ebook - bi gallery

7/29/2019 eBook - BI Gallery

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Zap BusinessIntelligence

BI

Gallery
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The Corporate Finance Overview Scorecard allows organizations to monitor their companysoverall health rom a General Ledger perspective.

The Scorecard is broken down into:

Perormance

Protability

Liquidity

Leverage Activity

How is my organization perorming?


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This report shows operating expense accounts actual vs budget or the current month andyear to date. The report can be sliced by company and budget model.

What are my expenses? Am I spending more than budgeted?


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The Working Capital Scorecard monitors Key Perormance Indicators (KPIs) or collections,payables, and inventory. It provides a status which displays red or green depending on

whether actual is within tolerances. A trend line is also available.

How can I clean up my balance sheet?


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The Accounts Receivable Dashboard provides a high-level view o an organizations collectionhistory. The dashboard shows Accounts Receivable KPIs including:

Days Sales Outstanding

Best Debtor Days

Receivables Turnover

Days Delinquent

Critical Invoices over 120 Days

The dashboard also shows the distribution o Invoices in 30-day ageing buckets, presented in a

pie chart.

How can I increase my collections and reduce my Days Sales Outstanding?


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A drill across rom the Accounts Receivable Dashboard shows a 30-Day Ageing report,

displaying the distribution o Invoices by Customer. The report can be sorted to identiy

customers with the largest outstanding values over a set number o days.

Which customers have the largest balances outstanding?


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The Accounts Payable Dashboard provides a high-level view o an organizations paymenthistory. The dashboard shows main Accounts Payable KPIs including:

Payables Turnover

Days Payable Outstanding

Critical Outstanding Invoices Over 120 Days

How many days on average does the company take to pay o its accounts payables?


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The Cash Flow Statement shows all cash inows a company receives rom both its ongoingoperations and external investment sources, as well as all cash outows that pay or business

activities and investments over a period o time.

What is my cash ow position?


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The Sales Manager Dashboard gives an overall picture o sales perormance, breaking downanalysis into areas such as the top 20 items, sales trends vs perect order index, and gross

margin % by product category.

What is my overall sales perormance?


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For a sales manager, this provides an at-a-glance look at the hard numbers behind overall salesperormance, and can be sliced by company, date, or customer group.

What are the key metrics behind my sales perormance?


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This dashboard ocuses on the Perect Order Index metric (POI = Full Delivery % * On-Time

Delivery %) which is a good indicator o a companys customer delivery perormance. This

dashboard can be sliced by customer group, customer geography, and mode o delivery.

This dashboard helps sales managers monitor customer satisaction in terms o deliveries

and answer the ollowing questions: Am I delivering on-time? Do my customers receive ull

deliveries?

Sales managers can also pay particular attention to the delivery perormance o the Top

10 customers o the company. Users can drill across more detailed reports to analyze each

component o the POI metric.

What is my Customer Delivery Perormance?

Am I delivering in ull on-time?


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This dashboard is typically used by a sales manager to monitor customer returns and the

reasons behind these returns. This dashboard also provides an understanding o the lost sales

associated with customer returns.

Users can then drill through and drill across to more detailed reports to determine which

customers have been impacted the most, items that have been returned, and so orth.

How many items are returned monthly and or what reasons?

What are the lost sales associated with these customer returns and are we improving?


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This dashboard shows the perormance o each sales unit and salesperson. It lets a salesmanager quickly identiy the best and worst perorming sales representatives.

How are my sales people perorming?


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From the Salesperson Sales Summary dashboard, the sales manager can drill across to more

detailed reports to analyze monthly target realization or each salesperson.

Have my sales people met their monthly targets?


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The Customer Sales Dashboard lets sales managers analyze their sales perormance bycustomer group and individual customer.

Users can then drill through or drill across to more detailed reports.

Who are my top 10 customers by volume and invoice amount?


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This report provides managers with an overview o their pipeline, showing quotes, bookings,billings, and backlogs or every customer.

User can slice this report by company and customer group.

What are my current bookings, billings, backlogs?


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This dashboard ocuses on the Perect Order Index metric (POI = Full Delivery % * On-TimeDelivery %), which is a good indicator o a companys perormance in regards with itsdeliveries. This dashboard can be sliced customer group, customer geography and mode odelivery.

This dashboard helps sales managers monitor their customer satisaction in terms o deliveriesand answer the ollowing questions: Are my suppliers delivering on-time? Do I receive ull

deliveries? Purchasing managers can also pay particular attention to the delivery perormanceo the companys Top 10 suppliers.

Users can also drill across more detailed reports to analyze each component o the POI metricand determine where the problems are. Solving these supplier delivery issues is critical orcompanies in the manuacturing industry.

What is my Vendor Delivery Perormance? Are vendors improving?


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This dashboard is typically used by a purchasing manager to monitor the companys returns

and the reasons behind these returns. Users can then drill through and drill across to more

detailed reports to determine the worst vendors and items that have been returned the most.

How many items are returned to my suppliers monthly, annually, and or what reasons?

Are my suppliers improving?


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This dashboard summarizes the key purchases o items by quantity and amount. It allows a

purchasing manager to quickly identiy the main trends in the purchase o raw materials or

products or sale.

How does our item purchasing look?

Can I see the category trends?


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The Inventory Turnover Dashboard ocuses on two main KPIs:

Days Inventory Outstanding - shows the number o days o inventory on hand: the

number o days it takes a rm to sell its inventory.

Inventory Turnover - shows how many times a companys inventory is sold and

replaced over a period.

How can I reduce my inventory?


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Users can drill across rom the Inventory On-Hand Dashboard to urther investigate on-hand

inventory by item, with slicers or Company/Site/Warehouse, Item Type, and Item.

What items do I have on hand?


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The Inventory Aging report shows the age o the inventory in stock by item category, group

and items. It answers the ollowing question: how much o the stock on hand today was

receipted in the warehouse by aging buckets (e.g. 0-30 Days, 31-60 Days, ). This report can

be ltered by Company and Location.

This report helps managers identiy the items that start to get old so that they can take direct

actions.

How long have my items been in stock?


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This dashboard can be used to report on job costing and analyze planned versus actual costs

and revenue by job, job task, employee, status and date. Users can drill-across more detailed

analyses rom any o these dashboard cells.

What is the nancial status o jobs and their actual vs scheduled usage?


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This report is used to report on Job Task Planning gures which provides an overview o the

nancial status and the usage o jobs that lets users compare the actual usage o a job with the

scheduled usage. This report can be ltered by company, job status and date.

What is the nancial status o jobs and their actual vs scheduled usage?


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This report - available by drilling across rom the Project Cost Category Dashboard - can be

used to analyze posted project transactions by projects and General Ledger accounts. It is

typically used to reconcile the Prot & Loss statement with posted data rom the Project

module.

How can I reconcile my P&L with posted project inormation?


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Intelligence


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The Overall Equipment Eectiveness (OEE) metric breaks the perormance o a work center

into three separate but measurable components: availability, perormance, and quality. Each

component points to an aspect o the process that can be targeted or improvement.

This monthly OEE dashboard lets users analyze each metric used to calculate the OEE Key

Perormance Indicator. Users can also see the historical trend or each o these metrics. This

dashboard can be sliced by company, work center type, work center group, and capacity

reservation type (or example, planned order, production). To properly analyze the underlyingdata o each component o OEE%, users can drill across reports rom each o the dashboards

cells. For example, the Capacity Reserved/Available Analysis report can be opened rom the

Availability % cell, and the Production Quality Dashboard rom the Quality % cell.

What is the overall eectiveness o my plant?


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This dashboard is typically used to measure work center efciency and determine the most

and least efcient work centers. Efciency % is calculated using actual and scheduled lead

times.

What are my most and least efcient work centers?


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From the Production Efciency Dashboard, users can drill across the What-I Efciency % report

in order to perorm what-i analysis or every work center and determine the potential savings

i a work centers efciency is increased by N %.

What savings could we achieve by improving work center efciency?


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This dashboard provides a clear overview o the actual and scheduled volume produced by

company, site, warehouse, and work center or a specic period o time. Users can then drill

across to more detailed reports to analyze volume by operation and determine operational

slippages and the reason behind them.

What volume o nished goods have I produced by company, site, warehouse, and work center

in a specic period?


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This dashboard can be used to analyze production hours spent on each work center by jobtype. The dashboard can be used in conjunction with the Efciency Dashboard to better

analyze process hours, lead times, and efciency by employee, site, warehouse, and work

center.

Which operation is causing maximum resource and material variances

rom a time perspective?


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