Last updated
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15 November, 2024
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Available to all users with access to the |
The current valuation slide gives an at-a-glance overview for your client, partner and any related entities. This is a great example of how, wherever possible, your slides will start with a high-level story to make it easy for your clients to digest and understand, but will also make all the granular data available for when it’s required. If you or your client want to view more detail, it’s right there.
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Each subslide will display however many line items were returned from Xplan in a table, and the table will scroll if required.
A subslide will also be created on the fly if you add notes to the slide.
Interactivity
Parent slide:
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The dropdown at the top filters the view to show whichever entity is chosen, or All.
Clicking Back to Portfolio Summary navigates back up to the parent slide.
By default, the accounts/categories are collapsed but you can expand each one as you’re ready to focus on its line items:
You can create actions and notes before, after and even during your meetings:
Data
The data for this slide comes from Xplan’s Client Focus IPS.
Filtering
We do not apply any filtering to the data itself, but the line items shown on the subslides are filtered by whichever button or dropdown option you choose.
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