Build your stock research dashboard.

How to build your stock research dashboard

1. 1

   Describe the job

   Compare reported company measures with visible definitions and source periods.

2. 2

   Review the first version

   Choose how the research analyst records the security reference and how the source reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your stock research dashboard

• Keep the security reference in context

  Keep security reference, source date, metric definition, comparison period, assumption and review note together so the next person can understand the request or record.

• When the next step needs a decision

  Two sample companies report metrics from different periods. Show the mismatch before a side-by-side comparison.

• Keep review note visible

  Show the period mismatch before presenting the companies side by side.

• Choose what each person needs

  Give the research analyst a working view and the source reviewer a review view. Keep security reference and source date attached to the decision as the work moves between them.