How to build a custom fund analytics dashboard

Analyzing and reporting on your Fund analytics

Getting Started with Fund Analytics

Check out the video below for an overview of how to build and share a custom fund analytics dashboard. 


Note: To create a fund analytics dashboard, you will need to create funds and add investment data to your account. Check out how to set up investment funds and how to track investment rounds to learn more.

Step-by-Step Instructions

To visualize your fund data within Visible, navigate to the Dashboards section on the left side pane. From here, either create a new dashboard or edit an existing dashboard. 

main_large (1)

Then, select the fund metric you want to visualize. 


Navigate to options and choose the desired chart type from the drop-down.

main_large (2)

Note, you can also add annotations directly on charts to provide stakeholders with additional context. See how to annotate charts for more information.

See the fund analytics dashboard below for an example of what you can build in your account.

Please let us know if you have additional questions!