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An ROI calculation is the core of any good business case. Up to this point we’ve just been focusing on the Return: a calculated benefit is the money a business will win back from a purchase. The actual price a customer will pay for access to your products is called the Investment, but you can think of it as a simple cost or fee. You can add and manage these fees in the investment tab. Changes you make to the Investment will affect the ROI multiple seen globally around the business case.

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Adding fees

1

Navigate to the Investment tab

Open your business case and click on the Investment tab in the navigation.
2

Add a recurring fee

Click the Recurring Fee button below the investment table. Choose between yearly or monthly intervals using the dropdown. Enter a name for the fee and set values for each contract year.
3

Add a one-time fee

Click the One-Time Fee button. Enter a name and value. One-time fees only apply to Year 1 of the contract.

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Investment table

The investment table displays all fees in a year-by-year grid. Each fee has its own row, and each contract year has its own column. You can set different values per year for each fee.

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Table structure

The table consists of:
  • Fee name column: The first column shows the fee name and stays visible when scrolling horizontally
  • Year columns: One column per contract year (Year 1, Year 2, Year 3, etc.). Each column is 141px wide
  • Fee rows: One row per fee, sorted by creation date (oldest first)
  • Totals row: Bottom row showing the sum for each year. Monthly fees are multiplied by 12 for annual totals. One-time fees count only in Year 1
The table scrolls horizontally when there are many years in the contract.

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Fee types

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Recurring fees

Recurring fees can have different values per year and support two intervals:
  • Yearly: Value shown per year (e.g., $10,000/year)
  • Monthly: Value shown per month with ”/ month” label. The totals row shows the annualized amount (e.g., 1,000/month=1,000/month = 12,000/year)
All year columns are editable for recurring fees.

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One-time fees

One-time fees, often implementation costs charged up-front, only apply to the first year of the contract:
  • Only Year 1 is editable
  • Years 2+ are disabled and appear blank
  • Appear only in Year 1 totals

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Managing fees

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Adding fees

Use the two buttons below the investment table:
  • Recurring Fee (split button): The main button adds a fee with the default interval. Use the dropdown to choose yearly or monthly
  • One-Time Fee: Adds a one-time fee
New fees appear as a row with the label field in edit mode (auto-focused) and all year columns initialized to $0 (or blank for one-time fees in years 2+).

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Editing fee names

Click any fee name to edit it inline. The textarea auto-resizes as you type. Save by pressing Enter or clicking outside the field. A delete button appears when you hover over the fee name.

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Editing fee values

Click any year cell to edit the value. The currency input uses locale formatting and supports up to 9 digits. Monthly fees show a ”/ month” label. Save by pressing Enter or clicking outside the field. To clear a value, hover over the cell and click the X button that appears. This sets the value to $0 (displayed as ”-”).

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Deleting fees

Hover over any fee name to reveal a delete button. Click it to open a confirmation dialog. Confirming removes the entire row from the table.

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Increasing contract duration

Click the plus button to the right of the table (aligned with fee rows) to add one year (12 months) to the contract. A new year column appears, and all existing fees get a new $0 cell for that year. The button is disabled when the maximum duration is reached.

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Visibility system

The cost you show a prospect can make or break a deal and is often something that sales teams discuss internally. You can control which tabs external collaborators can see in your business case. To manage visibility for any tab:
  1. Click on the tab title when the tab is already selected
  2. Toggle the visibility setting
  3. Hidden tabs are not accessible to external visitors
  4. The ROI multiple will not be shown until you make the Investment tab visible
If you’re on a different tab (like the executive summary) and want to change the Investment tab’s visibility, click once to navigate to the Investment tab, then click the tab title again to adjust the setting.

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Investment overview

Once you’ve added fees, the investment tab displays two summary cards at the top showing the financial details of the contract, followed by two charts:
  • Waterfall chart: A visual representation of the ROI calculation. The first column displays the calculated benefit, the second shows the investment, and the third shows net returns (the difference between benefit and investment)
  • Benefit vs. Investment year-over-year: A yearly breakdown of ROI. This is helpful for showing how ROI improves after the first year when you’ve included a one-time fee