Overview - Summary dashboard
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.
KPIs
Below is a description of the KPIs that are displayed at the top of the Overview - Summary dashboard.
| KPI | Description |
|---|---|
| Sales orders | Total number of Sales orders created within the selected period. |
| Open sales orders | Total number of open Sales orders created within the selected period. |
| SO items | Total number of Sales order items created within the selected period. |
| Total value | Total value of the Sales order items created within the selected period. |
Note:
You can click on a KPI to go directly to the Analysis - End to end dashboard where you can further analyze the numbers.
Dashboards charts
Below is a description of the dashboard charts of the Overview - Summary dashboard.
| Chart | A history graph that displays... | Related dashboard |
|---|---|---|
| Automation rate | the percentage of automated events in the Order-to-Cash process from end to end. | Efficiency - Automation |
| Late delivery rate | the percentage of purchase order items that were delivered after the latest expected delivery date. | Efficiency - Customers |
| 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. | Analysis - End to end |
| 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. | Analysis - End to end |
Note
You can click on the header of a dashboard item to go directly to the related dashboard for further investigation.
Updated 3 months ago