KPIs
Build KPI dashboards without coding, and decide who sees them
7 articles
Reading the KPI dashboard
What each card says, how it gets its color, how to filter by dates, customer or operator, how to export to Excel or PDF, and what to do when a number does not add up.
Building a KPI board
Every field of the KPI form: metric, chart, range, target and threshold, client and zone filters, who sees it and whether it goes to the portal. And how to hide the presets.
Shipping KPIs
On-time shipping, line and unit fill rate, complete and on time, order cycle time, warehouse processing, late shipments and short lines: what each measures, its formula and the data it comes from.
Receiving and quality KPIs
Receiving accuracy, on-time arrivals, dock-to-stock time, damaged units, discrepancies by type and inventory accuracy: formula, source data and what moves them.
Inventory and throughput KPIs
On-hand units, active SKUs, value, low stock, expirations, ABC, aging, turns, days on hand, occupancy and the receipts, shipments and units per period charts.
Dock and billing KPIs
Cycle time, carrier wait, compliance with the time agreed with the customer, transactions, units per hour, revenue and receivables: what each measures and where it comes from.
KPIs for the customer: portal and monthly summary
Which cards the customer sees in their portal, which never get there, how they are colored, and the monthly email with their KPIs as PDF and Excel: when it goes out, to whom and what it carries.