Executive summary

A method for reviewing whether a competitive response delivered the protection it promised, at the cost it promised, on evidence that survives challenge.

What is inside

What the benefits review covers

The asset walks a review lead and finance partner through building the benefits register from the approved case, measuring avoided loss against the counterfactual, applying attribution tests, computing a variance bridge, re-forecasting the remaining horizon, re-grading register assumptions, and running a review that decides the next phase. A worked synthetic case runs a month-12 review end to end.

  • Reconciling a competitive response's delivered results against its approved case
  • Why retained revenue is not the same as avoided loss
  • Attribution rules that use control regions and the frozen baseline
  • A variance bridge that separates retention, rate, and cost effects
  • Forward-looking checks on run rates and switching values
  • Re-grading the assumptions the case rested on
  • A review agenda that ends in continue, adjust, or re-appraise