Why Value Page Changes Don’t Show Automatically #
When you update your Value Page—such as adjusting your desired enterprise value, revenue, or profit—those changes do not automatically flow into your Company Goals Dashboard.
This is because:
- During onboarding, your original plan was trended forward from your initial Health and Value inputs.
- After that, updates must be made manually to ensure the dashboards reflect your adjustments.
How to Sync Your Changes #
- Manually Update in Company Goals
- If you change a revenue or profit target on your Value Page, you’ll also need to update those figures on the Company Goals Dashboard.
- Adjust both the current year and future years as necessary.
- Use Export/Import for Faster Updates
- Click the three dots on the right-hand side of the dashboard.
- Choose Copy to Clipboard or Export to Excel/Google Sheets.
- Make your changes there, then re-upload the full dashboard.
- This avoids editing cell by cell.
Pro Tip for Advisors #
- Focus most on ensuring the current year’s Company Goals Dashboard is aligned with your updated Value Page.
- Future years can be adjusted at a higher level, since specificity decreases the further out you go.
- Always confirm that the current year’s enterprise value target matches between your Value Page and Company Goals.