Step 1: Start with a Finalized Assessment
- Before you begin, make sure the Health & Value Assessment is Finalized.
- You can either:
- Download the report, or
- Open the dashboard by clicking on the company to view answers.
Step 2: Go to Pending Clients
- From your Portfolio, select Pending Clients.
- Find the client you want to set up.
- Open their dashboard and click Begin.
Step 3: Enter Initial Information
- Answer the setup questions using details from the Health & Value report.
- Pay close attention to:
- Industry: Make sure it matches the assessment. A mismatch will change multiples later.
- Time Zone: Pick the correct one (this can be edited later).
Step 4: Revenue & Profit Details
- Enter Year-to-Date Revenue and Year-to-Date Profit.
- Important: These should reflect revenue through the end of the last month.
- Example: If it’s July, use revenue up through June.
- Some prospects enter annual totals or future plans instead—slow down here and adjust if needed.
- Don’t worry—this data can be edited later.
Step 5: Revenue Multiples
- The system will automatically pull Max Revenue Multiples from the selected industry.
- You may adjust these up or down based on your preference.
Step 6: Input Value Driver Answers
- Next, you’ll see questions from the Health & Value Assessment aligned to the Value Drivers.
- Enter the exact numbers provided by the prospect or client.
- Work through each area of the business to complete the setup.
Step 7: Finalize the Instance
- After inputting all data, the system will calculate the Health & Value score.
- You may see a short spinning icon while it processes.
- Once complete, you’ll see “You’re all set” and can review the results.
Step 8: Continue Learning
To get the most out of this tool, visit the Support Section for additional guidance on interpreting Health & Value results.