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KPI inställningar finnes i menyn för inställningar. Här kan man kalibrera och sätta upp KPI:er som visas i dashboarden i systemet. |
Översikt
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KPI (Key Performance Indicators) är indikatorer som hjälper dig att mäta och hålla koll på din verksamhet och ditt system. Under KPI inställningar kan man sätta upp dessa KPI:er. När man har satt upp en KPI i systemet så kan man sedan hitta denna på dashboarden i systemet. Dashboarden är den sida man välkomnas med när man loggar in i systemet och kan även nås om man klickar på Extend-ikonen. Man kan även klicka på en KPI och få mer utförlig information: |
Val av KPI
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Offer ValueLabel
Offers to Order Conversion Values | Label | Text
Description | A ratio of offers value that was accepted compared to decline during the period. will be expressed in % calculated by the value of accepted offers compared to the value of declined offers. |
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Source / logic | Will include all offer rows that are set to either accepted or declined/cancelled during the last 30 days. The KPI divides the value of accepted rows with the value of rejected/cancelled. |
Result | A % without decimals |
Grouping | The Kpi KPI could be for the whole company or per salesmen |
Targets | A higher % will be handled as positive |
Offers to Order Conversion Quantity
Description | A ratio of number of offers that was accepted compared to decline during the period. will be expressed in % calculated by the number of accepted offers compared to the number of declined offers. |
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Source / logic | Will include all offer that are set to either accepted or declined/cancelled during the last 30 days. The KPI divides the number of accepted offers with the number of rejected/cancelled. |
Result | A % without decimals |
Grouping | The Kpi could be for the whole company or per salesmen |
Targets | A higher % will be handled as positive |
Offer time to decision
LabelText | Description | An average number of days from create date to decision date for offers during the last 30 days. Decision date is the date where the offer either was accepted, declined. |
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Source / logic | Includes all offers that has either got status of accepted or declined for the period. Will count the total number of days from created to “descision date” and divide that with the number of offers. | |
Result | A value without decimals | |
Grouping | The Kpi could be for the whole company or per salesmen | |
Targets | A lower value will be handled as positive |
Revenue vs Forecast 30 days
Description | A running 30 days ratio of invoiced value compared with budget value. Budget is noticed in base currency and the sales are converted to base currency in this KPI. |
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Source / logic | Will sum all invoiced values the last 30 days and dived with the sum of prognosed values for the same period. |
Result | The result will be logged as a %, no decimals |
Grouping | The Kpi could be for the whole company |
Targets | A higher value will be handled as positive |
Revenue vs Forecast 7 days
Description | A running 7 days ratio of invoiced value compared with budget value. Budget is noticed in base currency and the sales are converted to base currency in this KPI. |
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Source / logic | Will sum all invoiced values the last 7 days and dived with the sum of prognosed values for the same period. |
Result | The result will be logged as a %, no decimals |
Grouping | The Kpi could be for the whole company |
Targets | A higher value will be handled as positive |
Orders
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Order stock value
Back Order Value | Label | Text
Description | Back Orders value. A sum of the value of all backorders. Expressed as a total value in your base currency. (backorders in other currencies will in this calculation be converted to base currency) |
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Source / logic | Will sum the value of all rows that are typed as backorder. The value will be converted to base currency Will only be applied on warehouse delivered products. (not direct delivery’s, services or other supply mode typed products) |
Result | A value without decimals |
Grouping | The Kpi could be for the whole company or per salesmen |
Targets | A lower value will be handled as positive |
Average Gross margin
LabelText | Description | An 30 days running average of the gross margin on orders. Will be expressed in % |
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Source / logic | Will calculate an average ratio between gross margin and revenue for the last 30 days orders. Will use the order and orderdate as filter, so adjustments / change of orders price/cost in the invoice will not be covered by this KPI | |
Result | A % without decimals | |
Grouping | The Kpi could be for the whole company or per salesmen | |
Targets | A higher value will be handled as positive |
Average Order Size
LabelText | Description | A 30 days running average of the order size. Orders in different currencies will be converted to base currency. |
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Source / logic | Calculate the average size of the orders for the last 30 days. Will use the order and orderdate as filter, so adjustments / change of orders price/cost in the invoice will not be covered by this KPI | |
Result | A value without decimals | |
Grouping | The Kpi could be for the whole company or per salesmen | |
Targets | A higher value will be handled as positive |
Canceled Order Value
LabelText | Description | A sum of cancelled, annulled or deleted order rows the last 30 days. This is a value of orders that we got from customers, but for some reason didn't manage to deliver. All values will be converted to base currency |
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Source / logic | We sum the value of all orderrows that are cancelled. annulled or deleted the last 30 days. The values will be converted to base currency. | |
Result | A value without decimals | |
Grouping | The Kpi could be for the whole company or by salesmen | |
Targets | A lower value will be handled as positive |
Warehouse
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Inventory Value | Label | Text
Description | A total inventory value |
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Source / logic | Will include all products stored at a warehouse. If the KPI is set up to handle all warehouses, the KPI will only include warehouses where the owner type is equal to Client. (not warehouses owned by customers or suppliers If KPI is set up to handle a specific warehouse it could handle any warehouse. |
Result | A value without decimals |
Grouping | The Kpi could be for the whole company or per warehosue |
Targets | A lower value will be handled as positive |
Inventory Turnover
Description | Inventory turn over value. The result will be expressed as how many times the inventory will be consumed on a yearly basis. The calculation will be done on cost of sold gods and average inventory value the last 30 days. |
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Source / logic | The cost of goods sold for the period will be divided with the average inventory value for the period. The values will be calculated for the latest 30 days and then multiplied with 12 to get a yearly value. (COGS 30 days/Average Inventory 30 days ) x 12 = Inventory turn over |
Result | A value with 2 decimals |
Grouping | The Kpi could be for the whole company or per warehosue |
Targets | A higher value will be handled as positive |
Order to shipment
Description | An average number of days between the order date and the shipdate |
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Source / logic | We will look at all orders that has been delivered during the last 30 days. we will sum the days from order to shipment day for all orders and dived that with the number of orders. |
Result | A value with 2 decimals |
Grouping | For the whole company or for a specific warehouse. direct delivery is also a grouping possibility. |
Targets | A lower value will be handled as positive |
Promised vs actual fulfillment
Description | A 30 days running average number of days between the first promised date and the actual date the customer got the delivery. This will measure how accurate the first order confirmations are. |
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Source / logic | When a order is placed in Extend a expected delivery date is caluclated and send to customer in a order confirmation. This date is calculated based on known balances, purchases and leadtimes. This KPI will logg the difference between what we promised the customer in the order confirmation and the real deliverytime. |
Result | The result will be value with 2 decimals
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Grouping | For the whole company or for a specific warehouse. direct delivery is also a grouping possibility. |
Targets | A higher value is handled as positive |
Production Time
Description | A 30 days average of hours between time when order was released to warehouse for picking, and the when the confirmation of picking was done. |
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Source / logic | Counting of hours between when the order was released to warehouse for picking, and when the warehouse confirmed the picking. The hours are summed for the last 30 days and divided with the number of orders. The purpose is to get a trend line/ kpi about how the warehouse is performing. Could be used on direct delivery also, then the calculation are between when the purchase is made and delivery confirmed by supplier |
Result | The result will be value with 2 decimals |
Reference | For the whole company or for a specific warehouse. direct delivery is also a grouping possibility. |
Targets | A Lower value is handled as positive |
Financial
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Orders to invoice
Accounts receivable outstanding
Account receivable, credit invoices ratio
Accounts receivable payment days
Accounts receivable outstandning, overdue
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Logistics
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Orders On Time In Full
Orders On Time
Orders In full
Rows On Time In Full
Row On Time
Row In full
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