Launch status: Available in production as the consumer dashboard (/dashboard).
Compass Home's Both, Debt payoff, and Wealth controls switch the existing dashboard view. They are separate from the Household Focus card, where a household ranks up to five areas to track; rank 1 selects the Home next-action suggestion.
The Both hero shows Net Cash Value — the Home expression of Net Cash Value and available cash value. The other views show liabilities remaining or net worth, followed by Cash Value, Death Benefit, Net Worth, and context-specific Debts chart views.
Key Takeaways
- The greeting-row progress chip shows a weekly recording streak, level, and XP; opening it shows level progress and the longest streak
- Protect, Save, Grow shows one summary per pillar; Save totals all base and PUA premiums recorded over the last 12 months and expands to payment bars with a cumulative line that preserves annual and other policy schedules
- Upcoming places its 30-day passive-income, premium, and loan-repayment totals directly under the heading, then names the exact next record type and target. Future event rows are the click target for their review or recording dialog; there is no separate one-tap queue action. Needs confirmation and Overdue groups open automatically, while future items carry no extra label. Pending records open in Review so the user can inspect them, correct supported details, and deliberately confirm the activity. Promissory-note receipts appear as Income
- Freedom Path expands when more detail is needed; the greeting-row Weekly report button opens the latest report and shows New until that report week is opened in this browser
- Recorded Actual values stay visually quiet; Planned, Projected, Modeled, and Computed values remain explicitly badged