Summary - Summary dashboard
The Summary menu contains the Summary dashboard which gives a graphical representation of the main KPIs of the Order-to-Cash process and gives insight into the overall process performance.
See illustration below.
KPIs
Below is a description of the KPIs that are displayed on the Summary- Summary dashboard.
| KPI | Description |
|---|---|
| Sales orders | The total number of Sales orders created within the selected period. |
| Open sales orders | Total number of open Sales orders created within the selected period. |
| Number of items | The total number of Sales order items created within the selected period. |
| Total item value | The total value of the Sales order items created within the selected period. |
Dashboard charts
Below is a description of the dashboard charts of the Summary - 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 a purchase requisition 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 View details button of a KPI chart to go to the related dashboard for a more detailed analysis.
Updated 4 months ago