FW: Playbook tracker....column view and Product Detail

From: Joe Fulmer
Sent: Friday, June 25, 2021 8:39 AM
To: Kaylee Charlton ; Lauren Davis
Cc: Cheryl Weatherford ; Wanda Lane ; Jeremy Washington
Subject: Playbook tracker....column view and Product Detail
Importance: High

Hi Kaylee....two suggestions for PlaybookTracker:

* It looks like there's screen real estate available to widen the all initiatives table to make the Trending Savings visible without scrolling. For me, it's becoming a most powerful tool in helping the client understand what has changed....and is even more relevant for an initiative. One WVU RX initiative was to drive savings, but recent unexpected increases had a small net impact but big trending impact, so WVU has to get on it right away.

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* Right now, to get a SKU level view of which SKUs have had the most impact positive or negative we have to delve into each initiative individually. I think a Product Detail tab across all initiatives is a good idea....because this way, for SKUs the client is focused on, with a click or two they can check to confirm savings are accruing OR more importantly, unexpected price increases are happening. This is similar to the Product Detail tab in ImpactTracker.

All the best,

Joe Fulmer
VP Client Management
jfulmer@broadjumpllc.com
C: 207-242-3234
broadjumpllc.com

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