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. 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. 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. |
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
Note: Ramp and growth are disabled for one-time benefits. These fields only apply to recurring benefit items. The Advanced section applies to recurring benefits only and is disabled for one-time benefits.| 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. |