Target and Forecast Resolution

Set Impact and Investment targets for improvement, record changing forecasts throughout implementation, and compare predictions with actual results.

Two Line OfieREQUIRED: Target and Forecast Resolutions are exclusive to the Advanced ROI Module. Reach out to your Customer Success Manager to enable this Module!


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.

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 information 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.

Add a Resolution to an Item

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

Target Resolution

    • Click Submit Target.
    • In the resulting window, add any applicable outcome information and/or Investments.
    • Click Save.

Forecast Resolution

    • Click Submit Forecast.
    • In the resulting window, add any applicable outcome information and/or Investments.
    • Click Save.

Actual Resolution

  • Click Submit Resolution.
  • In the resulting window, fill out any fields and/or Attributes, add any applicable outcome information and/or Investments.
    • If you have permission to resolve the item, click Complete.
    • If the Assigner’s approval is required, click Submit for Approval.
    • If you want to save the Resolution as a draft for later, click Save.
    • The creation of this Resolution will be noted in the Timeline.

Edit an existing Resolution

If the Item has been completed, Ssers 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 the pencil icon to the right of the Resolution you want to edit.
  • In the resulting window, update any applicable outcome information and/or Investments, then click Save.
  • The changes to this Resolution will be noted in the Timeline.