Welcome back, Gene
Phase 1 Journey Progress
P
Profile
80%
M
Business Model
45%
F
Financial Basics
0%
S
Funding Snapshot
Locked
A
Action Plan
3 tasks
R
Report
Not ready
Completion Summary
Overall portal completion
58%
Next Best Actions
High Complete Financial Basics
Med Add revenue streams
Med Upload CIPC document
Low Watch funding guide
Help & Guidance
Watch: How to capture basic financial information
Contextual videos and graphics guide each step.
Alerts & Missing Information
Missing: Registration number not captured
Incomplete: Business Model still has gaps
Locked: Funding Snapshot needs Financial Basics
Overdue: 2 tasks require attention
My Action Plan
Complete profile
30 Jun | In progress
Capture expenses
01 Jul | Not started
Review funding need
02 Jul | Not started
Reports & Downloads
Business Summary
Funding Snapshot
Action Plan
Design principle: Guided action screen first; reporting screen second. Desktop and PWA share one journey.