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Tracking what's left and what "complete" means

How to see what is still to do and what makes a section complete.

Written by Tim Lea

Short answer: Every member sees the status and completion percentage of all nine sections on the dashboard, and you can leave a section partway through and come back whenever you like.


How to see what is left

Open the portal dashboard. Every one of the nine sections shows a status and a completion percentage, and this is true for every member of the firm, not just the owner. Even sections you cannot open yourself, such as Financials and Vision & Leadership, show their status with a "Never shared" or "Only you" chip so you know they exist and roughly where they stand, without being able to see the content.

Onboarding portal dashboard showing nine sections, each with a status label and a completion percentage meter.

Note: Only the sections you have been given access to can be opened and edited. The rest are visible as locked rows on the dashboard.

Can I skip and come back?

Yes. Everything you enter autosaves as you go, so there is no need to finish a section in one sitting. Close it, work on something else, and return later; your progress is exactly where you left it.

Do I have to fill every field?

It depends on the section type:

  • Answer-only sections (Financials, Team Development, Optics & Finance, Vision & Leadership) reach 100% once every field is filled in.

  • Collection sections (Products, Systems & Tech, Client Journey, Team Rhythm, Your Team) work differently. Adding rows and details can only take the completion percentage up to 90%. To show as Complete, you need to use the explicit "mark done" action, which sets it to 100%.

Tip: If a collection section is stuck at 90% and you are confident it's finished, look for the "mark done" action rather than adding more rows.

Can I edit after marking done?

Yes. Marking a section done does not lock it. You can go back in and change details afterwards; the section simply reflects whatever state it's actually in.

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