- 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
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Customizing process apps
- Publishing process apps
- App templates
- Additional resources
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.
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. | |
|
Number of activities |
The total number of dfferent activities that are present in the end to end process, from creating a sales order item to the actual payment for the related invoice. |
You can click on the View details button of a KPI chart to go to the related dashboard for a more detailed analysis.
