Lifetime Planner IDEA: Add Lifetime Planner Card to New Homepage Dashboard

Scooterlam

Lifetime Planner IDEA:   Add Lifetime Planner Card to New Homepage Dashboard

CHANGE SUMMARY:

While the new Homepage Dashboard is currently geared toward more tactical views,   please consider adding a Lifetime Planner card to this new feature.  See Image for what this might look like.    Or alternately, add Lifetime Planner as a selectable card in the Classic Dashboard.

Please consider voting for this IDEA, below!

THE CHANGE:

1.   "Double-width" card to legibly display LTP Plan Results chart detail.

2.   Show "stop-light" and end of plan balance under card's title

3.   Mouseover of any year in Plan Results chart shows balance for that year.

4.   Click and open a Plan Summary dialog (detail table) for any selected year in the Plan Results chart.

5.   Click and expand to full planner in order to modify assumptions or play what-if scenarios.

6.   Ensure that new LTP card data and display is consistent with full LTP planner data and display. 

7.   Option to hide card.  Option to move card to different positions on Dashboard.  Ensure changes are persistent, session to session.

8.   Update HELP Content

Image - Click or open in new tab to expand image size.

Please consider voting for this IDEA, below!

See and Vote on Additional Lifetime Planner Enhancements HERE

user17881

YES - and to all views on the HOME tab.