Savings milestones

Saving milestones - No More CFO Interrogations

Break savings projects into clear, trackable milestones so projections, progress, and realised value are always visible. No guesswork. No awkward explanations. Just savings data that stands up to scrutiny.

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The oboloo way
Phased savings delivery, not wishful totals
Manual and full of gaps

Spreadsheets

One massive "$500k annual savings" number with no monthly breakdown—nobody believes it
Projected and realized mixed together—impossible to tell what's real vs wishful thinking
Editable forever—last month's $50k can become $75k with one cell change and no audit trail
Manual consolidation from multiple sheets—version chaos, formula errors, endless emails
Spend review meetings explaining the spreadsheet, not the savings
Free forever plan available

The oboloo way

Savings broken into phases—monthly, quarterly, or custom—with baseline and reduction per milestone
Savings broken into phases—monthly, quarterly, or custom—with baseline and reduction per milestone
Edit before complete, frozen after—every milestone builds undeniable proof
Automated or custom builders—set up in minutes, then oboloo rolls up totals across all phases
Dashboards that answer the CFO’s questions before they’re asked
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How it works

How savings survive finance review

Milestones turn plans into phased delivery — tracked over time, locked when realised, and defensible under scrutiny.

1
Break savings projects into milestones

Split savings initiatives into logical delivery phases — monthly, quarterly, or contract-based — instead of one inflated headline number.

2
Track savings as projected, not assumed

Each milestone starts as projected, not realised. No early credit. No creative accounting.

3
Realize savings only when delivered

When a milestone is completed, savings are explicitly realised and locked — with optional adjustment if reality differs from the plan.

4
Report without rework

Dashboards automatically reflect:

- Projected savings
- Pipeline savings
- Realised savings

All tied back to the same parent project — no reconciliation meetings required.

Goodbye corrupted spreadsheets.
Hello savings realization.

Track savings the way finance expects — phased, locked, and provable.


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Break savings into milestones

Split big savings claims into monthly, quarterly, or custom milestones so delivery is visible over time — not buried in one headline number.

Lock savings when they’re delivered

Mark milestones as complete to realize savings. Once locked, numbers don’t move — even when spreadsheets would.

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Quick Answers

Savings milestones FAQ's

What is a savings milestone in oboloo?
What’s the difference between projected and realized savings?
Can I edit milestones after creating them?
Can I track cost reduction and cost avoidance separately?
Why use milestones instead of a single savings value?
Can milestones be created automatically?
How does this help with finance review or audit?
How are milestones reflected in dashboards and reports?