- Release notes
- Before you begin
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- Publishing Dashboards
- App templates
- Additional resources
Menu Analysis
The dashboards of the Analysis menu display a graphical representation of the process and give insight into the process flow and performance.
The Analysis menu has the following dashboards:
- Analysis - End to end process: the main dashboard where you can analyze the end-to-end Order-to-Cash process regarding sales order items.
- Analysis - Event Analysis: the dashboard where you can analyze the events that occur in the Order-to-Cash process regarding sales order items.
Analysis - End to end process is the main dashboard where you can analyze the complete Order-to-Cash process regarding sales order items.
Below is a description of the KPIs that are displayed at the top of the Analysis - End to end process dashboard.
|
KPI |
Description |
|---|---|
|
Automation rate | The percentage of automated events in the Order-to-Cash process from end-to-end. |
|
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 fields and metrics.
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 |
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.
Trend
The graph on the Trend tab shows the metric values for the selected category over time. See the illustration below.
The process graph displays the end-to-end process based on the number of sales order items.
You can select a different metric from the activity and edge metrics selector to display the process graph based on different metrics. Below is a description of the available metrics.
Activity 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 |
Edge metrics
|
Metric |
Description |
Base |
|---|---|---|
|
Number of items |
The number of unique sales order items. |
Sales order items |
|
Average throughput time |
The average throughput time between the activities. |
Process |
|
Number of transitions | The number of transitions between the activities. |
Process |
Analysis - Event analysis is the main dashboard where you can analyze the events that occur in the Order-to-Cash process. Block or change events are recognized as deviations. These are events that you would ideally not want to happen.
The information displayed in the dashboard is based on the creation date of the sales order items. The Period filter in the Filter panel enables you to select a period to display the sales order items that were created in the selected period.
Below is a description of the KPIs that are displayed at the top Analysis - Deviations dashboard.
|
KPI |
Description |
|---|---|
|
Avg. event throughput time |
The average event throughput time for sales order item events. |
|
Blocks set |
The total number of block (set) events on sales order items. |
|
Changes |
The total number of change events on sales order items. |
|
Main events |
The total number of main events on sales order items. |
|
Total item value |
The total value of the sales order items. |
|
Number of items |
The total number of unique sales order items. |
Timestamps
Throughput time is the duration between the event end timestamps of two events that follow each other. In this case, waiting time and idle time are also calculated. Processing time is the time actually spent on the event. In this case, waiting time and idle time are not taken into account.
With the Details dashboard item, you can analyze the Sales order item events in more detail.
You can create various different contexts by selecting different fields from the drop-down list. For example, when you select the Activity trigger you can analyze the reason that triggered the sales order item event.
The metric selector enables you to select different metrics. Below is a description of the metrics that can be used to analyze the sales order item events regarding the selected field.
|
Metric |
Description |
Base |
|---|---|---|
|
Number of items |
The number of unique sales order items, created within the selected period. |
Sales order items |
|
Number of events |
The number of unique sales order item events, within the selected period. |
Sales order item end to end events |
|
Avg. number of events |
The average number of events that were performed on sales order items, within the selected period. |
Sales order item end to end events |
|
Avg. event throughput time |
The average throughput time of all sales order items events, within the selected period. |
Sales order item end to end events |
The Distribution chart enables you to analyze the frequency of events based on the Event throughput time. See the illustration below.
The process graph displays the Order-to-Cash process based on the number of events.
You can select a different metric from the activity and edge metrics selector to display the process graph based on different metrics. Below is a description of the available metrics.
Activity metrics
|
Metric |
Description |
Base |
|---|---|---|
|
Number of items |
The number of unique sales order items, created within the selected period. |
Sales order items |
|
Number of events |
The number of unique sales order item events, within the selected period. |
Sales order item end to end events |
|
Avg. number of events |
The average number of events that were performed on sales order items, within the selected period. |
Sales order item end to end events |
|
Avg. event throughput time |
The average throughput time of all sales order items events, within the selected period. |
Sales order item end to end events |
Edge metrics
|
Metric |
Description |
Base |
|---|---|---|
|
Number of items |
The number of unique sales order items. |
Sales order items |
|
Average throughput time |
The average throughput time between the activities. |
Process |
|
Number of transitions | The number of transitions between the activities. |
Process |
