Sales Orders Ad Hoc dashboard

The Sales Orders Ad Hoc dashboard facilitates ad hoc analysis of the customer order process, such as invoiced and not invoiced orders, and amounts or quantity by status. Metrics and attributes are available in Ad Hoc filters, providing a high degree of flexibility of what to analyze.

Reports

The dashboard contains these reports that display the metrics and attributes selected in the Ad Hoc filters:

  • Metric History
  • Metric Ranking
  • Cross Table
  • Order Value Table
  • Order Quantity Table

The Metric History and Cross Table reports are generic guided ad hoc reports that you can use in ad hoc dashboards in different domains. See Generic Guided Ad Hoc.

The measures used in Sales Orders Ad Hoc reports can be analyzed by different dates using the Date parameter. These reports also use the Sum aggregation.

Filters

These standard filters are available:
  • Facility
  • Warehouse (Config. 1)
  • Sales Organization
  • Customer
  • Customer Geography
  • Payer
  • Highest Status – CO
  • Customer Order Type
  • Lowest Status – CO
  • Line Status – CO
  • Overdue
  • Stopped
  • Stocked
  • Promotion
  • Item (Config. 1)
  • Color
  • Brand
  • Style
  • Season
  • Currency
  • Ranking (Config. 3)
  • Currency Type

The Ad Hoc filters are mandatory and embedded in the dashboard for quick access.

These filters are embedded:
  • Year
  • By Date – CO

    Order Entry Date, Planning Date, Departure Date, Order Date, Confirmed Delivery Date, and Requested Delivery Date

    The By Date – CO filter provides a dynamic approach to analyzing the data in the dashboards by the different dates available in the Sales Orders model.

  • Metric Ad Hoc – CO

    Line Amt – Company, Line Amt – Division, Line Amt – Transaction, Order Value – Company, Order Value – Division, Order Value – Transaction, Contribution – Company, Contribution – Division, Contribution – Transaction, No. of Lines, Order Qty, Qty not Delivered, and Qty not Invoiced

    The Metric Ad Hoc – CO provides a dynamic approach for selecting a specific measure to be analyzed.

  • Column Ad Hoc – CO

    Customer Order Category, Month, Country

    The Column Ad Hoc – CO, along with the Row Ad Hoc – CO, provides a dynamic approach for analyzing the Cross Table report.

  • Row Ad Hoc – CO

    Customer, Customer Group, Line Status – CO, Salesperson, Item, Item Group, Business Area, Payer, Credit Department, Customer Order Type, and Promotion Type

    The Row Ad Hoc – CO provides a dynamic approach for analyzing the measures by a certain attribute.

Currency Type is a mandatory filter that is applied to the Order Value Table report. The Ranking filter is also a mandatory filter applied to Metric Ranking.

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