Industries are the classification codes (ISIC/NACE-style) used in client onboarding and benchmark overrides. You manage the master list from the admin console. This guide covers it.
💡 Tip — Who can use this For platform admins, under Industries.
Quick reference
| Step | Action |
|---|---|
| 1 | Add, rename, toggle, or delete industries |
Step 1 — Manage industries
Go to Industries. You can:
- Add Industry — a code (uppercased, max 5 chars), name, and optional description.
- Rename an industry inline (on-blur saves).
- Toggle Active/Inactive — inactive industries are hidden from onboarding.
- Delete an industry.
Industries are used in client onboarding (the client picks their industry) and in benchmarks (you can set industry-specific benchmark overrides per metric).
📝 Note — Industries anchor benchmark overrides When you create an industry-specific benchmark override, it's keyed to the industry. Keeping the industry list aligned with how you want to benchmark avoids orphaned overrides.
💡 Tip — Use standard classification codes Using recognized industry codes (ISIC/NACE) makes the list consistent and comparable. Avoid ad-hoc freeform industries that fragment the data.