Understanding Your Advisor Dashboard

The hero shows households under care, distinct recorded insured names, recorded death benefit placed, and households added this calendar year. These are recorded-only values, so Actual is implicit rather than repeated as a badge.

Today Queue

The “N need you” chip counts the actionable rows visible in the queue. Pending connection requests come first, followed by ranked client signals. Contacts with nothing actionable are not added as filler; when both sources load and return no rows, the chip reads All clear.

Practice Depth

Practice Depth describes three recorded coverage measures without grading the practice:

• Connected — An active-client contact counts only when it has a linked user account AND either an accepted/active seat or at least one recorded policy snapshot. A user ID alone does not count.
• Reviewed this year — households with a current annual statement dated within the last 11 months.
• Capital in motion — households with an active recorded policy loan or asset, with dollars drawn from recorded loan balances and capital deployed.

The milestones below these measures are labeled Planned. An achieved marker is factual and amber; the coverage colors identify the measure rather than judging it.

Client Contact Streak

The Client Contact streak counts consecutive weeks with at least one logged touchpoint. The current week stays open until it ends, so checking mid-week does not break the run. Log a touchpoint opens Quick Note. Writes are disabled while impersonating another account and in example mode, so example data cannot reach real contact notes.

Practice Metrics

The two-cell strip shows Pipeline, a point-in-time value with an Estimated label, and Placed this year, the recorded count of policies issued in the current calendar year plus the represented households. Neither value has a decorative sparkline.

Reports and Tasks remain below these daily and growth surfaces. The weekly band still shows the next seven days and links to Schedule.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.