📄️ Overview
FamilyNavigator organizes analysis into four sequential Focus Areas in the sidebar: FAMILY DYNAMICS, PREPARATION AND DEVELOPMENT, BUSINESS PRESERVATION AND GROWTH, and TRANSITION PLANNING. Each area exposes the same four tools.
📄️ Overall Scores
Overall Scores shows competency averages and ranks for the selected Focus Area, with optional breakdowns by constituency.
📄️ Definitions
Definitions provide the conceptual meaning of each competency in a Focus Area. Use this page when facilitating conversations so participants share a common vocabulary.
📄️ Questions
The Questions page lists survey items for the selected Focus Area with averages, response distributions, and access to participant comments.
📄️ AI Summary
AI Summary generates narrative insights for a Focus Area based on participant responses for the selected account. The same feature appears under each Focus Area menu (Family Dynamics, Preparation and Development, Business Preservation and Growth, and Transition Planning).