With the Financial Report, you can examine all the financial performance impact results from your Revs (annually or monthly) in the period you choose.

Follow these steps to access:

1. Go to the Insights section

2. Select "Financial Validation" report

3. Choose the timeframe (dates) you want to see

4. Select the localization of the Revs

Financial Validation

Select the criteria, monthly or annual.

Criteria

The criteria is a projection of the validated impacts in the chosen period. It can be annual or monthly.

Financial Validated

Here you will find the accumulated Revs and their impacts that have been validated and financially approved within the chosen date period. It also compares the previous period (E.g., If you chose two months, it made a comparison of two months ago).

The Financial Validated total amount is calculated based on the following formula: USD Cost Reduction + USD Revenue - Investment = Total Financial Validated.

  • Investment: An accumulated total of the investment. Annual: calculation for 12 months.
  • Cost Reduction: The total Cost Reduction for the chosen period is multiplied by 12 if the annual criteria are selected.
  • Revenue: The total Revenue for the chosen period is multiplied by 12 if the annual criteria are selected.

Breakdown by Type

Here you will find the total number of Revs financially validated by type (Improvement Ideas, Quick Actions, Problem Solving Revs), the total impact, and Rev's average impact.

Total Impact / Financially Validated = Average Impact

Financial Validation by Rev Type

Through a projection graph, you will find the data of the financially validated Revs per month.

Impacts by Rev Type

According to the financial impacts captured on the Revs, the total is shown by type of Revs and areas.

Potential Impact

According to the criteria, you will find the potential impacts monthly or annually pending to be validated.

  • Investment: An accumulated potential total of the investment. Annual: calculation for 12 months.
  • Cost Reduction: The total Cost Reduction for the chosen period is multiplied by 12 if the annual criteria are selected.
  • Revenue: The total Revenue for the chosen period is multiplied by 12 if the annual criteria are selected.

Breakdown by Type

Potential Impact donut chart

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