Visible

Set-up metric alerts to get notified when a company's metric meets certain criteria.

How to set up metric alerts for Investors

How to edit an existing Portfolio Metric

Removing Metrics from your Metric Library

How to delete a Metric from my investor account

Syncing data using a Google Sheets integration

How to integrate a Google Sheet to import data - for Investors

Creating portfolio metrics in Visible's Metric Library

How to create Portfolio Metrics

Easily convert between a portfolio company's local reporting currency and your fund's operating currency

How to set-up Metric Currency Conversions for your portfolio data

Track company performance by ensuring only relevant metrics are assigned to your portfolio companies

How to assign Metrics to certain portfolio companies

Best practices for editing and updating your data in Visible

How to edit and upload Portfolio Metric data

Using metric formulas to extract insights

How to create and use Metric Formulas - for Investors

Viewing a historical record of your metrics

How to see the Metric Change Log

Aligning metric frequency to your use case

How should I set-up my Metric frequency?

Exporting your Visible data to Google Sheets

How to use the Google Sheets Export Add-On

Analyzing portfolio performance based on custom fields

How to create Segment Metrics

How to Bulk Upload Portfolio Metric Data

Analyzing metric data using dynamic Insights

How to use Metric Insights

This article describes the key ways to organize portfolio metrics -- through categories and changing the order of metrics.

How to organize Portfolio Metrics

Easily support multiple currencies for a portfolio company.

How to Support Multiple Currencies at the Portfolio Company Level

This article walks through where in the Visible solution it is possible to edit the rounding settings.

How to Control Rounding Settings

You can now aggregate metrics data in the metrics section, filter by data frequency, and save your display preferences so your preferred view is ready every time you return.

How to use Data Roll-ups in the Portfolio Company Metrics Section

Matt Preuss

Nick Kramer

Metrics - For Investors

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Investor Database

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