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ROI Projections

With these enhancements to the Advanced ROI Add-On, you can give visibility into the potential versus actual ROI so that your organization can ultimately get better at forecasting results with the Advanced ROI Add-On.

You can set impact and investment targets for improvement, record changing forecasts throughout implementation, and compare predictions with actual results.

Reach out to your Customer Experience Lead to take advantage of this new feature.

How does it work?

Your Customer Experience Lead can turn on the Target ROI and Forecast ROI options for any template - as long as that template has the Resolution section enabled in general.

With these additional options, your team can create up to three different Resolutions:

  • Actual Resolution - This data shows the actual impact of the item

  • Forecast Resolution - This data shows the outcome that your team is on track to reach with their work on this item

  • Target Resolution - This data shows the outcome that your team hopes to reach with their work on this item

All the outcome data that could be added to the Actual Resolution can be added to either the Forecast and/or Target Resolution so that all three Resolutions are completely comprehensive.

The information added to any of these Resolutions will be displayed in the item’s “Resolution” section.

 

How do I add a Resolution to an item?

Open the item with which you want to work, then navigate to its Resolution tab.

  • If you want to create a Target Resolution:

    • Click 2018-08-03_1539_001.png.

    • In the resulting window, add any applicable outcome information and/or Investments, then click 2018-08-03_1543.png.

  • If you want to create a Forecast Resolution:

    • Click 2018-08-03_1539.png.

    • In the resulting window, add any applicable outcome information and/or Investments, then click 2018-08-03_1543.png.

  • If you want to create an Actual Resolution:

    • Click 2018-08-03_1539_002.png.

    • In the resulting window, fill out any fields and/or Attributes, add any applicable outcome information and/or Investments, and:

      • If you have permission to resolve the item, click 2018-08-03_1545.png.

      • If the Assigner’s approval is required, click 2018-04-18_1627.png.

      • If you want to save the Resolution as a draft for later, click 2018-08-03_1547.png.

The creation of this Resolution will be noted in the Timeline.

How do I edit an existing Resolution?

If the item has been completed, users with the correct permissions can update the Actual Resolution. The item will need to be reopened before the Forecast or Target Resolutions can be updated, however.

Open the non-completed (or reopened) item with which you want to work, then:

  • Click 2018-08-03_1553.png to the right of the Resolution you want to edit.

  • In the resulting window, update any applicable outcome information and/or Investments, then click 2018-08-03_1543.png.

The changes to this Resolution will be noted in the Timeline.

 

Filtering by Resolution

There are two filters which can be narrowed by the type of Resolution:

  • Impact

  • Currency

 

When filtering a list of items by either of these criteria, a “Type” field will be added beneath the filter rule. In this field, add:

  • “Actual” to return a list of items with the chosen impacts or currencies in the Actual Resolution.

  • “Forecast” to return a list of items with the chosen impacts or currencies in the Forecast Resolution.

  • “Target” to return a list of items with the chosen impacts or currencies in the Target Resolution.

Filter_by_Resolution.jpg

 

Add Impact and Investment columns to lists of items

When working with a list of items or a Card in the List or Tree Views, you can add the following Impact and Investment columns:

  • Financial Impact - Actual: This column includes the total financial impact included in each item’s Actual Resolution.

  • Financial Impact - Forecast: This column includes the total financial impact included in each item’s Forecast Resolution.

  • Financial Impact - Target: This column includes the total financial impact included in each item’s Target Resolution.

  • Financial Investment - Actual: This column includes the total financial investment included in each item’s Actual Resolution.

  • Financial Investment - Forecast: This column includes the total financial investment included in each item’s Forecast Resolution.

  • Financial Investment - Target: This column includes the total financial investment included in each item’s Target Resolution.

 

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