Funder Performance dashboards will help you analyze and visualize your fund performance metrics.
Note: To create a fund analytics dashboard, you will need to create funds and add investment data to your account.
Creating an investment dashboard from the template
Step One: Navigate to Dashboards, Select New dashboard and choose Investment dashboard
To visualize your fund data within Visible, navigate to the Dashboards section on the left side pane. From here, select + New dashboard at the top right. Then choose Investment dashboard. You will be prompted to select which fund you want to visualize data for. Then select Create in the bottom left.
Step Two: A best practices dashboard will automatically be created for you
Note: If you are missing any data you will need to enter the related round details or fund metrics.
Customizing the widgets on the dashboard
Click the Three dots next to the widget you wish to alter and click Edit
From the Metrics and Options will be able to edit everything about the widget.
Adding more widgets to the dashboard
To add a new widget to your dashboard, select +New at the top right of your dashboard and choose which type of data you want to add to your dashboard.
Investment data can be found by scrolling to the bottom of the list. If you don't see an option you first need to set up your fund within Visible.
Please reach out to our team with any questions!