Dashboards

Stock Plan Companion™

Stock Plan Companion Dashboards

Dashboards

Dashboards are included as a standard feature of Stock Plan Companion™. 

With Stock Plan Companion™ Dashboards, your most critical information is easily accessible when you need it most by using your existing stock plan data.

We start you off with a set of dashboards, pre-configured by our experts:

  • Summary: A snapshot of upcoming events that need to be on your radar – from upcoming expiring grants to stock price, vestings, and beyond.
  • Finance: An at-a-glance view of expenses, including year-to-date and future expenses.
  • Insiders: Dashboard specific to company Insiders, with information on grant summaries, exercises/releases in the last 60 days, and more.

Finance Dashboard

In addition to standard dashboards, our experts can work with you to create customized dashboards based on your specific needs.

From any dashboard, you can:

  • Display data through graphs, charts, etc.
  • Export summarized data or all underlying data in the form of an .xls or .csv file
  • Add to Smart List for use in future Communications
  • Subscribe to Notifications, sent to your inbox daily

 

Finance Dashboard