Health and Value Results with Negative Profit

Why Valuation Uses Revenue Instead of Profit There are situations where a Business Health and Value Assessment returns a negative profit for either the current year or the prior year. When this happens, the valuation calculation adjusts automatically. What Happens When Profit Is Negative Why Revenue Is Used When there is no positive profit: What...

Creating a QR Code For A Campaign

Changing/Editing Owner of HVA Campaign

Changing the Owner of a Health and Value Campaign Only firm admins can change or edit the owner of an existing Health and Value Assessment campaign. How to Change a Campaign Owner Important Notes Once saved, the campaign is now owned by the newly selected individual.

Editing An Existing Health and Value Campaign

Toggling Automatic Email Delivery of the Health and Value Report Propel Your Business gives firms full control over whether a Health and Value Assessment (HVA) report is automatically emailed to a prospect when they complete the assessment. This setting can be managed at both the firm level and the individual send level. Firm-Level Setting: Email...

Toggling Off and On the Sending Of Completed Health and Value Report

Toggling Automatic Email Delivery of the Health and Value Report Propel Your Business gives firms full control over whether a Health and Value Assessment (HVA) report is automatically emailed to a prospect when they complete the assessment. This setting can be managed at both the firm level and the individual send level. Firm-Level Setting: Email...

Bcc Health and Value Report

Blind Copying a Health and Value Assessment Report Propel Your Business allows you to blind copy (BCC) a Health and Value Assessment (HVA) report to a referral partner or another interested individual. This feature is commonly used when working with strategic partners, referral sources, or internal collaborators who may want visibility into assessment results. The...

Launching a Pending Company From a Health and Value Assessment

Launching a Pending Company from a Health & Value Assessment You can convert a finalized Health & Value Assessment into a pending company instance directly from your dashboard. This step allows you to move a prospect into the sales pipeline while maintaining all their assessment data. Step 1: Locate the Completed Assessment Step 2: Launch...

Linking A Health and Value Assessment To An Existing Company Instance (Pending or Active)

Linking a Health & Value Assessment to a Company Instance If you have an existing pending or active company in Propel Your Business and want to connect a completed Health & Value Assessment to it, follow these steps: Step 1: Locate the Assessment Step 2: Edit the Assessment Step 3: Link to the Company

Sharing A Health and Value Assessment With A Member Of The Firm

Sharing a Health & Value Assessment You can share a completed or in-progress Health & Value Assessment with other team members within your firm directly from your dashboard. Step 1: Open the Assessment Step 2: Choose Who to Share With Step 3: Share Automatically Upon Sending When you send out a new Health & Value...

Health and Value Campaign Reporting

Reporting on Health and Value Assessment Campaign Links Propel allows firms to report on all Health and Value Assessment campaign links to understand performance, conversion, and progress through the sales lifecycle. Accessing Campaign Reports What You See in the Report Campaign Link Details On the left-hand side of the report, you will see: Assessment Activity...

Health and Value Assessment Dashboard

Health & Value Assessment Dashboard Overview The Health & Value Assessment Dashboard helps you track and manage assessments across all client stages—from initial outreach to active engagement. Accessing the Dashboard Understanding Assessment Stages Category Description Prospect Anyone who has been sent a Health & Value Assessment, regardless of status. Pending An assessment linked to a...

Editing A Completed Health And Value Assessment

Editing a Completed Health and Value Assessment If you need to make changes to a completed Health & Value Assessment in Propel Your Business, you can edit both the report details and the answers directly from the dashboard. Step 1: Navigate to the Assessment Step 2: Edit Report Details Click Save once updates are complete....

How Does The Prospect or Client Recieve The Health and Value Report?

The client or prospect receives the Health & Value report directly at the email address they used when they started the report. If the report has been finalized, click on the company to see which email address the report was sent to. If that email address is incorrect, you can either regenerate the report to...

How Do I Create A Company Instance From A Health and Value Assessment?

Step 1: Start with a Finalized Assessment Step 2: Go to Pending Clients Step 3: Enter Initial Information Step 4: Revenue & Profit Details Step 5: Revenue Multiples Step 6: Input Value Driver Answers Step 7: Finalize the Instance Step 8: Continue LearningTo get the most out of this tool, visit the Support Section for...

Viewing The Health and Value Assessment Report From Dashboard (Firm Users)

Script: Sharing a Health & Value Assessment Step 1: Understand Access Step 2: Confirm RoleWhen you log in, look for the navy navigation bar on the left side of your screen. Step 3: Open Health & Value Step 4: Locate a Finalized Assessment Step 5: Share the Assessment Step 6: Verify SharingOnce shared, the selected...

Creating Health And Value Assessment Campaigns

Using Campaigns with the Health & Value Assessment Campaigns allow you to track groups of Health & Value Assessments (HVAs) sent for a specific purpose—such as a conference, referral source, or marketing event. This helps you identify where assessments originated and monitor engagement by campaign. Step 1: What a Campaign Is A campaign lets you...

My Prospect has not recieved the invitation for take the Health and Value Assessment.

Prospect Did Not Receive or Complete a Health and Value Assessment If a prospect has not received their Health and Value Assessment link, or cannot access their completed report, there are a few common reasons and simple steps to resolve the issue. If the Prospect Did Not Receive the Assessment Link Possible Reasons Recommended Action...

How To Send A Health And Value Assessment

Sending a Health and Value Assessment There are two ways to send a Health and Value Assessment from Propel. Each method serves a different purpose depending on how you prefer to communicate with your prospect. Option 1: Send the Assessment Directly from Propel What Happens Next Option 2: Create and Share an Invite Link What...