What is the Data tab?
Last updated: February 10, 2026
Answer
The Data tab shows structured financial and client data that Focal's AI automatically extracted from your meeting transcript. It appears on conversation types where structured data extraction is relevant, such as "Intro & discovery client meeting" and "General client meeting."
What the Data tab contains
The Data tab has two tables:
- Financial Planning Table — AI-extracted financial facts including budget items, goals, insurance details, liabilities, and estate information
- Suitability & Client Profile Table — Compliance-relevant client profile data
Each row shows: Fact (data point name), Category (Budget, Goals, Estate, etc.), Value (extracted value), and Client (who this data is assigned to).
How to assign data to a client
- In the Data tab, find the row you want to assign
- Click "Click to assign" in the Client column
- Select the client from the dropdown
Good to know
- The Data tab does not appear on all conversations. It is available on meeting types like "Intro & discovery client meeting."
- Assigned data feeds into Meeting Prep and CRM push workflows.