Interactive benchmarking system

• US 20040032420A1
• Filed: 10/23/2002
• Published: 02/19/2004
• Est. Priority Date: 08/13/2002
• Status: Abandoned Application

• Current Assignee: PricewaterhouseCoopers LLP (Pricewaterhousecoopers International Limited)
• Original Assignee: PricewaterhouseCoopers LLP (Pricewaterhousecoopers International Limited)
• Inventors: Earley, David F., Ward, Graham D., Allen, Bradley J.
• Application Number:
  US10/278,244
• Publication Number:
  US 20040032420A1
• Time in Patent Office: Days
• US Class Current: 345/700
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

In response to receiving user input specifying a dataset and a display format, an interactive benchmarking system displays aggregated benchmark data based on the specified dataset and display format. The benchmarking data may include, for example, financial or operational data. Users may access the data sets selectively and use the data as a basis of comparison to provide benchmarks of a particular organization'"'"'s operational and financial performance.

Claims

1. A method comprising:

receiving, in a computer system, user input specifying a dataset and a display format; and

displaying aggregated benchmark data based on the received user input specifying the dataset and the display format.

2. The method of claim 1 wherein the benchmark data comprises financial or operational data.

3. The method of claim 1 including:

receiving user input specifying a dataset corresponding to a particular industry; and

displaying aggregated benchmark data for the particular industry in the specified display format.

4. The method of claim 1 including:

receiving user input specifying a dataset corresponding to a particular geographical area; and

displaying aggregated benchmark data for the particular geographical area in the specified display format.

5. The method of claim 1 including:

receiving user input specifying one or more metrics; and

displaying benchmark data for the specified one or more metrics in the specified display format.

6. The method of claim 1 including:

receiving user input specifying one or more revenue ranges; and

displaying benchmark data in the specified display format for companies having an annual revenue in the specified one or more revenue ranges.

7. The method of claim 1 including:

receiving user input specifying one or more revenue ranges and one or more metrics; and

displaying benchmark data in the specified display format for the specified one or more metrics based on companies having an annual revenue in the specified one or more revenue ranges.

8. The method of claim 7 including displaying benchmark data separately for each metric in each of the specified one or more revenue ranges.

9. The method of claim 1 including:

receiving user input specifying whether to display the benchmark data in a table or chart format; and

displaying the benchmark data in the format specified by the user input.

10. The method of claim 1 including:

receiving user input specifying a type of chart in which to display the benchmark data; and

displaying the benchmark data in the type of chart specified by the user input.

11. The method of claim 10 including:

receiving user input indicating whether the benchmark data should be displayed as three-dimensional; and

displaying the benchmark data in accordance with the user input indicating whether the benchmark data should be displayed as three-dimensional.

12. The method of claim 1 including:

receiving user input specifying a revenue range and a metric and further specifying at least one segment of benchmark data for that metric and revenue range; and

displaying the specified at least one segment of benchmark data for the specified metric based on companies having an annual revenue in the specified revenue range.

13. The method of claim 1 including:

receiving, in the computer system, data representing financial or operational performance of a particular entity;

executing at least one arithmetic or statistical formula to identify a potential omission or error in the received data; and

displaying a message indicating a potential omission or error in the received data.

14. The method of claim 1 including:

receiving, in the computer system, data representing financial or operational performance of a particular entity;

validating the received data; and

incorporating the received data into an aggregated benchmark dataset available for display to a user.

15. The method of claim 1 including displaying financial or operational data for a particular entity together with the aggregated benchmark data.

16. The method of claim 1 including exporting the displayed data to a spreadsheet.

17. The method of claim 1 including:

displaying financial or operational data for a particular entity together with the aggregated benchmark data;

exporting the displayed data to a spreadsheet; and

displaying an indicator on the spreadsheet indicating relative values between the particular entity and the aggregated benchmark data with respect to a particular metric.

18. The method of claim 17 wherein displaying an indicator on the spreadsheet includes displaying color-coded indicator.

19. The method of claim 17 wherein displaying an indicator on the spreadsheet includes displaying a positional box.

20. The method of claim 17 including displaying a directional arrow on the spreadsheet to indicate a direction in which the entity should try to move with respect to a particular metric.

21. The method of claim 17 including displaying a color-coded symbol on the spreadsheet to indicate how far the entity is from a desired value with respect to a particular metric.

22. An article comprising a machine-readable medium storing machine-executable instructions that, when applied to a machine, cause the machine to display aggregated benchmark data for a particular dataset in a specified display format in response to user input specifying the dataset and the display format.

23. The article of claim 22 wherein the benchmark data comprises financial or operational data.

24. The article of claim 22 including instructions that, when applied to the machine, cause the machine to display aggregated benchmark data for a particular industry in the specified display format in response to user input specifying the industry and the display format.

25. The article of claim 22 including instructions that, when applied to the machine, cause the machine to display aggregated benchmark data for a particular geographical area in the specified display format in response to user input specifying the geographical area and the display format.

26. The article of claim 25 including instructions that, when applied to the machine, cause the machine to display aggregated benchmark data for a specified one or more metrics in response to user input specifying the one or more metrics.

27. The article of claim 22 including instructions that, when applied to the machine, cause the machine to display aggregated benchmark data in the specified display format for companies having an annual revenue in one or more revenue ranges in response to user input specifying the one or more revenue ranges.

28. The article of claim 22 including instructions that, when applied to the machine, cause the machine to display aggregated benchmark data in the specified display format for one or more metrics based on companies having an annual revenue in the specified one or more revenue ranges in response to user input specifying the one or more revenue ranges and the one or more metrics.

29. The article of claim 28 including instructions that, when applied to the machine, cause the machine to display benchmark data separately for each metric in each of the specified one or more revenue ranges.

30. The article of claim 22 including instructions that, when applied to the machine, cause the machine to display the benchmark data in either a table or chart format in response to user input specifying the display format.

31. The article of claim 30 including instructions that, when applied to the machine, cause the machine to display the benchmark data in a type of chart specified by the user input.

32. The article of claim 31 including instructions that, when applied to the machine, cause the machine to display the benchmark data in accordance with user input indicating whether the benchmark data should be displayed as three-dimensional.

33. The article of claim 32 including instructions that, when applied to the machine, cause the machine to display a specified segment of aggregated benchmark data for a specified metric based on companies having an annual revenue in a specified revenue range in response to user input specifying the segment, the metric and the revenue range.

34. The article of claim 22 including instructions that, when applied to the machine, cause the machine to:

execute at least one arithmetic or statistical formula to identify a potential omission or error in response to receiving data representing financial or operational performance of a particular entity; and

display a message indicating a potential omission or error in the received data.

35. The article of claim 22 including instructions that, when applied to the machine, cause the machine to:

validate received data representing financial or operational performance of a particular entity; and

incorporate the received data into an aggregated benchmark dataset available for display to a user.

36. The article of claim 22 including instructions that, when applied to the machine, cause the machine to display financial or operational data for a particular entity together with the displayed aggregated benchmark data in response to a user request.

37. The article of claim 22 including instructions that, when applied to the machine, cause the machine to export the displayed data to a spreadsheet in response to a user request.

38. The article of claim 22 including instructions that, when applied to the machine, cause the machine to:

display financial or operational data for a particular entity together with the displayed aggregated benchmark data;

export the displayed data to a spreadsheet; and

display an indicator on the spreadsheet indicating relative values between the particular entity and the aggregated benchmark data with respect to a particular metric.

39. The article of claim 22 including instructions that, when applied to the machine, cause the machine to:

display a color-coded indicator on the spreadsheet to indicate relative values between the particular entity and the aggregated benchmark data with respect to a particular metric.

40. The article of claim 22 including instructions that, when applied to the machine, cause the machine to:

display a positional box on the spreadsheet to indicate relative values between the particular entity and the aggregated benchmark data with respect to a particular metric.

41. The article of claim 22 including instructions that, when applied to the machine, cause the machine to:

display a directional arrow on the spreadsheet to indicate a direction in which the entity should try to move with respect to a particular metric.

42. The article of claim 22 including instructions that, when applied to the machine, cause the machine to:

display a color-coded symbol on the spreadsheet to indicate how far the entity is from a desired value with respect to a particular metric.

43. An apparatus comprising:

a display;

a user input device;

a processor coupled to the display and the user input device; and

a machine-readable medium coupled to the processor, the machine-readable medium storing machine-executable instructions that, when applied to the processor, cause the processor to display on the display aggregated benchmark data for a particular dataset in a specified display format in response to user input specifying the dataset and the display format.

44. The apparatus of claim 43 wherein the benchmark data comprises financial or operational data.

46. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display aggregated benchmark data for a particular geographical area in the specified display format in response to user input specifying the geographical area and the display format.

47. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display aggregated benchmark data for a specified one or more metrics in response to user input specifying the one or more metrics.

48. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display aggregated benchmark data in the specified display format for companies having an annual revenue in one or more revenue ranges in response to user input specifying the one or more revenue ranges.

49. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display aggregated benchmark data in the specified display format for one or more metrics based on companies having an annual revenue in the specified one or more revenue ranges in response to user input specifying the one or more revenue ranges and the one or more metrics.

50. The apparatus of claim 49 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display benchmark data separately for each metric in each of the specified one or more revenue ranges.

51. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display the benchmark data in either a table or chart format in response to user input specifying the display format.

52. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display the benchmark data in a type of chart specified by the user input.

53. The apparatus of claim 52 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display the benchmark data in accordance with user input indicating whether the benchmark data should be displayed as three-dimensional.

54. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display a specified segment of aggregated benchmark data for a specified metric based on companies having an annual revenue in a specified revenue range in response to user input specifying the segment, the metric and the revenue range.

55. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

execute at least one arithmetic or statistical formula to identify a potential omission or error in response to receiving data representing financial or operational performance of a particular entity; and

display a message indicating a potential omission or error in the received data.

56. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

validate received data representing financial or operational performance of a particular entity; and

incorporate the received data into an aggregated benchmark dataset available for display to a user.

57. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display financial or operational data for a particular entity together with the displayed aggregated benchmark data in response to a user request.

58. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to export the displayed data to a spreadsheet in response to a user request.

59. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

display financial or operational data for a particular entity together with the displayed aggregated benchmark data in response to a user request;

export the displayed data to a spreadsheet in response to a user request; and

display an indicator on the spreadsheet indicating relative values between the particular entity and the aggregated benchmark data with respect to a particular metric.

60. The apparatus of claim 59 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

display a color-coded indicator on the spreadsheet to indicate relative values between the particular entity and the aggregated benchmark data with respect to a particular metric.

61. The apparatus of claim 59 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

display a positional box on the spreadsheet to indicate relative values between the particular entity and the aggregated benchmark data with respect to a particular metric.

62. The apparatus of claim 59 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

display a directional arrow on the spreadsheet to indicate a direction in which the entity should try to move with respect to a particular metric.

63. The apparatus of claim 59 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

display a color-coded symbol on the spreadsheet to indicate how far the entity is from a desired value with respect to a particular metric.

64. The apparatus of claim 43 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

provide an analysis for a hypothetical scenario based on user input specifying a hypothetical value for a metric or business driver.

65. The apparatus of claim 64 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

display a screen on the display to allow an administrator to add or delete available metrics for use in the hypothetical analysis.

66. The apparatus of claim 64 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to:

display a screen on the display to allow an administrator to define relationships between business drivers and metrics for use in the hypothetical analysis.

45. The apparatus of claim 45 wherein the machine-readable medium includes instructions that, when applied to the processor, cause the processor to display on the display aggregated benchmark data for a particular industry in the specified display format in response to user input specifying the industry and the display format.