Equity compensation can be complex, and keeping on top of reporting requirements can be difficult. Global Shares simplifies this process with its Business Intelligence (BI) tool. Within the BI tool, there are a suite of interactive dashboards and reports designed to help share plan administrators analyze and visualize complex data and gain valuable insights into employee ownership.
We are pleased to introduce three dashboards that are either new or have undergone substantial enhancements, they are:
- Participant Insights
- Grant Balance Insights
- Vesting & Deferrals
As with all our dashboards, users can export elements such charts, tables, or reports in CSV or Excel formats for further analysis and reporting purposes.
1. Participant Insights
This dashboard provides interactive insights into participant records with the ability to use drill-down features to analyze the data on a granular level.
Corporate admins can use this dashboard to enhance their knowledge of their company’s key operational and demographic information such as:
- Active and inactive participants
- Reasons for employee turnover
- Where employees are located including their position and citizenship
2. Grant Balance Insights
The Grant Balance Insights dashboard offers at-a-glance insights based on Key Performance Indicators (KPIs) and is an intuitive and visual way to consume data. It also allows you to examine discrete datasets for grants and award balances.
Corporate admins can use this dashboard to quickly gather key information such as:
- Total number of grants (issued vs outstanding)
- Grant balances by participant status (active vs terminated)
- Grant balance by tax country
The dashboard’s use of switch dimension functionality means you can drill down into granular sets of data and study the finer details of your company’s share plan activity without having to jump from one dashboard to another.
3. Vesting & Deferrals
This dashboard provides a comprehensive overview of vesting and deferral information. Unlike its predecessors, it allows end-users to engage with almost real-time data. Its improved performance means that the dashboard loads and processes data more efficiently, resulting in quicker response times and a smoother user experience.
Highlights for admin users include:
- The ability to track upcoming vesting or deferrals events
- A detailed breakdown of grant types
- Insight into upcoming vesting without deferrals and deferred assets
If you would like more information about our reporting suite, book a one-on-one consultation with us today and we’ll demonstrate how our reporting tools can help your company.
