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Create an Earnings Dashboard

Create an Earnings Dashboard

Leverage this step-by-step guide to create a single view for monitoring all aspects of earnings season
Mark Jones avatar
Written by Mark Jones. Updated over a week ago

Want to have a single spot where all earnings coverage is visible? Utilize this step-by-step guide with pre-built searches to easily create an Earnings Dashboard in a matter of minutes!

  1. Create a Watchlist Dashboard

  2. Add an Earnings Preview Search to your Watchlist Dashboard

  3. Add an Earnings Transcript Search to your Watchlist Dashboard

  4. Add an Earnings Broker Research Search to your Watchlist Dashboard

  5. Leverage the Search Library: Earning Season to add other searches to your Earnings Dashboard

  6. Reorganize your Earnings Dashboard for optimal viewing

STEP 1: Create a Watchlist Dashboard

There are two ways to create a Watchlist Dashboard, either from Dashboard or from the Watchlist menu:

  • From Dashboard

    • Select the "+" icon and choose "Add Watchlist Dashboard"

  • Type in the company names/tickers for the organizations you'd like to include in your watchlist

    • Ensure "Show Watchlist in Dashboard" is selected

  • Select Save. Then name your Watchlist

  • From the Watchlist menu

    • Select "Watchlists" to the right of the Company & Ticker search bar

    • Choose "Add New Watchlist"

    • Type in the company names/tickers for the organizations you'd like to include in your watchlist

      • Ensure "Show Watchlist in Dashboard" is selected

    • Select Save. Then name your Watchlist

This will load the latest Broker Research, Expert Calls, Company Docs, and News related to the companies you've included in your Watchlist Dashboard.

Note: you can also create an Industry Dashboard template if you'd like to have your earnings dashboard focused on a broader industry.

STEP 2: Add an Earnings Preview Search to your Watchlist Dashboard

  1. Run this pre-built search to load the latest press releases related to earnings season

  2. Add your Watchlist to the search by selecting it from the Watchlist dropdown

  3. Save your Search by selecting "Save Search"

  4. Ensure "Show in Dashboard" is selected and the correct Dashboard is listed from the dropdown menu

STEP 3: Add an Earnings Transcript Search to your Watchlist Dashboard

  1. Run this pre-built search to load the latest company docs and earnings transcripts

  2. Add your Watchlist to the search by selecting it from the Watchlist dropdown

  3. Save your Search by selecting "Save Search"

  4. Ensure "Show in Dashboard" is selected and the correct Dashboard is listed from the dropdown menu

STEP 4: Add an Earnings Broker Research Search to your Watchlist Dashboard

  1. Run this pre-built search to load the latest broker research related to earnings calls

  2. Add your Watchlist to the search by selecting it from the Watchlist dropdown

  3. Save your Search by selecting "Save Search"

  4. Ensure "Show in Dashboard" is selected and the correct Dashboard is listed from the dropdown menu

STEP 5: Leverage the Search Library: Earning Season to add other searches to your Earnings Dashboard

Check out more pre-built searching in our Search Library: Earning Season and follow the same steps above to add them to your Earnings Dashboard

STEP 6: Reorganize your Earnings Dashboard for optimal viewing

To reorder your Earnings Dashboard searches, you can either drag and drop them from the left-hand side bar or by dragging the columns themselves. You can also delete the pre-made columns in the template for Broker Research, Expert Calls, Company Docs, and News if you so choose. You can find more info here.

And you're done! Your Earnings Dashboard should look something like this

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