Knowledge base

ValueSense features - Overview templates

Overview Templates unlock fast, insightful stock analysis with ready-made analytical frameworks that help you quickly evaluate any company. Instead of building dashboards from scratch, you can select from a comprehensive library of curated templates, each focusing on different aspects of financial analysis to provide instant, professional-quality company reports.

Free Overview Templates

Accessing Overview Templates

Hover over "More tools" in the main navigation bar
Click "Overview templates" from the dropdown menu
Access the template gallery with all available analytical frameworks

What Overview Templates Do

Core Purpose

Overview Templates automatically generate comprehensive, visually-rich, one-page summary reports on any publicly traded company using pre-defined analytical frameworks. This saves significant time in gathering and visualizing key data points while ensuring consistent, professional analysis.

Key Benefits

Speed and Efficiency: Condenses hours of research into digestible, shareable pages
Professional Quality: Institutional-grade analysis and visualization
Comprehensive Coverage: Multiple analytical perspectives for complete company assessment
Interactive Experience: Dynamic charts and data exploration capabilities

Available Template Library

Investment Analysis Templates

Company Overview: Complete 360-degree company assessment
Quality & Intrinsic Value Overview: Combined quality metrics and valuation analysis
Intrinsic Value Overview: Focused valuation and fair value assessment
Growth Overview: Growth trends and future potential analysis
Growth + Profitability Overview: Combined growth and margin analysis
Growth + Value Overview: Growth opportunities at attractive valuations

Income & Dividend Templates

Dividend Overview: Dividend history, yield, and sustainability analysis
Dividend + Value Overview: Income investing with valuation considerations

Operational & Financial Templates

Capital Allocation Overview: Management efficiency and capital deployment
Financial Strength Overview: Balance sheet health and stability analysis
Segments & KPIs: Revenue breakdown and key performance indicators
Revenue Breakdown: Detailed revenue composition and trends

Performance Templates

Price Performance Overview: Stock performance vs. benchmarks
Investing Visuals: Summary: Key investment metrics visualization

How to Use Templates

Method 1: Starting from Template Gallery

Browse Templates: Navigate to the "Stock Overview Templates" page
Preview Templates: Hover over template cards to see animated previews
Select Template: Click "Select Template" on your desired framework
Choose Company: Search for and select a company from the modal window
Generate Report: Automatically creates comprehensive analysis

Method 2: Switching Templates on Existing Reports

Use Template Dropdown: Click the "Template" dropdown at the top of any report
Select New Framework: Choose different analytical perspective
Dynamic Loading: Page content updates to match new template
Maintain Context: Company selection remains consistent across template changes

Template Content and Analysis

Company Overview Template Features

Quality Rating: Numerical score (e.g., 7.3) with sub-ratings for Growth, Capital Allocation, Profitability, Momentum, and Health
Price Performance vs S&P 500: Line chart comparing stock performance against benchmark
How [Company] Makes Money: Sankey diagram showing revenue flow from segments to net income
Key Metrics: Market Cap, 5Y Return, Revenue growth, ROIC, FCF margin
Revenue Growth & ROIC: Historical performance trends
LTM Free Cash Flow: Cash generation analysis

Segments & KPIs Template Features

Revenue by Product: Donut chart showing revenue breakdown by business segment
Revenue by Geography: Geographic revenue distribution analysis
Operating Income by Product: Profit breakdown by business unit
Key Performance Indicators: Segment-specific metrics and trends

Interactive Features

Template Gallery Experience

Animated Previews: Hover over template cards to see content previews
Visual Selection: Choose templates based on actual report appearance
Clear Categorization: Templates organized by analytical focus

Company Search Functionality

Dynamic Search: Results update as you type
Popular Tickers: Quick access to commonly analyzed companies
Clear Feedback: "Nothing found" messages and clear buttons
Efficient Selection: Streamlined company selection process

Interactive Reports

Hover for Details: Mouse over charts to see specific data points and dates
Loading States: "Crunching data... Almost there!" progress indicators
Download Capability: Export reports for presentations or archival
Template Switching: Quick pivot between analytical perspectives

Key Workflow Steps

Step 1: Access and Browse

Navigate to Overview Templates and explore available analytical frameworks

Step 2: Select Template

Choose the template that matches your analysis needs and investment focus

Step 3: Choose Company

Search for and select the company you want to analyze

Step 4: Analyze Report

Review the generated comprehensive report with interactive charts and data

Step 5: Refine Analysis

Use template dropdown to switch analytical perspectives for the same company

Download reports for presentations, investment meetings, or personal archives

Use Cases and Applications

Initial Due Diligence

Company Overview: Get comprehensive understanding of new stock ideas
Quality Assessment: Evaluate company fundamentals and investment quality
Quick Screening: Rapidly assess multiple investment opportunities

Thesis-Driven Analysis

Growth Focus: Use Growth Overview for companies with expansion potential
Income Investing: Apply Dividend Overview for income-focused strategies
Value Investing: Utilize Intrinsic Value templates for undervalued opportunities
Segment Analysis: Employ Segments & KPIs for complex, diversified companies

Reporting and Communication

Investment Presentations: Professional reports for meetings and presentations
Team Collaboration: Share consistent analysis across investment teams
Personal Archives: Maintain research records with standardized format

Best Practices

Template Selection

Match Analysis Goals: Choose templates that align with your investment thesis
Consider Company Type: Select frameworks appropriate for company characteristics
Multiple Perspectives: Use different templates for comprehensive analysis

Report Analysis

Interactive Exploration: Use hover functionality to examine specific data points
Comparative Analysis: Switch templates to see different analytical angles
Context Consideration: Understand industry and market context for metrics

Workflow Optimization

Start with Overview: Begin with Company Overview for comprehensive assessment
Drill Down: Use specialized templates for focused analysis
Export Strategically: Download reports for important investment decisions

Key Features to Highlight

Animated Template Previews

Visual Selection: See actual report content before committing
Informed Choice: Understand template value before selection
Efficient Browsing: Quickly evaluate multiple analytical frameworks

Sankey Diagram Visualization

Unique Feature: "How [Company] Makes Money" flow visualization
Revenue Transparency: Clear understanding of business model
Competitive Differentiator: Standout visualization not commonly available

On-the-Fly Template Switching

Convenient Analysis: Pivot analytical perspective without re-selecting company
Efficient Workflow: Maintain context while changing focus
Comprehensive Assessment: Easy access to multiple analytical angles

Download and Export

Professional Reports: Export analysis for presentations and meetings
Archive Capability: Maintain research records over time
Sharing Functionality: Distribute analysis to team members or clients

Overview Templates transform complex financial analysis into accessible, professional-quality reports that can be generated in minutes rather than hours, making sophisticated investment research available to investors at all levels.