Setup Value Assumptions

You should present your business case with the costs removed to gain credibility. As an admin, you can recommend the format of those assumptions for users. Assumptions increase the credibility of the Value Story.

Adding a Solution Cost Item

Note: You can have up to 10 Solution Cost items.

1. Select Admin (from the left navigation menu) | Value Assumptions
2. Enter Solution Cost Name if desired. This is the name of the section
3. In the Solution Cost section pick the next available Input
   • Input 1 | Enter a name for example "Signup fee"
   • Input 1 Default | This is the default dollar value for new opportunities. Enter "0", if preferred, as the number can be changed by sales
   • Input 1 Year | In our example "Signup fee" is only taken out in the first year so we select Year1 as the year in which the cost is considered. Select Ongoing if the cost is removed each year.
   • Input 1 Period | Select Annual if users are entering an amount that represents a total amount for the year such as "Signup fee". Select Monthly if you would like users to enter monthly amount such as a monthly subscription.
4. Scroll to bottom of the page and click Update to save your changes

Ramp Up

Ramp up allows a user to show adoption, partial rollout of the solution, or a change in benefit over time.

1. Select Admin (from the left navigation menu) | Value Assumptions
2. In the Ramp Up section, set the default values which represent the perecentage of benefit your prospect would recieve each year
• Typically your ramp up will gradually reach 100%
3. Scroll to bottom of the page and click Update to save your changes