Every tab in the left sidebar contains 4–9 additional sub-tabs with deeper customization options. Your selected tool may be incomplete without exploring all of its built-in features.
Look for the teal-bordered tab buttons within each page — the amber-highlighted tab is your active view. Click the others to unlock targeted projections, comparison views, and advanced modeling.
Choose how comprehensive the onboarding questionnaire should be. Each level adds 20 more questions to the standard intake.
Higher depth levels include all questions from lower levels, plus additional specialized questions.