Improved Metric Selector

We recently made an improvement to our chart builder! You can now filter and select metrics by datasource when creating charts. No more scrolling through countless metrics.

Check it out here:

You'll also see the improved metric selector when creating formulas and variance reports.

For Visible for Investor users, this means that you'll be able to pick metrics based on portfolio companies as well!

QBO Cash vs Accrual

We now sync your QuickBooks Online data based on your default method in QuickBooks. This means that we now support cash accounting reports! 

Image Hyperlinks and Update Improvements

Images included in Updates can now have a hyperlink attached to them. Just upload and image and select the link icon.

When the image is clicked, the viewer will be taken to the respective URL.

While you have always been able to select an element in an Update and remove hitting backspace, we added an icon to the UI as well to do with your cursor.

Google Shared Drives Now Supported

We just updated to Google's latest Sheets API. Yes, we did so because the current version is being deprecated in April ;) However, that means it comes with some new benefits!

  • Sheets stored in Shared Drives (fka Team Drives...make up your mine Google!) are now supported
  • Sheets that have cells containing Google Finance functions and other scripts are now supported

If you are looking for some help, make sure to check out our Google Sheets 101 Guide.

Fixed Update Header

Update headers are now fixed when you scroll. Easier to Send Updates & change Update settings if you are at the bottom of the Update.

Table Styling

You can now style tables! Easily bold important rows or add alternative colors to your rows.

  • When creating or editing a table, uncollapse a metric and select bold.
  • Toggle on row striping and select a color of your choice.

Variance Reports in Dashboards & New Table Options

Variance reports got a facelift and some new functionality today. You can now embed any variance report directly into a dashboards. Just go to the Variance report and hit "Add to Dashboard"

We now allow for tables to be a 2x2 layout! When you are editing your dashboard you can now drag tables to be 2 rows in height.

Individual open counts are back!

We've heard you!

We just made individual open counts part of your Update stats again. Just hover oven the Last Opened column and it will appear.

We still stand by the fact that the data can be inaccurate because all email clients count these things differently; however, there is still value there so wanted to make sure we expose this to you!

Bulk Edit Contacts

We added the ability to bulk edit your contacts. Quickly add to a list, remove from a list or delete.

Contacts Improvements

We made a visual change along side some smaller UX changes to contacts. Changes include:

  • Improved UI/UX for creating contacts and managing lists
  • Added search functionality
  • All emails that are new in an Update are now added as a contact

Why?

Expect to see a lot more insight and value about your relationships with stakeholders in the coming months!

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