- Release notes
- Getting started
- Installation
- Configuration
- Integrations
- Authentication
- Working with Apps and Discovery Accelerators
- AppOne menus and dashboards
- AppOne setup
- TemplateOne 1.0.0 menus and dashboards
- TemplateOne 1.0.0 setup
- TemplateOne menus and fashboards
- TemplateOne 2021.4.0 setup
- Purchase to Pay Discovery Accelerator menus and dashboards
- Purchase to Pay Discovery Accelerator Setup
- Order to Cash Discovery Accelerator menus and dashboards
- Order to Cash Discovery Accelerator Setup
- Basic Connector for AppOne
- SAP Connectors
- Introduction to SAP Connector
- SAP input
- Checking the data in the SAP Connector
- Adding process specific tags to the SAP Connector for AppOne
- Adding process specific Due dates to the SAP Connector for AppOne
- Adding automation estimates to the SAP Connector for AppOne
- Adding attributes to the SAP Connector for AppOne
- Adding activities to the SAP Connector for AppOne
- Adding entities to the SAP Connector for AppOne
- SAP Order to Cash Connector for AppOne
- SAP Purchase to Pay Connector for AppOne
- SAP Connector for Purchase to Pay Discovery Accelerator
- SAP Connector for Order-to-Cash Discovery Accelerator
- Superadmin
- Dashboards and charts
- Tables and table items
- Application integrity
- How to ....
- Working with SQL connectors
- Introduction to SQL connectors
- Setting up a SQL connector
- CData Sync extractions
- Running a SQL connector
- Editing transformations
- Releasing a SQL Connector
- Scheduling data extraction
- Structure of transformations
- Using SQL connectors for released apps
- Generating a cache with scripts
- Setting up a local test environment
- Separate development and production environments
- Useful resources
Overview of menus and dashboards
Each menu item in the Order-to-Cash Discovery Accelerator offers different dashboards containing information and analysis functionality that is focused on a specific area of the Order-to-Cash process. The dashboards contain charts that can present the data in various ways.
The Order-to-Cash Discovery Accelerator contains the following menus and related dashboards.
|
Menu |
Dashboard |
|---|---|
|
Overview | |
|
Analysis | |
|
Efficiency | |
|
Details |
See illustration below for the Summary dashboard of the Overview menu.
BLACK numbers represent the figures of the selected period.
RED numbers represent the negative difference compared to the previous period.
GREEN numbers represent the positive difference compared to the previous period.
Most of the charts of the Order-to-Cash Discovery Accelerator have the Information icon available which enables you to view detailed information related to the information displayed in the dashboard item.
A popup window is displayed containing detailed information on the data actually displayed in the chart. See illustration below for an example.
Context information for the charts and KPIs from Order-to-Cash Discovery Accelerator is available by hovering over a chart header or KPI. See illustration below for an example.
Metrics in the Order-to-Cash Discovery Accelerator never take Sales order items with missing data into account when the metric is calculated.
For example, if a Sales order item does not have a value for the selected attribute and the metric calculates the average over this attribute, the Sales order item is not taken into account.
