e.g. You could add two use cases to a business case that add up to $1m in increased profits or decreased costs. The product you sell will have a cost of 500,000 and the ROI is 2x. 2 Year Contract Use Case 1: 800,000UseCase2:800,000_UseCase_2:200,000 Calculated Benefit: $1,000,000 Fee: $250,000 / year Investment: $500,000 ROI: 2x (500,000)Get started by clicking Add Investment. You have the option to add a recurring or one-time fee. A recurring fee is charged monthly or annually.
A one-time fee, often an implementation cost charged up-front, is added to the to investment but doesn’t recur on any basis. Just like recurring fees, a one-time fee has a name and value. You can add and delete fees at any-time.
When you go to save a new investment you’ll be asked to confirm the visibility setting. The cost you show a prospect can make or break a deal and is often something that sales teams discuss internally. You can choose to keep an investment hidden until you’re ready to share, this means that any external visitors will have access to only the visible tabs in the business case. The ROI multiple will not be shown until you display the investment.
Any tab in a Minoa business case can be made visible or invisible to an external collaborator. Simply click on the tab title when the tab is already selected. If you’re on the executive summary and want to make the investment hidden you’ll have to click once to navigate to the tab and a second time to adjust the setting.
Now that you’ve added a fee the investment tab will come to life. At the top are two cards that provide a summary of the financial details of the contract.
There are two charts beneath the investment overview. The waterfall chart is a visual representation of the ROI calculation. Column one displays the calculated benefit, then the fee in column two, and finally the net returns over the contract period which is the difference between the first and second columns.
The second chart shows a yearly breakdown of the ROI. This can be helpful to show how the ROI improves after the first year of a contract if you’ve included a one-time fee.
