Visible

How do I change my metric unit or format?

How do I change my Metric Unit or Format?

Learn how to connect and set up your Salesforce account with Visible

How do I connect Salesforce?

Integrating with GA4 Advanced Mode This article is meant to support Visible customers using the google analytics integration.

Integrating with GA4 Advanced Mode

How to refresh an integration and change the refresh schedule How to customize when Visible refreshes data with your data sources

How to Refresh an Integration and Change the Refresh Schedule

To give a deeper view on data sources and connecting one of our most popular integrations

How do I connect a Google Sheet to Visible?

Learn how to connect and set up your Paddle account to Visible.

How do I connect Paddle?

How to connect and set up your Mixpanel account with Visible.

How do I connect Mixpanel?

Learn how to connect and set up your ChartMogul account with Visible?

How do I connect ChartMogul?

User provided metrics This article should share with a founder on the 'Lite' plan how to input user provided metrics

How do I set up User Provided Metrics?

How to connect to my Google Analytics Account

How do I connect to my Google Analytics Account?

How do I refresh my Google Sheets data?

How to connect and set up your QuickBooks to your Visible account.

How do I connect QuickBooks?

Supported Google Analytics Metrics A list of metrics supported in our GA Advanced Mode

List of supported Google Analytics Metrics

Filtering & Bulk Editing Metrics Easy sort, search and edit multiple metrics at once.

How do I bulk edit User Provided Metrics?

How do I create a metric and add data directly in Visible? Steps to create a metric and enter data directly in Visible.

How do I create a Metric and add data directly in Visible?

Steps for setting up integrations and getting your data into Visible.

Getting started with Data Sources

Learn how to re-authenticate your Xero account in Visible.

How do I re-authenticate my Xero account?

Creating Formulas in Visible Creating formulas, how they work, and FAQs.

How to use a Formula

Learn how to connect and get started with Xero and Visible in this article.

How do I connect Xero?

My Google Sheet is not showing up when trying to connect to Visible Tips for connecting a sheet from a shared Google Drive to Visible

My Google Sheet is not showing up when trying to connect to Visible

Xero Tracking Categories Filter your metrics with your Xero Tracking Categories

How do I use Xero tracking categories?

Why did my Mixpanel connection fail?

How to connect to HubSpot, utilize the integration and more

How do I connect HubSpot to Visible?

QuickBooks Disconnected You have successfully disconnected the QuickBooks to Visible integration.

Why is my Quickbooks account disconnected?

What date formats are accepted for Google Sheets? How to integrate different date frequencies (e.g. quarters) or other formats with Visible

What date formats are accepted for Google Sheets?

Why are the percentage metrics I'm bringing in from Google Sheets incorrect?

Google Analytics - Advanced Mode Getting metrics from Google Analytics

Google Analytics - Advanced Mode

How to setup Google Sheets and get started.

How to connect and get started with Google Sheets?

Editing already created metrics in your Visible account

How to change Metric Settings

Learn best practices for setting up and getting started with Zapier + Visible

How do I use Visible + Zapier for metric automation?

How can I change the unit of my Google Sheets data?

This article discussing how to assign your data sources a custom financial year end. The default financial year end month will be December.

How to set a custom financial year end

This article should give you directions on how to remove (disconnect) an integration from your Visible account

How to disconnect an Integration

This article will show you how to set an alternative year end for one of your formula metrics.

How to set the year end for a Formula Metric

This article should help you when you are thinking about what metrics to include in your next investor update

What metrics should you include in an investor update

This article should help with best practices when formatting a google sheet in addition to adding new metrics and data points

What are the best practices for formatting a google sheet

This article explains how to connect your Slack workspace to Visible once and reuse that connection across features like Updates.

How to connect your Slack instance to Visible

Matt Preuss

Nick Kramer

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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