KPI dashboard

The KPI dashboard includes KPIs and filters for data across all supported domains.

Home dashboard

The KPI dashboard consists of KPIs for these metrics:

Accounts Receivable

  • Open AR
  • Total Invoiced
  • Total Payments
  • Late Payments
  • DSO
  • Average Days to Pay Receivables

Accounts Payable:

  • Open AP
  • Total Invoiced
  • Total Payments
  • Late Payments
  • DPO
  • Average Days to Pay Payables

Sales:

  • Gross Margin
  • Total Sales
  • Total Orders
  • Profit
  • Total Discounts
  • Fill Rate Order

Purchasing:

  • Total Ordered
  • Total Received
  • Total POs
  • Total Discounts
  • Average Lead Time
  • Fill Rate Order

Inventory:

  • Annual Turns
  • Average Inventory
  • Total Cost of Goods Sold
  • Total Hits
  • Line Hits %
  • Usage

General Ledger

  • Gross Profit
  • EBITDA Margin
  • Assets
  • Liabilities
  • Return on Equity
  • Operating Expenses

The KPI dashboard contains these filters:

  • AP Status Type (Default value = true)
  • AP Transaction Type (Default value = Invoice)
  • AR Status Type
  • AR Transaction Type (Default = Invoice)
  • Company ID
  • Customer Name
  • Invoice Year (Default value = Current Year)
  • Line Status Type (Default <> c)
  • Sales Stage Code Description
  • Sales Transaction Type Description
  • Vendor Name
  • Year/Month
  • Year/Quarter