Reflects the product as of 2026-06-10
This guide walks you through the Value Driver Studio — one editor for creating and refining the formulas that power your business cases. New here? Read What is a value driver? first.
Open Value Drivers in the sidebar and click "+ Build value driver". You'll be offered three paths:
Describe it — the fastest path. Write the benefit in plain language:
"Our remote access tool reduces the need for on-site technician dispatches. Each dispatch costs $150–$300 and takes 2–4 hours…"
Val drafts the whole driver — name, inputs, formula, defaults — for you to review and edit. Uses 1 AI Generation.
From a solution — pick the solution this driver supports and click "Generate driver candidates". Val proposes a handful of driver ideas for that product; tick the ones you want and Serre creates them in bulk. Any that land without a finished formula show an "Incomplete" badge in the library — open them and click "Finish setup".
Start from a blank driver — full manual control.
Name it in buyer language ("Dispatch cost avoidance"), pick a value category (cost reduction, productivity, risk, revenue…), and write a description. The description is saved with the driver — and Val uses it for context, so a good one makes every later AI assist sharper.
Add a row per variable the formula needs. Each input has a label ("Dispatches per
month"), an auto-derived key (dispatches_per_month), a type, a unit, a display format,
and a default value that pre-populates every new business case.
Write the annual value as plain arithmetic over your input keys — click a variable button to insert it:
dispatches_per_month * cost_per_dispatch * deflection_rate * 12
The operators are + − * / and parentheses. As you type, a live preview shows the
annual value at your defaults, with the step-by-step trace — if the number looks wrong
here, it'll look wrong in front of a buyer, so tune it now.
Tick the solutions this driver belongs to, or leave all unchecked to make it portfolio-wide.
Click "Ask Val" to open the copilot. Tell it what to change:
Val applies changes to the editor only — nothing saves until you do, and Val remembers the conversation, so follow-ups work. Each request uses 1 AI Generation; saving is always free.
The checklist in the sidebar tracks completeness: identity, at least one input, a valid formula, every referenced variable defined. When it's green, click "Save to library".
If a driver appears in existing business cases, the Studio tells you — for example, "Used in 5 business cases." Your edits apply only to cases that add the driver from now on; existing cases keep their frozen numbers. That's the snapshot guarantee — see What is a business case?.
The library searches by name, description, or formula — so you can find every driver
that uses cost_per_dispatch. Filter by solution with the "All solutions" dropdown.