The production Dashboard brings your current banking-system position, recorded history, net worth, capital activity, repayment progress, and data freshness into one view without changing the underlying records.
Key Takeaways
- The hero shows Actual Net CV, also labeled Available CV, with recorded 30-day movement when enough snapshot history exists
- The stat strip separates Actual Total CV, Actual In Use, and Projected monthly cash flow
- Banking History combines recorded policy-value history with source-linked events
- Net Worth, Capital at Work, Freedom Path, and Loan Repayment provide supporting detail from their source records
- Actions and Data Freshness surface factual obligations, missing records, and aging snapshots
- Weekly Intelligence shows Builder Pro AI Insights; Starter displays the locked preview