The Overview tab is broken down into 3 sections:
- Details
- Advisor
- Data Update Policy
Details
This section allows edits to the Company Name, CEO, Sector, Company Administrators, Headquarters location, Currency, Website and Logo.
Note: These details can also be edited via Portfolio > Portfolio Summary > Investment Status > Overview tab via the Company Info section.
The current Execution Status is shown by the S curve, representing the actual progress of the Value Creation Plan for the current FY.
The Value Creation Status is shown by the circle, representing the results achieved according to the Valuation Formula.
Below this is the Company Logo.
Advisor
This section allows you to add details for Advisors (e.g Legal, Accountant or Auditors)
Along with the year they were used and the expense amount.
Data Update Policy
This section allows you to set if you want the team members for this Company to receive reminders to log in to Untap and update objects they are responsible for such as Objectives or Actions.
If the data update policy is enabled, you can use the link at the bottom of the section to view users who would receive the reminder notifications:
