Overview
The Advisor Portal > Dashboard will act as the central information hub and default landing page of RightCapital. Here, you can get a birds-eye view of the households, asset values, tasks, etc. The dashboard acts as your one stop shop to get a full overview of your RightCapital client base.
Adding a Dashboard Item
New Items can be added to the Dashboard, by clicking the 'Add Item' dropdown in the upper right. You can choose from several items here- this includes key metrics like Total invested asset value and recent activity reports, as well as more specific charts and information from other modules such as RightIntel and RightFlows. In this way, you can tailor your dashboard to your specific needs.
Available Items
A full list of available Dashboard items can be found here.
Deleting a Dashboard Item
To delete an item on the Dashboard, click the three dots icon on the upper right of the tile, then select 'delete'. After being deleted, you can always re-add the item via the 'Add Item' dropdown in the upper right.
Re-arranging Dashboard Items
Once all of the necessary items have been added, you can re-arrange the layout of the Dashboard by dragging and dropping each tile to the desired location. You can drag crucial elements to the top of the Dashboard for greater visibility.
