Dashboard Troubleshooting: Common Issues and Fixes

This article covers the most common reasons an advisor sees “unexpected” behavior on the dashboard.

Issue: “Help & Getting Started” is missing

• Cause: Help Wizard is disabled.
• Fix: Go to Settings → Help & Onboarding and re-enable the Help button.

Issue: 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.”

Issue: “Sample Data Mode” badge disappeared

• Cause: Sample data was cleared.
• Fix: None required. This is expected.

Issue: Monthly Revenue looks wrong

• Most common cause: Opportunity values are being entered inconsistently.
• Fix: Choose a consistent “value” method (fee estimate, commission estimate, or annual revenue) and apply it to all opportunities.

Issue: I don’t see Opportunities or certain features

• Cause: Feature availability may vary by account or rollout stage.
• Fix: Confirm your plan/features with support if you believe something is missing.