When you have an Idea that tracks both Financial and Non-Financial benefits, you will be presented with two Benefit tabs.

Capture the Idea financials including benefits start/end dates, forecast percentage, one-off off benefits and investments.

The chart shows the Benefits of the Idea for the selected month. To change the months, and view previous months' benefit performance, use the month selection on the top left of the chart.

Information can be viewed in either a Grid or Chart format and data labels can be toggled.

The Financials slide-out allows you to enter the Benefits start and end dates.

Start Date Source:

  • Stage date: select the stage in which the idea will begin showing a benefit
  • First forecast date: use the earliest forecast date captured in the Forecasts slide-out
  • Manual capture: select the desired date

End Date Source: If no end date is captured, the Benefit will be on-going and the end-date is indefinite.

  • Manual Capture: select the desired date
  • Based on start date: capture the period (in months), the system will add the period to the benefits end date.

Switching on the Annualised Benefit will always distribute the benefit over 365 days, switching this off will use the difference in days between the benefits start and end dates.

Click the forecast button to capture Forecast percentages by date. 

This forecasts % overrides the default stage % set up in Admin>Stages.

Investments can be captured at the bottom of the Benefits tab(see this link on adding Investment Categories)

  • One-off benefits are linked to the captured Investment categories with a type of Benefit.
  • One-off costs are linked to the captured Investment categories with type a type of Capex or Opex.

A summary of the investments and on-going benefits and forecasts are shown in the table below

  • Month Forecast = Month Target Benefits * Forecast %
  • Gap To Forecast = Month Forecast - On-going Benefit
  • Month Target Benefits is the "Target Monthly Benefits" row in the grid view. 
  • On-going Benefit is the "Monthly Benefits" row in the grid view.

If the Gap To Forecast is less than zero, 0 is shown because there is no gap.

The Grid view is a detailed breakdown of the Idea's VDT, showing the Baseline, Targets and Actuals. 


These values are calculated as follows: e.g.  Benefit for Jan-2021:
  • Benefit per day = Benefit for month * Production days (taken from the calendar)
  • Annualised benefit = is the difference between the Baseline and the Parent Node under Actuals depending on the trend
  • Benefit for the Month = Annualized Benefit / Benefit duration (in days) * Production days in Month.
    • Idea Value is driven by the VDT (Calculated by applying the formula on the actual and baseline values for the root node)
    • Total Benefit days = period between the benefit Start and End dates.
  • Production days in Month = (Days in Jan-2021), which is relative to each month(as displayed above).


Using the values above the Summary is Calculated as follows:

  • Ongoing Benefit Jan-2021 = (Annualized benefit / total benefit days * days in the month).
  • Target Benefit for Jan-2021 = (Idea Value / total benefit days * days in the months).
  • Annualized Benefit for Jan-2021 = (Annualized benefit from the Actuals)
  • Target Annual Benefit = Idea Value
  • % of Target Improvement Achieved = (Annualized benefit Value for the month/idea value)
  • Variance vs Target Annual Benefit = (Annualized Benefit Value - Idea Value)
  • Cumulative Benefits = Previous Month Benefit + Current Month Benefit.

Changes to the Idea Benefits are saved automatically.