The Benchmarks page lets you set target benchmarks per business stage and industry for each FORTIS metric. Benchmarks drive scoring and the Executive-tier benchmark comparison. This guide covers configuring them.
💡 Tip — Who can use this For platform admins, under Benchmarks.
Quick reference
| Step | Action |
|---|---|
| 1 | Edit benchmark values per stage/industry with a reason |
Step 1 — Configure benchmarks
Go to Benchmarks. Use the stage buttons (startup, growth, mature, transformation) and industry dropdown to scope the view. ("All industries" sets the stage default; a specific industry creates an override.)
The matrix table shows each metric with its label, pillar, unit, direction, and an editable Benchmark input (with the effective value and a source badge — Override vs Default). Edit values, then Save Changes (N) opens a reason modal (at least 10 chars) before the PATCH. You can also Reset scope (rewrites overrides back to defaults) or use CSV export/import.
📝 Note — Benchmarks are service-role data The benchmark matrix is service-role-only. Reads and writes go through the admin endpoints, not the client-facing API.
💡 Tip — Use industry overrides sparingly Start with solid stage defaults, then add industry overrides only where a metric genuinely differs by industry (e.g. churn norms in SaaS vs. manufacturing). Too many overrides make the matrix hard to maintain.