- 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
Process Mining
Efficiency - Customers is the dashboard where you can analyze the customers involved in the Order-to-Cash process. It displays detailed information on the late delivery rates, the sales order items, and the number of unique customers per category. See the illustration below.
Below is a description of the KPIs that are displayed at the top of the Efficiency - Customers dashboard.
|
KPI |
Description |
|---|---|
|
Late delivery rate |
The percentage of sales order items of which at least a part was expected to be delivered after the requested delivery date within the selected period. |
|
Number of customers |
The number of customers that were involved in sales order items within the selected period. |
|
Total item value |
Total value of the sales order items. |
|
Number of items |
The total number of sales order items. |
|
Sales orders |
The total number of sales orders. |
Below is a description of the dashboard charts of the Efficiency - Customers dashboard.
|
Chart |
A bar charts that displays... |
|---|---|
|
What is the late delivery rate? |
the percentage of sales order items that were delivered after the expected delivery date within the selected period. Note: When hovering over the bar the Late delivery rate percentage and the number of Delivered SO items are displayed for the selected category.
|
|
Sales order items |
detailed information on sales order items related to the selected category. You can select different metrics and categories to change the context. See also Metrics. |
|
How many unique customers per category? |
detailed information on the number of customers for the selected category. |
You can create various different contexts based on sales order items by selecting a different category from the drop-down list.
You can select a different metric from the metric selector to analyze various aspects regarding sales order items.
Below is a description of the metrics that can be used to analyze the sales order items regarding the selected category.
|
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 |
Context Information
When you hover over a bar in the Sales order items dashboard chart context information is displayed based on the selected metric.
