How to build a Portfolio metric dashboard

Evaluating and comparing cross-portfolio performance for a single metric

To get started, navigate to Dashboards section on your side pane. From there, select +New Dashboard.


From there, select Portfolio metric dashboard and select create.

Note: This dashboard type is only supported on certain plans in Visible. If you'd like to explore or adopt this feature get in touch with your Visible account manager.


Next, search and select the metric you want to analyze in a Portfolio metric dashboard. 


From there you'll be able to change the dashboard name, filter by a portfolio segment, change the display period, and choose which insights to include. (Example shown below).

Then, select Save.


From your new Portfolio metric dashboard, you can select a company to benchmark against portfolio quartiles as shown below. 

CleanShot 2023-03-02 at 09.57.07