Trends Interactive Graph Legend

We understand you may want to take a deeper look into certain trends, one way to do this is by using the interactive legend. In our example below; we want to see what clients have only Retirement, Education, and Lifestyle goals. In order to get the graph to display this, click on Plans. 

Next, select Goal Type Distribution. You can click on the other goal types in the legend, Legacy and All. 

If you want to see only one type of goal, you must click every other goal type from the legend. You can add each goal to the graph by clicking each goal type again.


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