Value Scout users can create Findings or action items to create value in their business. Users can create a Finding through the Value Assessment, Financial Questions, Findings page or automatically generate through Value Scout's A.I. assisted recommendation engine.

To create a Finding from the Value Assessment:

  1. Navigate to the Value menu

  2. Click the "Value Assessment"

  3. Find the question you want to create a Finding from

  4. Click "Add to Findings"

  5. Enter details

  6. Click "Add Finding"

To create a Finding from Financial Questions:

  1. Navigate to the Value Tab

  2. Click on "Financial Questions"

  3. Select the question you want to create a Finding from

  4. Click "Add to Findings"

  5. Enter details

  6. Click "Add Finding"

To Create a New Finding:

  1. Navigate to the Value Planning menu

  2. Click "Findings"

  3. Click "New" in the top Right

  4. Enter details

  5. Click "Add Finding"

Did this answer your question?