Note: This only applies if you are receiving requests from investors using Visible. You'll need to make sure you have a Visible account. Here is how to create one from a request.
First, open your Visible web app. Then, navigate to Received Requests in the bottom left-hand corner. Then navigate to the respective Request you wish to complete and click Start request.
Once you are in the Request you'll see a link icon next to any metrics being requested. Click on the auto link button.
Once you click the link, you'll be able to auto-fill any of the metrics from your metric library including user-added data as well as data from integrations if you are on a paid plan with Visible. Search and choose which metric to link as shown below.
After a metric is linked, we will pre-populate the data in any future requests. Other helpful notes:
You'll only need to link the metric once.
You can remove a linked metric at anytime
If the data requested is Quarterly (e.g. Revenue) but you track Revenue monthly, we will automatically roll the data up for you. You don't need to do a thing!
If you are receiving requests from multiple investors you can link your metrics to multiple requests.
Please let us know if you have additional questions!