Tear Sheets are a great way to summarize and report on individual company performance. Visible makes it easy for you to build multiple Tear Sheets (also known as One-Pagers) at once.
Step One: Navigate to a portfolio company and select Tear Sheets from the inner navigation bar.
Choose the company you wish to create a tear sheet for and then select Tear Sheets in the inner pane on the left side of your screen.
Step Two: Click +New Tear Sheet. Then type the name of your Tear Sheet and click Create.
Click +New Tear Sheet in the top right of your screen. Then provide a name for the Tear Sheet. Then click Create.
Step Three: Choose +Add New to add widgets to your Tear Sheet.
Click +Add New to add Charts, Tables, Properties, Text, Variance reports, Headings or Investments to your Tear sheet.
Step Four: Click the three dots. Then click Edit Layout to design your Tear sheet.
When building the components of your Tear Sheet, you'll have the option to customize the layout of the Tear sheet. Use the line with arrows symbols located in the bottom left corner to adjust the size. You'll also be able to choose between the following block content types:
Charts - Visualize any of your companies' metric data.
Tables - Merge and organize any of your companies' metric data.
Properties - Merge in any static property fields saved to your companies' profiles.
Resource: How to create company properties
Text Block - Enter and format any text you choose.
Tip: You can hyperlink to websites or dashboards
Variance Reports - Calculate how your actual performance compares to a budget or forecast.
Headings - A title at the head of section.
Investments - Enter in fund level data inside Visible.
Note: Any content, regardless of type, that is added to a Tear Sheet template will be duplicated across all company Tear Sheets. Navigate to the company-specific Tear Sheet to edit the content for a given template.
Step Five: Create a template to duplicate the Tear sheet layout for other companies in your portfolio.
Select Save as Template to duplicate the Tear sheet format for all of your Portfolio companies.
Step Six: Click Add / Remove to choose the companies that you'd like to add to the template view.
Choose the companies you'd like to apply the template to, by clicking Add / Remove companies.
Step Seven: Use the inside navigation bar to move between company Tear sheets.
From the template view, you can click and choose the company you wish to see the tear sheet for.
Step Eight: Click Tear Sheets from the main navigation menu and then click the Tear Sheet to view the template.
You can access the template view of the Tear Sheet by clicking Tear Sheets from the main navigation menu.
Note that after you've created your template, you can navigate to company-specific Tear Sheets and edit them individually (making changes to a company-specific Tear Sheet will not impact other company Tear Sheets).
Please let us know if you have additional questions!