As an Author or Admin, you have the ability to create and configure pages, page sections, and multiple item types to display on each page. This is all accessed via Template Editor.
From Page Setup, you can view and edit all your existing pages, add or delete pages, and create sections on pages.
To create a new page, click Create Page on the left. You can either create a blank page (custom) or use one of the pre-built pages we provide. These include:
- Organizational Profile - typically used as the first page. Has a field for Name, and drop down menus to choose your Industry and Location.
- Note: you may customize the industry list by submitting a ticket to your Account team.
- Benefit Scope - dive into each Benefit to view the details of each and get a breakdown of value. Also provides a chart with the value distributed over all Benefits included.
- Expected Benefits - includes a yearly breakdown of each benefits expected value, broken out by value category. Each category can be drilled into, and you are given a chart that shows realized benefits by year.
- KPI Overview - displays all KPIs that have been created, as well as a chart for each that shows the progress to date.
- ROI Analysis - incorporates your added investments into the analysis and gives you your ROI, Payback Period, NPV Savings, and IRR (if applicable)
- Next Steps - shows all related content that has been added to your tool, as well as a modal to generate a report that can be sent to the customer/prospect.
From Page Setup, if you select a section, you have the option to edit that sections properties, remove the section, or add elements to it.
To add elements, click Update Included Items, select the items you want to add, and click Update Section. These elements will now be displayed in the order of addition, and can be displayed in whatever order you like.
Sections can be displayed in two views: Grid or Table. Each lays out the content in different ways, depending on how you want to present the material. Here is an example of grid view
And here is an example of table view of the same type of data
Value360 has many elements that can be configured and dropped onto pages. Each of these has their own properties and are all organized in your Items Library.
- Benefit (see article on Building and Managing Benefits)
- Embedded Content (see article on Embedding Content in Value360)
- Global Variable
- Text Input
Global Variables are configurable fields that users can interact with in a number of ways. They can be placed on pages to display dynamic values, used as data capture tools, and linked to benefits to impact your analysis calculations (see article on Building and managing Benefits).
To create a new Global Variable, click Create Global Variable at the top right
To make changes to an existing Global Variable, select one and click Edit
Both options will bring you to the below screen.
- Label: name that is displayed on a page to an end user
- Visibility: sets it's default state, before any rules are applied
- Enabled: define the variable as editable by a user or read-only
- Report Mnemonic: define a mnemonic string that allows you to pull that particular element into a report. Also allows you to give multiple names to an item with a single label (see section below on Adding multiple labels to items)
- Data Type: define data type and decimal precision
- Slider: lets user adjust the value of a global variable using a slider bar instead of having to type in a value
- Validation: add a minimum and maximum value required as an input
- Transformation Type: defines how your Current Value will be adjusted for each of your views (Conservative, Probable, Optimistic) when the end user switches to a different view.
- If Absolute Value is chosen, the three views field can be filled with a scalar value
- If Percent Change is chosen, enter a percentage by which the Current Value is impacted
- If No Transform is chosen, the Views fields will disappear and no change occurs
- Current Value: the default value presented to the end user
- If you remove a global variable, and that global variable is linked to a benefit, you will be asked what you would like to do with the variable:
- Unlink Variables: this will unlink the variable from the variable in the benefit. So, if I were to return to the benefit from which this global variable were previously linked, I would see that it is no longer marked as a global variable
- Remove from Benefit: this will take you back to the Benefit Editor and require you to set a new Line Item Name in what used to be the row in that benefit
Here are some ways you can display Global Variables on a page:
Challenges are inputs that allow a user to set a priority of a particular initiative or business area. This is important for prioritizing what's most important for the customer and capturing information that can be used in future conversations.
When editing a challenge, you have the option to edit the Label, Visibility, Report Mnemonic, and Default priority that will be displayed to an end user.
Here is how challenges appear on a page:
Each of these priority selections can be attached to elements downstream using rules in order to perform actions like turning on a Benefit associated with that particular challenge, or hiding a set of variables that are no longer relevant at that priority level.
Checkboxes is an intentionally generic capability that allows Value360 to solve for a number of use cases. Some examples are products, personas, or business initiatives.
For example, if we have a tile representing a company product:
- When a challenge is marked as High or Critical, it could (with well-created Rules) automatically enable the Checkbox/Product
- When a Checkbox/Product is checked, it could (also with well-create Rules) automatically enable a Benefit
Here's how checkboxes appear on a page in both Grid and Table view:
When editing a Checkbox, you have the option to edit the Label, Visibility, Report Mnemonic, and Default state that will be displayed to an end user - checked or unchecked.
The Select item type lets Authors create, configure, and add lists or drop downs to pages. Authors can then define whether the options are displayed as a list or drop down menu, and whether or not a user can select multiple choices.
After configuring the general properties of your Select item, you can then create options for a user to choose from and assign a value to each (we recommend going in numerical order from top to bottom as this is what's used for reporting)
After creating your new Select item, this is one of the ways it can appear on the screen:
KPIs can be added to Value360 tools in order to enable Customer Success teams to help customers achieve their goals and differentiate against the competition by monitoring value realized over time.
Authors can create, configure, and track KPIs both on pages as well as in a visual dashboard.
Here's how it works:
First, click Create KPI and add a label, report mnemonic, data type, unit of measurement, and define it's visibility, whether or not values are rounded, and whether or not it's editable by a user.
Next, set the date at which the KPI begins (Date the Analysis is created, or a specified date), and the duration of time you want it tracked. Typically a specified date is chosen if you are already tracking KPIs in another location and want consistency.
Lastly, set the Original, Current, and Target value. These are used to calculate progress to date and graph your KPI on the KPI Overview page (see above).
Once you have a KPI over page added and KPIs created, your page will display them like this:
Text Inputs can be created to allow information capture, or display important information on the screen for the seller or customer. These can be made read only or editable, and can be defined as single-line or multi-line.
Text placed in the Placeholder section will show up in the field if there is no text present, and text added at the bottom in the Text section will be added to the field by default.
Here's how it looks on a page:
Adding Multiple Labels to Items
Users can add multiple labels to a single item, enabling them to have multiple elements appear on a page in more than one location, all able to interact with rules independently from one another. All you need to do is add a mnemonic to the item in the Editor, which makes it unique from another similarly named element. Here's an example:
Create a global variable and add a mnemonic
Create a second global variable with the same label, using a different mnemonic
Each of these global variables can now be added to a page and will appear the same to the end user. This means that different values can be given to them. As an Author, the mnemonic is appended to the end of the label, so they can be used in rules and benefits independently.
Investments can be added to your Analysis in order to calculate the prospects or customers return on their investment based on the value your solution can provide.
Investments can be defined as CapEx or OpEx, and can be allocated on a quarterly or monthly basis (shown below).
From the ROI page, you can assign a discount rate and view all investments by clicking View Investment.
From here, the first screen you arrive on lets you can add new investments, edit existing investments, or change the properties of an investment.
If you click Edit Details you then have the option to change whether it's OpEx or CapEx, and define the allocation method.