Dashboards & Watchlists: The Base Layer for Coverage Management

Turning Research Into Ongoing Context

Research doesn’t stop once a report is written. It evolves — and without structure, important signals get missed.

Our next focus is the development of dashboards and watchlists that give teams a persistent, living view of what they’re tracking. This layer is designed to help teams stay oriented as information changes — without constantly rebuilding context from scratch.

These dashboards and watchlists form the foundation for coverage management, allowing teams to:

• Keep track of the names and themes that matter

• Monitor updates across research, documents, and signals

• Maintain continuity between analysis, discussion, and follow-up

This is a critical step toward deeper coverage awareness — and eventually, portfolio-aware intelligence.