In addition to serving as a report in and of itself, the Snapshot module in the Dashboard > Snapshot tab can also be used as a means to more easily navigate the RightCapital software. In the upper right corner of each individual Snapshot tile, you will find an 'Open Item' button that can be clicked to instantly open the corresponding area of the client plan.
For example, clicking 'Open Item' on the Probability of Success tile will open the Retirement Analysis tab:
This feature can be utilized to quickly and easily navigate to specific areas of the RightCapital software, to help further discussions with clients on certain elements of their financial plan.
Presenting with the Snapshot module
Try using the Snapshot module as the "home page" in your client meetings. After adding the necessary items and customizing the layout, you can use the "Open Item" button within each tile to navigate around RightCapital as you discuss each element of the financial plan with your client.
