Check out Truelytics 2.1
After almost 9 months of planning, designing, and engineering it is finally here! Truelytics 2.0 is the complete overhaul of our application user experience and information architecture.
To memorialize this event, we thought we would allow you to compare just how much we have enhanced each page by comparing it to our legacy experience.
Welcome Wizard - For a Streamlined User Experience
For new users, we redesigned the welcome wizard experience to be more directive on what steps you need to take within our application and why.
v2.0
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v1.0
User Survey - Easier than Ever
We have made better use of available real-estate and have introduced new user cards, toggles, and sliders to make data entry easier and more intuitive. Additionally, we renamed and reorganized some tabs to better group and label specific sections of questions.
v2.0
v1.0
Home Dashboard - Detailed Business Assessment & Valuation
The home dashboard does a much better job highlighting the firm's eValuation, Truelytics Score, Business, Client, and Market Stability Grades. We also introduced the "Practice Management Center" which highlights the firm's weekly thought leadership on succession planning, continuity planning, M&A, valuation, marketing, technology, etc.
v2.0
v1.0
Report Summary - Increase Your Long Term Enterprise Value
We completely redesigned each chart to be more readable, introduced new graphs to visualize data, and introduced a method to better highlight KPIs that require attention on your business and client stability scorecards.
v2.0
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Scorecards - Actively Manage and Improve Your Business
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Pro-Forma - Supporting Budget and Cash Flow Decisions
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Valuation Models - Leveraging Standardization and Transparency
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As you see, we poured ourselves into this update. We hope you enjoy the improvements and we would love your feedback. Please click on the following link to
take our brief 2 minute survey.
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