Value

The Value tab in Governance shows how much time and money your Coworkers are estimated to have saved. Every figure is an estimate: it appears as an expected value with a range from conservative to optimistic, never as a single measured number.

Who can open it#

Value is the last tab in the Governance tabs. You see it only with the executive ability (Executive (view-only) in Settings). The admin ability does not include it. Without access, opening the page shows "No access" and "You don't have permission to view this page." See What your abilities mean.

What the page shows#

Estimates are made once a day, for the previous day's conversations between people and Coworkers, including the last exchange of an archived conversation. Each estimate counts toward the day the exchange started. Nothing is calculated when you open the page, so the figures reflect the last completed daily run. Last daily run shows the date of that run. Until the first daily run completes, the page shows "No estimates for this period".

At the top, choose Month, Week or Day, and use the previous and next period arrows to move through time. At the current period the next-period arrow stays where it is and the page says "This is the current period." Periods follow the UTC calendar: a week starts on Monday.

The Estimated value card holds the period controls and the figures. Below the period controls, the tabs Company, Teams and Coworkers choose what each row describes. Each row shows:

Column	What it shows
Name	The company, a Team or a Coworker.
Hours saved	The expected hours, with the conservative-to-optimistic range under it, for example "12.5 h" and, under it, "Range: 8 h to 20 h".
Dollars saved	The expected dollars, with its range under it, for example "Range: $450.00 to $1,200.00". When the low and high estimates are the same, no range line is shown.
Coverage	How many of the period's conversations have an estimate, for example "12 of 40 conversations estimated" or "1 of 1 conversation estimated".

A row with no estimates in the period shows "No estimates" in the hours and dollars columns. Rows are sorted with the most hours saved first.

Coverage and catching up#

Totals count only the conversations that have an estimate. They are never scaled up to stand in for the rest, so the coverage column is how you see what a total leaves out. A row marked Still catching up belongs to a period with conversations that are waiting for an upcoming daily run; its figures grow as they are estimated.

When estimates are paused#

If the daily estimates reach the monthly spend limit an administrator set, a notice reads "Estimates are paused: monthly spend limit reached. An administrator can raise the limit." Conversations waiting for an estimate are counted in coverage as conversations without an estimate, and estimates resume when the next month begins or the limit is raised. A paused run is never hidden: coverage shows exactly what is missing.

Privacy rules#

The page protects individuals, even though only aggregates are shown:

• A group of fewer than three distinct people is hidden. The row shows "Fewer than 3 people, hidden to protect privacy" in place of hours and dollars, and only its coverage stays visible. A row with no estimates at all shows "No estimates" instead, since nothing was hidden.
• When one person accounts for more than 80% of the work in a group, the dollars are hidden and the row shows "Dollars hidden, driven by one person". Hours are still shown.
• When a dollar figure could be worked out for a hidden group by subtracting the visible ones from a total, the smaller visible figure is hidden too. The row shows "Dollars hidden to protect a smaller group".

Hourly rates and individual compensation are never shown anywhere on this page. Rates are used only to turn hours into dollars and appear only inside aggregated dollar figures.

How the numbers are made#

The How Value is estimated panel on the page explains the method in full, written from the rate card version currently in use. It covers how an estimate is made for one conversation (minutes saved, adoption, quality and recency adjustments, and the participant's hourly rate), the work categories and their minutes with sources, how conversation quality is treated, when estimates are produced, coverage, privacy, and the version of the rate card in effect. Past estimates keep the version they were made with, so they do not change when the rate card does.

Quality review covers a share of conversations, so most conversations carry no quality verdict and are counted in full. Only a conversation where the Coworker struggled is discounted.

Rate card#

The Rate card card lists each kind of work, the minutes it is modeled to save (Low, Expected and High) and its Sources, with the settings that apply to every estimate. A Versions card shows every version and whether it is the Starting rate card, Edited, or Added from recurring work. Select Edit rate card in the card heading to change categories and settings; saving creates a new version. Administrators can read how this works in The Value rate card.

Recurring work types#

Each week, the Recurring work types card lists kinds of work that keep appearing and do not match any rate card category, with the number of Conversations, their Share and the Window they cover. For each one:

1. Select Promote to add it to the rate card. Enter the minutes saved each time (Low (min), Expected (min), High (min)) and select Add to rate card. This creates a new version of the rate card.
2. Or select Dismiss to remove it from the list.

When nothing has reached the threshold, the card shows "No recurring work types have reached the threshold this week." While you are editing the rate card, Promote and Dismiss wait and the card says "Finish editing the rate card first."