Introduction to the Employee Dashboard on Qapita Platform

Introduction to the Employee Dashboard on Qapita Platform

Upon logging into your Qapita account, you’ll land on the Individual Dashboard—a personalized interface that displays data exclusively linked to your stakeholder profile.

This dashboard provides a visual snapshot of your equity position, along with key insights and helpful tools to keep you informed and empowered.

What You’ll Find on Your Qapita Dashboard

Your Qapita Dashboard offers a visual snapshot of your equity journey, making it easy to understand and manage your holdings at a glance. Key insights include:

• Equity Awards Summary– A high-level view of all your granted, vested, unvested, and exercised units.
• Your Equity Awards – Dive deeper into the specifics of each award, tailored to your stakeholder profile.
• Model Value of Equity Awards – Instantly see the estimated worth of your outstanding awards based on current valuation metrics.
• Model Value of Your Shares – Understand the potential value of your actual shareholdings with real-time calculations.
• Value of Option Awards – Get a snapshot of your options’ current value, historical grant details, and estimated growth.
• Equity & Share Overview – A holistic view capturing the value of your equity awards and shares, along with total share count.
• Announcements Section – Stay up to date with the latest company news and internal updates right from your dashboard.
• Closing Market Price – If your company is listed, access closing prices and daily movement insights from the stock exchange.

Each section of the dashboard is designed to provide insights tailored to your equity journey—let’s walk through them one by one.

1. Summary of Your Equity Awards

Gain a consolidated overview of your current holdings:

• Outstanding Units
• Granted, Vested, and Unvested Awards
• Exercised, Lapsed, Surrendered, or Cancelled Units
• Pending Approval Requests

You’ll also see the estimated value of your outstanding, vested, and unvested units.

Tip: If you hold multiple award types, use the dropdown to switch views.

2. Equity Awards Ownership Breakdown

This section shows a graphical composition of your equity ownership—clearly distinguishing between Vested and Unvested awards.

Hover over the color-coded chart to view percentage ownership.

Toggle between “By Holdings” and “By Value” to change your view perspective.

3. Model Value of Your Equity Awards

Visualize the estimated worth of your awards based on configurable share price or valuation.

Adjust the Valuation Slider or manually update the market price to explore:

• Estimated value of awards
• Exercise cost
• Potential (pre-tax) gains

4. Model Value of Your Shares

Track the market value of your actual shareholdings.

By modifying the valuation inputs, you can instantly assess:

• Estimated value based on current pricing
• Share count

Admin-configured inputs determine whether share price or valuation is used.

5. Value of Option Awards

This section summarizes:

• Total value of granted options
• Value of outstanding and vested awards
• Estimated growth percentage

Click "View More" to explore grant-level details.

6. Equity Snapshot Overview

Quick-access panels display:

• Total number of shares held
• Value of Equity Awards
• Value of Shares

Note: Values are based on share price settings configured by your administrator.

7. Announcements Section

This panel serves as a bulletin board for important company communications or platform-wide updates.

8. Closing Market Price

If your company is publicly listed, this section provides:

• Current day’s closing market price
• Percentage change from the previous close