Tracking data requests
Once you've created data requests, Verified Metrics tracks them for you — across every company and every period — so you always know whether your data is current and get alerted the moment it isn't. This article explains the statuses you'll see and what to do about them.
See your whole portfolio at a glance
Your Companies page shows a single health signal for each portfolio company, rolled up from all of that company's active requests. At a glance you can tell which companies are up to date and which need a nudge — without opening each one.
A company shows one of these signals:
- Healthy — Every request is up to date.
- Outstanding — A period is open and waiting, but nothing is overdue.
- Needs Attention — At least one request is overdue, has a broken data connection, or was rejected.
- No data requested — The company is connected but you haven't created any requests yet.
Request statuses explained
Open a company to see each individual request and its status:
- Healthy — All periods are complete and every connected data source is working.
- Outstanding — A period is open and waiting for data, but its deadline hasn't passed.
- Needs Attention — A period is overdue, a connected data source has disconnected, or the company rejected the request and is waiting on you.
- Closed — You've ended the request. It moves to the Closed tab.
What "Needs Attention" means and what to do
A request needs attention for one of three reasons:
1. A period is overdue The company hasn't provided data by the deadline. They're reminded automatically by email — no action is needed from you unless you want to follow up directly.
2. A connected data source disconnected A connection on the company's side stopped working, so data can't flow. The company is prompted to reconnect it. If it stays disconnected, you may want to reach out.
3. The company rejected the request The company couldn't fulfil the request as specified and left a note explaining why. Read their note, then Replace the request with adjusted details or Close it.
Following a request's progress
Open any request to see its periods over time — which are complete, which is current, and what the company has provided. Connected data and uploaded files appear as soon as the company adds them, so you can review the data without waiting for the period to be marked complete.
Notifications you'll receive
Verified Metrics keeps you informed by email so you don't have to check manually:
- Needs attention — when a request becomes blocked (a missed deadline, a broken connection, or a rejection).
- Period completed — when a company confirms a period is the full, final picture.
Every email links straight to the relevant request. The company receives their own reminders as deadlines approach, so most periods stay on track without any chasing.
Common Questions
A company shows "No data requested" — is something wrong? No. It means the company is connected but you haven't created any requests for it yet. Open the company and click Create Request to start.
A request says "Needs Attention" — do I have to do something? For an overdue period or a disconnected source, the company is reminded automatically via email by Verified Metrics. For a rejected request, the next step is yours: you may replace the request and create a new one with different requirements or close it.
Can I see the data before the company marks a period complete? Yes. Connected data and uploaded files are visible as soon as the company adds them. Marking complete is the company's confirmation, not a gate.
How do I stop tracking a company's data? Close the request. The company's health signal will return to No data requested once it has no active requests.
Need more help?
Questions about tracking or following up on a data request? Reach out to our support team.