BI Reporting: Unlock your employee share plan’s valuable data

Content Team May 24, 2023 mins read

About the team

Global Shares’ Content Team comprises a dynamic and talented team of writers and experienced professionals who strive to deliver useful equity insights and simplify complex equity information, all with the aim of helping you to better understand equity management.

BI Reporting: Unlock your employee share plan’s valuable data

An employee stock plan comes with multiple reports. Reporting is a time-consuming process and static reports are quickly out-of-date and are easily ignored.

Luckily, with Global Shares’ advanced Business Intelligence (BI) Reporting tool, it’s never been easier to compile real-time and meaningful reports without stressing over spreadsheets.

Now, your team can rely on a single source of up-to-date truth to analyze the same set of data and access the freshest insights for your employee stock plan. Reporting can be delivered on-demand or scheduled, to be automatically generated and ready for retrieval. 

Customized dashboards

Our BI tool offers simple-to-understand and highly customizable dashboards. Each dashboard comprises multiple widgets (e.g. graph, map, chart and counter). A standard dashboard comprises three parts:

  1. Counter or Indicator widgets across the top of the dashboard (e.g. no.of total participants, no. of active participants)
  2. Graphical widgets below the Counter/Indicator widgets (e.g. bar chart, geographical maps – particularly useful when managing a global stock plan)
  3. A detailed report in a table form will appear when scrolling further down the dashboard. Readily available to export.

You can also customize your dashboard layout with drag-and-drop features to place each widget exactly where you want. Each widget can be downloaded as an image or a CSV file.

Our widgets ensure you get the exact report you need. Simple-to-understand tools create simple-to-understand visuals – saving time and ensuring that you can make the most out of your data.

A wide variety of data at your fingertips

We offer a wide variety of dashboards – from standard dashboards that everyone has access to, to client-specific and even user-specific dashboards. Here’re just some of the examples: Participant & Trust Overview, Cash Payments, Grant Balance, Future Vesting & Deferral, Participant Tax & Payroll etc.

BI Data in a table form
Our large suite of BI reports (The table above just displays some of these)

Once you have landed on your desired dashboard, you’ll be able to filter data by

  • Toggling some of the data on/off; or
  • Selecting single/multiple elements on a graph (e.g. bar(s) of a bar chart)

Our smart tool also enables you to quickly drill down into granular data (e.g. gender, job title, department, residency and subsidiary) by right-clicking on an element that you’re interested in within a widget (e.g. a chart or a graph). In the example below, you’re interested in the element ‘’AML’’. Right-click on that to drill down into any dimensions that you are interested in.

BI Data in a chart
Our tool allows you to drill down into a dimension and very easily change it to another dimension

Dynamic reporting

Our dynamic reports are real-time and interactive.

Our BI reports allow you to see what’s happening right now, rather than having to wait until the end of the month to get a snapshot of your stock plan situation.  They also enable you to interact with data through interactive functionalities to flexibly conduct data analysis.

When managing an employee stock plan, there are multiple dimensions of data to be analyzed and data changes by the minute. Without the right reporting tool, it’s hard to generate data to obtain insights and make adjustments.

That’s why we built our BI tool to be dynamic. With our online reporting facility, you can easily create, analyze and reshape reports in real-time. Just one click and you have an updated report. Imagine you’re presenting to the Board, and five minutes before you’re about to go on, you realize you forgot an important field, or they ask to see something new. With a static report, you’re out of luck. But with our BI tool, you have four and a half minutes extra.

Built for everyone

Like everything we build, our BI tool is designed for both advanced and novice users. As our Product team always says: it’s comprehensive but clear. The BI tool empowers even the most non-technical user to visualize instantly:

  • Geographical maps – participants/awards by location
  • Performance indicator measurements
  • Equity trends
  • Fair value correlations
  • Expense accrual comparisons

Users can either look at the larger picture, or drill down into the details, or combine multiple views for both.

How does Global Shares BI reporting help to achieve a successful stock plan?

  1. Customizable dashboards with intuitive widgets
    We have a wide range of dashboards available. Simply click on the dashboard you’re interested in – all requested stock plan data is at your fingertips for analyzing and making an informed decision.
    Our tool allows for the generation of various types of widgets – tables, charts, maps and etc. These intuitive widgets uncover stock plan insights visually in an easy-to-digest way. They can also be exported as a CSV file for data analysis or an image for presentation.
  2. Drills down into granular data with ease
    For each widget you build, you can drill down into granular details with one click or two. With this powerful feature, you can understand multiple dimensions of every single component, including participation rate by gender, job title, subsidiary and office status.
    If you identify, for example, junior staff has a low participation rate, you can review your communication strategy particularly for this group.
  3. Dynamic reporting – real-time and interactive
    Real-time and interactive data allow you to see what’s happening right now in different dimensions, meaning you can change your query to view an updated report with one click.
    It helps you make accurate and quick adjustments to your plan, unlike static reports that have zero flexibility and can become out-of-date quickly.
  4. A single source of up-to-date truth
    Our BI reporting tool ensures all users look at the same dataset to avoid unnecessary confusion when discussing and analyzing stock plan data. It makes stock plan management more efficient.
  5. Reporting can be delivered on-demand or scheduled
    Since the reports can be automatically generated, your team can save much preparation time. So, more effort can be spent on analyzing plan data to optimize your employee ownership plan

Traditional BI reports vs Global Shares’ BI reports

Traditional BI Reporting Global Shares’ BI Reporting
Static Dynamic
Time-consuming Time-saving
High risk of human errors Low risk of human errors
Managed on a spreadsheet Managed with an advanced BI reporting tool
Data and formulas need to be manually input Whatever data could be pulled and filtered faster
Data is fixed. Users need to re-input a new data set to see different dimensions Data is interactive – can be easily drilled into further details and updated to different dimensions with a few clicks
Causes the danger of multiple versions of the report circulating among colleagues Provides single source of truth
Static reports can become out-of-date quickly Real-time reports

Advanced BI Reporting: it’s just another way we’re making employee ownership simpler. To read more about share plans and how we can work with you, please click here.

Contact us for a free demo today.


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Please Note: This publication contains general information only and Global Shares is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. The Global Shares Academy is not a substitute for professional advice and should not be used as such. Global Shares does not assume any liability for reliance on the information provided herein.

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