Managing Your Advisor Dashboard and Productivity Tools

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-# Advisor Dashboard Overview and Personal Tools
+## Overview
 
-The advisor dashboard is your central workspace in IFANOW, providing key business metrics, personal productivity tools, and access to platform features. It displays your client counts, AUM reconciliation summaries, goal tracking, task metrics, and allows you to manage personal memos, customize dashboard modules, and complete onboarding missions for rewards.
+The advisor dashboard serves as your central command center in IFANOW, providing key metrics about your practice, client summaries, and productivity tools to help manage your daily activities. This dashboard consolidates your most important data and offers tools to track progress, manage tasks, and monitor business performance.
 
 Key capabilities include:
-• Create and manage personal memo items for task tracking
-• View real-time key business metrics including client counts and family member counts
-• Access AUM reconciliation summaries across different RTAs
-• Track client goal progress and completion rates
-• Complete gamification missions to earn platform credits
-• Customize which dashboard modules are visible
-• Submit support tickets with file attachments
-• Complete platform onboarding steps for automated file ordering
+• Create and manage personal memo items and to-do lists
+• View key business metrics including client counts and AUM summaries
+• Track AUM reconciliation status across different RTAs
+• Monitor goal planning progress for your client base
+• Complete onboarding questionnaires to customize your experience
+• Submit support tickets with file attachments when you need help
+• Participate in gamification missions to earn points and rewards
 
 ## Prerequisites and Access
 
-**Requirements:**
-- Active IFANOW advisor subscription
-- Advisor role permissions
-- Completed basic profile setup
+**Required Access:** Active advisor account with dashboard permissions  
+**Navigation:** Log into IFANOW → Main Dashboard (appears automatically upon login)  
+**Additional Requirements:** 
+- For RTA email features: Valid registered email addresses with RTAs
+- For file uploads: Supported file formats only (specific extensions vary)
+- For gamification: Active participation in IFANOW rewards program
 
-**Access Path:**
-Navigate to Dashboard → Main Dashboard (this loads automatically upon login)
+## How to Create and Manage Memo Items
 
-## How to Create and Manage Personal Memos
+Add personal reminders and to-do items directly to your dashboard. Navigate to the Memo section on your dashboard, click "Add New Item," enter your reminder text, and click Save. Your new memo appears in your list immediately. To update an existing memo, click the edit icon next to any item, modify the text, and save your changes. To remove completed items, click the delete icon next to the memo you want to remove.
 
-Create personal memo items to track your daily tasks and activities. Go to your dashboard memo section, click "Add New Memo," enter your activity description, and save. Your memo will appear in your personal to-do list with the creation date.
+## How to View Your Key Business Metrics
 
-1. Navigate to the Memo section on your dashboard
-2. Click "Add New Memo" or the + icon
-3. Enter your activity name or task description
-4. Click "Save" to add the memo to your list
-5. View all your memos sorted by creation date
+Access your practice's performance summary through the Key Metrics section of your dashboard. This section automatically displays your total client count, family member count, and AUM figures. The metrics refresh periodically throughout the day. If you need current data immediately, click the "Refresh Metrics" button to update all figures. Admin users see consolidated data for their entire team hierarchy.
 
-**What happens:** The memo appears immediately in your personal to-do list and is saved to your account permanently until you delete it.
+## How to Check AUM Reconciliation Status
 
-**To update a memo:** Click the edit icon next to any memo, modify the text, and save changes.
+Monitor the status of your AUM reconciliation across different RTAs (CAMS, Karvy, etc.). The AUM Reconciliation Summary shows the latest reconciliation date, who performed it, and any unmatched records for each RTA. Review each entry to identify areas requiring attention. Unmatched counts indicate discrepancies that may need investigation with your RTA or relationship manager.
 
-**To delete a memo:** Click the delete icon next to the memo and confirm removal.
+## How to Review Goal Planning Progress
 
-## How to View Key Business Metrics
+Track how well your client base is progressing with financial goal planning. The Goal Summary section shows total goals created, percentage of clients without any goals, and percentage missing emergency fund goals. Use these insights to identify clients who need additional financial planning support. High percentages in the "without goals" categories indicate opportunities for enhanced client engagement.
 
-Access your core business metrics including client counts, family member counts, and portfolio summaries. The metrics refresh automatically but you can manually refresh for the latest data by clicking the refresh icon in the metrics section.
+## How to Complete Your Onboarding Questionnaire
 
-1. Locate the Key Metrics section on your main dashboard
-2. Review displayed client count and investor/family member totals
-3. Check AUM and SIP book values (if applicable to your subscription)
-4. Click the "Refresh Metrics" button for updated data
-5. Wait for the refresh to complete (typically 5-10 seconds)
+Fill out your advisor profile to customize your IFANOW experience. Access the onboarding questionnaire from your dashboard, then work through each step sequentially. The questionnaire covers services you offer, client types you work with, and products you primarily recommend. Complete all required steps - the system guides you to the next incomplete section. Some steps are optional based on your previous answers, and you can update your responses later.
 
-**What happens:** The system recalculates your metrics across all clients and team members in your hierarchy, providing updated counts and values.
+## How to Submit Support Tickets
 
-**Note:** Some metrics may be masked in test environments for privacy protection.
-
-## How to Check AUM Reconciliation Summary
-
-Review your latest AUM reconciliation reports across all RTAs to identify any unmatched transactions. The summary shows reconciliation status, dates, and who performed each reconciliation.
-
-1. Navigate to the AUM Reconciliation section on your dashboard
-2. Review the list of reconciliation summaries by RTA
-3. Check the "Unmatched" count for each reconciliation
-4. Note the "Done By" field to see who performed the reconciliation
-5. Click on any summary for detailed reconciliation information
-
-**What happens:** You see the most recent reconciliation status for each of your registered RTAs, helping you identify accounts that need attention.
-
-**Critical:** High unmatched counts indicate data discrepancies that require immediate attention.
-
-## How to View Goal Summary Analytics
-
-Monitor your clients' goal-setting progress and identify clients who need goal planning support. The summary shows total goals, clients without goals, and emergency fund planning coverage.
-
-1. Go to the Goal Summary section on your dashboard
-2. Review total number of client goals across your practice
-3. Check the percentage of clients without any goals
-4. Review the percentage of clients without emergency fund goals
-5. Use these metrics to identify outreach opportunities
-
-**What happens:** The system calculates percentages based on your total client base, helping you prioritize goal-planning conversations with specific clients.
-
-## How to Complete Gamification Missions
-
-Earn platform credits by completing gamification missions that encourage platform usage and best practices. Missions include tasks like client onboarding, data uploads, and feature usage.
-
-1. Navigate to the Missions or Gamification section
-2. Review available missions and their point values
-3. Click on a mission to see specific requirements
-4. Complete the required tasks within the platform
-5. Return to the mission and click "Collect Points" when eligible
-6. Confirm point collection to add credits to your wallet
-
-**What happens:** Completed mission points are added to your platform wallet as credits, which can be used for premium features or services.
-
-**Important:** You can only collect points after completing all mission requirements. Points cannot be collected twice for the same mission.
+Get help from the IFANOW team by creating support tickets directly from your dashboard. Click "Contact Support," fill in your name, email, subject, and detailed description of your issue. You can attach files if needed - first upload them to the temporary storage area, then reference them in your ticket. Select team members to copy on the ticket if relevant. Once submitted, you'll receive a confirmation with your ticket ID for future reference.
 
 ## How to Customize Dashboard Module Visibility
 
-Hide or show specific dashboard modules to personalize your workspace and focus on the information most relevant to your practice.
+Control which sections appear on your dashboard to focus on the information most relevant to you. Access Dashboard Settings, then toggle each module on or off based on your preferences. Available modules include Transaction Pending/Rejections, Recent Investment Accounts, Recent Online Transactions, Subscription Summary, and AUM Reconciliation Report. Changes take effect immediately and persist across login sessions.
 
-1. Navigate to Dashboard Settings or Module Configuration
-2. Toggle visibility for each available module:
-   - Transaction Pending/Rejections
-   - Recent Investment Accounts
-   - Recent Online Transactions (MF)
-   - Subscription Summary
-   - Latest AUM Reconciliation Report
-3. Save your customization preferences
-4. Return to your main dashboard to see the changes
+## How to Participate in Gamification Missions
 
-**What happens:** Your dashboard layout updates immediately, showing only the modules you've selected as visible.
-
-## How to Submit Support Tickets
-
-Create support tickets for technical issues or questions, with the ability to attach relevant files for faster resolution.
-
-1. Navigate to the Support or Help section
-2. Click "Create New Ticket"
-3. Fill in required fields:
-   - Your name and email
-   - Subject line describing the issue
-   - Detailed description of the problem
-4. If needed, upload attachment files (get upload URL first)
-5. Submit the ticket for processing
-6. Note the ticket ID for future reference
-
-**What happens:** Your ticket is routed to the appropriate support team member based on your advisor assignment, with attachments automatically included.
-
-**Note:** Uploaded files are automatically deleted from temporary storage after ticket creation.
-
-## How to Complete Platform Onboarding
-
-Progress through onboarding steps to unlock automated features like historical file ordering and optimize your platform setup.
-
-1. Access the Onboarding section from your dashboard
-2. Answer each step's questions completely:
-   - Services you offer clients
-   - Types of clients you work with  
-   - Products you primarily advise on
-   - Business and platform preferences
-3. Save your progress after each section
-4. Complete all required steps to finish onboarding
-5. Confirm automated file ordering when prompted
-
-**What happens:** Upon completion, the system automatically orders historical files from CAMS and Karvy for your registered ARNs, saving significant setup time.
+Earn points by completing missions designed to help you explore IFANOW features. View available missions in the Missions section of your dashboard. Each mission contains multiple tasks with specific point values. Complete tasks by performing the required actions in IFANOW, then return to the mission to collect your points. Points are added to your account wallet and can be used for platform rewards. Some missions have prerequisites or unlock sequentially.
 
 ## Rules and Limits
 
-• Memos are personal and only visible to you - they cannot be shared with team members
-• Key metrics include data from your entire advisor hierarchy including team members
-• AUM reconciliation data is cached for 6 hours to improve performance
-• Goal summary data is cached for 2 hours and includes all clients in your hierarchy
-• Task metrics are cached for 6 hours and refresh automatically
-• Mission points can only be collected once per completed mission
-• Support ticket attachments are limited to specific file types and sizes
-• Dashboard module visibility settings are saved permanently to your profile
-• Onboarding steps must be completed in sequence - you cannot skip ahead
-• Automated file ordering only triggers after completing specific onboarding steps
-• Some metrics may be masked in test environments for security purposes
+• Memo items can only be created, updated, and deleted by their original creator
+• Key metrics refresh automatically every few hours but can be manually refreshed once per session
+• AUM reconciliation data depends on successful file processing from RTAs
+• Goal summary calculations include all clients in your hierarchy if you're an admin
+• Onboarding questionnaires can be updated multiple times, but certain actions (like file ordering) only trigger once
+• Support ticket file attachments are automatically deleted after ticket creation for security
+• Mission points can only be collected once per completed task
+• Dashboard module settings are personal and don't affect other team members
+• Some features may be restricted based on your subscription plan or role level
 
 ## Common Questions
 
-**Q: Can I share my memo items with team members?**
-A: No, memo items are personal productivity tools visible only to your account. For team collaboration, use the task management features in other platform sections.
+**Q: Why don't I see any data in my key metrics?**  
+A: Key metrics populate based on your client data and may take time to appear for new advisors. Ensure you have clients assigned to your account and mutual fund data has been processed.
 
-**Q: Why don't my key metrics match what I see in other reports?**
-A: Key metrics are cached for performance and may not reflect real-time changes. Click the refresh button to get the latest data, and note that metrics include your entire team hierarchy.
+**Q: Can I restore a deleted memo item?**  
+A: No, deleted memo items cannot be recovered. The system permanently removes them when you confirm deletion.
 
-**Q: How often should I check my AUM reconciliation summary?**
-A: Review reconciliation summaries regularly, especially after each month-end. High unmatched counts indicate data issues that need immediate attention to ensure accurate reporting.
+**Q: How often does the AUM reconciliation data update?**  
+A: AUM reconciliation data updates when your relationship manager or the system processes new files from RTAs. This typically happens weekly or monthly depending on your arrangement.
 
-**Q: What happens if I don't complete all onboarding steps?**
-A: You'll miss out on automated features like historical file ordering, which saves significant manual work. You can return to complete onboarding at any time from your dashboard.
+**Q: What happens if I skip steps in the onboarding questionnaire?**  
+A: You can skip optional steps, but some features may not be available until you complete relevant sections. Required steps must be completed to progress.
 
-**Q: Can I earn mission points multiple times for the same task?**
-A: No, each mission can only be completed once for points. However, new missions are added regularly, providing ongoing opportunities to earn platform credits.
+**Q: Can other team members see my support tickets?**  
+A: Only tickets you create and team members you specifically copy will have access to your support tickets. The system maintains privacy by default.
 
 ## Troubleshooting
 
-**Problem:** Key metrics showing zero or incorrect values
-**Cause:** Data cache needs refresh or hierarchy permissions issue
-**Fix:** Click the "Refresh Key Metrics" button and wait for completion. If issues persist, verify your team member hierarchy settings.
+**Problem:** Dashboard modules aren't loading or showing "No data found"  
+**Cause:** Either insufficient data in your account or connectivity issues  
+**Fix:** Wait for data processing to complete (24-48 hours for new accounts) or try refreshing the page
 
-**Problem:** Cannot collect mission points despite completing tasks
-**Cause:** Mission requirements not fully met or points already collected
-**Fix:** Review all mission requirements carefully and ensure each step is complete. Check if points were previously collected for this mission.
+**Problem:** Unable to upload files for support tickets  
+**Cause:** File format not supported or file size too large  
+**Fix:** Check that your file uses a supported extension and compress large files before uploading
 
-**Problem:** Support ticket submission fails
-**Cause:** File attachment too large or invalid file type
-**Fix:** Reduce file size or use supported file formats. Ensure all required fields are completed before submitting.
+**Problem:** Mission tasks showing as incomplete despite performing the required actions  
+**Cause:** Task completion detection may have a delay or the action wasn't performed exactly as specified  
+**Fix:** Review task requirements carefully and retry the action, then use the task checker feature to verify completion
 
-**Problem:** Dashboard modules not hiding after customization
-**Cause:** Settings not saved properly or browser cache issue
-**Fix:** Save your module visibility settings again and refresh your browser. Clear browser cache if the issue persists.
+**Problem:** Key metrics showing zero values when you have active clients  
+**Cause:** Data synchronization issues or clients not properly mapped to your advisor ID  
+**Fix:** Use the "Reset MF SIP Data" function if available, or contact your relationship manager to verify client mappings
 
-**Problem:** Onboarding progress lost or reset
-**Cause:** Session timeout or incomplete step submission
-**Fix:** Return to the onboarding section and complete each step fully. Ensure you save progress after each section before moving to the next.
+**Problem:** Onboarding questionnaire won't advance to the next step  
+**Cause:** Required fields in the current step are incomplete or invalid  
+**Fix:** Review all fields in the current step, ensure required selections are made, and save before attempting to proceed
 
 ## Related Features
 
-- **Client Management**: Client and family member counts link to detailed client management features
-- **AUM Reconciliation**: Detailed reconciliation reports and file management tools
-- **Goal Planning**: Full goal planning and tracking features for client financial objectives  
-- **Task Management**: Advanced task and workflow management beyond personal memos
-- **File Ordering**: Historical file ordering system activated through onboarding completion
-- **Billing and Credits**: Platform wallet and credit management for mission rewards
-- **Team Hierarchy**: Advisor team structure that determines metric calculations and permissions
+This dashboard integrates with several other IFANOW modules:
+• Client Management system for client counts and goal tracking
+• Mutual Fund module for AUM data and SIP information  
+• File Management system for document processing and reconciliation
+• User Management for team hierarchy and permissions
+• Billing system for gamification points and rewards
+• Email system for RTA communication and support tickets
+• Settings module for advisor profile and preferences