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Reports and KPIs
Assumptions
Deals closed
Deals closed
Deals Closed is the closed order count from the pipeline analysis fact.
Side TOC
Side TOC
Reports and KPIs
Assumptions
Accounts payable balances report
Accounts receivable balances report
AR by age report
Average order value report
Balance sheet report
Balance sheet detail report
Bank balance report
Bookings per sales FTE report
Cash flow statement report
COGS by product code report
Comparative income statement report
Estimate over time report
Estimate won versus loss report
Gross margins by product report
Income statement report
Income statement detail report
Lead count by status report
Net sales by product code report
Opportunity value by close % report
Percent of leads closed report
Percentage of margin by product report
Profit over time report
Revenue over time report
Sales by product code report
Sales by sales channel report
Sales cost over time report
Sales forecast analysis report
Sales margin percentage report
Sales pipeline vs. backlog report
SG&A cost (per $1000 revenue) report
Top 5 performers of estimate report
Top 10 customers by outstanding receivable report
Top 10 customers report
Top 10 customers to be shipped report
Total number of estimates report
Total sales bookings report
Trial balance report
Inventory cost by ABC code report
Top 10 products by inventory cost report
Inventory cost by warehouse report
DIFOT % report
Average turnaround days report
AP balance KPI
AR balance KPI
Commission due
Deals closed
Forecast amount
On time delivery %
Open estimates
Open estimate %
Total bank balance KPI
Total COGS
Total estimates
Total inventory cost KPI
Total sales
Purchased cost KPI
Subassemblies cost KPI
Finished goods cost KPI
WIP cost KPI
Total inventory + WIP KPI
Total inventory KPI
Inventory cost KPI
DIFOT % KPI
# of shipped order lines KPI
# of lines delivered on time KPI
# of lines delivered in full KPI
Average turnaround days KPI