Using Custom Peer Groups

by | Apr 17, 2026

The newly released “Peer Groups” features enable users to create custom peer groups for comparison purposes in executive performance scorecards (and elsewhere throughout the platform.) Previously, performance scorecards were only able to show metrics based on a standard, default list of comparable companies based on size/sector/industry. 

 

Change the Peer Group on a Performance Scorecard 

You can now use the default peer group or select from any of the custom peer groups you’ve created. 

changecustompeeronscorecard

 

Change a Company’s Default Peer Group

Save time by selecting a preferred peer group for companies you look at often. This way you won’t have to change from the default every time you use the scorecard.

msft_peers_custom

 

Create & Manage Custom Peer Groups

To create and manage peer groups, simply go the Peers tab in the top navigation bar. Once there you can can create as many groups as you like, name them what you like, and include whichever companies you want — it’s all up to you.

peergroupscreen

 

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