WebROI · Governed Value Lifecycle
The Customer Value Experience

Seven governed stages, one value story.

From the projected value case to proof it paid off — every stage a distinct, reportable artifact tied to one canonical value ID.
SellProjected
RenewConfirmed
RealizeActual
RetainLifecycle Proof
The Stages

The value lifecycle, stage by stage

Projected
1

WebROI Qualification

Capture the customer's Business-As-Usual baseline and stakeholder Goal.
Output
Projected Business Impact
Projected
2

Business Impact

Quantify the value opportunity — what the gap is worth.
Output
Business Impact Report
Projected
3

Business Case

Combine value, assumptions and solution economics into a full decision case.
Output
Business Case Report
Projected
4

ROI Proposal

Present the solution investment and its return.
Output
Numbered Proposal
Confirmed
5

Renewal

Reopen and review the saved value promise for the renewal decision.
Output
Renewal Report
Actual
6

Earned Value

Compare the projected value with governed, evidenced Actuals.
Output
Earned Value Report Card
Proof
7

ROI Replay

Show the evidence-backed value history over the full lifecycle.
Output
Replay Artifact
On the ROI Tensor

Dynamic value segmentation

Every stage writes its governed values — BAU, Goal, Projected, Actual, each with source, confidence and evidence — into the ROI Tensor. The tensor segments that value dynamically, so it can be sliced any way a CRO needs and reported in Salesforce.

7 Value Stages→ ROI Tensor→ Dynamic Segment→ Salesforce Reporting

Value dimensions — segmented on the tensor

RoleProblemBAUGoal MeasureBusiness ImpactMotivationDecision StageIndustryEvidence ConfidenceProof StatusTenor

Salesforce dimensions — how the CRO reports it

AccountOpportunitySellerSolutionStageQuarter

Slice governed value by any combination of these dimensions — dynamically — and report the value pipeline against the ARR pipeline in Salesforce. Commercial value and customer value stay separate; external signals may explain drift, but never rewrite a governed number.

One canonical value ID

A single business_case_id threads every stage — so the value story never breaks between reports.

WebROI is the sole authority

Each stage persists a verified, hashed snapshot — never recalculated, never hand-edited.

Individually reportable

Every stage stays its own artifact — renewals and replays reference predecessors, never overwrite them.

WebROI sells. ROI Replay retains.
The first four stages win the deal on projected value; the last three prove it — and defend every renewal.