> ## Documentation Index
> Fetch the complete documentation index at: https://docs.concretehq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Custom Tracker

> Create a custom tracker to monitor any metric across your portfolio

## Overview

Trackers let you define any metric you want to follow across your portfolio companies. Concrete uses AI to generate the tracker configuration from a plain-language description, then automatically extracts values from emails, files, and meeting content as it arrives.

Creating a tracker takes three steps: describe and configure scope, refine the generated configuration, then preview extracted values before publishing.

***

## Steps

<Steps>
  <Step title="Describe the Tracker">
    Navigate to [Trackers](https://app.concretehq.com/trackers) and click **New Tracker** to open the setup dialog.

    Enter a plain-language description of what you want to track.

    **Examples:**

    * *ARR*
    * *Months of runway*
    * *Is the company fundraising?*
    * *Key risks the founder flagged this month*

    Then pick which companies use this tracker, who can see it, and select a company to use for a test run.

    Click **Generate** when ready. Concrete will take up to a minute to generate the tracker configuration.
  </Step>

  <Step title="Configure the Tracker">
    Review the generated configuration. Modify the instructions field to refine examples, add edge cases, or specify formatting rules.

    Click **Run Preview** to extract values from your preview company.
  </Step>

  <Step title="Review the Preview">
    Concrete runs an extraction against your preview company and shows the results as a timeline of values.

    * If values look correct, click **Publish** to activate the tracker
    * If something looks off, click **Refine** to go back and adjust the instructions or value policy, then rerun the preview

    Once published, Concrete immediately begins scanning all existing content across the scoped companies to backfill historical values.
  </Step>
</Steps>

***

## After Publishing

Once your tracker is live:

* **Review suggested values** on each company's tracker panel and approve or reject them
* **Enter values manually** for any companies that don't have source content yet
* **Adjust scope or visibility** at any time from the tracker's **Settings** panel
* **Refine the extraction instructions** from Settings if the tracker is missing values or picking up false positives

See [Audit Trail](/trackers/audit-trail) to understand how suggested, approved, and submitted values work.