Needs Analysis
Reading the report
Understand what each part of the report shows, customize which sections appear, and download the PDF.
Introduction
A completed needs analysis has two views: an on-screen overview for advisor reference, and a PDF report to share with the client. This page covers what sits in each view, how to customize the PDF, and how to download and share it.
The two views
When you open a completed analysis from the reports list, you land on the on-screen overview by default. A tab at the top lets you switch between:
Overview: a scrollable summary designed for advisor review before a client meeting.
Full Report: a paginated preview of the PDF as the client will see it.
The on-screen overview
The overview is designed for your own reference: a quick scan before a meeting, or a checkpoint on how the analysis landed. It includes:
Totals panel: the total insurance need, broken down by category (temporary life, permanent life, and living benefits).
Key takeaways: a short executive summary and key findings paragraph drafted during phase 4.
Risks and coverage: each risk with its selected amount and the gap between existing coverage and the recommendation.
Proposed strategies: the insurance product recommendations you approved in phase 3, including primary products and any secondary blends.
Click Full Report at the top to preview the PDF view that the client will receive.
The full report
The PDF report is eight pages long and follows a fixed order.
Section | What it covers |
|---|---|
Title page | Client name, advisor name, and the date the analysis was built. |
Table of contents | Links to each section in the report. |
Client overview | Net worth, assets, debts, and income at a glance. |
Net worth statement | The detailed breakdown of every asset and debt behind the summary. |
Goals, priorities, and concerns | What the client is planning for, along with any priorities or concerns DNA drafted or you wrote in. |
Risk overview | The full list of risks that apply to the client, with a short description for each. |
Risk analysis | Each risk in depth: recommended range, chosen amount, gap, and the reasoning. |
Next steps | Action items for the advisor and the client. |
Customizing the sections
You can hide or reorder every section except the title page and table of contents. Open the Page Config menu at the top of the Full Report view to:
Toggle a section off when it does not apply to this client.
Drag sections into a different order when the story reads better a different way.
Changes take effect immediately in the preview and carry through to the downloaded PDF. DNA keeps hidden sections on the analysis so you can turn them back on later without rebuilding anything.
Downloading the PDF
Click the Download button at the top of the report view and pick a color mode:
Color: uses your firm's brand colors throughout the document.
B&W: a black-and-white version that prints clearly on monochrome printers.
DNA applies your firm's logo and the current section configuration to the downloaded file, then returns a PDF named with the client and the analysis date. There is no separate branding step: whatever you have set under Practice Branding flows through.
Sharing with the client
The PDF is a standard file. Email it, attach it to a meeting invite, or upload it wherever you share documents with clients today. DNA does not send the report directly to the client, so you stay in control of when and how they see it.