Synergy Radar: Benchmarking Your Client
Most clients can name their weaknesses. What they can't tell you is which ones buyers will actually care about. The Synergy Radar answers that — it maps where your client stands against sector benchmarks on a chart you can pull up in a client meeting.
What you'll learn
- ✓Understand what the radar chart shows and how to read it
- ✓Generate the benchmarking analysis from the report page
- ✓Use the output to guide your advisory conversation
Step-by-step guide
What the Synergy Radar shows
The radar chart plots your client's scores across each assessment dimension — financials, operations, legal readiness, management depth, and so on — against an industry benchmark baseline.
Dimensions where the client scores significantly below benchmark are the clearest advisory opportunities. Dimensions where they outperform are your negotiating strengths in a sale process.
How to generate the analysis
From the report page, scroll to the Synergy Radar section and click Generate Benchmarking. The system runs an AI-assisted analysis of the assessment data against sector benchmarks and builds the radar chart.
This is separate from the main report generation — it runs independently and does not consume an additional report credit.
The benchmarking analysis also includes a short written summary below the radar chart, calling out the top 2–3 areas of relative strength and the top 2–3 gaps. This summary is useful for structuring your initial advisory debrief with the client.
Reading the radar chart
Each axis of the chart represents one assessment dimension. Your client's scores are shown in one color; the benchmark is in another. The further out on an axis, the higher the score.
A client whose polygon closely mirrors the benchmark shape is generally more sale-ready than one with large gaps on multiple axes. A client with one or two deep gaps but strong overall shape may still be a strong candidate — just with clear work to do in specific areas.
Using the output in your advisory work
The radar chart is designed to be shown to clients. It's a cleaner way to communicate 'here's where you stand' than a table of numbers.
In practice, many advisors use it in the initial readiness debrief: show the chart, walk through the gaps, and use the benchmark deltas to justify the advisory scope and timeline.