Use case cards display your calculations with interactive features that help you understand, explain, and collaborate on value quantification. This page covers the key functionality available within each use case card.
AI Use Case Names and Descriptions
Each use case name comes directly from the your company’s value framework. While they should do a good job describing the benefit for a prospect, you might find that tailoring the name and description to the prospect can make the business case more personalized and unique.
Click on the Minoa AI sparkle to the left of any name or description in the use case. This will automatically draw on the context of the business case (call transcripts, additional notes) to apply the language of a propsect’s business.
You can accept or reject the suggestions to return to the previous version.
Use the automations menu in the left sidebar to rename all of your use cases at once. The automation is called “Use Case Customization” and will generate a suggestion for the name and description of each of your use cases.
- With 3 or fewer presets, buttons are displayed
- With more than 3 presets, a dropdown is used
Calculation explanations
AI-generated explanations describe how each calculation works.
Generation: Explanations are generated automatically when adding a use case. Generation can take a few seconds.
Placeholder Updates: The explanation text includes dynamic values that come from the inputs and totals of a calculation. As you update inputs you’ll see the values in the calculation are kept in sync.
In-line Editing Inputs: Hovering over the dynamic values shows tooltips with additional context. Inputs can be edited directly in the explanation by clicking and entering the desired value.
Multi-scenario support: Explanations can reference inputs from other scenarios in the same business case. For instance, with two scenarios that describe different values for a certain input, the explanation will talk about how the difference impacts the total benefit of the use case.
Managing explanations
Internal users with edit permissions can delete explanations. Deleting removes the explanation, but it can be regenerated by clicking the calculation icon in the use case toolbar.
Total costs and revenue charts
Visual comparison charts for cost reduction and revenue uplift calculations compare two totals side-by-side.
When charts appear
| Calculation type | Chart Description |
|---|
| Cost reduction | The difference between the current cost and the future cost |
| Revenue uplift | The difference between the current revenue and the future revenue |
| Custom or non-monetary | Currently no chart will appear for custom and non-monetary calculations |
What charts show
- Two bars: One for each total, labeled with the total names
- Delta visualization: A striped area and connector line between the bars showing the difference
- Percentage label: The percentage change displayed above the connector
- Formatted values: Currency values are formatted according to the business case currency and locale
How to use charts
Charts are automatically generated when the calculation structure matches the requirements. The chart updates when input values change. Chart labels use the total names from the calculation, translated to the selected language if available.
Collapsible use case sections
When a use case has multiple calculations, each calculation can be collapsed or expanded independently.
How collapsing works
Collapsed state: When collapsed, only the calculation name and total result are visible.
Expanded state: When expanded, the full calculation view is shown, including inputs, subtotals, explanation, and charts.
When an input value is changed, the system tracks who made the change. An attribution icon appears next to inputs showing the avatar of the person who last updated the value.
This helps track collaboration and input ownership, making it clear who contributed specific assumptions to the business case.
Survey responses
For inputs that have customer survey responses, a survey responses box appears next to the input field. This shows unreviewed survey responses that need attention.
Internal users can review or dismiss survey responses directly from the calculation view, streamlining the process of incorporating customer feedback into your calculations. 