KPIs for the customer: portal and monthly summary

Summary

Every card with the Show in client portal checkbox is published in two places: the KPIs section of each customer's portal and their monthly summary email. In both, numbers are always limited to that customer's goods. For the full picture of what the customer receives, see What the customer sees and when.

Before you start

• The warehouse needs the client portal module and the KPI module.
• The portal user needs read access to the KPIs section, on the customer profile, portal users tab. See Portal users.
• For the monthly email, contacts with an email on the customer profile.

What they see in the portal

• The KPI Dashboard with the published cards, each with its own range and grouping. No filters, no Excel, no printing.
• The card's client filter is ignored: it is always computed for the customer of the user looking.
• Color: only if there is a target agreed with that customer for that metric. The card target and the industry benchmark are not shown to customers, so portal cards almost always show no color.
• No previous-period comparison.
• If nothing is published, the portal says "No KPIs to show yet."

What the customer reads is explained for them in Stock and KPIs in the portal. From the starter board, these are published by default: on-time shipping, line fill rate, complete and on time, receiving accuracy, on-time arrivals, on-hand units, aging, receipts and shipments per period, and units received and shipped.

Metrics that never reach the portal

Those that cannot be split by customer: expiring soon, expired, ABC distribution, location occupancy, transactions by operator and by client. For these, the portal checkbox does not even appear. Inventory value, revenue and receivables do not reach the portal either.

The monthly summary email

• How it is turned on: customer profile, notifications tab, the monthly KPI scorecard checkbox. See Emails and reports to the customer.
• When it goes out: the system checks every day at 6:00 and, from the 4th of each month (warehouse time), sends the previous month's to each customer who has not received it. If a day fails, it tries again the next.
• Send now: on the same tab, the button sends the closed month right away, even with the checkbox off, and it is not repeated automatically.
• To whom: the contacts flagged to receive notifications (all types or this one) and the additional email. If there are none, the main receiving contact or the billing contact.
• Language: the customer's notification language.
• What it carries: a PDF with the single-number cards (metric, value, target, status, previous period) and an Excel with the same summary plus one sheet per chart, computed over the full calendar month.

A caution with money cards

Example: publishing KPIs to a customer

1. You agree with Pacific Brands to measure on-time shipping, receiving accuracy and aging.
2. In Manage KPIs you check that those three cards have the portal checkbox; you uncheck it on the ones you did not agree on.
3. On Pacific Brands' profile, portal users tab, you give their user read access to KPIs.
4. On the notifications tab you turn on the monthly summary and flag their logistics manager.
5. With Send now you send last month's so they see how it arrives.

Remember that cards belong to the whole warehouse: the portal checkbox publishes that card to every customer with access, each with their own numbers.

Troubleshooting