Benefits Realization & Value Leakage Dashboard
Premium
A premium Excel workbook and offline web app that tracks benefits realization across initiatives and portfolios. Paste monthly benefit snapshots into one table and instantly see realized value.
What you receive
Excel workbook (Demo + Blank)
Benefits Data Input Template with field guide
Offline HTML app
Quick-start guide (8 pages)
The problem. Benefits registers are usually spreadsheets of hope: targets entered once, updated inconsistently, summed across months, with delays and losses mixed together. Leadership sees a single "on track" number until the value has gone.
What this product does.
Uses only the latest valid snapshot per benefit for current KPIs — history drives trends and is never double-counted.
Separates timing gap (behind plan, not lost) from forecast leakage (target minus forecast) and splits leakage into recoverable and unrecoverable.
Keeps non-financial benefits in counts and health status but never adds them to currency totals.
Shows Insufficient Data instead of silently assuming zero or perfect performance.
Ranks every benefit needing action by recoverable value, leakage, severity and overdue days, and recommends one of 12 transparent interventions (Accelerate Adoption, Fix Process, Improve Data, Resolve Technology, Strengthen Ownership, Reforecast, Rescope, Escalate, Validate, Pause, Stop, Monitor) with the decision required.
Writes a live executive insight sentence — no external AI service.
Two ways to use it. The Excel workbook (four sheets, each fitting a standard laptop width) for governance packs, and a single-file offline HTML app for workshops and quick analysis — load the demo, upload the completed Excel template, or enter data directly.
