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.
|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.|
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.
|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|
You can click on the header of a dashboard item to go directly to the related dashboard for further investigation.
Updated 3 months ago