This article should help anyone getting started with Visible on tips for building out your first dashboard
There are a few things that are helpful to point out about building out a dashboard.
Integrations (in addition to any user provided metrics) will be the source of data for your Charts, Tables, and Variance reports included on your dashboard. You connect an integration or create a user provided metric by clicking Metrics in the bottom left of your screen.
To add a Chart, Table, or Variance report to your Dashboard, Simply click + New in the top right of your dashboard. This will give you a starting point to build out any of these visuals. Simply choose Chart or Table, title it and choose the metrics you want included in your chart where it says Search for metrics.. Save your chart or table and it will live in Visible from here. Any active integrations will refresh daily. You can share your dashboard so your investors and stakeholders can come in and check on your core metrics whenever they choose.
See the resources below that might also be helpful:
- How to create a dashboard
- How to resize your dashboard
- How to create a chart
- How to create a table
- How to share a dashboard by link or via email
- How to connect a Google sheet
- An example Google sheet for formatting purposes
- How to create and get the most out of User provided metrics
Please let us know if you have any additional questions when setting up your dashboard!