ActionPath Sharing lets you give specific clients controlled access to your ActionPath — your personalized financial improvement plan — building transparency and strengthening relationships.
What Is an ActionPath?
Your ActionPath includes your Financial Health Rating (FHR), target goals and timeframes, and strategies to improve key financial ratios across areas like working capital, liquidity, and profitability. Creating an ActionPath is available on all Basic accounts and above, and you can create unlimited ActionPaths targeting different financial goals, timeframes, or audiences.
Why Share?
In today's market, financial transparency is a competitive advantage. Sharing your ActionPath signals to clients that your organization is not just aware of its financial position — it's actively managing it.
Build trust — Clients gain confidence in your long-term stability when they can see a concrete improvement plan behind your FHR score, not just the number itself.
Stand out in competitive situations — During RFPs and renewals, visibility into your improvement trajectory can be the differentiator that sets you apart from suppliers who offer nothing but a score.
Deepen relationships — Proactively sharing positions you as a collaborative, forward-thinking partner rather than one that only engages when asked.
Demonstrate leadership accountability — Clients see that real owners, milestones, and executive alignment exist behind your initiatives — not just intentions.
Sharing requires an Essential subscription. You can upgrade at any time directly within your account. If you're on a Basic plan, incoming client requests will remain Pending until you upgrade.
How Sharing Works
There are two ways clients can gain access to your ActionPath:
You share proactively — You choose which clients to share with at any time, without waiting for a request.
A client requests access — Clients can request access directly from your supplier page. You'll then have the option to approve from within your account.
Either way, you're always in control of who has access.
How to Share Proactively
Open your ActionPath within your network account.
Click Share.
Select individual clients or choose Share with All to grant access to every client monitoring you.
Click Confirm.
Access is granted immediately. Clients will discover your shared ActionPath through their dashboard.
Tracking Access
Status | Meaning |
Pending | Client has requested access and is awaiting your approval |
Shared | Client currently has access to your ActionPath |