Leveraging and Customizing Your Dashboard

Dashboard is designed to help you fully monitor your coverage universe.

• What is Dashboard?
• How is Your Dashboard Organized?
• Templates
• How to Add a Dashboard
• How to Add a Search to a Dashboard
• How to Add a Watchlist to a Dashboard
• How to Add a Company to a Dashboard
• How to Add a Company to a Watchlist from the Dashboard
• How to Edit a Search in a Dashboard
• How to Edit Your Document Sources within a Widget
• How to Rename or Remove a Dashboard

What is Dashboard

The AlphaSense Dashboard is a customizable interface that provides you with a monitoring edge by proactively pushing relevant information via views tailored to your workflow needs. This enables you to stay on top of trends for the companies and topics that matter most, save time and generate new ideas to jump-start your research.

How is Your Dashboard Organized?

When you first get started with AlphaSense, your Dashboard will be set up for you based on your selections during the setup/onboarding process.

Templates

Portfolio Monitor template

You have a Portfolio Monitor template designed to assist you with setting up your dashboard by preloading widgets for your convenience. The portfolio template comes pre-set with feeds for trending transcript topics, broker research, company docs, news, events, and even expert calls if you have access to that content set.

You can easily add additional widgets and even your own saved searches for keywords or more advanced queries to any dashboard by clicking the Add Widget button in the upper right.

You can easily add companies you care about and watchlists to this dashboard within the Portfolio Monitor widget, and with a single click, filter the content all of your existing widgets to display results for the particular company or watchlist on which you clicked.

You can reorder dashboards and the widgets by clicking and dragging them to your desired location as well as resize any of the widgets for a truly custom view.

Industry Overview Template

This template helps you quickly find news, topics, and industry reports from specific industries and sectors by populating key widgets with a focus on industry information instead of specific companies and watchlists. It should be noted that Industries and sectors will include the top 200 companies by market cap, based on GICS classification.

Blank Dashboard Template

The Blank dashboard template offers the same features as your portfolio monitor template but does not come with any preloaded widgets. This is ideal for thematic searches as they will populate without having the portfolio monitor widget. It should be noted you can add the portfolio monitor widget to a blank dashboard in order to easily apply your searches to various companies/ watchlists/ and industries without having to create searches for all of them.

How to Add a Dashboard

1. Click the plus sign at the top of the left-hand panel.
2. Select a dashboard template:
   1. Portfolio Monitor- best for fast setup
   2. Industry Overview- Quickly find news, topics, and industry reports from specific industries and sectors.
   3. Blank - best for truly a truly custom experience where you hand pick which widgets you would like to display
3. After you select your template, you’ll then select what companies/ watchlist you would like to pull information for, then click add

Note: If you select the blank template, you will need to click on the Add Widget button to select which widgets you want to include in your dashboard via the widget gallery.

Widget Gallery

The Widget Gallery allows for you to easily search for and add widgets and saved searches to your dashboard.

How to Add a Search to the Dashboard

1. To add a search to a dashboard, you can either:
2. Add an already saved search by selecting the search from the Add Widget button dropdown in the top-right column of any dashboard and scrolling down to your saved searches and selecting your desired search OR
3. Click custom search, then run your desired search and select Add to Dashboard, then name your search and set up an alert frequency OR
4. Run a search as normal, click save search, then select the email alert cadence (if applicable) and select the dashboard you would like to save it to OR
5. Click My Searches & Alerts, locate the desired saved search, click the three dots, select manage, and add to all applicable dashboards, then click save.

How to Add a Watchlist to a Dashboard

1. Locate the portfolio monitor widget.
2. Click the 3 dots in the upper right corner.
3. Select Manage Dashboard.
4. Select your watchlist from the list displayed

How to Add a Company to a Dashboard

1. Locate the portfolio monitor widget
2. Select individual companies
3. Click Add a ticker
4. Type in the company’s name or ticker symbol

OR

1. Locate the portfolio monitor widget.
2. Click the 3 dots in the upper right corner.
3. Select Manage Dashboard.
4. Add your companies in the Individual Companies section

How to Add a Company to a Watchlist from the Dashboard

1. Locate the portfolio monitor widget
2. Click the caret on your desired watchlist to open the dropdown
3. Click Add a ticker
4. Type in the company’s name or ticker symbol

How to Edit a Search in a Dashboard

1. Click the three dots in the upper right-hand corner of the search widget you'd like to edit, and then click Manage Saved Search.
2. From this view, click Edit Search Criteria to be brought to the main search view, where you can edit the keywords, companies, or content sources.
3. Then click Save.

How to Remove a Widget from a Dashboard

1. Click the three dots in the upper right-hand corner of the widget you'd like to edit and then click Delete.

How to Edit Your Document Sources Within a Widget

Dashboard allows you to edit your document sources directly from the widget so you can see information from the sources you want for a truly custom view. By editing your document sources, the information populated will update as you alter your sources and apply them. To edit your document sources:

1. Click the three dots
2. Select Edit Document Sources
3. Select the desired sources to populate within the widget
4. Select Apply

How to Access Your Content and Content Shared with You via Widgets

1. Access the Widget Gallery     
2. To access your content, add the "Only Mine" widget (this widget includes all integrations, notes, highlights, tags, and bookmarks you've created).
3. To access content shared with you, add the "Shared With Me" widget (this widget includes all integrations, notes, highlights, tags, and bookmarks others have shared with you.)
4. Once added, like any other widget, you can filter the content via the portfolio monitor by selecting your desired, company, watchlist, or industry.

How to Rename or Remove a Dashboard

To Rename a Dashboard:

1. Select "Manage" in the upper right-hand corner of the custom Dashboard you'd like to rename.
2. Enter the new name and select "Save".

To Remove a Dashboard:

1. Select the dashboard you would like to edit in the left-hand panel and click the name of the dashboard in the upper left-hand corner.
2. Select "Manage Dashboard"
3. Click the delete icon to delete that Dashboard.

To learn more about how to leverage Generative Search on your Dashboard, please review this article.