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Impact by Improvement Report

This Report allows you to track impact on a per Improvement basis.


ImpactbyImprovementList.jpg

Understanding the List View

  • ID: The Identification Number of the Improvement being referenced.

  • Improvement: The title of the Improvement being referenced.

  • Type: The name of the Improvement Template being referenced.

  • Financial Impact (Actual): The amount of Financial Impact, not including soft savings, resulting from the Improvement being referenced.

  • Cost Savings (Total Actual): The total amount of Financial Impact, including soft savings, resulting from the Improvement being referenced.

  • Revenue Generation (Total Actual): The amount of Revenue Generation resulting from the Improvement being referenced.

  • Cost Avoidance (Total Actual): The amount of Cost Avoidance resulting from the Improvement being referenced.

  • Time Savings (Hours) (Actual): The total number of hours that have been saved from the Improvement being referenced.

  • Time Savings (Dollars) (Actual): The total amount of time saved in monetary value from the Improvement being referenced. Note: This is calculated through the use of Time Savings People. 

 

ImpactbyImprovementGraph.jpg

Understanding the Graph View

  • In the “Display:” drop-down, select which impact criteria to see that amount for each Improvement.

  • In the “Sort:” drop-down, select which impact criteria to determine how the Improvements are organized on the X-Axis.

  • In the “Max:” field, specify the number of Improvements you would like to show up on the Report. (Note: Maximum of 50) 

Working with the Report

  • Report data can be displayed in List or Graph format. To switch between the two views select the ListMode_Report_.png or GraphMode_Report_.png toggles located below the Advanced Filter.

  • Clicking the “Range:” drop-down near the top of the Report will allow you to select the date range options. Choose between 1 week, 1 month, 3 months, 6 months, 9 months, 12 months, all time, or a custom range by clicking the corresponding option.

  • Clicking the “Reference Date:” drop-down near the top of the Report will allow you to select the date of the Improvement that is being referenced when determining if the Improvement is within the selected date range. Choose between “Create”, “Start”, “Due”, or “Complete” by clicking the corresponding option.

  • Beneath the drop-downs are three additional options:

    • Click "All" to include all Improvements that meet the rest of the filter requirements.

    • Click "Project-Based" to include only Improvements that meet the rest of the requirements and are nested under a Project.

    • Click "Stand-Alone" to include only Improvements that meet the rest of the requirements and are not nested under a Project.

  • By default, the Report is set to only include Improvements that have been completed within the system, however, if you choose to include Improvements that are still in progress you can do so by unchecking the “Only Complete” checkbox.

  • The Network diagram can be found along the left side of the page. Use this to filter the Report by Location - only items tied to the selected Locations will be included in the Report.

  • Click 2018-10-03_1253.png near the top of the Report to open the advanced filters.

You can also:

  • Click any of the Improvements on this Report to open it. If you don't have the adequate permissions to view them, some items will be excluded from the list.

  • Export the Report to an Excel spreadsheet by clicking 2018-04-25_1238.png near the bottom left corner of the page. 

Customize the Columns on your Report

Within the List View, you have the ability to add or remove the columns on the Report by hovering over one of the column headers and clicking on the Columnsort.png icon and hovering over the Columnshoverover.png option. From the resulting list, you may check or uncheck the options you want to include on your Report.

Additional column options include:

NOTE: Forecast and Target column options will only be available to organizations that have enabled the Advanced ROI module.

  • Total Financial Impact (Actual, Forecast, and Target)

  • Cost Savings (Total, One-Time, Recurring & Actual, Forecast, and Target)

  • Revenue Generation (Total, One-Time, Recurring & Actual, Forecast, and Target)

  • Cost Avoidance (Total, One-Time, Recurring & Actual, Forecast, and Target)

  • Product (Total, One-Time, Recurring & Actual, Forecast, and Target) - Advanced ROI

  • Resource (Total, One-Time, Recurring & Actual, Forecast, and Target) - Advanced ROI

 

Things to look for:

  • Improvements within your organization that are driving your key metrics. The employees and leaders working on them deserve recognition and reward!

 

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