A Snapshot allows a firm to "take a picture" of the specifics of their Annual Report at any point.
This allows a Firm User to compare key performance indicators over time, including your Truelytics Scores, Grades, Firm Value, and Potential Upside. You will also be provided with a detailed report that includes all your inputs and report outputs so you can take a look back and see how your firm has evolved.
To take a Snapshot, select it in the navigation located in the top right of your screen.
Once the Snapshot page loads, a Firm User has two main options to choose from:
TAKE A SNAPSHOT
This is done by simply clicking on the orange button located in the top right of the screen.
The Snapshot Dashboard (above) is an ongoing record of every time a Snapshot is taken. It includes the Date, Year, Truelytics Score, Business, Client, Revenue Stability Grades, Valuation, Upside Potential, and a link to the PDF report detailing all of your inputs and report outputs.
Also, check out our Print/Download Report functionality.