You own multiple entities.
Each entity has different requirements. Different deadlines. Different statuses.
You need a dashboard.
Portfolio tracking. Entity status. Deadline management. Your system.
This guide shows you how.
Dashboard design. Tracking structure. Management systems. Your protection.
Read this. Build your dashboard. Never lose track.
Key Takeaways
- A portfolio dashboard centralizes tracking—using a single sheet to track all entities prevents confusion and missed deadlines
- Entity status tracking is essential—tracking the status of each entity ensures you know which entities are active and compliant
- Registered agent tracking prevents gaps—tracking registered agent information for each entity ensures all entities are covered
- Deadline tracking prevents penalties—tracking deadlines for all entities in one place ensures nothing is missed
- Regular updates maintain accuracy—updating your dashboard regularly ensures it reflects current entity status and deadlines
Table of Contents
Why Dashboard Matters
A dashboard prevents confusion.
What happens without a dashboard:
- Entities get lost
- Deadlines are missed
- Status is unclear
- Compliance is compromised
What happens with a dashboard:
- Entities are tracked
- Deadlines are visible
- Status is clear
- Compliance is maintained
The reality: A dashboard is essential for multi-entity management.
Dashboard Structure
Design your dashboard structure:
Dashboard Layout
What layout to use:
- Single sheet for all entities
- Columns for key information
- Rows for each entity
- Sections for different data types
Why it matters: Layout determines usability.
Dashboard Columns
What columns to include:
- Entity name
- Entity type
- Formation state
- Registered agent
- Status
- Next deadline
- Notes
Why it matters: Columns organize information.
Dashboard Sections
What sections to include:
- Entity list
- Status summary
- Deadline calendar
- Registered agent list
Why it matters: Sections organize data.
Pro tip: Design your structure. Layout, columns, sections. See our compliance dashboard guide for structure.
Entity Tracking
Track all entities in your dashboard:
Entity Information
What information to track:
- Entity name
- Entity type
- Formation date
- Formation state
- EIN number
- Business purpose
Why it matters: Entity information identifies entities.
Entity Relationships
What relationships to track:
- Parent-subsidiary relationships
- Holding company structures
- Related entities
- Entity groups
Why it matters: Relationships organize entities.
Entity Contacts
What contacts to track:
- Registered agent contact
- State filing office contact
- Compliance contact
- Legal contact
Why it matters: Contacts enable communication.
Pro tip: Track entities. Information, relationships, contacts. See our multi-entity management guide for tracking.
Status Tracking
Track entity status in your dashboard:
Status Categories
What categories to use:
- Active
- Inactive
- Good standing
- Not in good standing
- Dissolved
- Pending
Why it matters: Categories organize status.
Status Updates
What updates to track:
- Status changes
- Compliance updates
- Filing updates
- Registration updates
Why it matters: Updates maintain accuracy.
Status Alerts
What alerts to set:
- Status change alerts
- Compliance alerts
- Filing alerts
- Registration alerts
Why it matters: Alerts ensure awareness.
Pro tip: Track status. Categories, updates, alerts. See our compliance dashboard guide for status tracking.
Deadline Tracking
Track deadlines in your dashboard:
Deadline Types
What types to track:
- Annual report deadlines
- Franchise tax deadlines
- State filing deadlines
- Compliance due dates
Why it matters: Types organize deadlines.
Deadline Prioritization
What to prioritize:
- Urgent deadlines first
- Important compliance tasks
- Recurring deadlines
- One-time filings
Why it matters: Prioritization ensures critical deadlines are handled.
Deadline Reminders
What reminders to set:
- 30 days before deadline
- 14 days before deadline
- 7 days before deadline
- Day of deadline
Why it matters: Reminders prevent missed deadlines.
Pro tip: Track deadlines. Types, prioritization, reminders. See our compliance dashboard guide for deadline tracking.
Dashboard Maintenance
Maintain your dashboard regularly:
Regular Updates
What to update:
- Entity information as needed
- Status changes immediately
- Deadline updates regularly
- Contact information as needed
Why it matters: Updates maintain accuracy.
Periodic Reviews
What to review:
- Dashboard completeness
- Data accuracy
- Status accuracy
- Deadline accuracy
Why it matters: Reviews ensure quality.
System Improvements
What to improve:
- Dashboard layout as needed
- Tracking methods as needed
- Automation as needed
- Integration as needed
Why it matters: Improvements enhance effectiveness.
Pro tip: Maintain your dashboard. Updates, reviews, improvements. See our compliance dashboard guide for maintenance.
Your Next Steps
Build your dashboard. Track all entities. Never lose track.
This Week:
- Review this guide
- Design your dashboard structure
- Set up entity tracking
- Create status tracking system
This Month:
- Complete dashboard setup
- Add all entities
- Set up deadline tracking
- Test dashboard effectiveness
Going Forward:
- Maintain your dashboard
- Update regularly
- Review and improve
- Never lose track
Need help? Check out our registered agent guide for service options, our compliance dashboard guide for tracking systems, our multi-entity management guide for management strategies, our multi-entity compliance guide for compliance, and our state-by-state tracking guide for multi-state organization.
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Sources & Additional Information
This guide provides general information about portfolio dashboard creation. Your specific situation may require different considerations.
For registered agent services, see our Registered Agent Guide.
For compliance tracking, see our Compliance Dashboard Guide.
For multi-entity management, see our Multi-Entity Management Guide.
For multi-entity compliance, see our Multi-Entity Compliance Guide.
For state-by-state tracking, see our State-by-State Tracking Guide.
Consult with professionals for advice specific to your situation.
