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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. Image AddedNär 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 Commerce-ikonen.
Man kan även klicka på en KPI och få mer utförlig information:
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Val av KPI
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Offer Value | Label | Text
Description | A total value of active offers. All offers will be converted to base curencycurrency. With active offers, we mean all offers that are not declined, accepted or cancelled. An offer that has expired, will be count as active. |
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Source / logic | Ones per day the KPI will logg log to the total sum of all offers that are not accepted, declined or cancelled. If a offer is overdue it will be counted. The values of the offers will be converted to base currency. |
Result | A value without decimals |
Grouping | The Kpi KPI could be for the whole company or per salesmen |
Targets | A higher value will be handled as positive |
Offers to Order Conversion Values
LabelText | 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 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 “decision date” and divide that with the number of offers. | |
Result | A value without decimals | |
Grouping | The Kpi KPI could be for the whole company or per salesmen | |
Targets | A lower value will be handled as positive |
Revenue vs Forecast 30 days
LabelText | 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 KPI could be for the whole company | |
Targets | A higher value will be handled as positive |
Revenue vs Forecast 7 days
Label | Text |
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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. |
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 KPI could be for the whole company |
Targets | A higher value will be handled as positive |
Orders
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Order stockvalue | Label | Text
Description | A total value of orders that are not delivered. All orders will be converted to base currency if they are made in other currency. |
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Source / logic | Will sum the value of all rows that are not picked at warehouse or delivered from supplier. The value will be converted to base currency |
Result | A value without decimals |
Grouping | The Kpi KPI could be for the whole company or per salesmen |
Targets | A higher value will be handled as positive |
Back Order Value
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 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 order date 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 KPI could be for the whole company or per salesmen | |
Targets | A higher value will be handled as positive |
Average Order Size
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 order date 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 KPI could be for the whole company or per salesmen |
Targets | A higher value will be handled as positive |
Canceled Order Value
Label | Text |
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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 |
Source / logic | We sum the value of all orderrows order rows 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 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
Inventory TurnoverLabel
Order to shipmentLabel
Promised vs actual fulfillment
Production Time
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Financial
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Orders to invoice
Accounts receivable outstanding
Account receivable, credit invoices ratio
Accounts receivable payment days
Accounts receivableoutstandningoutstanding, 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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