Add the additional costs associated with an opportunity and the indirect benefits achieved.

Procedure

  • Add non-automation benefits.
    1. Navigate to Opportunity section and select the opportunity.
    2. Navigate to Details tab.
    3. In the Non-automation benefits table, click the Plus icon to add non-automation benefits.
    4. The Opportunity field has the name of the opportunity by default.
    5. Provide the benefit name and amount.
    6. Select the benefit frequency from the drop-down menu (Yearly or Monthly).
    7. Provide a brief description of the benefit.
    8. Click Create.
  • Add additional costs.
    1. Navigate to Opportunity section and select the opportunity.
    2. Navigate to Details tab.
    3. In the Additional Costs table, click the Plus icon to add additional cost.
    4. The Opportunity field has the name of the opportunity by default.
    5. Provide the cost name and amount.
    6. Select the cost frequency from the drop-down menu (Yearly or Monthly).
    7. Provide a brief description of the cost.
    8. Click Create.
    Note: You can export the additional costs list in excel or csv format by clicking the Settings icon in the additional costs tab.