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Building a business case
How do I edit and customize business cases?
How do I edit and customize business cases?

You can edit the assumptions that Databook uses to calculate the value impact of business cases

Alex avatar
Written by Alex
Updated over a week ago

This article explains how you can edit the assumptions in a use case to customize a business case to fit your solution(s).

If you haven't used the Business Case Tool yet, we recommend that you read this article first.
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Here's how to create a custom business case.

  1. Make sure that none of the default business cases are selected (A blue box means that the option is selected; Grey box means that the option is not selected)

  2. Then click on the 'Customize Business Case' button

Revenue / COGS / SG&A / Total Revenue (FS companies) / Operating Expenses (FS companies) value impact

  • You can either edit the overall value impact percentage (this will be applied to each of the next three years) or you can add individual values for each of the three years. Click the triangle to show the fields for each year.

  • For SG&A and COGS, negative percentages represent a cost reduction (e.g. -1% is equivalent to a 1% improvement in costs).

Implementation costs

  • You can add implementation costs, either as an annual cost that will be applied to each of the next three years or as individual values for each of the next three years. Click the triangle to show the fields for each year.

Proportion of business impacted

  • You can adjust the proportion of the company's business that is impacted by these value impacts.

  • The drop-down includes the different segments reported by the company. Selecting any particular segment would show the impact of your business case on that segment's revenue.

  • You can further alter this by specifying the proportion of business you would like to calculate the impact on by selecting 'Add specific %'.

Please note, all amendments made to the business case tab will reset once you leave the page, but the chart can be downloaded. You can see how to do this here!

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