Below the 'Overview' heading, a subtitle reads '[Firm Name] — firm-wide snapshot'. This label confirms you are viewing aggregate data across your entire client portfolio, not a single client's account.
Firm-wide snapshot subtitle on the Overview dashboard
What You Can Do
- Navigate to the Overview dashboard (Home).
- Below the 'Overview' page heading, read the subtitle: '[Your Firm Name] — firm-wide snapshot'.
- This confirms the dashboard is showing aggregate data across all your firm's clients.
- The firm name in the subtitle is the same as your configured product name in Firm branding.
💡 Good to Know: If you navigate into a specific client's workspace, the heading changes to that client's business name.
💡 Good to Know: The subtitle helps differentiate firm-level views from individual client views.
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