Gifts & Entertainment Dashboard

Overview

The Gifts & Entertainment (G&E) Dashboard provides a centralised view of all declared gifts and entertainment across your organisation. It helps compliance teams monitor volumes, spot trends, and identify items that may require additional scrutiny based on their value band. Use it to stay on top of your G&E obligations and prepare for regulatory reporting.

How to use it

Status tiles

The top of the dashboard displays summary tiles that break down your G&E records by value band:

Tile	What it shows
Total G&E	The total number of gift and entertainment declarations (e.g. 17).
Less than 750	Declarations with a value below 750 in your base currency (e.g. 5).
750–7100	Declarations falling within this mid-range band (e.g. 7).
100–1250	Declarations in the upper-mid band (e.g. 1).
7250+ or equivalent	High-value declarations that typically require senior approval (e.g. 4).

These value bands align with common regulatory thresholds. High-value items in particular warrant prompt review — see Exceptions if any require formal exception treatment.

Overview tab

The default Overview tab shows the status tiles and the bar chart described below. This is the view you will use most often for routine monitoring.

Gifts over time chart

Below the status tiles, a bar chart displays the volume of gifts and entertainment recorded over time, broken down by value band. Each bar segment is colour-coded to its value band, making it straightforward to see whether high-value gifts are increasing. Use the filter dropdowns to refine the chart:

Team — restrict to a specific team.
Entity — restrict to a specific legal entity.

Gifts and Entertainment Dashboard showing value-band status tiles, a bar chart of gifts over time by value band, and filter dropdowns for Team and Entity

Gift in detail table

Beneath the chart, the Gift in detail table lists every G&E record with the following columns:

Column	What it shows
Id	A unique reference number for the declaration. Click to open the full record.
Type	Whether the item is a gift, hospitality, entertainment, or other category.
Internal Stakeholder	The employee who gave or received the item.
Date Received	When the gift or entertainment was received or provided.

You can sort by any column and the table respects the Team and Entity filters applied above.

Tips & Tricks

Review the 7250+ or equivalent tile regularly. High-value declarations often have shorter approval windows, and delays can result in compliance findings.

The value bands shown on the dashboard are based on the declared value at the time of entry. If exchange rates fluctuate significantly, a declaration that was below a threshold at entry may effectively exceed it later. Consider this when reviewing cross-border gifts.

Filters applied to the chart also affect the Gift in detail table. To return to the full organisational view, clear all filter selections. You can export the underlying data from the Export Center for offline analysis.

Policy List Gifts & Entertainment Log

Getting Started

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Policy