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Articles
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Business case summary
Central to creating a business case with ValueHub is the Summary screen. From here you can navigate to the Benefits, Costs and ROI sections. Starting to add these elements you will see the summary ...
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Amortisation
FormalTo gradually reduce the book value (of an asset) over a period of time equal to its projected useful life. A technical term for a form of depreciation commonly used for the assets of Goodwill...
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Trash
Within Engage you can restore or permanently delete business case sessions. To find the Trash, click on the main menu at the top left corner of Engage: To restore or permanently delete a session, ...
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QPilot in Engage
To access QPilot within Engage, you need to click on the main menu button at the top right corner, a drop down will appear showing QPilot:When you select this, QPilot (formerly SharkSense AI) will ...
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Switching between Build and Engage
ValueHub Switcher lets you move between Build and Engage without leaving the platform. How it works Look for the Switcher button in the top right of ValueHub: Select Build or Engage to switch vie...
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CRM Integration
Salesforce Integration How it works: Once you have opened a ValueHub business case session, you can select the Salesforce icon that's within the sidebar. Here you can choose the account and opportu...
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Session version history
The ValueHub session version history allows you to see when changes were made and it also allows you to restore a previously saved version of that session. You can also choose to save a backup: N...
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QPilot (formerly SharkSense AI)
This step-by-step guide will take you through how to create a business case using QPilot (formerly SharkSense AI): Step 1 - Business Case Details Fill out key business case details - customer name,...
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Template admin - category management
Admin users have full control over template categories; including adding, editing or deleting templates: You can add a brand new category here: It will then appear as category in the list as well...
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Featured templates
Featured Templates appear on the home screen within ValueHub. These are a curated set of business case templates, giving users quick access to the most relevant options for their customers and pros...