- Release notes
- Getting started
- Installation
- Configuration
- Integrations
- Authentication
- Working with Apps and Discovery Accelerators
- AppOne menus and dashboards
- AppOne setup
- TemplateOne 1.0.0 menus and dashboards
- TemplateOne 1.0.0 setup
- TemplateOne menus and fashboards
- TemplateOne 2021.4.0 setup
- Purchase to Pay Discovery Accelerator menus and dashboards
- Purchase to Pay Discovery Accelerator Setup
- Order to Cash Discovery Accelerator menus and dashboards
- Order to Cash Discovery Accelerator Setup
- Basic Connector for AppOne
- SAP Connectors
- Introduction to SAP Connector
- SAP input
- Checking the data in the SAP Connector
- Adding process specific tags to the SAP Connector for AppOne
- Adding process specific Due dates to the SAP Connector for AppOne
- Adding automation estimates to the SAP Connector for AppOne
- Adding attributes to the SAP Connector for AppOne
- Adding activities to the SAP Connector for AppOne
- Adding entities to the SAP Connector for AppOne
- SAP Order to Cash Connector for AppOne
- SAP Purchase to Pay Connector for AppOne
- SAP Connector for Purchase to Pay Discovery Accelerator
- SAP Connector for Order-to-Cash Discovery Accelerator
- Superadmin
- Dashboards and charts
- Tables and table items
- Application integrity
- How to ....
- Working with SQL connectors
- Introduction to SQL connectors
- Setting up a SQL connector
- CData Sync extractions
- Running a SQL connector
- Editing transformations
- Releasing a SQL Connector
- Scheduling data extraction
- Structure of transformations
- Using SQL connectors for released apps
- Generating a cache with scripts
- Setting up a local test environment
- Separate development and production environments
- Useful resources
Menu Overview
The Overview menu contains the Summary dashboard which gives a graphical representation of the main KPIs of the Order-to-Cash process and gives insight in the overall process performance.
See illustration below.
Below is a description of the KPIs that are displayed at the top of the Overview - Summary dashboard.
KPI |
Description |
---|---|
Sales orders |
Total number of Sales orders created within the selected period. |
Open sales orders |
Total number of open Sales orders created within the selected period. |
SO items |
Total number of Sales order items created within the selected period. |
Total value |
Total value of the Sales order items created within the selected period. |
Below is a description of the dashboard charts of the Overview - 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 the sales order 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. |