Savings dashboard

  • Release version: Yokohama
  • Updated October 29, 2025
  • 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 assess category performance, track potential and realized savings, and oversee project progress from the identification of opportunities to the realization of savings.

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    Key Features

    • Filters: Users can filter data by time, category, business unit, supplier, and team member to focus on specific savings opportunities. The time filter supports predefined and custom date ranges.
    • Realized Savings: Displays total realized savings from completed projects, including hard savings and cost avoidance.
    • Bar Graphs: Visual representations for savings data, including planned savings, hard savings, cost avoidance, and year-over-year realized savings, grouped by category.
    • Ring Charts: Illustrate the count of in-progress pipeline projects segmented by spend category and project state (e.g., Draft, Planned, Work in Progress, Closed Complete).

    Key Outcomes

    By utilizing the Savings dashboard, ServiceNow customers can effectively monitor their procurement activities, make informed decisions about savings strategies, and ultimately enhance their savings realization across all projects. This tool promotes better visibility into project performance and helps identify areas for improvement. Customers can expect a streamlined approach to managing savings opportunities and a clearer understanding of their financial impact.

    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 through 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).