How to add a dashboard to your data room

This article should help you with directions of adding a dashboard to your data room

To add an dashboard into your data room, you will want to open Visible. Click on Data rooms along the left side of your screen. Next, open your data room. Then, open the folder where you want the dashboard to be in your data room. Click + New in the top right of your screen and choose Dashboard. Click into the dropdown and choose the update which you'd like to add into your data room then click Add. Any dashboard you have built out will be viewable by investors within your data room.

 

See screenshots of the process below:
Open Visible 

 

Click Data rooms along the left side of your screen

 

Open your data room by clicking on the data room name

 

Click into the main folder where you wish to add the dashboard

 

Click + New in the top right of your screen and choose Dashboard.

 

Click into the dropdown and choose the dashboard which you'd like to add into your data room then click Add

 

Now your dashboard can be viewed within your data room

 

Please let us know if you have any questions.