Formulas are a great way to extract insights from the portfolio metric data you've got in your Visible account.

To create a formula, navigate to Metrics, followed by Portfolio metrics. From here, navigate to the top right of your account and select +New formula.

Within the Formula section, you can create a title and description for your custom formula metric along with the category, default aggregation, frequency, and default unit & format.

You can use portfolio metrics, portfolio metric formulas, and metric insights as inputs in the formula. Below, we walk through an example of creating a Revenue per Employee Ratio formula.
​

Prior to adding the formula inputs, you'll notice that you can also toggle on the functionality to track the metric for all of your companies or toggle off to choose individual company you want to track the formula for.
​
Additionally, you have the option to treat empty values in the formula as zero or as null values. By default, blank values will be ignored in your calculation, so turn on the toggle if your calculation relies on treating missing entries as zeroes (like summing partial data).
​
To create this formula, pull in the Revenue metric and select the insight Trailing 4 periods. This sums the past 4 quarters of revenue data so that the formula is using total revenue from the past year.

Note: If you're using monthly Revenue, you'll want to use the insight Trailing 12 periods to use total revenue from the past year.

Next, divide Revenue (trailing 4 periods) by the Headcount at the end of the period (denoted by "Last Value").

Then, press save at the bottom of the screen.

You can now pull this metric into a Portfolio Report, Flexible Dashboard, or One Pager to further analyze the data.

Please let us know if you have any additional questions!