Financial evaluation

Adding cost and savings data to your project helps show its real impact - not just in terms of ideas, but in numbers. With clear financial indicators, you can demonstrate value, compare expected vs actual results, and support better decisions within your team or company.

What’s set by administrators

Some elements in the financial evaluation are preconfigured by your company or plant administrator. These include:

• Saving length (used when no end date is provided)
• Cost categories (types used in each entry)
• Currency and exchange rates
• Whether paid-out rewards are counted as costs
• Availability of the ROI chart and probability field

You can find details about these settings in the [Administrator Guide].

Entering financial values

In the Evaluation tab, scroll down to Financial indicators. Here you can add individual entries representing costs or savings.

Each entry includes:

• Description – A short label for the entry
• Cost type – Category assigned to the entry (e.g. labor, materials)
• Status – Whether the value is confirmed
• Interval – How often the value occurs (monthly, yearly, one-time, etc.)
• Start date / End date – When the cost or saving applies
• Expected value – Your estimate before implementation
• Real value – The actual result once available

You can create, edit, duplicate, or delete entries as needed.

Tip: For recurring values, use the first day of the month (e.g. 1 April) as the start date. This helps ensure correct display and export alignment.

ROI chart (if enabled)

If available, a line graph shows the return over time - when the project becomes profitable. The graph displays:

• Expected and real savings/costs
• Cumulative values over time
• A clear view of when the kaizen is expected to or actually does break even

Currency display

If your company uses multiple currencies, a dropdown may be available. It lets you switch between currencies using the exchange rates configured in the admin settings.

Probability field (if enabled)

If configured by your admin, you may see a probability field to indicate how confident you are in the savings. This affects overall savings calculations used in exports.