Company admins

Reports and analytics

Seeing the whole plan at once.


Company adminReports

Reports#

  • Units issued against your pool, so you know what is left.
  • Earned against unearned across everybody, which is your real liability today.
  • Payout history by window, with what was requested and what was paid.
  • Claim history, showing what was approved and declined and by whom.

Anything on this screen can be exported for your accountant or your board pack.

Analytics#

A deeper view of the same information over time: how earning is tracking across the team, how goal performance is moving, and what your commitment looks like at the next window.

Note. Analytics is included on the Growth plan and above. If the screen is locked, that is why. See Your company settings.

Before a board meeting#

Export units issued against pool, and earned against unearned. Those two answer nearly every question a board asks: what have we committed, and what is it worth if everybody cashed out today.