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Overall Scores

Overall Scores shows competency averages and ranks for the selected Focus Area, with optional breakdowns by constituency.

Accessing Overall Scores​

  1. Log in and select an account.
  2. Open a Focus Area in the sidebar (for example FAMILY DYNAMICS).
  3. Click Overall Scores (outlined in red in the screenshot).

Overall Scores

What You See​

  • Focus Area heading (for example Family Dynamics: Overall Scores) and introductory pathway text.
  • A table with columns such as Competency, Average, and Rank.
  • Expandable competency rows (chevron). Expanding a row reveals constituency-level averages for that competency.

Example Family Dynamics competencies:

  • Culture & Communication
  • Purpose & Fulfillment
  • Roles & Relationships

How to Use​

  1. Scan averages and ranks to identify weaker competencies.
  2. Expand a competency to compare constituencies.
  3. Continue to Questions or AI Summary for narrative context.

Notes​

  • The same layout applies to Preparation, Business Preservation, and Transition Planning—only the competency set and accent color change.
  • Requires questionnaire / uploaded data for the selected account.