Market Size widget and tab for Financial Plans have been upgraded to focus in on the last full year of data available and visualizes your share position.
The widget on the Financial Plan Summary visualizes this as a donut chart.
Clicking into the widget will show the Market Size and share position by Product Line and other dimensions.
The Edit tab focuses on on only the data elements to creates these visuals for a simplified user experience.
In addition, these updated visuals are available on the Customers Dashboard and as a Layout option for an individual Customer.
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