---
title: "Visualizing and Comparing Succession Plan Candidates"
slug: "visualizing-and-comparing-succession-plan-candidates"
status: "update"
updated: 2026-07-18T16:55:26Z
published: 2026-07-18T16:55:26Z
canonical: "support.builtapp.com/visualizing-and-comparing-succession-plan-candidates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.builtapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Visualizing and Comparing Succession Plan Candidates

*For customers of our Succession Planning module.*

---

## Evaluating Candidates Using the Summary, Compare, or Matrix View

*By default, only Company Admins, HR Admins, and HR Managers can* [*create and manage succession plans*](/v1/docs/creating-and-managing-a-succession-plan) *for all positions. Limited Admins can create and manage plans within their specified scope. A Company Admin, HR Admin, and HR Manager can allow Managers to create and manage succession plans for their subordinates by* [*configuring your organization’s succession plan settings*](/v1/docs/configuring-succession-planning-settings)*. Learn more about* [*managing user roles and permissions*](/v1/docs/managing-user-roles-and-permissions)*.*

When [viewing or managing a succession plan](/v1/docs/creating-and-managing-a-succession-plan), navigate the **Summary**, **Compare**, and **Matrix** tabs to switch between display options:

### Summary

On the **Summary** tab, you can:

- Add and remove candidates.
- Set an internal candidate's readiness, performance, potential, and flight risk, and add notes.
- Reorder the candidate list.
- Add a plan summary to describe risks, urgency, requirements, etc.
- Add comments to the plan.

### Compare

The **Compare** tab provides a side-by-side view of specific data fields for internal candidates added to the position’s succession plan. To select which data options are included in the comparison, click the gear icon in the upper-right corner. Available data options vary based on individual permissions. Candidates can also be added using the button provided.

### Matrix

The **Matrix** tab displays a 9-box grid to help you compare candidates on the axes of performance and potential. Internal candidates already added to the plan will automatically appear on the grid once their [performance and potential scores are recorded](/v1/docs/creating-and-managing-a-succession-plan#setting-an-internal-candidates-readiness-performance-potential-and-flight-risk). Internal and external candidates can also be added using the button in the upper-right corner.

*Company Admins, HR Admins, and HR Managers can* [*configure matrix settings*](/v1/docs/configuring-your-matrix-settings) *based on* *organizational preferences for unified talent evaluation.*

Please contact our Customer Success Team for additional assistance.

## Additional Resources

[Configuring Succession Plan Settings](/v1/docs/configuring-succession-planning-settings)

[Learning About Insights](/v1/docs/learning-about-insights)

[Visualizing and Comparing Internal Talent on the People Matrix](/v1/docs/visualizing-and-comparing-internal-talent-on-the-people-matrix)