Savings dashboard

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Savings Dashboard

    The Savings dashboard is designed for procurement teams to provide a comprehensive view of savings opportunities across all pipeline project data. It enables users to analyze performance by category, track both potential and realized savings, and monitor the progress of projects from identification to realization of savings.

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    Key Features

    • Filters: Users can filter data by time (predefined ranges or custom dates), category (multi-select from Spend category table), business unit (multi-select from Business unit table), supplier (multi-select from Supplier table), and team member (searchable multi-select from Spend category manager).
    • Realized Savings: Displays total realized savings from completed pipeline projects, including hard savings and cost avoidance.
    • Planned and Active Savings: Showcases total estimated savings from planned and ongoing pipeline projects.
    • Visual Representations: Various bar graphs illustrate planned, realized, and active savings, hard savings by category, cost avoidance by category, and year-over-year realized savings.
    • Pipeline Projects Visualization: Ring charts display counts of in-progress projects by spend category and by project state (Draft, Planned, Work in Progress, Closed Complete).

    Key Outcomes

    By utilizing the Savings dashboard, procurement teams can effectively identify savings opportunities, track project progress, and visualize savings results. This leads to improved decision-making and enhanced savings realization across the organization.

    The Savings dashboard provides procurement teams with a consolidated view of savings opportunities across all pipeline project data.

    The Savings dashboard helps users analyze category performance, track potential and realized savings, and monitor project progress from opportunity identification to savings realization.

    Figure 1. Savings dashboard
    Savings dashboard.

    Components in the Savings dashboard

    Table 1. Components in Savings dashboard
    Title Type Description
    Filter by Filter You can filter the data using the following filter types and sources:
    • Time: Supports predefined ranges (for example, Last month, Last year, This year, YTD) and custom date ranges.
      Note:
      The time filter considers all pipeline projects whose savings start date and savings end date overlap with the selected date range.
    • Category: Multi-select drop-down list populated from the Spend category table.
      Note:
      If you do not select a category in the Category filter, the dashboard displays all data associated with the root categories. If you select a category, the dashboard displays data for that category and its child categories. In both cases, this data is displayed in the Hard savings, Cost avoidance, and Savings by year bar graphs.
    • Business Unit: Multi-select drop-down list populated from the Business unit table.
    • Supplier: Multi-select drop-down populated from the 'Supplier' table.
    • Team member: Searchable multi-select drop-down list based on the spend category manager column in the Spend category table.

    To apply a filter, select a filter type (for example, Supplier), and choose one or more filter values (such as Adobe Systems or Apple, Inc.), and then move the selected filter value from the Available list to the Applied list.
    Realized savings Single score Total realized savings (hard savings, cost avoidance, and other savings) from all completed pipeline projects.
    Hard savings Single score Total hard savings from all the completed pipeline projects.
    Cost avoidance Single score Total cost avoidance from all the completed pipeline projects.
    Planned savings Single score

    Total estimated savings (estimated hard savings + estimated cost avoidance) from all planned pipeline projects.
    Active savings Single score

    Total estimated savings (estimated hard savings + estimated cost avoidance) from all pipeline projects that are in progress.
    Pipeline savings Bar graph Displays planned, realized, and active savings for the date range selected in the filter.
    Hard savings Bar graph Displays hard savings for closed projects, grouped by category.
    Cost avoidance Bar graph Displays cost avoidance savings for closed projects, grouped by category.
    Savings by year Bar graph Displays year-over-year realized savings, grouped by category.
    Pipeline projects in progress Ring chart Displays count of in-progress pipeline projects, segmented by spend category.
    Pipeline projects by state Ring chart Displays count of projects segmented by state (Draft, Planned, Work in Progress, Closed Complete).