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How to duplicate a Dashboard - for Investors

Creating a copy of an existing dashboard

Matt Preuss avatar
Written by Matt Preuss
Updated over 10 months ago

Visible's dashboards make it easy to visualize portfolio company and fund performance. Visible dashboard types that can be duplicated include:

Common reasons you may want to duplicate a dashboard include:

  • Creating a company dashboard template by sector because you are tracking sector-specific KPIs

  • Creating a company dashboard template for each fund so you can report to the fund's LPs

  • Creating a replica of a fund analytics dashboard for a different fund

Duplicating a dashboard template

Navigate to the respective dashboard template. Click the three dots in the inner left-side pane. Click duplicate from the drop-down menu.


Click view to automatically navigate to the duplicated dashboard.


Click +add companies to apply the dashboard template to a group of companies. Click save when done.


Duplicating a fund analytics dashboard

Navigate to the respective dashboard and click the three dots in the top right corner. Click duplicate from the drop-down menu.


Click the drop-down menu and select the fund you would like to apply the dashboard to. Note, you'll only see the option to apply the fund analytics dashboard to a different fund if the dashboard you are duplicating contains information specific to a single fund.


Click duplicate.


Click view to automatically navigate to the duplicated dashboard.


Please let us know if you have additional questions!

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