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Visible for Companies

Visible for Companies

Knowledge base articles for using our company platform.

Updates

How to add content to an update

How do I attach a file to an Update?

How do I add an image to my Update?

How do I turn Update Reactions on/off?

How do I view email stats (opens, clicks, delivered) for my Updates?

How to add a table to an update

How do I embed video in Updates?

How do I add more recipients to a sent Update?

How do I add a Deck to my Update?

How an investor can resubscribe to your Updates

How often should you send investor updates?

How to insert a link into your update

How to sort and filter your update analytics

How to change the text size of your headers within an Update

How do I download an Update as a PDF?

How do I send an Update in Visible?

How to make sure your updates render correctly in Outlook

How to duplicate an update

How do I create and manage Update templates?

How to bring a template into a different company account

How to add emoji's to your update

How do I manage the settings for my custom sender domain?

How do I change text size and formatting in an Update?

What are shortcuts for Updates?

Why are my email Updates bouncing?

How do I share an Update via email?

Update Email Rendering and Deliverability

How do I share an Update to a private Slack channel?

How do I rearrange components in an Update?

Why Won't My Update Share to Slack?

How do I share an Update via Slack?

How accurate are my email (Update) statistics?

How do I remove Visible branding from my Updates?

How do I change my Update sender?

Can I edit a sent update?

How to send a test update?

How do I add 2 charts to an Update

How do I use mail merge in Updates?

How do I archive or delete an Update?

How do I add a chart to an Update?

How to share an Update via a link

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Fundraising

How to stay organized with your fundraising process in Visible

How do I set up email reminders for Fundraising follow-ups?

How do I change the fundraise name or target amount?

Getting started with Fundraising pipelines

How do I view an investor's activity with my Visible Updates, Decks, and Dashbaords?

How do I customize the columns for my Fundraising pipelines?

How to customize your fundraising pipeline

Commenting on Fundraising Pipelines

How to create a custom property for your fundraising pipeline

How do I use BCC on email?

How do I add investors to a fundraising pipeline?

How can I share a Fundraising Pipeline via link?

How do I send an Update to the investors in my Fundraising pipeline?

How do I archive and restore a Fundraising pipeline?

How can I create multiple Fundraising pipelines?

What are the default fields for an investor record?

How do I edit or delete an investor in a Fundraising pipeline?

How can I filter and sort the investors in a Fundraising pipeline?

How do I add multiple contacts to an investor record?

How do I change or create a new stage for my Fundraising pipeline?

How do I move investors between Fundraising pipelines?

How can I set up custom properties for my Fundraising pipeline?

How do I use Zapier to automate my fundraising efforts?

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Dashboards & Charting

How to use gradients on your chart

How do I add an annotation to a chart?

How do I create a chart with 2 different axis?

How to use Formulas within your charts

How to create a pie chart

How to build out a Dashboard in Visible

How do I share a dashboard?

How to round data labels on your chart

How do I edit a chart?

How to create a table

How to set a custom range for your charts y-axis?

How do I create a dashboard?

How do I change a chart's display period?

How do I stack charts?

How do I build a number chart?

How do I connect a data source?

How do I use metric insights?

How to add text to dashboards?

How do I rename a dashboard?

How do I rearrange the order of my dashboards?

How do I delete a chart from my dashboard?

Shared Dashboard Stats

How do I rearrange metrics in a chart?

How do I delete a chart?

How do I export a chart?

How do I display data labels directly on a chart?

How do I chart a metric on the x-axis?

How do I change the frequency in which my data is charted?

How do I use aggregated values when charting metrics?

How do I print/export a dashboard?

How do I resize and move charts on my dashboard(s)?

Getting started with charts and dashboards

How do I change the format/decimals for my metrics?

How do I add a goal to a chart?

How are weeks calculated in my charts?

How do I remove access for a shared dashboard?

How do I rename a metric?

How do I change the style of my table?

How do I add/remove chart legend?

How do I customize a start and end date for my charts?

How do I copy a chart to another dashboard?

How do I change the colors on my chart?

How do I delete a dashboard?

How do I create a chart?

How do I create a variance report?

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Data & Integrations

How to complete an investor request via link

How to complete an investor Request within Visible?

What metrics should you include in an investor update

How to connect and get started with Google Sheets?

How to set the year end for a formula metric

How to disconnect an integration

How do I connect a Google Sheet to Visible?

How to set a custom financial year end

How to view your submitted investor requests

Why is my Quickbooks account disconnected?

How do I bulk edit metrics?

How do I set up user provided metrics?

How do I change my metric's settings?

Google Analytics - Advanced Mode

Why are the percentage metrics I'm bringing in from Google Sheets incorrect?

What date formats are accepted for Google Sheets?

How do I create a metric and add data directly in Visible?

How do I connect to my Google Analytics Account?

Integrating with GA4 Advanced Mode

How do I change my metric unit?

Getting started with data sources

How can I change the unit of my Google Sheets data?

Why did my Mixpanel connection fail?

My Google Sheet is not showing up when trying to connect to Visible

How to create Formulas in Visible

List of supported Google Analytics Metrics

How do I refresh my Google Sheets data?

How to refresh an integration and change the refresh schedule

Complete an investor request by syncing your metrics

How do I use Visible + Zapier for metric automation?

How do I connect HubSpot to Visible?

How do I connect Xero?

How do I re-authenticate my Xero account?

How do I connect QuickBooks?

How do I use Xero tracking categories?

How do I connect ChartMogul?

How do I connect Mixpanel?

How do I connect Profitwell?

How do I connect Salesforce?

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Decks

What analytics do I get when I share a deck?

How to add a Call to Action to your Deck

How to set an expiration date for a Deck

How to delete a deck

How do I add a pitch deck to Visible?

How do I upload a new version of my deck?

How do I share my pitch deck?

How do I change the color of my Deck viewer background?

How to receive email notifications when someone views a deck?

How do I change my deck settings?

How do I set up a custom Deck domain?

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Contacts

How do I add multiple contacts?

How do I create a contact?

How do I edit a contact list?

How do I delete a contact list?

How to create a Custom contact property?

How to bulk upload Contacts via .csv?

How to export Contacts?

How do I remove an individual from a contact list?

How to create a contact list?

Updating, appending & upserting contacts via CSV

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Billing, Trial, & Customer Info

What is included in your Starter plan

How to redeem a discount code?

How do I redeem a partner code?

How to change your companies time zone

Providing & Updating Credit Card Details

How do I update and view billing information?

What happens after your trial ends?

How does Visible compare to...?

Signing up from an Investor Request

How to add a user to your company with View only permissions

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Data rooms

How to remove someone from viewing your data room

How to delete an item from your data room

What should I include in my data room

Why is my data room invite still pending?

How to share your data room

How to update you data room notification settings

How to add a url to your data room

How to add your Visible content to your data room

How to add a Deck to your data room

How to add a dashboard to your data room

How to add a file to your data room

How to create a subfolder within your data room

How to add an Update to your data room

How to view the analytics in your data room

How to create a folder in your data room

How to create a data room

How to share your data room via a link

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