Create a value model from scratch

Use the From Scratch option when you know the model structure and want to configure every discovery item, input, and formula yourself. It gives you full control but requires more prep work than AI-assisted methods. Have approved inputs, formulas, and discovery items ready before you start. If you want AI to generate the initial structure instead, use ValueWizard, ValueStudio, or From Spreadsheet.

You can open any value model in ValueStudio at any time to refine its structure through a guided AI conversation, so starting from scratch doesn't lock you out of AI assistance later.

See how it looks

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The quick way

1. Sign in to Value Factory and select Value Models.
2. Select + Create Value Model, then choose From Scratch.
3. Complete the General tab and select Create.
4. Add Discovery Items, Inputs, and Calculations/Formulas using the configuration tabs.
5. Test and publish. See: Test and publish a value model.

Do this step by step

General settings

1. Sign in to Value Factory (value.showpad.com) and select Value Models from the left-side menu.
2. Select + Create Value Model, then choose From Scratch.
3. On the General tab, enter the model details:
   • Name: A unique identifier for the model. No spaces. Formulas and integrations reference this, so keep it consistent once set.
   • Label: The name sellers see in Showpad. Make it clear and recognizable.
   • Description: A short explanation of the model's purpose and intended use.
   • Currency: The currency used for monetary inputs and results.
   • Visible: Controls whether the model is visible to sellers, marketers, and customer success teams once published. A model can be published but not yet visible. Use this to control when teams can access it.
4. Select Create. The Value Model Configuration page opens with all tabs available.

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Build the model content

With the General tab saved, the remaining configuration tabs are now available. Here, you define what sellers see and do when they run the model: the questions they ask prospects, the numbers they enter, and the formulas that compute the results.

Work through the tabs in order:

1. Discovery Items: Add the questions sellers ask prospects
2. Inputs: Add the numeric fields sellers fill in
3. Calculations / Formulas: Write the formulas that compute results

The full steps for each tab are detailed in Build discovery items, inputs, and formulas.

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Set opportunity visibility

Opportunity visibility controls the default privacy for calculations sellers create from this model.

1. Select the Opportunity Visibility tab and choose a policy:
   • Users choose - defaults to “Everyone at my organization”: For sellers, calculations are visible to the organization by default. Sellers can make it private.
   • Users choose - defaults to “Only me”: For sellers, calculations start as private. Sellers can make it visible.
   • Always private to the creator: Always private to the person who created it. For sellers, every calculation stays private.

2. Click Save after choosing a policy.

   Note: The Opportunity Visibility tab is available only after you save General settings.

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Troubleshooting