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Streamline Your Research Workflow with New Dashboard Templates

The Sentieo Dashboard has gained significant adoption across our user base, with many using it as their home screen for absorbing real-time information across their portfolios. For many users, however, we did notice one key barrier to adoption: investors have a multitude of use cases, and it was difficult to see how Dashboard could fit a specific user’s workflow.

With v4.1 of Sentieo, we released Dashboard Templates to solve this problem. These templates have been built around key investor use cases and sector focuses that our users have found to be impactful. While we understand that these templates might not fully replicate each investor’s ideal workflow, we hope you can use these templates as a starting point towards building your perfect home screen.

To access the Templates, first navigate to Dashboard:

Then select the “Load Template” option at the top right portion of the page and pick the template that you want to try out:

In the rest of this post, we’ll walk you through a few of our favorite Dashboard Templates. If you have any questions or feedback, please feel free to reach us through our support chat.

Prices, Financials, & Documents

This template is useful for any users who want to track real-time price updates as well as events, news, valuation multiples, and broader market performance:

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The bottom half of this template will help you track valuation ratios (both absolute and relative to the S&P), a valuation model, and overall market performance:

For users who use Sentieo for prices and financial data, we also have deeper sector-specific templates, which can be accessed in the “Sector Dashboard” section of the templates menu:

Taking US Energy as an example, you will notice a couple of differences from the template above:

  • Sector-specific valuation metrics in the Price Monitor
    • e.g. Energy would have P/E and EV/EBITDA, while a Software template might focus more on EV/Sales)
  • Relative valuation and performance charts versus the sector
    • The Energy dashboard would let you track a stock’s P/E Relative to the Energy sector, while the Software dashboard would have EV/Sales relative to Software
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Documents & Highlights

We recommend using this template for any users who use Sentieo primarily for documents. In the top part of this Dashboard, you can quickly access key document types: transcripts, broker research, filings, press releases, and presentations.

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As you open documents in Dashboard and highlight them, you will see your Document Highlights widget populate with content:

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If you also want to incorporate keyword search, try adding the “Saved Search” widget to stay on top of key mentions, like coronavirus:

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Notes & Research Management

This template will be most useful for those users that are utilizing Sentieo’s Research Management System (RMS). A few things you can do in this Dashboard:

  • Your own internal Price Targets in the Price Monitor
  • Team Notes and Activity
  • Documents and Broker Research
  • Calendars
  • Company Theses
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Macroeconomic Data

Utilize this Dashboard to track broader market activity and key economic data points. You will find treasury rates, labor market trends, Federal Reserve balance sheet expansion, overall market performance, and much more!

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Coronavirus Macro

We released this Dashboard a few weeks ago to help our users compare web & social media mentions of Coronavirus against asset prices. Notice how inversely correlated our tracker of consumer Coronavirus mentions has been to S&P 500 performance:

For more insights on tracking the Coronavirus in Sentieo, please check out our recent blog post Tracking Coronavirus: How Data Can Help Chart the Peak-to-Trough.

The Dashboard is a fully customizable canvas of widgets that can serve any use case that you want to build. Whether you want to track price performance, documents, note taking, or economic data, the Dashboard can help you do it all. Use the new Dashboard Templates today to get started on building your ideal workflow!

Want to learn more? Join us on Tuesday, April 21 for our webinar: V4.1 Dashboard and Plotter Enhancements. Register here.