Dashboard

When to Use

• When the owner or management wants to see the equity position at a glance without opening reports one by one.
• When you need to check who the current stockholders are, how many shares they hold, and their ownership percentage.
• When finance wants to see which periods' dividends are still unpaid and to whom.

How to Use

1. Open the menu Equity / Overview & Transactions / Dashboard , then read the latest share valuation card at the top: date, value per share, total equity, number of shares, and dividend percentage.
2. Go through the stockholder table (shares, ownership percentage, value), dividends per period (net profit, percentage, value, paid, unpaid), unpaid dividends per stockholder, active share offers, and the last ten transactions.
3. Open the related equity report or form when you need details or need to record a new transaction.

Things to Note

• All figures are read from the saved equity data: Share Value (valuations), Share Transactions, Dividend Calculation and Withdrawal, and published Share Offers.
• Only stockholders with a balance above zero (buys minus sells) are shown; holding value = shares x value per share from the latest valuation. If there is no valuation yet, the top card shows a no-valuation message.
• The dashboard has no date filter - it always shows the current position. For a position as of a date, use the Stockholders or Changes in Equity report.

Menu Location

• Equity / Overview & Transactions / Dashboard
  /dashboardequity