Due dates

Introduction

The Due dates dashboard displays information regarding cases meeting or not meeting deadlines and the related costs. Due dates can be predefined to set a significant stage or activity deadline in processes. The Due dates dashboard can be used to analyze various aspects of due dates in the processes. Using this dashboard, predefined due dates in the process can be examined, such as a payment deadline or an SLA that needs to be met on time.

Due dates can have costs associated for due dates late.

Configuring Due Dates

If you want to use the Due dates dashboard to analyze due dates, due dates must be defined for your app template.

By default, due dates are not filled in for TemplateOne-SingleFile and TemplateOne - MultiFiles. If you want to use due dates in TemplateOne - SingleFile or TemplateOne - MultiFiles, you need to configure this using data transformations. For TemplateOne - MultiFiles you can also upload due dates using the Due_dates_raw.csv file.
The Due dates dashboard is available for other app templates based on TemplateOne. , For example, ServiceNow-Incident-Management. The app template contains a models\5_business_logic\Due_dates-base.sql file that contains generic due dates. You can customize this to your business needs using data transformations.

Adding business logic in transformations

In the last transformation step, business logic is added as needed for data analysis.

Each record in the due dates table represents one due date for a certain event. Example due dates are:

a payment deadline for a payment event.
an approval deadline for an approval event.

The mandatory fields for this table are the Event ID, Due date, Actual date, and Expected date.

Not all events will have a due date and some events may have multiple due dates.

Providing due date configuration input using dbt seeds

You can provide additional input data to be used for the calculations in the Due dates dashboard using a dbt seed file. The seeds\ folder of the app transformations for the app template contains a Due_dates_configuration_raw.csv file. For all due dates, you can provide the following fields.

Name	Type	Description
Due_date	Text	The name of the due date .
Due_date_type	Text	The Due date type.
Fixed_costs	Boolean	An indication whether costs are fixed or time based.
Cost	Float	Fixed costs: The amount of costs. Variable costs: The amount of costs per Time and Type_type.
Time	Integer	A number indicating the amount of time in case of time-based costs.
Time_type	Text	Type of time period for cost calculations. This can be any of the following values: day, hour, minute, second, millisecond.

See the illustration below for an example.

See Editing transformations.

Analyzing Due dates

Due dates dashboard

The Due dates dashboard enables you to analyze the due dates that occur in the process.

Follow these steps to display the Due dates dashboard.

Select Due dates in the menu on the left of the dashboard.

The Due dates dashboard is displayed, showing the Overview tab. See the illustration below.

Overview tab

The charts on the Overview tab highlight the due dates that are defined for your process. For each due date, the number of cases (Late cases) and the total time late for the selected period is displayed.

Details tab

The Details tab contains several charts that enable you to analyze late activities in more detail. See the illustration below.

Below is an overview of the available charts on the Due dates dashboard.

Chart	Description	Available metrics
Potential savings	A pie chart showing the potential time savings for the due dates defined in your dataset.	Total time late Average time late Total cost* Average cost*
Late history	A history chart showing the due date information for the selected period based on the selected metric.	Total time late Average time late Percentage on time Total cost* Average cost*
Due dates details	A bar chart showing details related to due dates based on the selected metric.	Number of cases Total time late Average time late Percentage on time Total cost* Average cost*
Difference distribution	A distribution chart showing the number of due dates related to the amount of days late.

* Total cost late and Average cost late are only available if the Fixed_cost and Cost are provided using the Due_dates_configuration_raw.csv seeds file.

Due dates details

The Due dates details chart enables you to view detailed due dates information based on different metrics and fields. You can select the following fields.

Field	Description
Due date	The name of the due date.
Due date type*	The type of the due date.
Cost*	The costs related to the due date.
Expected date	The date the activity is expected to be executed.
Actual date	The date the activity actually is executed.
On time	Activities that are On time or Late. Note: Late activities are activities for which the Actual date is later than the Expected date.
Difference	The amount of time between the Expected date and the Actual date.