Technology
interVal Unveils Business Overview Dashboard Tool
The new dashboard is designed to give accountants and advisors access to their SMB clients' business health insights and key metrics.
Jul. 19, 2024
interVal, a provider of software for accounting firms and financial institutions, has launched its new Business Overview Dashboard tool, which is now available to all interVal advisor users.
It’s designed to give accountants and advisors access to their SMB clients’ business health insights, such as business valuation, key metrics, valuation timeline, goals, and sellability score, in one easy view. The new dashboard provides an intuitive, comprehensive view of critical information, enabling professionals to support their clients more effectively.
Essential opportunities are also now easily accessible in the dashboard, including excess working capital, non-operating assets and serviceable debt. By consolidating these metrics into one accessible view, interVal has equipped accountants and advisors with the information needed to make informed decisions and strategic recommendations.
“We are thrilled to introduce this new dashboard tool to our platform,” Trevor Greenway, CEO and co-founder at interVal, said in a statement. “Our goal is to empower advisors with the insights they need to help their clients achieve their business objectives. With this tool, they can monitor and assess their clients’ financial health more efficiently, ultimately driving better outcomes.”