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 sales dashboard shows the (1) number of invoices and sales for the current month compared to the same period in the previous month, (2) sales by warehouse MTD, (3) sales by warehouse YTD, (4) sales by salesperson for top 5 salespersons MTD, (5) sales by salesperson for top 5 salespersons YTD and (6) sales by month for the current partial month and the previous 11 full calendar months.
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
- All sales are in dollars (NOT qty) unless specified otherwise
- For graphs, sales are presented in $000s
- All sales values are expressed as the sum of the extended price (i.e., excluding freight, labor and sales tax) in order to be able to be tied back to product sales
- MTD means “month to date” and is measured from the beginning of the 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 in the previous month as the date of the dashboard
- YTD means “year to date” and is measured from the beginning of the calendar (NOT fiscal) year to the date of the dashboard
- Top 5 Salespersons means the 5 highest salespersons by YTD (NOT MTD) sales
- All graphs showing 12 months show the current partial month and the prior 11 full calendar months
Sales KPI
- This is the sales 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 for selecting columns to be displayed or not dispalyed
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