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Value Analysis Overview sub-tab with ROI summary and benefits breakdown

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Why you’re here

Value is where qualified drivers and outcomes turn into a business case. This tab replaces the usual spreadsheet-plus-slide workflow with a single model the whole team — and the customer — can read. Return on investment, benefits, impacts, and the assumptions behind them are all structured side by side.

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What you’ll see

The Value tab opens on a Value Analysis panel described as “ROI, investments, benefits, and key impacts” for the current project, with a currency selector in the top right (for example, USD). Inside it, a row of sub-tabs lets you move through the model without leaving the page:
  • Overview — ROI summary and benefits breakdown (the default view)
  • Insights — narrative takeaways on the model
  • Benefits — the benefit line items
  • Impacts — qualitative and strategic impacts
  • Assumptions — the numbers behind the model
  • Investment — the cost side of the case (see Investments)
On the Overview sub-tab you’ll also see:
  • Select analysis period — 1 Year / 2 Years / 3 Years toggle (3 Years by default)
  • User base — the population the model runs against (for example, 500 users)
  • ROI Summary — headline return on investment, flagged as Low Confidence and showing 0% projected return until you add benefits and investment data
  • Benefits Breakdown — value distribution by category, empty until benefits are added (“No benefits data available”)

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When to use it

  • Building the first pass of a business case after outcomes are qualified
  • Pressure-testing assumptions before an executive review
  • Showing the customer exactly how the number was built — not just the number itself
  • Tightening confidence as real data replaces placeholders

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Next

Investments

Capture the cost side of the model.

Outcomes

Review the qualified outcomes driving the value model.