Updated Metric UX

We gave the metric section a refresh and update. The improvements will make it easier to search, sort, categorize and create new metrics for both investors and companies alike. 


For Investors

Portfolio Company metrics now live in the Metrics tab and are called Portfolio Metrics. They behave exactly the same as they did before but it is not easier to navigate to all metrics, search individual companies, and more!  



For Companies

The major addition for companies is the ability to view all of your metrics in the same tab. 

We also moved the "+New data source" button to the top right of All metrics to be more uniform and consistent with the entire application experience. 

Refreshing integrations if far more obvious now as well!


New Metric Insights

We launched new insights for any of your metrics in Visible. We now help calculate: 

  • Previous period change (great for finding the change between balances. e.g Cash in Bank paired up with previous period change gives you change in cash)
  • Trailing 3, 4, 6 and 12 periods

These new insights are supported in the formula builder, metric alerts and soon to be in the chart builder as well. 

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!

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