Transformation Hub (2024-02-16)

Add historical value to an opportunity

In Transformation Hub, you can now add and edit value that was already realized before you created an opportunity, or before the opportunity went live. Scroll to the end of the opportunity, and click Add to include historical realized value. Enter the amount of value and the estimated timeframe when it was realized, then click Save to add it to the opportunity.

You can add historical value to opportunities in both Draft and Live status - so you can use any value you realized before Transformation Hub was launched or before you created the opportunity there, including value recorded in other tools like spreadsheets, or value based on data that's no longer in Celonis. With this functionality, Transformation Hub's Value Report can now be a single source of truth that showcases all the value realized over the opportunity's lifetime - perfect for sharing with business stakeholders.

For the feature documentation, see Setting up Transformation Hub.