Reporting is a core part of making benefits and value visible in Wovex. Each Wovex reporting tool has been built to help you make value real, whether you are looking for a quick chart, exploring details behind your Tracking Data, producing formal governance reports or modelling multiple years of financial and non-financial benefits.
This guide explains when to use Dashboards, Visualisations, Workbooks or BI Reports, what each option is designed for and the strengths of each approach.
Dashboards
Best for: Regular, formal governance reporting
Plans: Enterprise Plan
Dashboards help you make value real in structured governance. They are designed for monthly or quarterly reviews, formal Monitoring and Evaluation cycles and clear RAG-based summaries that leaders can trust.
Dashboards use the Tracking Data and objects you already have in your Workspace. They give you a repeatable view of performance for each period and provide a snapshot that remains unchanged once calculated.
What Dashboards are for
Use Dashboards when you need:
A consistent, repeatable structure for leadership reporting
RAG Status for each Measure against its Forecast
Trend indicators showing change from one period to the next
Thresholds and tolerances that you can define with Advanced Data Management
Snapshots you can return to in later meetings
Multiple variations of the same report for different groups or regions
Clarity for decision-making and assurance reviews
Dashboards are designed for clarity and comparability. They are not intended for exploratory analysis but allow drilling into Tracking Data when you need to see detail during reviews.
Types of Dashboard
Dashboards let you present the same information in different modes:
Value Impact Dashboard
Shows movement in benefit measure values between periods and trend arrows with simple quick-start creation.Status Impact Dashboard
Shows whether performance is within tolerance of forecast benefit delivery and how RAG Status and trends compares across Initiatives.Portfolio Impact Dashboard
Summarises Status Dashboards for programmes or portfolios with combined RAG Status and trend indicators.
You can copy a dashboard and switch modes so you can tell different performance stories using the same underlying data.
When Dashboards are ideal
Monthly and quarterly governance reviews
Highlighting RAG Status and trends
Portfolio and programme reporting
Monitoring and Evaluation frameworks
Standardised reporting across multiple teams
Assurance and gateway reviews
Visualisations
Best for: Quick insight and flexible, ad hoc analysis
Plans:
Advanced → Tracked Measure Visualisation and Benefit Visualisation
Enterprise → all Visualisations plus Cost–Benefit (BCR) Visualisation
Visualisations help you make value real instantly. They provide fast, interactive charts and tables without needing to configure a dashboard. They are suitable for any team and any maturity level whenever you want to understand performance or create a quick visual for a discussion.
What Visualisations offer
Visualisations provide:
Instant charts and tables using your Tracking Data
Easy tailoring of layouts and graphs
Filters for time and the six category fields
Minimal setup
Flexible exploratory views before moving to dashboards or business cases
Shareable, lightweight reporting
Helpful early-stage insight for teams who are still building out their data
Useful drill-down for mature teams who want a quick answer
If you need a chart right now, a deeper look at a single Benefit or insight into an individual Measure, Visualisations are usually the fastest option.
Relationships required
Visualisations work as soon as:
A Benefit to Measure relationship exists
An Initiative to Measure and an Initiative to Benefit relationship exists (created automatically by Start Tracking)
Use Connection Explorer to check or repair missing links with Scan and Fix.
Types of Visualisation
Tracked Measure Visualisation
A deep dive into one tracked measure. Perfect for exploring what is driving performance.Benefit Visualisation
Shows all Measures contributing to a Benefit. Useful for performance summaries.Cost–Benefit (BCR) Visualisation (Enterprise)
Calculates the ratio of financial benefits to costs for selected Measures. Supports exclusions and configurable artwork. Does not adjust for time value of money.
When Visualisations are ideal
Quick insight without setup
Creating charts for slide decks
Exploring changes before building a dashboard
Understanding contributions to a Benefit
Investigating anomalies or unexpected movements
Collaborative conversations or informal reviews
Visualisations provide fast answers. Dashboards provide structured governance.
Workbooks
Best for: Multi-year financial modelling, business cases and scenario analysis
Plans: Enterprise Plan
Workbooks help you make value real over time. They bring spreadsheet-like modelling directly into Wovex so you can analyse costs, benefits and value over multiple years with consistent logic and no disconnected spreadsheets.
Workbooks support both financial and non-financial analysis and help teams prepare business cases, explore scenarios and produce long-term value assessments.
What Workbooks offer
Workbooks allow you to:
Create spreadsheets (Workbooks) with multiple Worksheets
Use Financial Assist to generate complete financial analysis sheets in one minute
Model years of costs and benefits
Automatically calculate key financial ratios such as ROI, NPV, Payback Period and BCR
Build customised Sheets for your own analysis
Use Actuals, Forecasts, Baselines or Targets in your modelling
Download Worksheets with formatting for sharing
Workbooks can be used alongside Dashboards and BI Reports to give a full picture of value.
Financial Workbooks
Financial Workbooks allow you to automatically generate a full financial analysis Sheet by answering a few setup questions:
Select the number of years
Choose Costs and Benefits categories
Add Tracked Measures to rows
Select financial ratios to calculate
Adjust discount rate and currency as needed
The resulting sheet includes:
Costs
Benefits
Cashflow
Cumulative values
Discounted values
Key ratios such as ROI, NPV, BCR and Payback Period
You can then copy Sheets to create variations for scenario testing, such as best-case or worse-case.
Scenario analysis
Each Sheet allows:
Row-level percentage adjustments
Scaling of currency values
Individual adjustments for exchange rates
Copying of Sheets for scenario variants
This is perfect for business case comparisons.
Custom Workbooks
You can create your own Worksheets with:
Any number of rows and columns
Manual or calculated values
Financial and non-financial measures
Headers, blank rows and custom formatting
Narrative text for interpretation
Custom formulas such as sums, averages, differences or ratios
These are ideal for non-financial modelling and bespoke analyses.
BI Reports (Wovex BI)
Best for: Enterprise analytics, self-service reporting and high-level summaries
Plans: Enterprise Plan (BI Reporting)
Wovex BI helps you make value real at scale. It enables rapid, templatized BI reporting without requiring Power BI skills and gives teams on-demand access to interactive, automatically updated insights.
BI Reporting provides a powerful middle ground between Dashboards and full Power BI modelling.
What Wovex BI offers
Complete insights
A single, centralised source of truth
AI-powered summaries that highlight important insights
Standard templates that provide trusted, repeatable outputs
Clear reporting on benefits realisation and progress
Fast creation
Pick a template and generate a report in minutes
No BI experience required
Automated formatting and narratives
Easy re-use of templates for recurring reports
AI-supported analysis for anomalies and trends
Enable self-service
Users can generate reports on demand
Reduces bottlenecks on analysts or PMOs
Consistent outputs across teams
Interactive insights for better decisions
Wovex BI is ideal for organisations that want powerful analytics without building reports from scratch.
Summary: Which option should I choose?
Tool | Best for | Strength | Plan |
Dashboards | Governance reporting | RAG Status, trends, repeatable snapshots | Enterprise |
Visualisations | Quick insight | Fast charts, ad hoc analysis | Advanced + Enterprise |
Workbooks | Multi-year modelling | Financial and non-financial projections | Enterprise |
BI Reports | Enterprise analytics | Template-driven BI reporting with AI summaries | Enterprise |
Decision guide
Choose Dashboards if you need structured, repeatable governance reporting.
Choose Visualisations if you need fast, flexible insight with no setup.
Choose Workbooks if you need multi-year financial or scenario modelling.
Choose BI Reports if you need powerful, templated reporting and self-service analytics.
Together, these tools help you make value real from every angle — operational, financial, analytical and strategic.
Which Reporting Option Suits Your Needs?
Wovex offers several reporting options to help you make value real from quick visual insights, to structured governance dashboards, to ready-made BI reporting packs.
Each option supports a different job to be done, depending on:
The maturity of your data
How quickly you need insights
Whether the output must be repeatable for governance
How much tailoring you want to apply
The type of value story you want to tell
Use this guide to understand which reporting tool is right for you today, and what you need in place to get the most out of it.
1. Visualisations — Fast Exploration and Immediate Insight
Visualisations are designed for quick analysis and flexible exploration, without predefined structure.
They help you understand your Tracking Data at any time, from early discovery through mature delivery.
The first two Visualisations are available with Advanced Plans whereas all other reporting is only available with an Enterprise Plan.
Visualisations help you:
See real-time charts and tables
Analyse one Benefit, Measure or Initiative in depth
Select between charts instantly (bar, line, pie, tables)
Filter by the six Benefit and Measure categories
Explore performance across any time period
Review supporting data behind values
Save favourites or share with colleagues
Visualisations require almost no setup. As long as relationships and Tracking Data exist, they work immediately.
Visualisation Types (What’s Available)
Tracked Measures Visualisation
Shows how one Measure is performing across multiple Initiatives using line and bar charts.
Benefit Visualisation
Displays all Measures contributing to a Benefit, with charts and tables for totals and trends.
Benefit for Cost Analysis (Enterprise Plan Only)
Shows Forecast and Actual Benefit–Cost Ratios (BCR), Total Costs, Total Benefits and Net Gain.
Ideal for reviewing financial attractiveness at a glance.
2. Dashboards — Structured Governance and Performance Reporting
Dashboards provide snapshots you can trust, designed for governance cycles such as monthly performance reviews, quarterly reviews, portfolio boards, and leadership reporting.
Dashboards help you:
Compare initiatives side-by-side
See RAG Status and Trend indicators
Understand performance against Forecasts and tolerances
View Measures, Benefits and Goals in a structured hierarchy
Use consistent calculations and repeatable layouts
Drill down in meetings to inspect Tracking Data
Produce audit-ready, decision-ready summaries
Dashboards are ideal when you need clarity, consistency, and comparability.
Dashboard Templates (What’s Available)
Value Impact Dashboard (Quick Start)
“Are we delivering more or less value?”
Easiest to configure using the Quick Start
Compares Actuals between two periods
Shows value, movement and direction of change as trend arrows
Effort required: Low
Status Impact Dashboard (Dash 1)
“Are we improving or slipping?”
Detailed RAG statuses
Trend indicators for each Measure
Live comparison of Actual vs Forecast
Columns represent initiatives or grouped initiatives
Effort required: Medium–High
Portfolio Impact Dashboard (Dash 2)
“Where are we strong or at risk?”
Summaries across programmes or themes
Aggregated RAGs for key and non-key Outcomes
Shows performance shifts since the previous period
Effort required: High
3. BI Reports — Structured Reporting Made Fast
BI Reports provide ready-made templates that generate clear, consistent reporting packs in minutes.
They sit between Dashboards (high structure) and Visualisations (high flexibility), giving you structured reports with almost no setup.
Use BI Reports when you need:
A professional, templated report with minimal effort
Clear financial or non-financial summaries
Repeatable outputs for teams or senior leaders
Self-service reporting without BI expertise
Fast turnaround for value and performance insights
BI Reports give you:
A single trusted source of truth
Consistent formats for all users
Automated chart and table layouts
AI-powered summaries (where available)
Quick access to narrative-ready performance stories
BI Report Templates (What’s Available)
One Measure Totals
Shows the total value of a single Measure across many Initiatives.
Includes a bar chart per Initiative and a totals table.
Benefits by Year
A stacked chart of Benefits with a summary table of totals for all years.
Net Finances
Shows financial benefits and costs per year, with cumulative totals.
Measures by Year
A stacked chart of Measures with yearly totals.
(Coming soon)
One Measure Analysis
Shows Measure totals across Initiatives as a pie chart, bar chart and table.
Success Summary
Displays three key Measures with narrative text for context.
Feature Comparison Table
Criteria | 1. Visualisations | 2. Dashboards (Dash 1, Dash 2, Value Impact Dashboard – Quick Start) | 3. BI Reports | 4. Workbooks |
Best for | Instant exploration and early insight | Structured, repeatable governance reporting | Fast templated reports for stakeholders | Financial modelling, totals and scenario analysis |
Main value | Real-time charts, filters and flexible layouts | Clear RAG + Trends, consistent snapshots | Automated summaries, reusable templates | Cashflow, NPV, ROI, BCR, multi-year views |
When to use | As soon as tracking starts | Monthly/quarterly reviews, leadership packs | When you need polished reports quickly | Business cases, forecasting, “what if” scenarios |
What you see | Charts, tables, filters across six categories | Goals → Benefits → Measures, initiative columns | One Measure Totals, Benefits by Year, Initiative Status, etc. | Spreadsheet-style worksheets, ratios & dashboards |
Interactivity | Highly interactive, exploratory | Drill into Tracking Data during reviews | Generate on demand; light customisation | Edit rows/columns, adjust scenarios freely |
Setup required | Low — relationships + tracking | Medium–High (Value Impact Dashboard Quick Start = Low) | Moderate — clearer data gives better summaries | Low–Moderate — Financial Assist builds sheets automatically |
Prerequisites | Benefit ↔ Measure, Start Tracking auto-links Initiatives | Benefit ↔ Measure ↔ Goal, Initiative grouping, RAG thresholds | Clean measure names, correct relationships | Financial Measures flagged, tracked values available |
Output style | Live, dynamic, exploratory | Fixed snapshot once calculated | Narrative + visuals + AI summaries | Rows, columns, totals and ratios per worksheet |
Speed to value | Fastest | Medium (Value Impact Dashboard = Fastest Dashboard) | Fast | Fast — ready-made financial sheets in minutes |
Skill required | Very low | Low–Moderate | Very low | Low–Moderate |
Plan availability | Advanced (Tracked/Benefit) + Enterprise (BCR) | Enterprise | Enterprise | Enterprise |
Templates included | Tracked Measures, Benefit, BCR (Enterprise) | Dash 1 (Status Impact), Dash 2 (Portfolio Impact), Value Impact Dashboard (Quick Start) | One Measure Totals, Benefits by Year, Value Delivered vs Expected, Initiative Status, Key Measures | Financial Worksheets, Manual Sheets, Scenarios |
Great for | PMs, analysts, change teams | BRMs, portfolio leaders, governance boards | Exec briefings, programme updates | Finance teams, PMOs, investment committees |
What You Need in Place (Prerequisites for Each Reporting Type)
To avoid duplication across articles, these prerequisites summarise what each report type needs based on:
Your situation
The data you have today
How quickly you need results
Whether you want repeatability or exploration
Shared essentials (required for all report types)
Every reporting option in Wovex requires two core ingredients:
1. A Benefit ↔ Measure relationship
This tells Wovex which Measures contribute to which Benefits.
2. An Initiative ↔ Benefit ↔ Measure chain
Visualisations and Dashboards depend on this chain being complete.
Start Tracking creates these Initiative relationships automatically.
Dashboards (Status, Portfolio, Value Impact)
Dashboards require:
Benefit ↔ Measure relationships
Initiative ↔ Benefit and Initiative ↔ Measure relationships
Tracking Data for the date ranges you want to compare
RAG thresholds (for Dash 1 & 2)
Grouped initiatives (if comparing phases or programmes)
Clear column ordering
Defined Forecast and Baseline values (Value Impact, Status Impact)
Effort level: Medium–High (except Quick Start)
Visualisations
Visualisations require only:
Benefit ↔ Measure
Initiative ↔ Benefit
Initiative ↔ Measure
Some Tracking Data
Effort level: Low
BI Reports
BI Templates require:
At least one populated Measure
Correct relationships
Tracking Data for selected date ranges
They do not require:
RAG thresholds
Initiative grouping
Display configuration
Effort level: Low
Summary: How to Choose the Right Report Today
Choose Dashboards when you need structured, repeatable, governance-ready reporting with RAG and trend analysis.
Choose Visualisations when you want fast insight, exploration, or early-stage analysis with minimal setup.
Choose BI Reports when you need templated reporting packs you can produce quickly, without configuration, for regular communication or leadership updates.
All three options work together to help you make value real, whether you’re exploring data, preparing insights or presenting performance.