Your FHR score shows where you stand financially—but how do you turn insight into action? ActionPath bridges that gap by identifying your top opportunities for improvement and guiding you to create a customized plan with clear targets which leverage our unique access to private company data.
ActionPath equips you to collaborate productively with stakeholders to demonstrate commitment and build trust, and drive meaningful financial improvement.
Your Path to Success in Three Steps
ActionPath operationalizes insights to improve performance and build trust through a straightforward three-step process:
1. Configure ActionPath
Review Goals: Automatically prioritize areas of financial improvement based on your FHR assessment—Goals are Critical, High, Medium, or Low.
Select Strategies: Choose from 14 proven financial improvement strategies spanning revenue growth, margin improvement, operational efficiency, working capital, and capital structure.
Define Implementation Plans: Access up to nine detailed and practical implementation suggestions to find the right next steps for your specific scenario.
Set Targets Based on Benchmarks: Set realistic objectives based on actual company benchmark data.
Measure Estimated Success: See projected FHR improvements before investing resources
For more information, see How to Use ActionPath.
2. Share Plan
Build trust with clients and stakeholders by sharing detailed and data-driven plans and benchmarked targets. Align priorities and demonstrate your commitment and capability for measurable financial improvement. A stronger FHR means a happier client, with whom it is easier to renew and grow your business
3. Demonstrate Results
Refresh your rating to track progress and uncover new opportunities. Implement strategies, measure actual improvements, and continue the cycle for sustained financial strength.
What Makes ActionPath Different
Data-Driven Prioritization – Focus on areas with the greatest impact.
Projected Impact – Know expected FHR improvements before investing.
Industry Benchmarks – Set realistic targets based on real-world data.
Actionable Guidance – Get practical steps for execution.
Proven Methodology – Built on rigorous accounting and business principles.
Robust Financial Strategies
ActionPath matches your critical financial goals with appropriate strategies. We provide a rich set of guidance across 14 proven financial strategies. Example strategies include:
Strategy | Description | Financial Goals Supported |
Sales Force Effectiveness | Increase revenue by optimizing sales activities, territories, and addressing underperformance | Revenue Growth |
Gross Margin Enhancement | Increase what you retain from each sale through smarter pricing and more profitable product mix | Improve Gross Margin |
Overhead Cost Optimization | Reduce fixed costs to improve operating leverage—from headcount to contracts to underutilized services | Improve Operating Margin |
Liquidity Buffer Creation | Build a financial buffer with credit facilities and cash reserves to meet short-term obligations | Improve Liquidity |
Working Capital Optimization | Accelerate cash conversion by improving how you collect receivables, manage payables, and control inventory | Improve Cash Flow |
Getting Started
ActionPath becomes available immediately after your FHR assessment. The system guides you through strategy selection, ratio target customization, and plan generation. For step-by-step guidance, see How to Use ActionPath.