KPIs
The following table describes the KPIs defined in Order-to-Cash app template and presented in different dahboards.
| KPI | Description | Dashboard |
|---|---|---|
| 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. | |
| Automation rate | The percentage of automated events in the Order-to-Cash process from end-to-end. | |
| Variants | The number of various process paths different sales order items have taken from end-to-end. A variant is a specific path through the process, a set of activities that was taken in a specific order. Usually, several sales order items have followed the same variant. |
End-to-end process |
| Avg. throughput time end to end | The average throughput time for the end-to-end process, from creating a sales order to the actual payment for the related invoice. Note: The throughput time is calculated only if both dates are available and occurred in the right order. |
|
| Avg. item value | The average value of sales orders created within the selected period. | End-to-end process |
| Avg. throughput time sales order item creation to create accounting document | The average throughput time from creating the sales order item to the actual creation of the accounting document for sales orders created within the selected period. Note: The throughput time is calculated only if both dates are available and occurred in the right order. |
End-to-end process |
| Avg. throughput time SO item creation to post goods issue | The average throughput time from creating the sales order item to the actual post of the goods for sales orders created within the selected period. Note: The throughput time is calculated only if both dates are available and occurred in the right order. |
End-to-end process |
| Avg. throughput time SO item creation to receive proof of delivery | The average throughput time from creating the sales order item to the actual delivery of the goods for sales orders created within the selected period. Note: The throughput time is calculated only if both dates are available and occurred in the right order. |
End-to-end process |
| Average throughput time | The average throughput time between the activities. | Event analysis |
| Avg. event throughput time | The average event throughput time for sales order item events. | Event analysis |
| Blocks set | The total number of block (set) events on sales order items. | Event analysis |
| Changes | The total number of change events on sales order items. | Event analysis |
| Main events | The total number of main events on sales order items. | Event analysis |
| Number of transitions | The number of transitions between the activities. | Event analysis |
| Late delivery rate | The percentage of sales order items of which at least a part was expected to be delivered after the requested delivery date within the selected period. | Customers |
| Number of customers | The number of customers that were involved in sales order items within the selected period. | Customers |
Metrics in the Order-to-Cash app template never take Sales order items with missing data into account when the metric is calculated. For example, if a Sales order item does not have a value for the selected category and the metric calculates the average over this category, the Sales order item is not taken into account.
Timestamps
Throughput time is the duration between the event end timestamps of two events that follow each other. In this case, waiting time and idle time are also calculated. Processing time is the time actually spent on the event. In this case, waiting time and idle time are not taken into account.