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How to add a dashboard to your data room
How to add a dashboard to your data room

This article should help you with directions of adding a dashboard to your data room

Matt Preuss avatar
Written by Matt Preuss
Updated over 3 months ago

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:
Open Visible


Click Data rooms along the left side of your screen


Open your data room by clicking on the data room name


Click into the main folder where you wish to add the dashboard


Click + New in the top right of your screen and choose Dashboard.


Click into the dropdown and choose the dashboard which you'd like to add into your data room then click Add


Now your dashboard can be viewed within your data room


Please let us know if you have any questions.

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