Navigating the Savings Management Home Page

The Savings Management Home Page serves as a central hub for tracking and managing cost-saving initiatives within your organisation.

It provides real-time updates on active savings records, financial performance, and savings milestones. This dashboard allows you to easily monitor projected versus realised savings, ensuring that all cost-reduction efforts are tracked efficiently.

This guide will walk you through how to navigate the Savings Management Home Page, understand key features, and interact with savings records.

When to Use This Feature

✅ When tracking cost-saving initiatives and financial performance.
✅ When reviewing projected savings versus actual savings achieved.
✅ When managing supplier-related savings and linked contracts.
✅ When filtering, sorting, or exporting savings data for reporting.

Step-by-Step Guide: Navigating the Savings Management Home Page

Step 1: Understanding the Savings Dashboard

When you land on the Savings Management Home Page, you will see an overview of all active and historical savings records. This page is designed to help you track financial performance and ensure that savings milestones are met.

At the top, you will see several real-time update panels that highlight key savings activities requiring action:

• Realized savings– Savings that your organization has completed for the selected date range on the dashboard (date ranges can be changed using the filters under the metrics)

• Projected Savings – Savings that your organization is projected to achieve for the selected date range on the dashboard (date ranges can be changed using the filters under the metrics)

Step 2: Using the Savings Table

Below the real-time updates, the Savings Table provides a detailed view of all savings initiatives. Each row represents an individual savings record and contains key details such as:

• Savings Title

• Supplier Name

• Projected Savings

• Actual Savings Achieved

• Status

• Savings Owner

To refine the list of savings records, use the filter options located above the table. You can filter savings records by:

• Savings Status (Active, Completed, At Risk, Draft, etc.)

• Savings Owner

• Supplier

• Financial Year

To customize the columns displayed, click the Edit Columns button. This allows you to tailor the table to your reporting needs.

Step 3: Searching for a Savings Record

To quickly locate a specific savings record, use the search bar at the top of the table. You can search by savings title, supplier name, or savings owner. The system will instantly filter the results based on your query.

Step 4: Accessing a Savings Record

To view the full details of a savings record, click on the savings title in the table. This will open the Savings Record Page, where you can:

• Review financial details – View projected and actual savings figures.

• Check savings milestones – Track progress toward savings goals.

• Link savings to suppliers and contracts – Ensure savings records are connected to relevant business activities.

• Manage attachments and notes – Upload supporting documents or add internal comments.

Step 5: Creating a New Savings Record

To add a new savings initiative, click the New Savings Record button at the top of the page. This will open the savings creation form, where you can enter details such as:

• Savings Title

• Supplier Name

• Projected Savings Amount

• Savings Start and End Dates

• Savings Category and Department

Once submitted, the savings record will be available in the table, allowing you to track progress and update milestones as needed.

Step 6: Exporting Savings Data

If you need to generate reports or analyse savings data, click the Export button. This allows you to download savings records in CSV format, making it easier to track financial impact and share insights with stakeholders.

Key Considerations & Best Practices

✅ Keep Savings Records Updated – Regularly review and update savings milestones and financials.
✅ Monitor Savings – Take action on all savings records to ensure financial goals are met.
✅ Use Filters to Focus on Key Data – Customise views using filters to quickly access the most relevant savings records.
✅ Ensure Savings Are Linked – Where applicable, link savings records to supplier contracts for better tracking.
✅ Export Data for Analysis – Use the export function to generate detailed reports on cost savings.

Additional Resources

📌 Related User Guides:

• How Does Savings Management Work In oboloo? – Complete end-to-end guide on savings management

• Managing Savings Milestones – How to track and update savings progress.

• How Are Savings Calculated In oboloo? – The complete guide to how savings are calculated

• Adding & Editing Configurations – How to manage configurations

• Creating & Managing Custom Fields - How to easily add custom fields

• Customizing Table Views - How to add and remove columns when viewing tables

• Sorting, Filtering & Exporting Tables - How to manage tables notifications. oboloo