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New Advanced ROI Enhancement - Realized Date

STOP: Is the Advanced ROI Add-On enabled for your organization?

An additional feature has been added to the Advanced ROI module. If enabled, during an item’s Resolution process, you can now record the Realized Date -- the date on which the specific impact will take effect or be realized for each one-time financial impact or the start date on which that impact was realized for each recurring financial impact.

The new realized date applies to Cost Savings, Revenue Generation, and Cost Avoidance. At this time, however, it does not apply to Time Savings, Product, and Resource.

NOTE: Recurring impacts will calculate for one year. For example, if “per year” is selected, 1/12th of the annualized amount will be logged each month for twelve months.

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With the latest update, there is a new “Realized Date” field that can be added to an item’s Resolution process. Along with recording specific values for each financial impact in both Forecasted and Targeted Resolutions, team members of items have the option to set what date each of the projected impacts will be realized. Upon Resolution, users can set the date in which the impact will take effect along with the values of each financial impact. When viewing an item’s Resolution, you will be able to see the date each financial impact was realized alongside their values.

  • For “One-Time” and “Recurring” impacts, the “Realized Date” field is pre-populated to the current date in the form of “Month, Year”.

  • For “Ranged” and “Custom” scheduled financial impacts, the Realized Date is determined from the dates selected by the user.


Impact can be measured through Resolution across all workflow types, so this feature can be enabled for any of your own improvement templates that result in financial impact.

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

Filter lists of items by Realized Date

You can now filter items by their impacts’ Realized Date anywhere you can see a list of items by adding a new rule to your filter.

  • To begin creating a new rule, click Plus.png to the right of an existing rule.

    Filter_by_Realized_Date.jpg

  • Click into the “Pick a criteria…” drop-down and under Resolution select “Impact.”

  • Click into the next drop-down, select “is any of”, “is all of”, “is not any of”, or “is not all of” depending on what you are searching for.

  • Click into the “Impact” drop-down select certain Impact Types you want to filter by.

  • Click into the “Realized Starting” and “Realized Ending” select which time frame or dates your impacts start to go into and out of effect, respectively.

  • Click into the “Type” drop-down to filter by “Actual”, “Forecast”, or “Target” financial impacts.

Impact Over Time Report

This brand new Report shows the total financial impact of completed items and the rate of change over time and across locations.

Impact_Over_Time_Report.jpg

If you want to see the data for certain Impact Types, add their names to the “Impact” field near the top of the Report.

Working with the Report

  • Click Advanced_filter.png near the top of the Report to open the advanced filters.

  • Only information about financial savings from completed items is included in “Completed Date” by default, but selecting “Realized Date” will show impact savings of items based on the date of which the impact will take effect. NOTE: “Realized Date” will show impacts based on their set date to be realized and therefore will include impacts of items that have not yet been completed.

    NOTE: “Realized Date” will only appear if Advanced ROI Module is enabled.

  • The date range options are listed along the top of the page. Choose between 1 week, 1 month, 3 months, 6 months, 9 months, 12 months, all time, or a custom range by clicking on the corresponding option.

  • Beneath the date filters are two options that control for what workflows data is shown:

    • Click “All” to include data for all workflows.

    • Click “Improvements Only” to include only data from Improvements.

  • Further down 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.

  • The Location filter can be found along the left-hand 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.

What can you learn from this Report?

  1. The bar chart tells you the Actual, Forecast, and Target financial savings that are listed within the given timeframe.

        • Clicking “Actual” will display all the actual values of financial impacts recorded during an item’s Resolution in the bar chart.

        • Clicking “Forecast” will display all the forecasted values of financial impacts recorded in the bar chart.

        • Clicking “Target” will display all the targeted values of financial impacts recorded in the bar chart.

  2. The bar chart tells you all the items the displayed impacts resulted from.

    Clicking one of the bars will open a list of all the items the financial impacts resulted from.


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