What is the plan overview?

The plan overview is a summary of the calculation outputs.

If you have selected an ATSR or an RTSR model it will have four sections as shown in the screenshot below:

  • A TSR tracker section at the top made of two or four cards. For more information see our article on how to read the TSR tracker.
  • A Fair Value card that shows the fair value calculated by the product.
  • A report card that allows you to view and download your report.
  • An Accounting Journal card that allows you to create your journal entry for that plan. For more information see our article on how to use the accounting journal.

If you have selected any other model the plan overview will only have the last three sections:

  • A Fair Value card that shows the fair value calculated by the product.
  • A report card that allows you to view and download your report.
  • An Accounting Journal card that allows you to create your journal entry for that plan. For more information see the article on how to use the accounting journal.

 

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