Core Concepts

ValuePact is built around twelve interconnected concepts that form a complete value realization system. This section explains each concept and how they work together to turn raw intelligence into board-ready outcomes.

Who this is for

End User Admin Executive

Concept map

The diagram below shows how concepts flow from intelligence through delivery and measurement.

flowchart LR
    subgraph Intelligence["Intelligence"]
        A[Opportunities]
        B[Stakeholders]
        C[Value Metrics]
    end

    subgraph Modeling["Value Modeling"]
        D[ROI Calculations]
        E[Forecasts]
        F[Value Metrics]
    end

    subgraph Delivery["Delivery"]
        G[Business Cases]
        H[Projects]
        I[Initiatives]
    end

    subgraph Measurement["Measurement"]
        J[Outcomes]
        K[Actuals]
        L[Benefits Tracking]
        M[Value Realization]
    end

    A --> D
    B --> G
    C --> D
    D --> E
    E --> G
    G --> H
    H --> I
    I --> J
    J --> K
    K --> L
    L --> M
    E --> M

The twelve concepts

Concept	What it is	Why it matters
Value Realization	The full lifecycle from signal to realized outcome	Ensures promised value becomes measurable results
Business Cases	Packaged, defensible value arguments produced as deliverables	Gives CFOs and executives evidence-backed documents
ROI Calculations	Calculator-driven return analysis built on drivers and formulas	Quantifies value in credible, auditable terms
Benefits Tracking	Monitoring expected versus achieved benefits	Surfaces variance and keeps execution accountable
Stakeholders	People and roles mapped during discovery	Personalizes messaging and aligns decision makers
Opportunities	Potential value-creating situations identified during intelligence	Prioritizes where to invest time and effort
Projects	Execution containers with timelines and resources	Turns value models into funded, tracked work
Initiatives	Strategic programs that group projects and outcomes	Provides portfolio-level visibility and rollup
Value Metrics	Measurable indicators of value (KPIs)	Defines what "good" looks like in numbers
Outcomes	Concrete results achieved	Proves value was delivered, not just projected
Forecasts	Predicted future value	Sets expectations across scenarios
Actuals	Realized historical value	Grounds forecasts in real data

Navigation tips

Each concept page follows the same structure:

1. Overview — what the concept means and why it matters
2. How it works — mechanics, workflows, and definitions
3. Examples — real-world scenarios with sample data
4. Permissions — who can do what
5. Limits — guardrails and constraints
6. Troubleshooting — common issues and resolutions

Use the concept map above to jump between related topics. Cross-links on every page connect forward and backward through the value lifecycle.

Start here

If you are new to ValuePact, begin with Value Realization for the big picture, then read Opportunities and ROI Calculations to understand how value is discovered and quantified.

How the concepts fit together

1. Intelligence phase. You capture opportunities, identify value drivers, attach evidence, and map stakeholders.
2. Value modeling phase. Drivers and formulas feed ROI calculations and a value model, which produces forecasts across conservative, expected, and optimistic scenarios.
3. Delivery phase. The model becomes a business case with CFO, executive, and technical views. Approved business cases spawn projects, which roll up into initiatives.
4. Measurement phase. Outcomes are tracked against value metrics. Actuals are ingested and reconciled against forecasts. Benefits tracking compares expected versus achieved, and value realization closes the loop.

Concept maturity

Not every account uses all twelve concepts on day one. Typical maturity progression:

Maturity level	Concepts active	Typical user
Level 1: Discovery	Opportunities, Stakeholders, Value Metrics	Sales development
Level 2: Modeling	ROI Calculations, Forecasts, Value Metrics	Value consultant
Level 3: Delivery	Business Cases, Projects, Initiatives	Account executive
Level 4: Measurement	Outcomes, Actuals, Benefits Tracking, Value Realization	Customer success

Admins can enforce minimum maturity requirements per account stage in Administration > Configuration > Maturity Gates.

Concept relationships

Understanding how concepts relate prevents drift between value models and execution:

• Opportunities drive ROI calculations. Without qualified opportunities, driver trees lack anchors.
• ROI calculations generate forecasts. Formulas and scenarios produce the numbers that set expectations.
• Forecasts become business cases. Packaged narratives turn projections into approvable documents.
• Business cases authorize projects. Approved value arguments unlock funding and resources.
• Projects produce outcomes. Execution delivers the measurable results that validate the model.
• Outcomes feed actuals. Realized values are reconciled against forecasts to compute realization.
• Initiatives provide the lens. Strategic groupings help executives see patterns across accounts.
• Stakeholders provide the context. Every concept is interpreted differently by each role; mapping ensures the right message reaches the right person.

Frequently asked questions

Do I need to use all twelve concepts for every account? No. Small accounts may stop at business cases. Enterprise accounts typically use the full stack through outcomes and actuals.

Who owns the data for each concept? Sales owns opportunities and stakeholders. Value engineering owns ROI calculations and forecasts. Customer success owns outcomes and actuals. Admins configure metrics, initiatives, and workflows.

Can I customize the concept names for my organization? Concept names are fixed to preserve cross-tenant analytics and benchmark alignment. You can customize value pack terminology (drivers, personas, use cases) in Administration > Value Packs.

Prerequisites

• A ValuePact workspace with at least one account
• Completion of the Quick Start Guide
• Understanding of your organization's value pack (industry ontology)

Related pages

• Getting Started
• User Guides
• Analytics
• Workflow Management

Escalation path

If a concept is unclear or missing from your workspace, contact your workspace admin. For platform-level questions, open a support ticket via the Help Center.