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Workspace: Focus 80/20 · Organization: Active profile

Generate Insights

Select scope and period first. Insight availability and coverage checks will evaluate these selections.

Scope

Period Year

Period Quarter

Opportunity Map

What's Next

Roll Up

Coverage by Period

Audit completeness by canonical period (YYYYQ#). Wrong-period records are visible but excluded from aligned counts.

Periods

Scope Level

Analysis Type

Wrong-period / mismatched records

Coverage by Scope

Audit completeness by organization hierarchy. Missing, unassigned, wrong-level, and wrong-period statuses are separated; Impact Assessment records remain visible as managed outputs.

Periods

Analysis Type

Coverage by Analysis Type

Audit completeness by analysis type with period/scope distributions and unassigned bucket.

Periods

Scope Level

Saved Analyses

Browse saved QQ / QQ Compare / RTG / Customer Cleanup / Impact Assessment / Zero-Up / Measurement analyses across scope and period.

Analysis Type

Scope

Period

Unassigned only

Upload

Upload a CSV or Excel file to begin your 80/20 analysis workflow.

Select File Method:

Local Files Slack API

Choose a CSV or Excel file (2.1 GB max)

Upload...

Paste the URL of your CSV or Excel file

Configure

Map your columns and ranking rules before running the analysis.

Name this data set:

Display monetary values in:

Ranking Method:

Numeric Variables

Revenue (Required):

Cost (Optional):

Margin (Optional):

Quantity Sold (Optional):

Customer Variables

Customer (one or more fields, Required):

Optional: Select additional Customer columns

Product Variables

Product (one or more fields, Required):

Optional: Select additional Product columns

Filter Data (optional)

Filter Column:

Operator:

Filter Values:

Filter Value:

Validate

Review completeness checks and confirm the dataset is ready for configuration.

Configuration Summary

Review the charts and summaries to interpret the 80/20 results.

Customer Quartile

Product Quartile

Customer Pareto

Customer Tornado

Customer Rankings

Product Pareto

Product Tornado

Product Rankings

Save

Save this analysis first, then download or deliver summary, insights, and data exports.

Save Analysis

Download Files

Upload

Upload two QQ Data exports to begin the compare workflow.

Select File Method:

Local Files Slack API

Choose File A (QQ Data export)

Upload...

Choose File B (QQ Data export)

Upload...

Paste the URL of File A (CSV or Excel)

Paste the URL of File B (CSV or Excel)

Configure

Confirm the column mappings and labels for the compare run.

File naming:

Label for File A:

Label for File B:

Display monetary values in:

Numeric Variables

Revenue:

Cost:

Quantity Sold:

Customer Variables

Customer:

Optional: Select additional Customer columns

Product Variables

Product:

Optional: Select additional Product columns

Validate

Review the preview and completeness checks before running the compare.

Column Coverage Summary

Configuration Summary

Data Preview (Matching Columns Only)

Data Check (Matching Columns Only)

Compare two QQ Data exports (Download #3)

Bridge

Class Bridge

Promotion/Demotion Detail

Cut-off Bridge

Save

Save this QQ Compare analysis first, then download Compare, Bridge, and Cut-off Bridge exports.

Save Analysis

Download Files

Download Compare Workbook

Upload

Upload a CSV or Excel file to begin your RTG scenario workflow.

Select File Method:

Local Files Slack API

Choose a CSV or Excel file (2.1 GB max)

Upload...

Paste the URL of your CSV or Excel file

Configure

Map your columns for RTG scenarios.

Name this data set:

Display monetary values in:

Config Presets

Export Config

Import Config

Browse...

Account Mapping

P&L Component / Account:

Amount:

Organization Mapping

Group:

Business Unit:

Business Line:

Time Mapping

Year:

Quarter:

Validate Config

Review completeness checks and confirm the dataset is ready for RTG analysis.

Quarter Comparison

Map

Map each row label to an RTG bucket.

Required RTG Buckets with TTM Totals from Mapping

Validate Map

Review Net Sales, Gross Margin, and EBITDA by year.

RTG Analysis

Quarterly RTG metrics for the whole business.

Detected detail level

RTG Ratio Trend

Revenue, Material Margin, and Total Employee Costs

RTG Change Decomposition (First 4 vs Last 4 Quarters)

Save

Save this RTG analysis first, then download or deliver RTG summary outputs and data exports.

Save Analysis

Download Files

Zero-Up Build

Executive scenario builder that combines a saved QQ baseline, a saved RTG baseline, and uploaded payroll/prework assumptions into a From-To summary.

Payroll / Prework Input

Upload the current payroll / prework baseline here. Role counts by Quad are edited inside each segment after upload.

Download Payroll Template

Upload Payroll Template

Browse...

Segment 1 is the canonical workbook pattern. This implementation applies the same interaction pattern to the selected saved-analysis scope and matching payroll upload.

Summary Export

Minimal MVP export follows the app's existing summary-first pattern.

Download Zero-Up Summary

Impact Assessment

Build a first-pass Opportunity Map from one saved QQ analysis and one saved RTG analysis grounded in the workbook structure.

Load Saved Assessment

Saved assessment

Source Analyses

Saved Quad analysis

Saved RTG analysis

Period Ending

Executive EBITDA Bridge

Scenario Assumptions

Display monetary values in:

Growth Assumptions

Market Growth Rate (%)

Quad 1 Growth Rate (%)

Number of Years

Margin Targets

Quad 1 (Quad 1+ %)

Quad 2 (Quad 1+ %)

Quad 3 (Quad 1+ %)

Quad 4 cap (%)

Price Realization

Quad 1

Quad 2

Quad 3

Quad 4

Calculations refresh automatically as assumptions change.

Save Analysis

Analysis name

Save mode

Save to Workspace

Save Unassigned

Scope

Simplification – Quad 4

Start with the safest simplification opportunities first.

Or choose saved QQ analysis

Action Center

Manage created simplification actions.

Status

Owner

Source Type

Risk Layer

Measurement (Bowler)

Manage Organization

Create and maintain organization levels manually. (PR2)

Company Name

Organization Hierarchy

Current Organization

Permissions Admin

User

Role

Scope Type

Scope ID

User

Scope Type

Scope ID

Saved Analysis Artifact Controls

Analysis

Visibility

Share to Role (optional)

Locked

Archived

Share to User (optional)

Upload

Upload a customer dataset, preview the fields, and then build a manual cleanup review queue.

Select File Method:

Local Files Slack API

Choose a CSV or Excel file (2.1 GB max)

Upload...

Paste the URL of your CSV or Excel file

Review

Review every proposed parent-customer mapping before applying it back to the source data.

Customer name column

Search review rows

Show approved rows

Save

Download the cleaned output and the approved mapping asset for reuse in later runs.

Cleaned Dataset

Mapping Table

Review Log