Total Economic Impact

Chart Test

[CONTENT]

Total Economic Impact

The Value Of Building An Economic Business Case With Forrester

Cost Savings And Business Benefits Enabled By A Forrester Total Economic Impact™ Study

[AssetMonthYear]

Forrester Print Hero Background
M
K
[CONTENT]

How to use this Template Library

This asset is our source of truth for all available tags and styles when building Word-based Source Files for TEI, Dynamic TEI, and TLP digital assets. Use it as your reference when creating new source files to ensure consistency and alignment with approved styles. Please do not remove any existing tags or styles—this document should remain complete so everyone has the same reference point.

Document Setup

Tag Wrapper

Add text later

{TagName} Content {/TagName}
Main content tags

The tag {FullStudy} is a required container for the main static content.

The tag {Calculator} is a required container for the main dynamic content.

SectionCollapsed

Section subtitle
[CONTENT]
SectionNoCollapse

Section title

Section subtitle
Body text

Headers

Toggle Buttons

The tag {HeaderToggle} is a required container for the toggle buttons in the header.

It is required to label the buttons as Read the study and Estimate your ROI for Dynamic Assets

Header

The tag {HeaderTEI} is a required container for the the Hero Header.

Asset Company

Asset Title

Asset Subtitle

Asset Month Year

Text styles

Headings

Heading 1, TEI H1

Heading 2, TEI H2

Heading 3, TEI H3

Heading 4, TEI H4

Heading 5, TEI H5
Heading 6, TEI H6
Cover Page

TEI Cover Page - StudyType

TEI Cover Page Title

TEI Cover Page - Subtitle

TEI Cover Page - MonthYear

Section

TEI Section Subtitle, TEI H5 Subtitle
Body Content

TEI Body Copy

TEI Section Subtitle,TEI Project Team

Tables
TEI Table Title
TEI Table Header TEI Table Header Number
TEI Table Body Copy TEI Table Body Copy Number
TEI Table Footer TEI Table Footer
HTML atrributes

HTML attributes such as alt="" and title=""do not display.

Paragraph break and Soft return

Use Enter for paragraph break.

Lorem, ipsum dolor sit amet consectetur adipisicing elit. Magnam quam modi voluptatibus reiciendis eius, quos sunt dolorem blanditiis.

Voluptates quia recusandae sapiente quaerat!

Use Shift + Enter for soft returns for paragraphs in bullets.

  • Lorem ipsum dolor sit amet consectetur adipisicing elit. Rem ab voluptatem mollitia, eligendi beatae vel, officia modi minima ea unde repudiandae sunt aliquid obcaecati corporis! Facere voluptas quos unde atque.
    Ea consequatur nesciunt, corrupti laboriosam non quaerat tempora ullam expedita. Dicta dolorem facere tenetur maiores deserunt eligendi quasi repellendus, autem atque voluptate.

Callouts

CalloutNumber

Option 1

#

Text content

Option 2

Text content

#

CalloutFullWidth

The tag {CalloutFullWidth} should be used for callouts that have long text

Option 1

#

Text content 

Option 2

Text content 

#

Option 3

#

Text content 

CalloutStatisticBig

{CalloutStatisticBig} is usually used for two Callouts

#

Label text

 

#

Label text

 

[CONTENT]

[CONTENT]

 

[CONTENT]

[CONTENT]

 
KeyStatistics,CalloutStatisticsSmall

#

Label text 

[CONTENT]

#

Label text 

[CONTENT]

#

Label text 

[CONTENT]

#

Label text 

[CONTENT]

Callout Number Increment

# %

Text content

Callout Statistic Number Increment

You can have 2 callouts in {CalloutNumberStatisticIncrement}

# %

Text content

# %

Text Content

Callout Number Increment Green

3 %

Text content

Callout Statistic Number Increment Green

You can have 2 callouts in {CalloutNumberStatisticIncrementGreen}

# %

Text content

# %

Text Content

Left Callout Number Increment

# %

Text content

Left Donut Chart Callout
[CHART DIV CONTAINER]

Text content

Include a visual of the pie chart with the value you want to insert in the {LeftDonutChartCallout}

Greenbox Content

Option 1

 Heading text

Subtitle text

Text content

Option 2

 Heading text

Text content

Text content

Text content

CalloutQuote

“Quote text”

Source text

CalloutQuoteGreen

“Quote text”

Source text

Callout Video
Callout Figure
Figure #

Figure title

Callout Figure example

Figure description text

Caption text

Note

 Note title

Text content

Poll

Poll Checkbox
POLL

Question text

Sub text

Base: Caption text
Source: Caption text

Option 2

POLL

Question text

Sub text

Base: Caption text
Source: Caption text

Callout text

Poll Radio

{PollRadio} is used when there is one option to select.

The max options for {PollRadio} are 10 TEI Body Copy

POLL

Question text

Sub text

Base: Caption text
Source: Caption text

Option 2

POLL

Question text

Sub text

Base: Caption text
Source: Caption text

Callout text

Tables

To create a table use the following table styles: TEI Table Title, TEI Table Header, TEI Table Header Number, TEI Table Body Copy,TEI Table Body Copy Number and TEI Table Footer

TEI Table Title
TEI Table Header TEI Table Header Number
TEI Table Body Copy TEI Table Body Copy number

The following are examples of tables that are normally used.

Example 1

Basic table
Role Industry Region Revenue
Table body text Table body text Table body text #
• Table body text
• Table body text
• Table body text
• Table body text
Table body text #

Example 2

Monetary table
Ref Benefit Source Year 1 Year 1 Year 3
X1 Table body text Table body text # # #
X2 Table body text Table body text # # #
X3 Table body text Table body text # # #
Table Footer: # Table Footer: #

Example 3

New Tech table
Ref Benefit Source Year 1 Year 1 Year 3
X1 Table body text Table body text # # #
X2Low # # #
X2Mid Table body text Table body text # # #
X2High # # #
Table Footer: # Table Footer: #

Bar and Column Charts

Drivers leading to the TEI study investment

Bar Chart

[CHART DIV CONTAINER]

Bar chart category 1
Bar chart category 2
Bar chart category 3
Bar chart category 4
Bar chart category 5

Selectable Series Chart

Click to see data by reigon

[CONTENT]

[CHART DIV CONTAINER]
Messaging silos by product or brand
Messaging silos by channel
Reliance on manual planning for cross-channel orchestration
Conflicting messaging sent

Selectable Series Stacked Chart

Click to see data by reigon

[CONTENT]

[CHART DIV CONTAINER]
Messaging silos by product or brand
Messaging silos by channel
Reliance on manual planning for cross-channel orchestration
Conflicting messaging sent
Legend 1
Legend 2
Legend 3

Selectable Grouped Series Chart – Multi Category

Click to see data by reigon

[CONTENT]

[CHART DIV CONTAINER]
Messaging silos by product or brand
Messaging silos by channel
Reliance on manual planning for cross-channel orchestration
Conflicting messaging sent
Enterprise
Medium
Small

Figure #

Stacked & Grouped Bar Chart (Traditional)

[CHART DIV CONTAINER]
Overall
Financial Services
Travel & hospitality
Collections
Category 1
Category 2
Category 3

Line Chart (New Tech)

[CHART DIV CONTAINER]
Initial Year 1 Year 2 Year 3 Low impact NPV Mid impact NPV High impact NPV PROI of

Column Chart (Classic)

[CHART DIV CONTAINER]
Not interested
Interested but no plans to invest
Planning to invest in the next 12 months
Currently Investing
Invested but no immediate plans to expand

Column Chart (Multi-Color)

[CHART DIV CONTAINER]
Category title
Legend 1
Legend 2
Legend 3
Legend 4

Cash Flow Chart (Risk-Adjusted)

[CHART DIV CONTAINER]
Total costs Total benefits Cumulative net benefits Initial Year 1 Year 2 Year 3

Cash Flow Chart (Risk-Adjusted) Dynamic

[CHART DIV CONTAINER]
Total costs Total benefits Cumulative net benefits Initial Year 1 Year 2 Year 3

Benefits (Three-Year) Dynamic

[CHART DIV CONTAINER]
Improved payroll efficiency Reduction in hourly worker turnover Improved scheduling efficiency Cost savings from retiring legacy systems and processes HR administration time savings

POLL

Question text

Sub text

Base: Caption text
Source: Caption text

Callout text

POLL

Question text

Sub text

Base: Caption text
Source: Caption text

Callout text

Line Charts

Quantified Cost Data As Applied To The Composite
Figure #

Line Chart (New Tech)

[CHART DIV CONTAINER]

Donut and Radial Charts

Quantified Cost Data As Applied To The Composite
Figure #

Donut Chart

[CHART DIV CONTAINER]
Very confident
Confident
Other

Figure #

mini Donut Chart

[CHART DIV CONTAINER]

Mini Donut Charts – 3 (or 4) in a Row

[CHART DIV CONTAINER]
dot bar graphic

70 %

Below a good right party contact rate

[CHART DIV CONTAINER]
dot bar graphic

27 %

Below a good right party contact rate

[CHART DIV CONTAINER]
dot bar graphic

3 %

Below a good right party contact rate

[CHART DIV CONTAINER]
dot bar graphic

41 %

Below a good right party contact rate

Progress Bars

Figure #

Progress Bar Chart

[CHART DIV CONTAINER]
Overall
Financial Services
Travel & Hospitality
Collections

Figure #

Progress Stacked Bar Chart

[CHART DIV CONTAINER]
No plans
Planning to implement in the nex 12 months
Piloting
Implementing/expanding

Financial Summary

Total Benefits
Ref. Benefit Year 1 Year 2 Year 3 Total Present Value
Atr Improved payroll efficiency $0 $0 $0 $0 $1000000
Btr Reduction in hourly worker turnover $0 $0 $0 $0 $5000000
Ctr Improved scheduling efficiency $0 $0 $0 $0 $4000000
Dtr Cost savings from retiring legacy systems and processes $0 $0 $0 $0 $1100000
Etr HR administration time savings $0 $0 $0 $0 $4200000
  Total benefits (risk-adjusted) $0

Glossary

Cash Flow Analysis (Risk-Adjusted)
  Initial Year 1 Year 2 Year 3 Total Present Value
Total costs ($1,428,530) ($1,094,160) ($828,540) ($4,976,630) ($4,450,822) ($1,625,400)
Total benefits $0 $2,004,300 $3,195,000 $4,389,750 $9,589,050 $7,760,670
Net benefits ($1,625,400) $575,770 $2,100,840 $3,561,210 $4,612,420 $3,309,848
ROI           74%
Payback period (months)           18 months
GlossaryItem

{GlossaryItems} is normally used for TEI Framework And Methodology, Glossary and Appendixes sections. {GlossaryItems} supports multiple lines of text,tables and endnotes.

Example 1

Header title

Sub title

Body text

Example 2

Header title

Sub title

Label text

"Hyperlink,” Body text

Example 3

Header title

Sub title

[CONTENT]

[CONTENT]

Table title
Table header Table number header
Table body text Table number text
Table body text Table number text

Example 4

Header title

Sub title

[CONTENT]

X Body text

Print

PrintHeader
PrintFooter
SectionCollapsed-NoPageBreak

Section subtitle
[CONTENT]
SectionNoCollapse-NoPageBreak

Section title

Section subtitle
Body text
[CONTENT]