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Understanding the assets and debts breakdown tables

Read projected asset and debt breakdowns for a scenario and know when a result needs further review.

Assets and debts breakdown tables organize the balances shown for the selected Financial Insights scenario.

Read the tables

  1. Confirm Current Scenario and the year or period shown.

  2. Read the exact section and row labels on screen.

  3. Check whether the expected accounts, real estate, and liabilities are represented.

  4. Compare the table with the related Details view when a total needs a row-level trace.

  5. Return to the Evaluation when a client fact is missing or incorrect. Review scenario Assumptions when the planning frame is wrong.

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