Overview
In Tacto, you can capture and track your procurement team's savings initiatives — from the initial idea through to realisation. Savings findings can be converted directly into savings initiatives; your own initiatives can also be created manually. Two dashboards evaluate results for both the team and management.
What this means in practice: – Savings initiatives are created from findings or entered manually – Multiple findings can be bundled into a single shared initiative – Findings are automatically assigned to the responsible buyer – Two dashboards show procurement's value contribution:
Procurement Achievements (team) and
Savings Impact (leadership)
What problem does this feature solve?
Procurement teams generate savings across many channels — negotiations, tenders, and their own initiatives. Without a central tool, these results end up in parallel spreadsheets that are error-prone and difficult to consolidate.
Tacto serves as the central source of procurement savings: – Reliable figures for the team and management without shadow spreadsheets – All savings sources visible in one place – A solid foundation for C-level reporting and budget planning
How it works
1. Prerequisites
– Access to transactional data in Tacto (users without transactional data access cannot see savings initiatives or dashboards) – Access to the Analytics module
2. Creating savings initiatives
There are two ways to create a savings initiative:
a) From a savings finding
Open an open savings finding.
Click "Start processing".
Choose one of the following options: – "Create new savings initiative" — creates a new initiative – "Link to existing savings initiative" — assigns the finding to an existing initiative (recommended for findings related to the same supplier or initiative)
The initiative is created and the finding is linked.
❗ Note: Savings findings no longer have a separate "In progress" status. They are either accepted (→ savings initiative) or rejected (with a reason). Ongoing work now takes place on the savings initiative itself.
b) Manually, without a prior finding
Navigate to the Opportunities section.
Click "add opportunity".
Fill in the relevant fields: description, status, links (suppliers, categories, items, tasks, people).
Save the initiative.
3. Editing savings initiatives
A savings initiative includes: – Progress status (from idea to realisation) – Flexible description of the initiative – Links to suppliers, categories, items, tenders, negotiations, tasks, and people – Multiple associated findings or components
4. Using the dashboards
Tacto provides two dashboards:
Procurement Achievements (for the procurement team) – Shows savings at the point of realisation – Content: goal attainment, open findings, realised savings by month – Time period: current fiscal year or entire period, selectable
Savings Impact (for leadership and management) – Shows realised savings from the date they take effect, distributed over 12 months – Planned initiatives can optionally be included as estimates – Provides an at-a-glance view of procurement's overall contribution to business performance
Permissions & access
– Users with access to transactional data: full access to savings initiatives and both dashboards – Users without transaction data access (e.g. quality department): no access to savings initiatives, dashboards, or forecasts – No new roles required — the existing data access logic from Analytics applies in the same way
Batch-processing multiple findings into a savings initiative
In the findings table, you can select several related findings and process them into a new or existing savings initiative in a single action.
How to batch-process multiple findings
In the findings table, select the relevant findings using multi-select.
Click bundle into opportunity
Choose between Create new savings initiative or Link to existing savings initiative (closed savings initiatives are not selectable here).
For a new savings initiative, each selected finding is pre-filled as a row with a description; text and assignment can be edited before saving.
Confirm — all selected findings are linked, related suppliers, articles and contracts are linked automatically, and the findings are set to Accepted.
Known limitations
Notes are not currently carried over during batch processing.
Unlinking findings after the fact is not currently possible.
Known limitations
– Cost avoidance vs. cost reduction: A dedicated distinction between the two categories is not currently available. Both types are recorded uniformly. – Price increases: Price increases can be captured and tracked manually; dedicated reporting within the dashboards is limited. – Savings from negotiations: Savings from negotiations must currently be entered manually; direct integration is planned.
Watch the click demo
An interactive click-through demo of findings and savings initiatives is available under the "Savings Findings & Initiatives" tab in our Click Demo Hub. The demo walks through the path from a finding to a savings initiative and shows both overviews (procurement achievements and savings) in context.
Frequently asked questions
Q: What changes for buyers in their daily workflow?
A: Savings findings no longer have an "In progress" status. They are either accepted (→ new or existing savings initiative) or rejected. Ongoing work now takes place on the savings initiative.
Q: When should I choose "Link to existing savings initiative"?
A: Whenever a new finding concerns the same initiative, the same supplier, or the same activity already in progress. This avoids duplicates and keeps the finding in the context of the ongoing work.
Q: Can savings initiatives be created without a prior finding?
A: Yes. Your own initiatives can be created at any time directly in the Savings Initiatives section.
Q: How is the price change calculated for energy prices?
A: For energy prices (electricity, gas), Tacto compares the average of the last 30 days with the average of the prior 30 days. This smooths out individual daily outliers and keeps the displayed change meaningful. Energy prices are highly volatile and can even turn negative — comparing two single days would easily produce skewed or misleading figures.