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Dashboard - using sliders and auto calculation to model proposals

So you have a blank dashboard. How do you use it to model proposals or offers?

This post is a summary of some of the things you can do now that you are here.


Using sliders and adding information

You can use the sliders to start modelling proposals, whether that is during a client consultation or during a mediation. It is also quick and easy to add an asset or change a value if you are getting instructions from client or party on the run.


Using auto-calculate to model proposals

If you know the parties are aiming at a certain split then you can tell FamilyProperty what the split is, and as you move assets around it will recalculate the assets for you to keep the split the same. So, say that the parties are aiming at 60/40.

If you want something other than a cash adjustment, say you want the house sold and split to bring about a 60/40 split, then you can still do that by choosing the other options.


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