- Release notes
- Before you begin
- Getting started
- Managing access
- Working with process apps
- Creating process apps
- Loading data
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Analysis - End to end process
Analysis - End to end process is the main dashboard where you can analyze the complete Order-to-Cash process regarding sales order items.
See the illustration below.
Below is a description of the KPIs that are displayed at the top of the Analysis - End to end process dashboard.
KPI |
Description |
---|---|
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. |
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. |
Total item value |
Total value of the sales order items. |
Number of items |
Total number of sales order items. |
Sales orders |
The total number of sales orders created. |
With the End to end process dashboard item, you can analyze the sales order items and throughput times in more detail. You can create various contexts by selecting different categories from the drop-down list. The metric selector enables you to select different metrics. See the illustration below.
Below is a description of the metrics.
Metric |
Description |
Base |
---|---|---|
Number of items |
The number of unique sales order items created within the selected period. |
Sales order items |
Avg. item value |
The average value of sales orders created within the selected period. |
Sales order items |
Total item value |
The total value of sales orders created within the selected period. |
Sales order items |
Avg. throughput time end-to-end |
The average throughput time between the first and the last event for sales order items created within the selected period. Note: The throughput time is calculated only if both dates are available and occurred in the right order.
|
Sales order items |
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.
|
Sales order items |
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.
|
Sales order items |
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.
|
Sales order items |
The selected metric applies to all the different dashboard elements of the Analysis - End to end process dashboard. If you select a different metric in the Sales order items dashboard element, the other charts will also change accordingly.
Metrics in the Order-to-Cash Discovery Accelerator 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.
The process graph displays the end-to-end process based on the number of sales order items. See the illustration below.
You can select a different metric from the metric selector to display the process graph based on a different metric. Below is a description of the available metrics.
Metric |
Description |
Base |
---|---|---|
Number of items |
The number of unique sales order items created within the selected period. |
Sales order items |
Avg. item value |
The average value of sales order items created during the selected period. |
Sales order items |
Total Item value |
The sum of the values of the sales order items created during the selected period. |
Sales order items |
Avg. event throughput time |
The average throughput time for the end-to-end process. |
Sales order item end to end events |
See also Working with process graphs.
When you identify a bottleneck in the Order-to-Cash process while monitoring, for example when a manual activity takes a long time to be executed, you might want to send a request to automate the activity to UiPath Automation Hub. You can do this directly from the process graph. See Sending automation ideas to UiPath Automation Hub for more information.