Your Executive Dashboard combines a Value Index score with key metrics to provide an up-to-date view of your firm’s value, performance, and progress. Scores range from 1 to 100, with higher scores indicating stronger financial performance relative to comparable firms.
As an EMS Pro member, you also have access to a personalized Strategic Action Plan and advanced analytics that help you identify opportunities to build enterprise value. Historical valuations, benchmarking, performance trends, and market comparisons provide greater insight into where to focus next and how today’s decisions may influence your firm’s future value.
FPInsights®
Executive Dashboard
Strategic Action Plan
Valuation Analytics
Business Performance at a Glance
Your Executive Dashboard
Key Benefits and Insights
Discover where opportunities for value creation may exist
Identify potential opportunities to strengthen enterprise value
Receive personalized recommendations based on your business information and goals
Make more informed long-term business decisions
Next Steps
Review your Executive Dashboard with an FP Transitions consultant to gain a more comprehensive view of your business’s performance, enterprise value, and strategic progress. Together, you can interpret key insights, evaluate opportunities, and define the priorities that best support your long-term objectives.
Frequently Asked Questions
What information is included in my Executive Dashboard?
Your Executive Dashboard brings together key indicators of business value, financial performance, strategic priorities, and progress.
It provides a consolidated view of where your business stands and the factors that may warrant closer attention.
How does my Executive Dashboard stay current?
Your dashboard reflects the latest business information available in FPInsights®. Keeping your Firm Snapshot and other relevant information current helps ensure that your insights and recommendations remain accurate and relevant.
How can I use the Executive Dashboard in strategic planning?
The dashboard provides a clear starting point for evaluating performance, monitoring progress, and identifying areas for deeper discussion. You can review these insights with your FP Transitions consultant to help inform priorities and guide long-term decisions.