Visible makes it easy to manage your portfolio metric data.

In this article, we walk you through:

To adjust the periods you see when viewing a company's profile, click the filter by date range section.

Next, choose the appropriate "chart from" period. Note, scroll to the bottom of the drop-down to choose a custom date.

Finally, choose the appropriate "chart to" period.
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Start by going to your Portfolio and clicking on the name of the company you want to update.

Next, select Metrics from the left side pane, then click Edit data.

Adjust the number of periods being shown by clicking the drop-downs in filter by date range.

Once you've selected the appropriate periods, you'll be able to copy and paste data directly into the grid (similar to how you would in a spreadsheet).

Alternatively, you are able to click a metric name in a company's profile to edit data for just this metric.

After clicking the metric, you are shown a verticle listing of periods and associated data. You can copy and paste data directly into these fields (or manually type it). If you'd like to add additional rows of data, click the plus symbol located at the top or bottom.

You can also reverse the order of the metrics or add relevant insights.

You're also able to create a visualization directly from this screen by choosing Chart metric.

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You can also edit the same metric for multiple companies at the same time. To do so, click metrics in the bottom left of your screen.

By default, you'll see all metrics as shown below. In the search bar in the top right, type the metric and click the associated companies you would like to edit.

Next, select edit data.

From there, you will be taken to a summary view where you can copy and paste data for the selected companies.

Similar to the other methods, you can also toggle the display period.

Please let us know if you have any additional questions!