Product Update: Seamless Dashboard Management

Belle Raab

Visualizing and analyzing portfolio data is an important part of taking portfolio monitoring seriously at any venture firm.

Visible makes this easy with four different dashboard types:

  • Flexible dashboards
  • Portfolio metric dashboards
  • Fund performance dashboards
  • Tear sheets (which have the same functionality as flexible dashboards but are restricted to a one-page format)

Related resource: Unlocking Venture Capital Portfolio Insights with Dashboards

In these latest product updates, Visible makes it easier for VCs to maintain data visualization accuracy and ensure that the qualitative information about portfolio companies is as up-to-date as possible on flexible dashboards.

The main reason VCs create flexible dashboards on Visible is to support their internal portfolio review meetings. These meetings help VC firms align on the progress updates across the portfolio and make strategic decisions related to portfolio support and follow-on investments.

Keep reading to understand how recent product updates make it even easier to manage and update data visualizations on Visible's flexible dashboards.

Recent Dashboard Management Product Updates

Setting date ranges at the dashboard level

With this product update, investors can filter entire dashboards by a custom date range in addition to setting specific date ranges at the widget level. This streamlines the dashboard creation and maintenance process.

Automatically updated company highlights and lowlights

Investors can now request properties in Visible Requests and when companies submit their responses to qualitative questions, the property widgets are automatically updated on dashboards. This saves investors several steps in the process of making qualitative updates from their companies accessible to their wider team.

Editing properties inline on dashboards

This update lets investors quickly edit the property values displayed on portfolio company dashboards. Examples of properties commonly updated include:

  • "Recent updates"
  • "Company description"
  • "Notes"
  • "Last discussed"

Giving users the ability to edit properties directly on a dashboard means investors don't have to navigate back and forth between the dashboards and properties section to make changes to their dashboards.

You may also enjoy:
Customer Stories
Building Trust and Vulnerability in Business with Max Yoder
On the fourth episode of the Thrive Through Connection Podcast, we welcome Max Yoder, the Founder of Lessonly and author of Do Better Work. Lessonly was an Indianapolis-based company that grew to over 300 employees and $30 million in annual recurring revenue before being acquired by Seismic in 2021. Max joins us to share the lessons he learned from scaling Lessonly and writing Do Better Work. About Max In addition to growing Lessonly to 300+ employees and leading it through a successful exit, Max became known for his thoughtful approach to leadership, insights he captured in his book, Do Better Work. He’s had a front-row seat to the highs, lows, and daily challenges that startup founders and leaders face. In this episode, Max breaks down the countless relationships that shaped both Lessonly and Do Better Work. Mike, the CEO and Founder of Visible, had an opportunity to sit down and chat with Max. You can give the full episode a listen below: Spotify Link Apple Link What You Can Expect to Learn from Max How the mission and vision for Lessonly came to life How mentors helped shape decision-making and strategy in the early days The advantages of having a strong network What it means to lead with vulnerability The importance of aligning with investors and partners Stay up to date with the Thrive Through Connection Podcast by subscribing wherever you listen to your podcast. You can find links to your favorite podcast hosts below: YouTube Spotify Apple
Fundraising
Finding the Right Investors with Laurel Hess
Reporting
Navigating Investor Relationships with Brett Brohl
Fundraising
Going From Operator to Funder with Leo Polovets