Getting Started with Health & Value in Propel Your Business #

When you log in to Propel Your Business, you’ll land on your Company Dashboard in the Company Goals section. From here, you can set up and begin tracking your Health and Value metrics.

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Step 1: Begin Setup #

1. Click Begin Setup.
2. Enter:
   • Company Name
   • Industry (match this to your Health & Value Report, page 3)
   • Time Zone (use the company’s time zone).
3. Click Next.

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Step 2: Enter Health & Value Information #

Use your Health & Value Report to fill in the required data:

• Desired Enterprise Value and target year.
• Previous Year’s Revenue and Profit.
• Year-to-Date Revenue and Profit (enter figures up to your most recently closed books).
• Revenue & Profit Multiples (defaults are based on your industry but can be adjusted).
• Seasonality (allocate by month; if unsure, estimate based on industry trends).

💡 If you don’t have financials handy, you can leave seasonality blank or approximate. All numbers remain editable later.

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Step 3: Complete the Health Assessment #

1. Answer the baseline Health Assessment questions (see Report, pages 11+).
2. For each driver, you’ll also set a Desired Score to reflect future goals.
   • Example: For “Revenue is predictable, recurring, or subscription,” decide if it applies to your business.
3. If you reduce a score, your total target health score won’t equal 100%. This is normal and reflects business priorities.

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Step 4: Review Results #

After submission, the system will calculate your:

• Enterprise Value Growth Path – based on your current revenue, multiples, and health score.
• Target Revenue & Profit Growth – required to hit your desired enterprise value.
• Health Score Trajectory – showing expected improvements year over year.

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Step 5: Explore the Dashboards #

Value Tab #

• Projects revenue and profit growth toward your desired enterprise value.
• Shows current vs. target multiples.
• Health score acts as a discount factor on enterprise value.

Health Tab #

• Provides a color-coded view of health scores:
  • Red = below 60%
  • Yellow = 60–80%
  • Green = above 80%
• Breaks down scores by category (financials, operations, sales, etc.).

Performance Tab #

• Lays out your Company Goals by month.
• Automatically trends seasonality and actuals forward from your most recent financials.
• All data is editable to match updated forecasts.

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Next Steps #

If you have questions about setting up Health & Value or interpreting your results:

• Visit the Support Desk in Propel Your Business.
• Log a ticket for additional guidance.