Created
June 23, 2015 16:31
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Simple list of items for a meeting
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<h1>Side Panel</h1> | |
<ul> | |
<li>Data source - replace 'Proprietary' with 'Advisory'</li> | |
<li>Green tick to confirm a drop down selection unclear</li> | |
<li>Location Filter - what is the reaction of the breakdown visuals if a city or metro is selected?</li> | |
</ul> | |
<h1>Badges</h1> | |
<ul> | |
<li>Updated styles</li> | |
<li>Added socially responsible</li> | |
</ul> | |
<h1>Snapshot</h1> | |
<ul> | |
<li>Buyers / Sellers</li> | |
<li>Link out to other areas of investors</li> | |
</ul> | |
<h1>Holders</h1> | |
<ul> | |
<li>Not clearly defined that data is showing net change</li> | |
<li>Column order and headings</li> | |
<li>ORD+ADR columns and example data</li> | |
<li>Add peer ownership column</li> | |
<li>More detailed data for Buy-in / Sell-outs</li> | |
</ul> | |
<h1>Historical</h1> | |
<ul> | |
<li>Firms and Funds summary stats</li> | |
<li>Other category least prominent color</li> | |
<li>Matching data labels</li> | |
<li>Dates adjust based on chart selection</li> | |
<li>Trend chart with hovers</li> | |
<li>Treatment when not enough data is present</li> | |
</ul> | |
<h1>Peers</h1> | |
<ul> | |
<li>Number on top of bar chart difficult to read</li> | |
<li>Removed bottom visual</li> | |
<li>Column order and headings</li> | |
<li>Sortable OW/UW</li> | |
</ul> | |
<h1>Targets</h1> | |
<h2>Advisory recommendations & Active Peer Buyers</h2> | |
<ul> | |
<li>Badges sortable / filterable</li> | |
<li>Column order and headings</li> | |
<li>Potential holding</li> | |
<li>Removed PNI</li> | |
</ul> | |
<h2>Smart Targets Opportunities & Identified Targets</h2> | |
<ul> | |
<li>PNI as chart</li> | |
</ul> | |
<h1>General</h1> | |
<ul> | |
<li>New styles for tab based on feedback from Sofi</li> | |
<li>Data density for small screens</li> | |
<li>Peer group ownership</li> | |
<li>Utility bar cleanup</li> | |
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