- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Menu Summary
The Summary menu contains the Summary dashboard which gives a graphical representation of the main KPIs of the Order-to-Cash process and gives insight into the overall process performance.
See illustration below.
Below is a description of the KPIs that are displayed on the Summary- Summary dashboard.
|
KPI |
Description |
|---|---|
|
Sales orders |
The total number of Sales orders created within the selected period. |
|
Open sales orders |
Total number of open Sales orders created within the selected period. |
|
Number of items |
The total number of Sales order items created within the selected period. |
|
Total item value |
The total value of the Sales order items created within the selected period. |
Below is a description of the dashboard charts of the Summary - Summary dashboard.
|
Chart |
A history graph that displays... |
Related dashboard |
|---|---|---|
|
Automation rate |
the percentage of automated events in the Order-to-Cash process from end-to-end. |
|
|
Late delivery rate |
the percentage of purchase order items that were delivered after the latest expected delivery date. | |
|
Avg. throughput time end to end |
the average throughput time for the end-to-end process, from creating a purchase requisition to the actual payment for the related invoice. | |
|
Avg. throughput time SO creation to post goods issue |
the average throughput time from creating the sales order item to the sending out of the delivery. |
You can click on the View details button of a KPI chart to go to the related dashboard for a more detailed analysis.
