Portfolio metric dashboards create a high level view of the your entire portfolio's performance for a specific metric.
Step One: Select the Dashboards and click +New Dashboard
Choose Dashboards on the side navigation bar and then select +New Dashboard.
Step Two: Select Portfolio metric dashboard and choose create
Click the option for Portfolio metric dashboard and then press the create button.
Note: This dashboard type is 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 Three: Search and select the metric you want to analyze
Choose the metric that you wish to show on your dashboard.
Step Four: Edit the dashboard name and customize your dashboard
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 Five: Click Save to complete your Portfolio Metric Dashboard view
Once saved, you'll be able to see the Portfolio Metric Dashboard.
Step Six: Gather insights from your Portfolio Metric Dashboard
Once in the dashboard, you can select a company to benchmark against portfolio quartiles as shown below.
Please let us know if you have additional questions!