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Track employee equity

Manage your employee equity in one place

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Many companies offer equity or employee stock options as part of their compensation packages to encourage their employees to have a sense of ownership and invest more in their work. As your company grows, it can get harder to keep track of each employee equity data, which is why you need an equity management dashboard.

This template allows you to organize and keep track of your employee equity, all in a spreadsheet, with an automated dashboard that does all the work for you and sends you monthly status reports.

How it works

  • Enter the necessary company data as well as the employee allotment information.
  • You will have an automated vesting dashboard that is updated daily with the employee equity data as well as a dashboard with the overall data.
  • You can also set up email alerts to receive montly reports with the status of your employee equity.

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