Editing the Value Page in Propel #
In Propel, there are several different ways to edit and refine your long-term value plan.
To begin:
- Navigate to the Value tab
- Open the Value page
- Use the available fields and controls to adjust your projections, assumptions, and goals
Editing Your Original Health & Value Inputs #
From the Value page, click the:
- three dots in the upper right-hand corner
This allows you to edit the original information entered during the Health & Value Assessment, including:
- desired enterprise value
- target year
- previous year revenue
- previous year profit
- year-to-date financial information
This is useful when:
- financials change
- goals evolve
- or your long-term planning shifts.
Adjusting Revenue Growth Assumptions #
The Value page allows you to make:
- large strategic changes
- or small “micro adjustments”
You can update:
- revenue growth percentage
- total projected revenue dollars
These fields dynamically update each other.
For example:
- changing projected revenue dollars updates the implied growth rate
- changing the growth rate updates projected revenue totals
This allows business owners to model:
- different growth scenarios
- aggressive vs. conservative plans
- and long-term value strategies.
Editing Profit Targets #
The same flexibility exists for profit planning.
Users can adjust:
- net profit margin goals
- or total net profit dollars
These values influence:
- enterprise value projections
- and the future estimated value of the business.
Editing Health Score Targets #
The Value page also allows users to:
- adjust current health scores
- set future desired health scores
- and model improvements over time
Health scores improve as operational maturity improves.
Examples include:
- better systems
- stronger leadership
- improved recurring revenue
- operational efficiencies
- better customer diversification
- process documentation
- and organizational alignment
The platform notes that:
improving health takes time.
A realistic expectation is often:
- approximately 5 health score points per year.
Updating Desired Health Scores #
Users can also revise:
- their desired future health score
This is important because:
- reaching 100% health may not always be realistic or necessary.
For example:
- a user may decide that a 96% target better reflects their actual long-term goals.
When the desired health score changes:
- The projected value calculations update automatically.
Long-Term Planning & Annual Review #
The Value page is intended to be:
- a living strategic planning tool
Most business owners revisit:
- revenue assumptions
- profit goals
- enterprise value targets
- and health scores
…during annual planning cycles.
The platform encourages ongoing refinement as:
- the business grows
- priorities shift
- and operational maturity improves.