Accolent ERP Inventory 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 inventory dashboard shows the (1) value of the inventory as of Today and as of Last Month, (2) value of the inventory as of Today broken down by warehouse, (3) changes in the inventory value by month for the current partial month and the previous 11 full calendar months, (4) top 10 sales transactions over the last 30 days, and (5) top 10 POs over the last 30 days

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
  • Today means as of the date of the dashboard
  • Last Month means the same day of the month as Today in the prior month
  • Last 30 days means the prior 30 calendar days immediately prior to Today
  • All inventory values are in dollars unless specified otherwise
  • For graphs, changes in inventory are presented in $000s
  • All inventory values are expressed as the sum of the extended average cost of items in inventory
  • Inventory increases result from PO Receipts and also include manual inventory adjustments; inventory decreases result from sales
  • All graphs showing 12 months show the current partial month and the prior 11 full calendar months

Inventory KPI

  • This is the Inventory 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

 

 

 

 

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