Benefits

The Benefits tab is where you define the expected financial value an initiative will deliver. Each benefit object represents a distinct value stream with its own timing, value configuration, and scenario settings.

Required role
Super Admin, Admin, and Contributor can create, edit, and delete benefits. Viewer can view benefits but cannot make changes.

Click "+ Add benefit"

Choose Add new benefit to create from scratch, or Add from template to use a pre-configured benefit saved at the product, portfolio, or org level.

Fill in the benefit fields

Work through the Attributes, Timing, Value, and Advanced sections described below.

Save the benefit

The Live Financial Summary panel on the right updates in real time. Once satisfied, click Publish in the summary panel to apply the active scenario to the initiative.

Attributes

Field	Notes
Benefit name	A descriptive name for this value stream (e.g., “Incremental Revenue - Enterprise Tier”).
Description	Optional free-text context explaining the source or assumptions behind this benefit.
Benefit type	The category this benefit falls into. Options are defined in your org’s Configurations: Revenue Growth, Cost Savings, Operational Efficiency, Risk Mitigation, or any custom types your org has added.

Timing

Field	Notes
Start month	The first month in which this benefit is expected to be realized.
Duration	How long the benefit runs. Options are One-time (single occurrence), Recurring (specify an end date or number of months), or Until the time horizon of the initiative (runs through the initiative’s full time horizon).
Recognition	Determines the cash flow timing within each period. Start (in advance) treats it as an Annuity Due - recognized on the first day of the period (day 1). Note: a flow set to Start in month N applies month N−1’s discount period. Because ValueMap uses month-by-month precision, this distinction meaningfully affects the discounted value of the cash flow - earlier recognition increases present value. End (in arrears) treats the flow as an Ordinary Annuity - recognized on the last day of the period. This is the default for most business models.

Value

Field	Notes
Estimated benefit	The base value of the benefit per interval. Enter a simple numeric amount using Simple mode, or switch to Formula mode to define a calculated value. See the Formula Builder section for full reference.
Benefit notes	Optional free-text field to document assumptions, sources, or caveats for the estimated value.
Benefit interval	The frequency at which the estimated value repeats - Monthly, Quarterly, or Annually. For one-time benefits this field is not applicable.
Confidence interval	Sets the variance range used when applying scenarios. For example, a 10% confidence interval creates a 90%–110% range around your baseline value - the Conservative scenario will use 90% of the value and the Optimistic scenario will use 110%. A higher confidence interval means a wider spread between scenarios.
Confidence notes	Optional notes explaining the rationale behind your chosen confidence interval.

Advanced

Ramp and growth are disabled for one-time benefits. These fields only apply to recurring benefit items.

Field	Notes
Ramp duration	The time it takes to reach the full projected benefit value. For example, a 6-month ramp assumes you achieve an additional 1/6th (~16.7%) of the target value each month until Month 6, at which point the full estimated benefit is realized. Set the ramp end using a specific date, a number of months, or until the end of the object’s duration. This can’t be set before the start month or after the end month of the object.
Ramp notes	Optional notes explaining the ramp assumption (e.g., sales cycle length, adoption curve).
Growth rate	A periodic compounding growth rate applied to the benefit value over time (e.g., 2% monthly). If a ramp is also set, the growth rate applies to the value as it increases during the ramp period.
Growth duration	The period over which the growth rate applies. Set using a specific end date, a number of months, or until the end of the object’s duration. This can’t be set before the start month or after the end month of the object.
Growth notes	Optional notes documenting the basis for the growth assumption.

The Live Financial Summary panel on the right updates in real time as you add or modify benefits and costs. Use the scenario selector to view how different assumptions affect the totals. Click Configure to adjust the applied value percentage per scenario item, then Apply to save. Click Publish to set the active scenario reflected across all overview and analysis pages.

Intro

Getting Started

Organization Settings

Managing Your Workspace

Financial Analysis

Workflows

Attributes

Timing

Value

Advanced

​Attributes

​Timing

​Value

​Advanced

Attributes

Timing

Value

Advanced