This article covers the most common reasons an advisor sees “unexpected” behavior on the dashboard.
A client's vault delivered empty
- Cause: records were created but never assigned to that vault. A vault delivers only what's been assigned to it — recipients and a delivery trigger alone don't put anything inside.
- Fix: open the vault's Details tab to see what it actually holds, then assign the missing records (open each record's ⋮ menu → Assign to vault). This is the single most common delivery problem, and it's silent — an unassigned record looks complete on the client's screen.
A client filled everything in, but a vault still looks empty
- Cause: the records exist in their categories but aren't assigned to this vault. Records and vaults are separate — filling in a record doesn't place it in any particular vault.
- Fix: scan the client's records for any card reading “Not assigned to any vault yet,” and assign each to the vault its recipients should receive.
“Help & Getting Started” is missing
- Cause: the Help Wizard is disabled.
- Fix: go to Settings → Help & Onboarding and re-enable the Help button.
The welcome guide no longer appears on startup
- Cause: “Don't show on startup” was selected previously.
- Fix: go to Settings → Help & Onboarding and re-enable “Show welcome guide on startup.”
The “Sample Data Mode” badge disappeared
- Cause: sample data was cleared.
- Fix: none required. This is expected.
Monthly Revenue looks wrong
- Most common cause: opportunity values are being entered inconsistently.
- Fix: choose one “value” method and apply it to every opportunity — a planning or engagement fee, a drafting fee, expected commission, or annual recurring revenue, whichever matches how you're paid. Consistency matters more than which method you pick.
I don't see Opportunities or certain features
- Cause: feature availability may vary by account or rollout stage.
- Fix: confirm your plan and features with support if you believe something is missing.
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