Intelligence

BI Gallery

Zap Business

Intelligence

Zap Business

Business Intelligence Gallery

This eBook contains a gallery of reports, scorecards, dashboards, and KPIs; all created with Zap Business Intelligence. For more information, please contact info@zaptechnology.com or visit www.zaptechnology.com

Finance 5 Sales 21 Purchasing 39 Inventory 47 Projects 67 Warehouse 75 Discrete manufacturing 79

Intelligence

Zap Business

finAnce

finAnce
How is my organization performing?

Corporate Finance Overview Scorecard

The Corporate Finance Overview Scorecard allows organizations to monitor their companys overall health from a General Ledger perspective. The Scorecard is broken down into: Performance Profitability Liquidity Leverage Activity

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What are my expenses? Am I spending more than budgeted?

Operating Expense Variance Report

This report shows operating expense accounts actual vs budget for the current month and year to date. The report can be sliced by company and budget model.

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How can I clean up my balance sheet?

Working Capital Scorecard

The Working Capital Scorecard monitors Key Performance Indicators (KPIs) for collections, payables, and inventory. It provides a status which displays red or green depending on whether actual is within tolerances. A trend line is also available.

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How can I increase my collections and reduce my Days Sales Outstanding?

Accounts Receivable Dashboard

The Accounts Receivable Dashboard provides a high-level view of an organizations collection history. The dashboard shows Accounts Receivable KPIs including: Days Sales Outstanding Best Debtor Days Receivables Turnover Days Delinquent Critical Invoices over 120 Days The dashboard also shows the distribution of Invoices in 30-day ageing buckets, presented in a pie chart.

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Which customers have the largest balances outstanding?

Accounts Receivable Dashboard 30-Day Ageing Report

A drill across from the Accounts Receivable Dashboard shows a 30-Day Ageing report, displaying the distribution of Invoices by Customer. The report can be sorted to identify customers with the largest outstanding values over a set number of days.

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How many days on average does the company take to pay off its accounts payables?

Accounts Payable Dashboard

The Accounts Payable Dashboard provides a high-level view of an organizations payment history. The dashboard shows main Accounts Payable KPIs including: Payables Turnover Days Payable Outstanding Critical Outstanding Invoices Over 120 Days

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What is my cash flow position?

Cash Flow Statement

The Cash Flow Statement shows all cash inflows a company receives from both its ongoing operations and external investment sources, as well as all cash outflows that pay for business activities and investments over a period of time.

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SAleS

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SAles
What is my overall sales performance?

Sales Manager Dashboard

The Sales Manager Dashboard gives an overall picture of sales performance, breaking down analysis into areas such as the top 20 items, sales trends vs perfect order index, and gross margin % by product category.

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What are the key metrics behind my sales performance?

Corporate Sales Overview

For a sales manager, this provides an at-a-glance look at the hard numbers behind overall sales performance, and can be sliced by company, date, or customer group.

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What is my Customer Delivery Performance? Am I delivering in full on-time?

Customer Delivery Performance Dashboard

This dashboard focuses on the Perfect Order Index metric (POI = Full Delivery % * On-Time Delivery %) which is a good indicator of a companys customer delivery performance. This dashboard can be sliced by customer group, customer geography, and mode of delivery. This dashboard helps sales managers monitor customer satisfaction in terms of deliveries and answer the following questions: Am I delivering on-time? Do my customers receive full deliveries? Sales managers can also pay particular attention to the delivery performance of the Top 10 customers of the company. Users can drill across more detailed reports to analyze each component of the POI metric.

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How many items are returned monthly and for what reasons? What are the lost sales associated with these customer returns and are we improving?

Customer Returns Dashboard

This dashboard is typically used by a sales manager to monitor customer returns and the reasons behind these returns. This dashboard also provides an understanding of the lost sales associated with customer returns. Users can then drill through and drill across to more detailed reports to determine which customers have been impacted the most, items that have been returned, and so forth.

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How are my sales people performing?

Salesperson Sales Summary Dashboard

This dashboard shows the performance of each sales unit and salesperson. It lets a sales manager quickly identify the best and worst performing sales representatives.

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Have my sales people met their monthly targets?

Salesperson Sales Summary Dashboard Salesperson Target Variance Analysis

From the Salesperson Sales Summary dashboard, the sales manager can drill across to more detailed reports to analyze monthly target realization for each salesperson.

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Who are my top 10 customers by volume and invoice amount?

Customer Sales Dashboard

The Customer Sales Dashboard lets sales managers analyze their sales performance by customer group and individual customer. Users can then drill through or drill across to more detailed reports.

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What are my current bookings, billings, backlogs?

Bookings/Sales Billings Backlogs Report

This report provides managers with an overview of their pipeline, showing quotes, bookings, billings, and backlogs for every customer. User can slice this report by company and customer group.

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PuRchAsinG

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PuRchAsing
What is my Vendor Delivery Performance? Are vendors improving?

Perfect Order Index Dashboard

This dashboard focuses on the Perfect Order Index metric (POI = Full Delivery % * On-Time Delivery %), which is a good indicator of a companys performance in regards with its deliveries. This dashboard can be sliced customer group, customer geography and mode of delivery. This dashboard helps sales managers monitor their customer satisfaction in terms of deliveries and answer the following questions: Are my suppliers delivering on-time? Do I receive full deliveries? Purchasing managers can also pay particular attention to the delivery performance of the companys Top 10 suppliers. Users can also drill across more detailed reports to analyze each component of the POI metric and determine where the problems are. Solving these supplier delivery issues is critical for companies in the manufacturing industry.

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PuRchAsing
How many items are returned to my suppliers monthly, annually, and for what reasons? Are my suppliers improving?

Vendor Returns Dashboard

This dashboard is typically used by a purchasing manager to monitor the companys returns and the reasons behind these returns. Users can then drill through and drill across to more detailed reports to determine the worst vendors and items that have been returned the most.

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PuRchAsing
How does our item purchasing look? Can I see the category trends?

Item Purchasing Dashboard

This dashboard summarizes the key purchases of items by quantity and amount. It allows a purchasing manager to quickly identify the main trends in the purchase of raw materials or products for sale.

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invenToRy

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What is my total inventory valuation? By product group?

Inventory Valuation Dashboard

Inventory is usually a companys largest current asset. Accurately measuring the monetary value of inventory items provides a clear understanding of the value of stock, enables inventory assets to be measured properly, and assures the accuracy of their financial statements. This dashboard can be sliced by company, site, warehouse, item type (such as Item, BOM, or Service), and item group. This makes it easier to determine which group of items represents the biggest value for the company.

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How long does it take me to turn my inventory into sales from a Finance and Operations point of view?

Inventory Days of Supply Analysis

Inventory Days of Supply measures how long it takes a company to turn its inventory into sales. It uses cost of sales and inventory valuation; aggregated amounts and historical views to provide finance with a view of inventory that reflects part of its current asset picture. However, this is not generally useful to operations, where the emphasis is on matching supply and demand of specific items in the future. Days of Supply is calculated at the item level based on available stock (on hand + on order reserved) and the average daily sales for a given period. It is typically used to match supply and demand for specific items in the future. The Inventory Days of Supply Analysis lets users determine the items that are problematic in turning into sales. Users can then perform what-if analyses to determine the reduction opportunities for each item in days.

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How can I reduce my inventory?

Inventory Turnover Dashboard

The Inventory Turnover Dashboard focuses on two main KPIs: Days Inventory Outstanding - shows the number of days of inventory on hand: the number of days it takes a firm to sell its inventory. Inventory Turnover - shows how many times a companys inventory is sold and replaced over a period.

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What are my best and worst performing items from a Cost, Revenue, and Margin perspective?

ABC Resources (Cost, Revenue, Margin)

ABC Classification (or Ranking) is a method of categorizing inventory items in three buckets (respectively A, B, and C), enabling particular attention to be given to those items that, if incorrectly managed, will be most damaging to the effectiveness or the efficiency of an operation in terms of Cost of Sales, Revenue or Gross Margin. The ABC Classification reports let the user specify the upper boundaries of the A bucket (defaults to 80%) and B bucket (defaults to 95% which corresponds to B being: 15%, and C: 5%).

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What are the slowest selling items? What items are not sold?

Slow / Dead Inventory Analysis

This Slow / Dead Inventory Analysis lets operation managers analyze the items that are slow in selling or dead that havent been sold in the last two months. Users can change the Variance % range slicer to limit their results to those items whose inventory on-hand have not change by more or less than N %.

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What is my current Inventory On-Hand - Available and Physical? What has my Inventory to Sales ratio been for the last 12 months?

Inventory On-Hand Dashboard

This dashboard helps operations quickly identify the total available physical and total available inventory on-hand by product group. They can drill down detailed information by product, analyze the breakdown of the total available inventory on-hand (for example posted quantity, physical inventory, physical reserved, available physical, ordered, reserved, available for reservation, and on-order), determine the Top 15 items in stock, make sure the Sales invoices trend correlates with total stock on-hand, and analyze Inventory to Sales for the last 12 months.

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What items do I have on hand?

Inventory On-Hand Dashboard On-Hand Inventory by group Drill across On-Hand Inventory Analysis by product
Users can drill across from the Inventory On-Hand Dashboard to further investigate on-hand inventory by item, with slicers for Company/Site/Warehouse, Item Type, and Item.

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How long have my items been in stock?

Inventory Aging Report

The Inventory Aging report shows the age of the inventory in stock by item category, group and items. It answers the following question: how much of the stock on hand today was receipted in the warehouse by aging buckets (e.g. 0-30 Days, 31-60 Days, ). This report can be filtered by Company and Location. This report helps managers identify the items that start to get old so that they can take direct actions.

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PRoJecTs

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pRojecTs
What is the financial status of jobs and their actual vs scheduled usage?

Project Costing Analysis

This dashboard can be used to report on job costing and analyze planned versus actual costs and revenue by job, job task, employee, status and date. Users can drill-across more detailed analyses from any of these dashboard cells.

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pRojecTs
What is the financial status of jobs and their actual vs scheduled usage?

Job Task Costing Analysis

This report is used to report on Job Task Planning figures which provides an overview of the financial status and the usage of jobs that lets users compare the actual usage of a job with the scheduled usage. This report can be filtered by company, job status and date.

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pRojecTs
How can I reconcile my P&L with posted project information?

Project Cost Category Dashboard Project P&L Detail Report

This report - available by drilling across from the Project Cost Category Dashboard - can be used to analyze posted project transactions by projects and General Ledger accounts. It is typically used to reconcile the Profit & Loss statement with posted data from the Project module.

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wARehouse

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wARehouse
Picking routes activities: How many picking routes are complete, reserved, and can be picked? How many picking routes are completed and awaiting packing? How many items have been shipped? What is the picking routes productivity of employees by warehouse? What is the volume of arrivals in my warehouses? What are the major sources?

Warehouse Dashboard
The Warehouse Dashboard can be used as a central resource for warehouse managers. It provides metrics such as picking routes productivity, performance, volume picked and shipped, and volume received and put-away. From this dashboard, users can drill across many reports such as: Average Picked Quantity Analysis by Employee, Pickings Performance by Employee by Warehouse, Purchase Orders Arrival Trend, and Detailed Pallet Transport Analysis by Location.

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DiscReTe mAnufAcTuRing

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DiscReTe mAnufAcTuRing
What is the overall effectiveness of my plant?

Overall Equipment Effectiveness Dashboard

The Overall Equipment Effectiveness (OEE) metric breaks the performance of a work center into three separate but measurable components: availability, performance, and quality. Each component points to an aspect of the process that can be targeted for improvement. This monthly OEE dashboard lets users analyze each metric used to calculate the OEE Key Performance Indicator. Users can also see the historical trend for each of these metrics. This dashboard can be sliced by company, work center type, work center group, and capacity reservation type (for example, planned order, production). To properly analyze the underlying data of each component of OEE%, users can drill across reports from each of the dashboards cells. For example, the Capacity Reserved/Available Analysis report can be opened from the Availability % cell, and the Production Quality Dashboard from the Quality % cell.

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What are my most and least efficient work centers?

Production Efficiency Dashboard

This dashboard is typically used to measure work center efficiency and determine the most and least efficient work centers. Efficiency % is calculated using actual and scheduled lead times.

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What savings could we achieve by improving work center efficiency?

Production Efficiency Dashboard Drill-across to What-If Production Efficiency% report

From the Production Efficiency Dashboard, users can drill across the What-If Efficiency % report in order to perform what-if analysis for every work center and determine the potential savings if a work centers efficiency is increased by N %.

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DiscReTe mAnufAcTuRing
What volume of finished goods have I produced by company, site, warehouse, and work center in a specific period?

Production Quantity Summary Dashboard

This dashboard provides a clear overview of the actual and scheduled volume produced by company, site, warehouse, and work center for a specific period of time. Users can then drill across to more detailed reports to analyze volume by operation and determine operational slippages and the reason behind them.

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What are my production consumption cost variances?

Actual vs. Planned Consumption by Work Center

This report can be used to analyze consumption cost variance by date, work center group, and work center. Users can drill through detailed transactions to analyze the consumption costs breakdown.

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Which operation is causing maximum resource and material variances from a time perspective?

Production Hours Dashboard

This dashboard can be used to analyze production hours spent on each work center by job type. The dashboard can be used in conjunction with the Efficiency Dashboard to better analyze process hours, lead times, and efficiency by employee, site, warehouse, and work center.

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Intelligence
For more information visit www.zaptechnology.com or email info@zaptechnology.com

Zap Business

2011 Zap Technology - v0511