Setting a Valuation Goal With Timeline
What It Is:
Timeline is a platform feature that enables both advisors and business owners to set a valuation goal for a business and track the progress over time.
A user can set a valuation goal and define the time period within which they would like the goal to be achieved. As they return to the platform and provide updated accounting data, the Timeline will be updated to indicate where the business is performing in relation to the set goal.
How To Do It:
To set a valuation goal, there must be at least one valuation analysis available for the business. To access the Timeline feature for a business, log in to the platform at app.inter-val.ai
From your Business Clients list, locate the business you would like to set a goal for.
From the business dashboard, click the Timeline tab or the Go To Timeline button.
To set a valuation goal, click the Set Goal button.
In the text box, set the valuation goal amount. Next, use the slider to indicate the year that the business would like to achieve this goal. Once you have provided the information, click the Submit button.
Verify that the information you have provided is accurate. To continue, click the Go To Timeline button. To change the goal, click the Edit Goal button to return to the previous screen.
The Timeline page will plot the suggested path for the business to achieve the goal within the desired timeframe.
As the platform continues to be updated with new accounting data for the business, the Timeline chart will update to showcase where the business is performing in relation to the goal.
You can visit this page at any time and use the Edit Goal button to chart a new path.
