any metric to see the source file it was extracted from, with a direct link to the document.

Calculated Value Indicators: Formulas and roll-ups display a dotted underline, so you can instantly tell reported values from derived ones.

Roll-up Transparency: Click into any rolled-up value to see exactly which metrics were used to calculate it.

Metrics by document: On any document page, switch to the PortfolioIQ View to see which metrics were extracted from that specific file.