Visible

Analyzing and visualizing your fund performance metrics

How to create and edit a Fund Performance Dashboard (using the template)

How to create a Variance Report

How to create and edit Portfolio Company Dashboards and Templates

Evaluating and comparing portfolio performance for a single metric

How to build a Benchmark Dashboard

Adding Text or Property widgets to a Company Dashboard

How to add Text or Properties to a Dashboard -- for Investors

How to print or export a Portfolio Company Dashboard

Adding relevant context to your visualizations

How to annotate Charts

How to share a Dashboard by email or link

Create a shareable, password-protected link for dashboards and one pagers

How to share a portfolio company Dashboard and Tear Sheet via link

Viewing historical values directly in a dashboard

How to view the Property Change log in a Dashboard

How to duplicate a Dashboard - for Investors

You can easily resize the widgets on your dashboard in just a few steps.

How to resize Widgets on a Dashboard

How to create a Waterfall Chart

Summarizing data for a specific period in a dashboard

How to set a date range for your Dashboard

Summarizing and reporting individual company performance

How to build a Tear Sheet

This article walks through how you can use the AI Overview widget to create an overview of your portfolio companies using the data in your Visible account.

How to Use the AI Overview Widget

Matt Preuss

Nick Kramer

Dashboards and Tear Sheets - For Investors

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Marketing Site

Investor Database

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