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The Configurations tab allows Super Admins and Admins to define global values that are applied across the organization whenever new initiatives are created. These settings standardize how financial data is calculated and categorized.
TypeNotes
Strategic themesOrganization-wide themes used to categorize initiatives. Add, edit, or remove themes here - they will appear as options when creating or editing initiatives.
Benefit typesGlobal benefit categories available when creating or editing benefits on an initiative Revenue Growth, Cost Savings, Operational Efficiency and Risk Mitigation are created by default and can be edited or deleted.
Cost typesGlobal cost categories available when creating or editing costs on an initiative. Capex and OpEx are created by default and can be edited or deleted.
Reporting currencyThe primary currency used for financial reporting. Note: this field is currently disabled. Support for per-initiative local currencies will be available in a future release.
WACC (%)The Weighted Average Cost of Capital - your org’s annual discount rate, used to calculate the present value of future cash flows across all initiatives. ValueMap converts this annual rate to a monthly rate via geometric compounding, so the cumulative 12-month discount factor exactly matches your configured WACC. Affects all existing and new initiatives. Saving recalculates the discount rate, NPV, and PV across every initiative in your organization.
Standard forecast horizonThe default time horizon applied to new initiatives for forecasting purposes (e.g., 3 years). Affects new initiatives only. Existing initiatives keep the horizon they were created with - change it per initiative from the Details tab.
Payback thresholdThe target payback period (e.g., 1 year) used as a benchmark when evaluating initiative performance.
Required roleSuper Admin and Admin may manage configurations. Contributor and Viewer roles may view configurations only.