PYB Feature Update Release April 2nd

New Features Value and Performance: Video (3:41 mins) Update Summary: Performance, Health & Value Goals Page We’ve made key improvements to the Value Goals section in Propel Your Business: More enhancements, including seasonality-based planning from a single revenue input, are coming soon. Support Desk: Live For All Users The support desk has been launched for […]

Vendor Marketplace

The first version of Vendor Marketplace has been launched. The vendors have not been populated yet. We are working hard to organize and vet all your recommendations. While we work, if you’d like to recommend a vendor to the Marketplace

Support Desk

The new self-service Support Desk feature has been launched. It allows users to search for their questions, watch video tutorials, or read through the explanation. This feature has been launched for PYB Firms and Advisors/Consultants. 

Goals, Segmenting Access By User

This feature upgrade allows owners to block user visibility to Company Goals, Health & Value.

Roadmaps

Roadmaps have received significant updates to their visual presentation and functionality.

Next Steps In Meeting Agenda

The last element of the meeting, Next Steps, has been updated to reflect the meeting topic changes.

Topics Replace Meeting Agendas

Agendas have been replaced with meeting topics. This feature upgrade streamlines meeting actions and captures the topics participants want to discuss.

Health and Value Tool Now On Propel Your Business

(For Advisors) The Health and Value links and Dashboard have been moved to the Propel Your Business site. Video walk through here.