Curious how your latest model update compares to the Street? You can now identify your differentiated calls with the release of two new sell-side focused features.
1. Model Processed Alerts
Once your model has been processed into consensus, you will receive an email with a comprehensive overview of how your forecasts compare to the Street. Here is an example:
Quickly view your estimate next to consensus of key line items, as well as the percentage difference between the two, for the upcoming quarter and year.
Want an entirely different set of rows to appear in your alert? Add, delete or reorder the rows in the Line Item Monitor, which can be accessed from Shortcuts.
A summary of all the rows in our consensus template along with a count of the rows included from your model.
A link to the QC Dashboard to view additional insights, including frequency of updates, forecast horizons and notes.
Please note that all contributing equity research analysts are automatically signed up for model processed alerts. You may unsubscribe from email alerts at anytime.
2. A shortcut to "vs. consensus"
Now that you've revised your numbers, you want to identify and highlight your differentiated calls to clients. Select the "VS Consensus" view under Shortcuts to see how all your estimates compare to the Street.
If you only want to view the rows where you are materially different, use the Filter by Percent Diff function to highlight outlier calls.
For questions or to suggest new features, email us at firstname.lastname@example.org.