Accolent ERP Purchasing KPI

Accolent ERP includes several KPIs (Key Performance Indicators) that deliver graphical visualization dashboards for important performance metrics. All the data is summarized as of the end-of-business on the prior day and cached to improve performance. The purchasing dashboard shows the (1) number of POs received for the Current MTD compared to Last MTD, (2) amount of the POs Received for the current MTD compared to Last MTD, (3) PO Amounts and PO Receipt Amounts by month for the current partial month and the previous 11 full calendar months, (4) top 10 oldest open POs and (5) top 10 vendors with Open POs.

General Definitions

  • All KPIs are presented as of end-of-day for the previous business day; this is the date of the dashboard shown in parentheses in the title of the dashboard
  • MTD means “month to date” and is measured from the beginning of current calendar month to date of the dashboard
  • Last MTD means “last month to date” and is measured from the beginning of the previous calendar month to the same day as the date of the dashboard in the previous month
  • For graphs, amounts are presented in $000s
  • All PO Amounts and PO Receipt Amounts are based on actual PO costs
  • PO Amounts consists of the value of POs submitted by month
  • PO Receipts consists of the value of POs received by month
  • Top 10 Oldest Open POs is based on submitted POs that are Open sorted by oldest to newest
  • Top 10 Vendors with Open POs based on POs submitted but not received sorted by highest Open PO Amount to lowest
  • All graphs showing 12 months show the current partial month and the prior 11 full calendar months

Purchasing KPI

  • This is the Purchasing KPI

Dashboard Controls

  • The icons at the top right-hand side of all dashboards provide options to refresh the dashboard, to edit the dashboard, and to filter the dashboard
  • Do not edit the dashboard unless you are familiar with using the report designer

Element Controls

  • Each dashboard consists of several graphical elements combined into a dashboard
  • Rolling the mouse over the top right-hand side of any element provides several additional options
  • The up/down arrows provide some options to sort the data

  • The full screen icon allows the element to be viewed on a full screen
  • The search icon provides the data being visualized
  • The download icon gives several options to save the element

  • The eye icon allows you to select which fields in a grid to display

Graphs

  • All graphs have a mouse rollover that shows the actual values (in $000s)

Modifying the Dashboard

  • Contact ADS Solutions if you want help modifying the sales dashboard or creating new custom dashboards
  • Any standard report can be turned into a dashboard or dashboard element

 

 

  • Was this Article Helpful ?
  • Yes   No
Tagged: