Digital Product Functionalities

Back Arrow: Minimizes the side bar
Front Arrow: Maximizes the side bar

Once you generate the Dashboard, you will be brought to the Global Overview Page. The below screenshots house many important areas to note.

Home: The Home tab within the dashboard will bring you back to the default overview page while moving through the sections.
Home: The Home tab on the top right of the page will bring you back to the FinPro Hub.
Info: Clicking the "Info" button will direct you to our Help Page, where you’ll find our virtual chatbot, Penny, along with a comprehensive library of Knowledge Articles. You can either browse the articles directly or chat with Penny for assistance. If your question is addressed in one of our articles, Penny will guide you straight to the relevant section. You will also have the option to contact our Customer Service team directly from this page for further support
Viewing Data For: When applicable, use the drop down to select whether you would like to view data for your selected institution or ranking group.
Generate PowerPoint: This tab will allow you to select the dashboards you want to include in the presentation.
Dashboards: Click on the dashboard you would like to view.
Launch Page: Each of the dashboards have an overview page which defaults to Step 1 of Section 1. Clicking "Launch Page" will take you directly to the corresponding step.