Visible's AI solution allows founders to upload files directly to a request and parse the data from the files to add metric performance directly to an investor update. See the screenshots below that detail the process.
Step one: Log into your Visible account and click Received Requests at the bottom left side of your screen.
Click Received Requests at the bottom left side of your navigation menu.
Step Two: Click Complete Request.
Click Complete request to add your performance metrics.
Step Three: Select Upload files to choose the files you want to parse the KPI's from.
Click Select files to choose the files you want to parse your performance metrics from.
Note that you can choose up to three files with a max size of 10mb each.
Step Four: Select the files you want to parse data from. Then, choose if you want to share the files upon submission. Once you have added your files, select Upload files and extract metrics.
Click Select files to choose the files you want to add. Then, toggle Share files with investor on submission if you want them to receive the full file. Next, click Upload files and extract metrics.
Step Five: The metric data will then populate directly for the correlated metric. Once you've finished the request, you can submit it by clicking Submit response in the top right side of your screen.
You'll see a green notification once the data has been extracted and the metric performance data will populate with the corresponding metric. Once you have finished the request, click Submit response in the top right side of your screen.
Let us know if you have any questions!