Overview

The Benefit Contribution report displays the benefit contribution of ideas/initiatives per department and stage throughout the system. This report provides two key views: the total Idea Value (or Improvement value) as initiatives progress through each stage, and the cumulative actual benefit delivered per stage for each initiative. The report helps users understand how benefits are distributed across the portfolio structure and initiative stages, enabling better tracking of value delivery across the organization.


To access the Benefit Contribution report:

  1. Navigate to the Reports module from the top navigation bar
  2. Select Benefit Contribution from the list of available reports under the Ideas group
  3. The report will display with default filters applied



Note: users need the Benefit Contribution in their role permission to be able to view and/or utilize the report


Understanding the Report Charts

The Benefit Contribution report consists of two main chart views that provide different perspectives on benefit delivery:


Chart 1: Benefit Contribution by Stage

The first chart displays the sum of the entire Idea Value or Improvement value as initiatives progress through each stage. This view shows:

  • The total value of initiatives at each stage (The stages are displayed based on your site configuration)
  • A breakdown by department or portfolio level
  • Color-coded bars representing different initiative stages
  • The cumulative benefit contribution across the selected time period


  • The values shown in this chart can be confirmed by viewing the Idea Card view, where the totals are displayed at the top of each stage column.


Chart 2: Cumulative Actual Benefit Delivered by Stage

The second chart displays the sum of the actual benefit delivered per stage for each initiative. This view shows:

  • The actual benefits that have been realized at each stage
  • A breakdown by department or portfolio level
  • The cumulative actual benefit delivery from the start date to the end date specified in the filters

Stage Legend and Filtering

At the top of the report, you will find a stage legend that allows you to filter the chart view:

  • Evaluating - Initiatives in the evaluation stage
  • Implementing - Initiatives in the implementation stage
  • Cash Flowing - Initiatives in the cash flowing stage
  • Locked In - Initiatives in the locked-in stage
  • Final Stage (if applicable) - Initiatives that have reached the final stage
  • All - View all stages combined

Click on any stage color to toggle the visibility of that stage in the chart. This allows you to focus on specific stages or compare selected stages.

Report Filters

The Benefit Contribution report includes several filters to customize the data displayed. These filters are configured in the Filter panel on the right side of the screen and displayed on the top of the report

Available Filters:

Status

  • Filter initiatives by their current status (e.g., Active, Approved, On Hold, Cancelled, Completed, Archived, Concept)
  • Default: All statuses

Portfolio

  • Select the specific portfolio or site to view
  • Include Descendants checkbox: When enabled, includes all sub-portfolios and departments under the selected portfolio
  • Default: All sites and departments

KPI Type

  • Filter by the type of KPI associated with the initiatives
  • Options include different KPI Type categories configured in your system
  • Default: All configured KPI types

Benefit Type

  • Select whether to view Financial or Non-Financial benefits
  • This determines which benefit values are displayed in the charts
  • Default: Financial

From Date

  • The start date for the benefit contribution calculation
  • Format: YYYY/MMM/DD (e.g., 2024/Oct/15)

To Date

  • The end date for the benefit contribution calculation
  • Format: YYYY/MMM/DD (e.g., 2026/Oct/15)

Annualization

  • Determines how benefits are calculated over time
  • Options:
    • Not Annualized: Shows actual benefit values without annualization
    • Annualized: Converts benefit values to an annual equivalent
    • Default: Not Annualized
    • An information icon (ⓘ) is available next to this filter for additional details

More Filters

  • Click on "More Filters" to access additional filtering options
  • Additional filters may include custom fields, tags, or other initiative attributes

Applying and Clearing Filters:

  • Click the Filter button to apply your selected filter criteria
  • Click the Clear button to reset all filters to their default values

The filters applied are displayed at the top of the report in a summary format.

Downloading the Report

The Benefit Contribution report can be exported for viewing or sharing:

  1. Click the Download icon (represented by a download arrow) in the top-right corner of the report
  2. Select your preferred format:
    • PDF: Generates a PDF document of the current report view
    • Excel: Exports the report data to an Excel spreadsheet

The downloaded report will include all currently applied filters and the visible chart data.

Interpreting the Chart Data

Reading the Charts:

  • The Y-axis (vertical) represents the benefit value in the configured currency
  • The X-axis (horizontal) shows the breakdown by department/portfolio and stage
  • Each bar represents the cumulative benefit contribution for that specific department and stage combination
  • Hover over any bar to see detailed information including:
    • Department/Portfolio name
    • Stage
    • Benefit value

Related Articles

Idea List and Card View

Idea Benefit

Idea Benefits Grid