Savings Distribution is one of the features of the Kaizen module. It lets you define how the savings from a Kaizen are shared among the people assigned to it.
Watch the video walkthrough (runtime 1:21).
The financial or resource savings a Kaizen generates are distributed as percentages among the Kaizen team: the Lead, Sponsor, Coach and Team Members. This recognizes and rewards each person's contribution to the improvement. To learn how to reach the features menu, see Navigating inside the parent menu in Kaizen module.
How it works
When a Kaizen is created, you can assign a Lead, Coach, Sponsor and Team Members in its information fields. See How to add and edit fields while creating a Kaizen.
As the Kaizen is implemented, it records targets, savings and losses. The savings data is what Savings Distribution uses.
Each person's share is a percentage of the Kaizen's total savings. Your team can agree the split, or base it on the situation or goal.
This is what a typical Savings Distribution dashboard looks like:
Good to know
Savings Distribution is optional. Use the On/Off toggle to turn it on or off.
In the Result section of a Kaizen, each savings entry can be set to Active or Inactive. This controls which savings are reflected in results.
To set up a default distribution, see How to distribute savings by default in a Kaizen?