Best Practices - Use cases

The calculation macro is pretty simple, but it can answer a lot your questions. The goal is to help you build data-driven documentation to help you lead your projects to their goal.

Use Cases

Project Budget Tracking

• Scenario: You’re managing a project and need to track expenses against the budget.

• Calculation Example:

  • Total Budget = 25,000

  • Expenses = 6,400 + 2,750 + 1,980

  • Remaining Budget = Total Budget - Expenses

• How Yogi Helps:

  • Store Total Budget as a variable and update only the expenses. All budget-related pages, dashboards, and reports update instantly.

Sprint Velocity & Forecasting

• Scenario: Agile teams want to predict completion time based on past performance.

• Calculation Example:

  • Average Velocity = (Sprint1 Points + Sprint2 Points + Sprint3 Points) / 3

  • Estimated Sprints to Finish = Remaining Points / Average Velocity

• How Yogi Helps:
  Use macros to calculate velocity dynamically, embed results in sprint reports, and reuse variables across project dashboards.

ROI Calculation for a Marketing Campaign

• Scenario: Marketing wants to quickly check campaign profitability.

• Calculation Example:

  • ROI (%) = ((Revenue - Campaign Cost) / Campaign Cost) * 100

• How Yogi Helps:
  Enter campaign cost and revenue once, and all ROI references in multiple pages update in real time.

KPI Dashboard for Operations

• Scenario: Operations tracks monthly KPIs like defect rate and on-time delivery.

• Calculation Example:

  • Defect Rate (%) = (Defects / Total Units) * 100

  • On-Time Rate (%) = (On-Time Deliveries / Total Deliveries) * 100

• How Yogi Helps:
  Use formulas in Confluence tables to display KPIs for each month and automatically roll them up to a yearly summary.

Resource Utilization in a Team

• Scenario: HR or management needs to know workload distribution.

• Calculation Example:

  • Utilization (%) = (Hours Worked / Available Hours) * 100

• How Yogi Helps:
  Store Available Hours as a variable per role, reuse it across all team reports, and embed results in planning templates.

Financial Forecasting

• Scenario: Finance wants to predict the next quarter’s revenue.

• Calculation Example:

• Forecast = Current Quarter Revenue * (1 + Growth Rate)

• How Yogi Helps:
  Keep Growth Rate as a global variable so adjusting it updates all forecast pages instantly.

Feel like we’re missing some use cases ?

Please feel free to reach out on the support and share your feedback: support.requirementyogi.com.