Consumption Planner

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Scenario Name

How It Works

A guide to the Agentforce Consumption Planner

01

Define Your Use Cases

Add each Agentforce use case to the planner by clicking "+ New Use Case". Give it a name, then use the four tabs to fully define it. Not sure where to start? Click "Generate" to describe the use case in plain English and let AI extract the steps and estimate the invocation volume for you.
01a

Inputs

Set the invocation volume and deployment timeline. Invocations per Year is how many times the agent is triggered under normal operations. Annual Growth Rate and Buffer account for year-over-year increase and contingency. Deployment Start and Deployment Live define the ramp-up period — months before go-live run at 20% of full volume with no benefit realised. Optionally set a Deployment End if the use case has a defined end date.
01b

Action Steps

Define the discrete steps the agent performs per invocation — each one is an atomic system interaction such as a data query, a generative AI prompt, a workflow call, or a communication send. Set a Usage Hedge (%) to account for steps that are sometimes skipped (below 100%) or often repeated (above 100%). Toggle the microphone icon to mark voice-channel steps, which apply a 1.5× multiplier.
01c

Annual Breakdown

A year-by-year view of consumed actions for this use case, split between deployment-phase actions (at 20% volume) and live actions (at full volume). The buffer and growth rate are applied automatically. Use this to validate that the deployment timeline produces the consumption pattern you expect.
01d

Business Value

Capture the financial return for this use case. Select whether the value is a Cost Saving or Revenue Gain — for revenue, apply your gross margin to arrive at the net benefit. Enter the value per invocation, set a benefit ramp to model gradual realisation after go-live, and add any additional TCO beyond the Flex Credit cost. The planner calculates total benefits, total deal cost, and use case ROI automatically.
02

Consumption Schedule

A Gantt chart showing the deployment timeline for each use case across the deal term. Yellow bars represent the deployment phase (20% volume, no benefit). Blue bars show the partial value realisation ramp. Green bars show full value realisation. Drag rows to reorder use cases, or click "Sequence" to auto-sort by deployment start date. Both the table and Gantt stay in sync.
03

Consumption Value

A program-level view of the business case across all use cases. The table shows total deal cost, additional TCO, and total benefits realised per use case with individual ROI. Below, three columns summarise the program: total additional TCO (including any program-level overhead you add), total cost of ownership, and program ROI — the headline number you can put in front of an executive.
04

Summary Panel

The right-hand panel is your deal control centre. Set the deal length (1–5 years), currency, and discount. The discount badge shows your approval level (L0–L5) based on volume and discount %. The Consumption Summary updates live as you change inputs — total actions, flex credits, packs, and contract cost. Annual Contract Value (iACV) is the figure your AE carries in their forecast.
04a

Pre-Commit Schedule

With Pre-Commit on, usage is billed monthly based on what was actually consumed — the customer pays as value is realised, not upfront. Click "Schedule" to open the monthly distribution editor. Set the percentage of annual consumption for each calendar month to reflect the customer's seasonal spend patterns. "Reset to Linear" distributes evenly (8.33%/month); "Example" loads a realistic seasonal curve. The per-year cost table updates instantly.
04b

Consumption Story

Click "Generate Consumption Story" to produce an AI-powered narrative that explains the use cases, deal mechanics, consumption schedule, and program ROI in language a customer's executive team can follow. The story is saved with the scenario. A badge at the top of the modal indicates whether the story is up to date or whether the underlying data has changed since it was last generated — use the Regenerate button to refresh it.

Use Cases

Use Case

Action Steps

Actions / Invocation

Invocations / Year

Total Consumed Actions

Consumption Schedule

Add your first use case

Consumption Value

Add your first use case

Additional TCO

Use Case TCO Sum $0

Additional Program TCO

Total Additional TCO $0

Cost of Ownership

Total Contract Cost $0

Total Cost of Ownership $0

Program Return

Total Program Benefits $0

Program ROI ∞