Benchmark dashboards create a high level view of the your entire portfolio's performance for a specific metric.
Step One: Select Benchmarks from the Navigation menu. Then click +New Benchmark.
Choose Benchmarks on the side navigation bar and then select +New Benchmark.
Note: Benchmarks dashboards are only supported on certain plans in Visible. If you'd like to upgrade your plan to add this feature, contact your Investor Success Manager.
Step Two: Select the Portfolio Metric you want to Benchmark and then click Save.
Choose the portfolio metric you want to benchmark across your portfolio and then click Save.
Note: You can customize the dashboard by a portfolio segment, choose how to round metric numbers, toggle on widgets, change the display period, and choose which insights to include.
Step Three: Click Select company to benchmark a specific company to the rest of your portfolio.
To compare a specific company to the rest of the companies in your portfolio, click Select a company.
Please let us know if you have additional questions!