To add an dashboard into your data room, you will want to open Visible. Click on Data rooms along the left side of your screen. Next, open your data room. Then, open the folder where you want the dashboard to be in your data room. Click + New in the top right of your screen and choose Dashboard. Click into the dropdown and choose the update which you'd like to add into your data room then click Add. Any dashboard you have built out will be viewable by investors within your data room.
See screenshots of the process below:
Step One: Navigate to your Data Rooms and select the Data room that you'd like to add a dashboard to.
Click Data rooms from the navigation menu. Then select the data room that you want to add the dashboard to.
Step Two: Navigate to the folder where the dashboard should get added. Then click + Add to folder and select Dashboard.
Choose the folder to add the dashboard to. Then, click + Add to folder and select Dashboard.
Step Three: Choose the Dashboard and then click Add.
Click into the dropdown and choose the dashboard which you'd like to add into your data room then click Add.
Step Four: The Dashboard is now accessible in your data room.
Your Visible Dashboard is now added to your Data room.
Please let us know if you have any questions.