The Overview menu contains the Summary dashboard which gives a graphical representation of the main KPIs of the Order-to-Cash process and gives insight in the overall process performance.
See illustration below.
Below is a description of the KPIs that are displayed at the top of the Overview - Summary dashboard.
Total number of Sales orders created within the selected period.
Open sales orders
Total number of open Sales orders created within the selected period.
Total number of Sales order items created within the selected period.
Total value of the Sales order items created within the selected period.
You can click on a KPI to go directly to the Analysis - End to end dashboard where you can further analyze the numbers.
Below is a description of the dashboard charts of the Overview - Summary dashboard.
A history graph that displays...
the percentage of automated events in the Order-to-Cash process from end to end.
Late delivery rate
the percentage of purchase order items that were delivered after the latest expected delivery date.
Avg. throughput time end to end
the average throughput time for the end to end process, from creating the sales order to the actual payment for the related invoice.
Avg. throughput time SO creation to post goods issue
the average throughput time from creating the sales order item to the sending out of the delivery.
You can click on the header of a dashboard item to go directly to the related dashboard for further investigation.
Updated 8 months ago