Sample Client data is excluded from all client metrics on which areas?

Sample Client data is excluded from all client metrics on which areas?

• A. Advisor Dashboard
• B. Financial Feed only
• C. Home tab or Analytics
• D. Settings only

Answer: (C)

Sample client data is kept out of the numbers you see in client-facing metrics on the Home tab and in Analytics. This keeps the displayed metrics honest and representative of real client activity, so charts and insights aren’t skewed by demonstration data. The Home tab and Analytics are the places where clients view their own performance, so excluding sample data there prevents any misleading impressions. Other areas like the advisor dashboard or settings aren’t primarily about presenting live client metrics in the same way, so the rule doesn’t apply there.

Sample client data is kept out of the numbers you see in client-facing metrics on the Home tab and in Analytics. This keeps the displayed metrics honest and representative of real client activity, so charts and insights aren’t skewed by demonstration data. The Home tab and Analytics are the places where clients view their own performance, so excluding sample data there prevents any misleading impressions. Other areas like the advisor dashboard or settings aren’t primarily about presenting live client metrics in the same way, so the rule doesn’t apply there.