Viewing company dashboard

This document guides you through dashboard, which provides an overview of company stakeholders, securities, total investments and relevant news clippings.

The company dashboard consists of:

  1. Quick Menu
  1. Analytics
  1. Company Overview
  1. News Clippings

1. Quick Menu

Quick menu provides a shortcut to key and frequently used features on QuotaBook.

2. Analytics

Analytics section lets you view key company statistics such as the total number of stakeholders and total outstanding shares.

  • Total Stakeholders: Number of stakeholders with at least one share of the company (as of the current date — does not include past stakeholders)
  • Total Outstanding Shares: Total number of shares issued (does not include BW/CB/Stock Options)
  • Total Options: Total number of stock options granted
  • Total Cash Raised: Total amount of cash raised and valuation

3. Company Overview

Company Overview section displays key company information including the CEO, registration number, incorporation date and so on.

You may edit company information by going to [Settings] → [Account Settings] on the left panel. 👉 Editing Institution Information

4. News Clippings

You can add keywords of your interest to stay updated on the latest news.

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