How to create Portfolio Metrics

Creating a New Metric in Visible's Metric Library

To start, click Metrics on the panel to the left bottom of your screen. Next, click on Portfolio Metrics in the inner left side panel.


Then, click on New portfolio metric in the top right of your screen.


Finally, you may customize the metric's name, description, category, frequency, unit & format, aggregated value, and select companies you want to track with this metric.

You can assign a metric to all companies (as shown above), or you can assign a metric to specific companies by deselecting the toggle that says Track this metric for all my portfolio companies and then choose companies individually or by segment.

Once finished, select Save at the bottom of the page.

Please let us know if you have any additional questions!