This article covers Investments and their use cases. Investments added to your Analysis have a direct impact on the calculated ROI by looking at total investment against potential benefits. Common investment categories include Licensing, Training, and Implementation.
In addition to basic properties, you have the option to set the Investment type to either OpEx or CapEx, and allocate amounts by quarter or by year.
Once your investments have been added, you ROI and other important metrics are automatically calculated and displayed on the ROI Analysis page.
In addition to creating Investments from the library, you may also access investments on the fly from the pre-built, Expected Benefits page, shown above.
Note - Investments are a unique item in that they cannot be displayed on a page directly. However, you may display specific investment values via dynamic variable inside of Labels. Learn more in the Labels and Dynamic Variables article.
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