The Checklist and Dashboard are now two separate Office views for the same client plan. Office > Checklist is the data-entry walkthrough that shows what is missing. Office > Control Panel is the read-only dashboard view built for meeting prep and quick plan review.
Use Checklist when you are building or reviewing the plan. Use Control Panel when you want the big-picture snapshot.
Where to find them
Open a client, then click Office in the left sidebar. Office has five sub-pages:
Control Panel
Observations
Notes
Tasks
Checklist
Click Checklist when you want the step-by-step planning review. Click Control Panel when you want the dashboard.
Checklist view
Checklist walks through the pieces of data a complete client plan usually needs, section by section. Each section shows what is complete, what is missing, and what the next incomplete area is.
The Checklist is organized into three stages.
Stage 1 — The facts
These sections capture the household's current state:
Household Members
Accounts & Balance Sheet
Investment Holdings
Income & Cash Flow
Insurance Policies
Stage 2 — The planning
These sections capture the planning assumptions, goals, and recommendations:
Goals & Objectives
Goal Account Assignments
Target Portfolios
Insurance Planning
Estate Planning
Stage 3 — Communicate
These sections help turn the plan into client-facing next steps:
Changes to be made
Tasks
Create your guide
At the top of Checklist, Kerdora shows how many applicable sections are complete. If something still needs attention, the Next step callout points you to the next incomplete section and the Continue button scrolls you there.
Use Checklist when you are setting up a new client, reviewing a plan before a meeting, or trying to find gaps in the data.
Control Panel dashboard
Control Panel is the dashboard view. It is designed for meeting prep and quick review, not detailed data entry.
The dashboard includes cards for:
Impact Strip
Assumptions
Goal Mapping
Goals
Insurance Calculations
Target Portfolios
Changes
Tasks
Use Control Panel when you want to quickly see where the client stands: what assumptions are missing, whether goals are mapped, whether insurance planning has been reviewed, whether target portfolios are assigned, and what changes or tasks are still open.
When to use each view
Use Checklist when you are doing the work of completing the plan. It is best for onboarding, internal review, and making sure no major planning area has been skipped.
Use Control Panel when you want the summary. It is best before a client meeting, during an internal review, or when you need to quickly understand what still needs attention.
Quick tip
For a new client, start in Office > Checklist. Once the plan is mostly filled in, use Office > Control Panel as your meeting-prep dashboard.