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⭐ My Reviews
My Development
My Training
Projects by Phase
Projects by Status
| Project Name ⇅ | Project # ⇅ | Phase ⇅ | Contract Value ⇅ | Status ⇅ | PM ⇅ | Start ⇅ | Target ⇅ | Client ⇅ | |
|---|---|---|---|---|---|---|---|---|---|
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People
Exit Plan Snapshot
Run the Exit Plan Snapshot assessment to evaluate business readiness across key dimensions.
Open Exit Plan Snapshot →Completed assessments are saved to Pipedrive and can be re-accessed from the tool. A full history feature is coming soon.
| Company | Trade / Specialty | Contact | Phone | Rating | Status | Notes | |
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Value Enhancement Score
Team Milestones
No milestones set yet.
Value Drivers
What's Driving Your Score
Marketing & Sales
| Lead Name | Source | Status | Value | Acq. Cost | Campaign | Contact | |
|---|---|---|---|---|---|---|---|
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Exit & Succession Plan Tracker
Progress by Category
5-Year Financial Projections
5-Year Projection Summary
| Year | Revenue | Growth | COGS | Op. Expenses | SDE | SDE Margin | Multiple | Valuation |
|---|---|---|---|---|---|---|---|---|
| Configure base financials to generate projections | ||||||||
Revenue Trajectory
Valuation Trajectory
Admin Settings
T1 — Owner: Full admin access. Manage all employees, projects, reviews, settings.
T2 — Leader: Manage team, create reviews, view projects, create tasks.
T3 — Employee: View own data, complete self-reviews, update own tasks.
| Employee | Job Title | Current Tier | Change Permission | |
|---|---|---|---|---|
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Assign or remove employees from projects. T3 employees only see projects they're assigned to.
These display on the dashboard for all employees.
Displayed at the top of My Portal for all employees. Edit and save here.
Set the SDE multiple range for the Value Enhancement Score. Only visible to Shareholders (T0).
Starting multiple before operational improvements
Maximum achievable multiple at 100/100 score
Data Storage: Local (localStorage) / Cloud (Supabase)
App: SH Creel Command Center
Auth: Supabase Magic Link
Managed by: Business Succession Pros, Inc.
Recent permission changes
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Enable or disable dashboard modules. Disabled modules are hidden for all users.
Configure the retention bonus pool, vesting schedule, company gates, and individual KPIs for leadership team members. Leaders will see their targets in My Portal.
Report Center
Generate printable reports for any module. Reports open in a new tab — use your browser's print function (Ctrl+P / Cmd+P) to save as PDF.
Team Roster
All employees with roles, tiers, departments, and reporting structure.
Org Chart
Organizational hierarchy with reporting lines and job titles.
Project Summary
All projects with status, phase, PM, budget, and progress.
Task Report
All tasks by project, assignee, status, and priority.
Performance Reviews
All reviews with ratings by category and overall scores.
Job Costing
Budget vs actual by project with GP% and variance analysis.
Marketing & Sales
Lead pipeline, conversion rates, CAC, and period metrics.
Exit Plan Status
All exit initiatives, advisory team, documents, and milestones.
Value Enhancement
Enhancement score, driver breakdown, activities, and valuation impact.
Financial Projections
5-year revenue, expense, SDE, and valuation projections.