Value Realization is now measured from baseline to target

1) Pick your number & currency format

Use the header controls to choose 1,234.56 or 1.234,56 and your currency. All inputs and results follow this.

2) Build the Initial Business Case

1. Select KPIs in the “Initial Business Case” tab. Only the inputs those KPIs need will appear.
2. Enter the Y3 Target for each KPI (only once). Units are always shown (%, p.p., turns, etc.).
3. Fill baseline/operational data as prompted (e.g., annual orders, labor $/hr). Fields show required units to avoid confusion.
4. Costs & finance: Implementation (Y1 only), license & other costs per year (Y1–Y3), discount rate (8–15% typical), and implementation months (benefits in Y1 are prorated).
5. Click Calculate. You’ll get: annual benefits by KPI, 3-year net value, ROI, NPV, IRR, Payback, and a KPI contribution table.

3) Log Value Realization

1. Open Value Realization Review. Each selected KPI shows its baseline and its target next to the field you fill in.
2. Select a review period (6, 12, 18, 24, 30, 36 months).
3. Enter the Achieved to date for each KPI: its latest measured level, in the same unit as the Y3 Target. Leave a KPI empty if it is not reviewed in this period.
4. Click Save review. The app shows, for every saved review:
   • Progress: the share of the targeted annual value already being delivered. The KPI’s own formula is run with the achieved value in place of the target. A KPI still at its baseline is at 0%; a KPI at its target is at 100%.
   • Gap to target: the distance between the achieved value and the target, in the KPI’s own unit.
   • Value to Date: progress × annual run-rate, averaged between consecutive reviews (trapezoidal integration) and multiplied by the time between them.
   • Status: On-time / Early if progress is on or above a straight-line path to the target, otherwise Behind.
5. The three tiles above the table summarise each KPI at its latest review: value realized to date, annual run-rate achieved against the targeted run-rate, and how many KPIs are on track. A saved period can be deleted from the list above the table.

4) Dashboard & Reports

Once you click Calculate on the Initial Business Case tab, the Dashboard shows a full results view: ROI, NPV, IRR and Payback metric tiles, a Cash Flow chart (cumulative & monthly, discounted), an NPV Profile chart illustrating IRR as the discount rate where NPV crosses zero, a Payback chart marking the break-even month, the year-by-year cash flow table, and a Benefit Contribution by KPI chart and table.

Use Export to Excel to download the summary metrics, year-by-year cash flow and KPI benefit tables as a spreadsheet, or Export to PDF to save a print-ready snapshot of the metric tiles and charts.

“%” is a relative change; “p.p.” means percentage points (absolute). Example: 90% → 95% is +5 p.p.

5) Entering labour rates and hours

Every hours-based KPI values released time as (Current Hours − Target Hours) × fully-loaded cost per hour. Two rules keep that number defensible:

1. Use a fully-loaded rate. Salary + employer contributions + benefits + allocated overhead, divided by productive hours rather than calendar hours. Dividing an annual salary by 2,080 understates the true rate by roughly 25–35%.
2. Match the hours to the rate. Enter only the hours actually in scope of the processes being improved, and the rate of the people who do that work. Never apply a whole team’s annual cost to a subset of its hours — that overstates the benefit silently, and the app cannot detect it.

Capacity vs. cash. These KPIs value capacity released, not budget removed. Unless headcount or contractor spend actually falls, present the result as freed capacity and agree with the customer up front what share of it will be converted into a hard saving.

6) Save and restore a business case

Give the case a Business case name at the top of the Initial Business Case tab. It appears on the dashboard, inside the exported Excel files and in their file names, so several cases are easy to tell apart.

Click Export Business Case (.xls) to save the whole case to an Excel file: name, settings, selected KPIs, inputs and targets, costs, results and every saved Value Realization review.

To bring a case back — on another computer, in another browser, or after the browser data has been cleared — click Restore from Excel and choose that file. The app reloads the inputs and reviews and recalculates the results. The file is read inside your browser; nothing is uploaded anywhere.

Keep the exported file as it is. A copy re-saved from Excel as .xlsx can still be restored, but it is rebuilt from the visible tables, so check the figures afterwards.