Module 03 · Category Profiling & Spend Analysis

Savings Calculation Methodology

How to Measure and Report Value

There are several ways to calculate savings. Align with your finance team on the applicable methodology before launching the sourcing event.

Savings Calculation Methodologies

  • Historical Savings: New price vs. previously paid price (same specification, same volume). The most credible.
  • Budget Savings: New price vs. budgeted cost. Often used when no historical contract exists.
  • Market Benchmark Savings: New price vs. market average/median. Useful for new categories.
  • Cost Avoidance: Preventing a price increase (e.g., supplier proposes +8%, negotiated down to +3%). Real but harder to validate - document the supplier's initial proposal.
  • TCO Savings: Improvements in quality, logistics, inventory, process costs. The most comprehensive but requires data.
⚠️ Savings Integrity: Never double-count savings. If you report €100K in savings on a category, those €100K must be reflected in the P&L or traceable to a specific cost line. "Paper savings" that don't show up in the financial results destroy procurement credibility faster than anything else.
💡 Best Practice: Report savings from multiple angles - historical, budget, and TCO. Let finance choose which one to publish externally. Always present the methodology alongside the number.
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