Dashboard - RightCapital Help Center

RightCapital's Dashboard module is home to a number of tables, tools, and visuals, all of which provide insight into key information within a client plan. Here, you can curate a one-page report, analyze the current state of a client's assets, track client spending, and even create and assign tasks:

The Dashboard module is made up of five tabs: Snapshot, Balance Sheet, Liquidity, Budget, and Tasks. Below you will find a brief overview of each tab, followed by links to the dedicated articles and training videos for each section of the Dashboard.

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Snapshot

The Snapshot module allows you to create a streamlined plan summary by organizing key charts and highlights in a single- or multi-page layout. As the advisor, you can fully customize the layout of this page, and determine which items you would like to include for each client:

You can customize the Snapshot report by adding new items, deleting unnecessary items, and re-arranging the layout. 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 more detailed information on the Snapshot section of the Dashboard, please feel free to utilize the resources below:

Balance Sheet

The Balance Sheet provides an overview of a client's assets, liabilities and net worth, featuring warm visuals that clearly convey information to clients.

The Current tab highlights assets, liabilities, and overall net worth via an easily digestible bar chart. Hover your mouse over the chart to view specific dollar values, or click Details at the bottom of the page for a more detailed breakdown.
The Details tab provides a more granular look at the individual accounts that make up a client's balance sheet. Accounts are organized by asset category, and dollar values are separated by owner.
The Historical tab tracks and displays a household's historical net worth information. Use the filter in the upper right to dial in a time frame, and switch between charts to highlight assets, liabilities, and investments.

For more detailed information on the Balance Sheet section of the Dashboard, please feel free to utilize the resources below:

Liquidity

The Liquidity Analysis provides you with an intuitive breakdown of a client's actual liquidity in comparison to a chosen liquidity target. This module can be leveraged to further discussions with clients on the importance of reserving cash funds in the case of unforeseen setbacks, emergency situations, or spontaneous spending opportunities:

The Summary tab provides a client-friendly bar chart, highlighting the client's actual liquidity, target liquidity, and the surplus/deficit. Use the Action Items to dial in the liquidity target, and click Refresh to update the bar chart.
The Details tab provides a more detailed look at the client's current monthly expenses and current liquid assets, both of which feed in from the data entry in the Profile. Click the Edit button in the lower right of the action items to include/exclude liquid assets.

For more detailed information on the Liquidity section of the Dashboard, please feel free to utilize the resources below:

Budget

The Budget module empowers clients to create and track their monthly budgets within their RightCapital financial plan. Invited clients with linked accounts can set budget goals, monitor their spending, and view their transaction history, all in one place:

The Summary module displays the client's current monthly budget progress, allowing clients to stay on top of their spending.
The Activity tab houses historical income and expense data, helping clients analyze their past spending habits.
The Transactions tab allows clients to view the transactions feeding in from their linked accounts. Transactions can be split, renamed, and recategorized.
The Budget tab is where clients can set their budget goals for each individual budget category. Budget categories are able to be fully customized.

For more detailed information on the Budget section of the Dashboard, please feel free to utilize the resources below:

Tasks

The Tasks module allows you to create and assign tasks to keep your clients on track towards achieving their goals. Invited clients can view and mark tasks complete as they complete them via the same location in their client portal:

Click the Add Task button in the upper right to create a new task. You can create an individual task, or assign a task template.
Tasks can be assigned to clients or advisors/assistants. You can choose which tasks are visible to clients as they are assigned.
Mark tasks complete by checking the box to the left of the task, and clicking the Complete button that appears at the top of the page.

For more detailed information on the Tasks section of the Dashboard, please feel free to utilize the resources below: