Exit Planning Dashboard - Deep Dive

How to navigate and use the dashboard

The Exit Planning Dashboard is your home base for reviewing and managing the various sections of the tool. You can click in to each of the sections using the blue "Update" prompts: 

...and return with the "Save to Dashboard" prompt at the top of each page

Additionally, you can also manage the shareholders within this business via shareholder dropdown at the top left of the dashboard:

This tool will allow you to create additional share holders, and collect unique responses for the personal assessments for each shareholder.

Note: The Business data is synced across all shareholders.

Finally, you can access the reports section of Maus' Exit Planning software from the dashboard via the "Create Reports" button: