Monily Backend: 

Remove Client ID from main dashboard cards .
Last Syned Date Should display correct date and time.
Sync Now Button in Dashboard Cards.

Identify Auto Authenticate our self discovery. 

New Dashboard For clients - Discovery:

Revneu Generating Clients Section Required.
Potental who will continue.
Long Term/ Short Term.


Soft Delete for clients always requried with some email approval.



Identify Tokens Most Improtant


New AI Portal Tasks: 


Growth Score should send via email for clients 

Review Every query in our growth IQ Promps and Cost should save in database.
Optimize tokens and cache AI response not run in every request.



Performance analytics Chart Should show Growth Score Alphabat next 2 years seprated by hiphon "-".


Score breakdown section should display before Growth Projection section.

Remove this heading and description : "Advisor details"

Growth Score : remove 
Revenue momentum
Net income momentum

- Score weighting on bottom 
- Score interpretation before Score weighting


Performance analytics - Remove from main dashboard

Reorder Navigation :


Ask Monily for a focused plan - See Recomendation for a focused plan 

Generate advice = Recomendation 

Generate advisor recommendations grounded in your latest profitability, liquidity, and efficiency signals. 


How to page.