Good morning, Daniela
Savings command center
FY2026 productivity portfolio across 5 sites — actuals loaded through August 2026, forecasts risk-adjusted by stage confidence.
FY outlook (risk-adj.)
$3.8M
+$375K vs $3.4M target
Pipeline value
$6.8M/yr
41 projects not yet implemented · $3.8M risk-adjusted
Waiting on approval
18 gates
oldest 9 d · $3.9M at stake
Cumulative savings vs target
Hover a month for detail · actuals solid, forecast dotted
Actual
Forecast
Risk-adjusted
Target
Last month
$340K
August actualRun-rate
$4.2M
3-month avg × 12Best month
$368K
JulyMonths on plan
4 of 8
actual ≥ monthly targetSavings Copilot
What changed since the August close
Freight savings trailing forecast
Consolidated LTL lanes Mexicali → Memphis DC is delivering 78% of its approved run-rate for 3 months in a row. Diesel surcharge is the likely driver — consider re-baselining.
Largest approval in the queue
Orthodontic wire annual price agreement 2027 ($624,000/yr) is waiting on Contraloría. Approving this week keeps its Jan start date.
Q3 closing above plan
Implemented projects delivered 104% of the Q3 forecast; Manufacturing and Sourcing carried the quarter.
3 ideas look like proven wins
Carton right-sizing, courier consolidation and supplier-managed MRO match patterns of past projects that closed above estimate.
Ask: “Which sites are behind plan this quarter?”
Stage-gate funnel
Annualized net savings by stage
Confidence applied: D 25% · C 50% · B 75% · A 90% · I 100%
Bridge to FY target
How the year closes if nothing slips
Needs your attention
Auto-detected from gates, dates and actuals
Orthodontic wire annual price agreement 2027Waiting for B approval · $624K/yr
Implant packaging redesign — 30% less PETGWaiting for I approval · $394K/yr
Resource healing abutment to Zenith Steri-PackActuals trailing the approved run-rate
Complaint-driven returns reduction: ceramic bracketActuals trailing the approved run-rate
Overtime reduction in Tijuana DC final packImplementation date Feb 2027 at risk
Top implemented projects
Ranked by 12-month net savings
| Project | Site | Lead | Health | Actual to date | 12-mo net |
|---|---|---|---|---|---|
| Aligner thermoforming scrap reductionPT-0102 · Manufacturing | Mexicali P2 | JB Jordan Blake | On track | $337,953 | $458,326 |
| Bracket resin re-source to dual supplierPT-0101 · Sourcing | Mexicali P1 | PN Priya Nair | On track | $390,283 | $449,546 |
| Renegotiate janitorial contractPT-0164 · SG&A | Querétaro | IM Iván Morales | On track | $336,817 | $336,817 |
| Resource healing abutment to Zenith Steri-PackPT-0132 · Sourcing | Querétaro | JB Jordan Blake | At risk | $160,459 | $334,286 |
| Volume rebate 2026 — Zenith Steri-PackPT-0152 · Sourcing | Querétaro | PN Priya Nair | On track | $53,406 | $303,519 |
| Complaint-driven returns reduction: ceramic bracketPT-0168 · Quality | Mexicali P1 | NI Natalia Ibarra | At risk | $91,698 | $294,726 |
By lever
FY2026 actual + forecast
706 t CO₂e avoided by the same portfolio · Impact