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Wave Success Center by McKinsey

Top recurring revenue initiatives

Transformation leaders need to be able to quickly identify the largest impact initiatives. Wave lets you see this information in real time with quick access to details. Follow the steps below to create a visualization that helps you identify your top recurring revenue initiatives, as illustrated in the image below. 

How to use

  • In a list ordered by highest recurring benefits, you will see your initiatives that have the highest recurring revenues and details such as stage, weekly status, and initiative owner
  • Double click initiatives to see details on the milestones tab and the weekly status tab 
  • Don't see the column showing recurring benefits? You may need to change the column order or show the column, if it is hidden.

To_recurring_benefit_initiatives.png

 

Step-by-step Instructions

1. Ensure you are in list view. If not, navigate to the upper left corner and click on the visualisation type, then select List view from the dropdown. 

Next, click on the filter icon Filter_icon.pngin the upper right corner and select Filter by initiative. Click on Stage (simplified) and uncheck L1, L0 and <not set>. L2, L3, L4 and L5 should be the only stages checked.

TO Top Recurring benefit 1.gif

 

2. Click on the view setting icon View_settings_icon.pngto the left of the filter icon, then click on the sort icon Sort_icon.png. Scroll down and select Recurring benefits. Ensure that the order is Descending.

You may wish to then click on the color icon Color_icon.pngand select Stage (simplified). Click again on the view setting icon to hide the attributes panel from view.

TO Top recurring benefits 2 lg.gif

 

One best practice is to view and update this data weekly. You will want to save your workbook view for future reference. You can also share your saved workbook with others.

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