Creating a copy of an existing dashboard
Visible's dashboards make it easy to visualize portfolio company and fund performance. Visible dashboard types that can be duplicated include:
Common reasons you may want to duplicate a dashboard include:
- Creating a company dashboard template by sector because you are tracking sector-specific KPIs
- Creating a company dashboard template for each fund so you can report to the fund's LPs
- Creating a replica of a fund analytics dashboard for a different fund
Duplicating a dashboard template
Navigate to the respective dashboard template. Click the three dots in the inner left-side pane. Click duplicate from the drop-down menu.
Click view to automatically navigate to the duplicated dashboard.
Click +add companies to apply the dashboard template to a group of companies. Click save when done.
Duplicating a fund analytics dashboard
Navigate to the respective dashboard and click the three dots in the top right corner. Click duplicate from the drop-down menu.
Click the drop-down menu and select the fund you would like to apply the dashboard to. Note, you'll only see the option to apply the fund analytics dashboard to a different fund if the dashboard you are duplicating contains information specific to a single fund.
Click duplicate.
Click view to automatically navigate to the duplicated dashboard.
Please let us know if you have additional questions!