Implementation Plan Savings Progress metric

Determines progress for plan savings goals. Adds savings from each transaction and compares them to the implementation savings goals.

Details of the metric Description
Name Implementation Plan Savings Progress
Category Operational
Analysis objective for exception conditions Determines progress for plan savings goals.
Description Adds savings from each transaction and compares them to the implementation savings goals.
Source Customer Focus Group
Measurement Total Savings from Completed Transactions / Total Savings Goals
Dependent data that is calculated
  • Implementation Plans
  • Total Savings Goal = Yearly Savings + Yearly Savings Other + Productivity Savings + Cash Income
  • Real Estate Project (triREProject)
  • Total Savings from completed Transactions = Total Yearly Savings + Productivity Savings + Cash Income
Roles RE Executive
Display chart types Value-based: Horizontal Grouped Bar Chart (Capture Period: Vertical Grouped Bar Chart)
Thresholds
  • Low Threshold: .75 (75%)
  • High Threshold: 1 (100%)
  • Range 1: Poor/Negative/Red
  • Range 2: Under Performing/Caution/Yellow
  • Range 3: On Target/Positive/Green
Fact details Module: triMetricFact

Business Object: triREImplementationPlanFact

Metric Queries: triREImplementationPlanFact - Metric - % Implementation Plan Savings Progress
Drill paths
  • Geography
  • Capture Period
Interactive filters Geography
Static filters Completed in data point refresh period
Time Months
Data point refresh rate Monthly
License dependency
  • Real Estate
  • Facilities
Functional dependency
  • Space Use Agreements (Real Estate)
  • Space Allocations (Facilities)