8 Prebuilt
Overview
This chapter provides information on all the prebuilt KPI's, decks, cards and analyses that are shipped as the standard offering along with the product.
Prebuilt Analyses
Overview
Prebuilt Analyses are the functional analysis defined using the data visualization functionality in Oracle Analytics Cloud.
These analyses only use Analytic Currency metrics. The tables show the summary of predefined analyses available for each module.
Assets
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Assets Activity Analysis | Summarizes the assets transactions activity, trend analysis, and details by asset book, and period. | Financials - Assets Analysis |
Expenses
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Employee Expense Analysis for Department Heads/Managers | analyze employee expense trend for last 12 months, Provides count of expense reports with policy violation by cost center, and also expense amounts by manager for current quarter. | Financials - EXM Employee Expenses |
| Employee Expense Audit Analysis | Provides five quarter overview of expense by audit type and current quarter view by receipt status and Source. | Financials - EXM Employee Expenses |
| Employee Expense Analysis by Type | Provides five quarter analysis of expenses by type and current quarter view of expense by cost center and merchant. | Financials - EXM Employee Expenses |
General Ledger
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Revenue Analysis | Focuses on the top line of the business or gross sales from operations. It uses the revenue metric from the GL profitability subject area. | Financials - GL Profitability |
| Operating Expense Analysis | Records the operating expenses incurred by the business in day-to-day operations. It helps finance executives optimize the overall OpEx for improved profitability. It uses the OpEx metric for the GL profitability subject area. | Financials - GL Profitability |
| Cost of Revenue Analysis | Represents the direct costs of production of the goods or supply of services incurred by the business. It uses the cost of revenue metric from the GL profitability subject area. | Financials - GL Profitability |
| Capex Analysis | Records the capital expenses that contribute value to the property, plant, and equipment (PPE) asset base of the business. It tracks the net addition to the PPE using period activity for the fixed asset accounts tagged to the CapEx metric. It uses the CapEx metric from the GL balance sheet subject area. | Financials - GL Profitability |
| EBITDA Analysis | Records the net income or earnings of the business, before removing interest, taxes, depreciation, and amortization. It represents enterprise profitability without removing the financing and capital expenditure costs. It uses the EBITDA metric from the GL profitability subject area. | Financials - GL Profitability |
| Receivables Analysis | Records the aggregate amount owed to the business by its customers, based on due amounts against underlying invoices. It constitutes the primary source of incoming cash flow for the business. It uses the accounts receivable metric from the GL balance sheet subject area. | Financials - GL Balance Sheet |
| Net Income Analysis | Records the final profit earned by the business after removing all the expenses and taxes from the gross income. It's used to calculate earnings per share. It uses the net income metric from GL profitability subject area. | Financials - GL Profitability |
| Payables Analysis | Records the amounts owed by the business to its creditors or suppliers. It appears on the balance sheet under current liabilities. It uses the accounts payable metric from GL balance sheet subject area. | Financials - GL Balance Sheet |
| Cash Position Analysis | Records the amount of cash held by the business at a specific point in time. It determines financial strength and liquidity of the business. It uses the total cash metric from GL balance sheet subject area. | Financials - GL Balance Sheet |
| Gross Income Analysis | Represents the amount of profit generated from revenue after adjusting the cost of revenue. It's used to derive gross profit margin which is the percentage of gross profit in comparison to sales. It uses the gross income metric from GL profitability subject area. | Financials - GL Profitability |
| Payroll Cost Analysis | Analyzes payroll-related expenses incurred by the business. It includes salaries, payroll-related taxes, employers contribution towards facilities, employee benefits, welfare, social security, etc. It uses the payroll cost metric from GL profitability subject area. | Financials - GL Profitability |
| Net Working Capital | Records the value of current assets available to the business to settle all of its short-term financial obligations. It uses the net working capital metric from GL balance sheet subject area. | Financials - GL Balance Sheet |
| Asset Analysis | Focuses on the capital assets held by the business in the form of PPE, Intangible assets, and so on. It involves calculation of earnings potential, use, and useful life of fixed assets. | Financials - GL Balance Sheet |
| Balance Sheet Analysis | Involves analyzing the assets, liabilities, and equity of the business. It is conducted at regular intervals of time, for example, annually, quarterly, or monthly. | Financials - GL Balance Sheet |
| Profitability Analysis | Gives insights into the profitability of the business at different stages. It helps understand the operational and financial costs that affect profitability. It involves analysis of gross profit, operating profit, EBITDA, EBIT, EBT, PAT, and margin % in the context of revenue. | Financials - GL Profitability |
| Profitability Dashboard | Provides executive insights into the income statement of the business. It uses key headline indicators and income expense summary. | Financials - GL Profitability |
| Balance Sheet Dashboard | Provides executive insights into the assets and liabilities of the business. It uses key headline indicators and underlying accounts summary. | Financials - GL Balance Sheet |
Payables
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| AP Transactions Activity Analysis | Summarizes the analysis of AP transactions activity for both invoices and payments. It Provides trend analysis by period. | Financials - AP Invoices, Financials - AP Payments |
| AP Open Invoices Analysis | Summarizes the analysis of open AP invoices by aging, due vs. overdue, and so on. | Financials - AP Aging |
| AP Balances Analysis | Summarizes the analysis of AP balances by amounts due in upcoming months for the top 10 suppliers. It Provides trend analysis by period. | Financials - AP Aging |
| AP Payments Analysis | Summarizes the analysis of AP payments and on time payment statistics. It Provides trend analysis by period. | Financials - AP Payments |
| AP Liabilities Analysis (LC) | Provides summary of GL balances, Journal activity, and AP liabilities balance in ledger currency by account, and period. Identify open invoices, balances by suppliers, and view trend analysis. User will need to have access to Financials - GL balance sheet, and Financials - GL detail transactions subject areas in addition to Financials - AP liabilities in order to use this analyses. | Financials - AP Liabilities |
| AP Aging Analysis (LC) | Provides summary of AP aging by suppliers, monthly trend of overdue Amounts, and details by aging buckets. This analysis is in ledger currency. | Financials - AP Aging |
Purchasing
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Procurement Spend Overview | Provides an overview of spend, non-PO matched spend, and non-agreement spend along with entities who are spending and are non-compliant. | Procurement - Spend |
| Procument Spend Supplier Overview | Provides an overview of suppliers in terms of key suppliers spend, supplier tail spend, and suppliers count. | Procurement - Spend |
| Procurement Spend Category Overview | Provides an overview of categories spend, counts, and other details. | Procurement - Spend |
| Procurement Department Efficiency Analysis | Provides insights on procurement department efficiency with metrics like approval counts, amendment counts, and cycle time in days. | Procurement - Purchase Orders |
| Supplier Shipment Analysis | Provides insights on supplier shipments by early shipment, late shipment, ASN receipts, and other details. | Procurement - Receipts |
| Purchase Agreement Analysis | Summarizes the analysis on purchase agreement for both contract purchase agreements, and blanket purchase agreements. Provides insights on agreement trends, expiring agreement, cycle time, and release amount range. | Procurement - Agreements |
| Procurement Performance Analysis | Summarizes the performance analysis from requisitions to receipts. Provides insights on past due, rejections, cancellations, and over received quantity % by different dimensions. | Procurement - Purchase Orders, Procurement - Requisitions |
Project Billing
Prebuilt Analyses
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Project Revenue Analysis | Provides trend of revenue by time, and analysis by top 10 customers, project organizations, and projects. This analysis is in ledger currency. | PPM - Project Revenue |
| Project Revenue Account Analysis | Provides project accountants ability to view revenue distributions by GL account and period. Also, helps identify unaccounted distributions for processing. This analysis is in ledger currency. | PPM - Project Revenue |
| Project Margin Analysis | Provides visibility of project margin trend by time, project manager, project organization, and ability to drill down to project details. This analysis is in ledger currency. | PPM - Project Revenue |
| Project Contract Analysis | Provides ability to analyze project contracts, identify unallocated contracts, and contracts with backlog amounts. This analysis is in analytic currency. | PPM - Project Funding |
| Project Invoice Analysis | Provides ability to analyze Invoice amounts by period, invoice type, contract, customer and projects in ledger currency. This is restricted to project invoices that are accepted in receivables. | PPM - Project Invoices |
Project Control
Prebuilt Analyses
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Project Budget Cost Variance Analysis | Compare project budget costs with actuals and analyze the variance. Also, analyze the variance between original and current versions of approved cost budget. This analysis is in project ledger currency. | PPM - Project Budget |
| Project Forecast Margin Analysis | Analyze project forecast costs, revenue, margin over a period of time. Compare projects forecast current margin with original and prior to identify variance. This analysis is in project ledger currency. | PPM - Project Forecast |
| Project Budget Revenue Variance Analysis | Compare project budget revenue with actuals and analyze the variance. Also, analyze the variance between original and current versions of approved revenue budget. This report is in project ledger currency. | PPM - Project Budgets, PPM - Project Revenue |
Project Costing
Prebuilt Analyses
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Project Cost Analysis | Provides project cost trend for last 12 months and helps analyze costs and billability by project organization, project type, expenditure organization and expenditure category. This analysis is in project ledger currency. | PPM - Project Costs |
| Project Cost Account Analysis | Provides summary and detailed view of project cost accounting distributions by GL account and distribution accounting fiscal period. Also Provides details on unaccounted cost distributions. | PPM - Project Costs |
| Cost Account Analysis by Project | Provides summary and detailed view of project cost accounting distributions by project. Also Provides details on unaccounted cost distributions. | PPM - Project Costs |
Prebuilt KPIs
Overview
KPIs are measurements that define and track specific business goals and objectives that often roll up into larger organizational strategies that require monitoring, improvement, and evaluation. You can use KPIs as analyses in cards and decks so users understand the KPI performance while allowing users to drill into the details, bringing understanding to why a KPI value may be off the target. Use KPIs to automatically trigger alerts to specific users when KPI target values reach critical status levels.
Assets
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Assets Current Cost (LC) | Shows the current cost of assets. | Financials - Assets Analysis |
| Assets Net Book Value (LC) | Show the net book value of assets. | Financials - Assets Analysis |
| Assets Depreciation Reserve Ratio | Shows the ratio of depreciation reserve to the current cost of asset. | Financials - Assets Analysis |
| Assets Average Asset Life - Years | Indicates the average life of assets in years. | Financials - Assets Analysis |
| Assets Average Remaining Life - Years | Indicates the average remaining life of assets in years. | Financials - Assets Analysis |
| Assets Cost (LC) | Shows the cost of assets. | Financials - Assets Transactions |
| Assets CIP Cost (LC) | Shows the cost for CIP assets. | Financials - Assets Transactions |
| Assets Depreciation Expense (LC) | Shows the amount of depreciation charge incurred for the assets. | Financials - Assets Transactions |
| Assets Depreciation Reserve (LC) | Shows the amount of accumulated depreciation amount for the assets. | Financials - Assets Analysis |
| Assets Impairment Expense (LC) | Shows the amount of Impairment expense incurred for the assets. | Financials - Assets Transactions |
| Assets Proceeds of Sale (LC) | Show the Sale Proceed amount for the assets. | Financials - Assets Transactions |
| Assets Revaluation Reserve (LC) | Show the Revaluation Reserve amount for the assets. | Financials - Assets Transactions |
Expenses
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Employee Expense Report Amount | Shows the total amount of Employee expense Reports in invoiced, Paid and/or Partially Paid status. | Financials - EXM Employee Expenses |
| Employee Expense Report Count | Shows the total number of Employee expense Reports in invoiced, Paid and/or Partially Paid status. | Financials - EXM Employee Expenses |
| Employee Expense Manual Audit Percentage | Shows the percentage of expense reports that were manually audited. | Financials - EXM Employee Expenses |
| Employee Expense Average Days Late | Shows the average days delayed to submit the employee expense report. | Financials - EXM Employee Expenses |
| Employee Expense Approval Cycle Time | Shows the time taken in days to approve an employee expense report after it is submitted. | Financials - EXM Employee Expenses |
| Employee Expense Reimbursement Cycle Time | Shows the number of days it takes to reimburse an employee expense report after it is submitted. | Financials - EXM Employee Expenses |
General Ledger
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Gross Margin % | Indicates the gross profit expressed as a percentage of revenue. | Financials - GL Profitability |
| Inventory | Indicates the inventory on-hand balance for a given period and shows the trend over a period of time. | Financials - GL Balance Sheet |
| Net Working Capital | Calculates the assets currently available to meet short-term financial obligations from the net of total current assets and total current liabilities. | Financials - GL Balance Sheet |
| Days Inventory Outstanding | Indicates efficiency by measuring the average number of days the company holds inventory before selling it. | Financials - GL Balance Sheet |
| Current Ratio | Indicates liquidity that is calculated by dividing the company's current assets by its current liabilities. | Financials - GL Balance Sheet |
| Inventory Turnover Ratio | Measures how often the company is able to sell off its entire inventory in a given year. | Financials - GL Balance Sheet, Financials - GL Profitability |
| Debt to Equity Ratio | Represents the capital structure of the company and is calculated as the proportion of debt to the owner's equity. | Financials - GL Balance Sheet |
| Quick Ratio | Measures the ability of the organization to quickly convert current assets to cash to meet short-term financial obligations. | Financials - GL Balance Sheet |
| Cash Conversion Cycle | Indicates the number of days the company takes to convert its resources into actual cash flows. | Financials - GL Balance Sheet |
| Days Cash in Hand | Indicates the number of days the organization can continue to pay its operating expenses with the amount of cash available. | Financials - GL Balance Sheet |
| Fixed Assets Turnover Ratio | Indicates the efficiency of the company by comparing the net revenue to the investments in fixed assets, that is, the net of accumulated depreciation. | Financials - GL Balance Sheet |
| EBITDA Margin % | Indicates the operating profitability of the company and is measured by dividing the earnings before interest, taxes, depreciation, and amortization (EBITDA) by total revenue. | Financials - GL Profitability |
| AP Turnover (GL) | Indicates the efficiency of the company and is calculated by dividing net credit sales by the average accounts receivable for the period. | Financials - GL Profitability |
| Net Income | Indicates the final profit amount for the company after removing all the expenses from the revenue. | Financials - GL Profitability |
| AP Turnover Rate | Indicates liquidity by determining the company’s ability to pay off its accounts payable by comparing net credit purchases to the account payables. | Financials - GL Profitability |
| Cost of Revenue to Revenue % | Measures profitability by calculating the portion of revenue that is used to pay off all the costs directly associated to the revenue being generated. | Financials - GL Profitability |
| Return on Equity | Measures profitability by comparing the company's profit to the total amount of shareholder equity reported on the balance sheet. | Financials - GL Profitability |
| Return on Assets | Determines how profitable the company is relative to its total assets. | Financials - GL Profitability |
| Total Assets | Indicates the aggregate value of all the assets owned by the company which includes current and noncurrent assets. | Financials - GL Balance Sheet |
| Total Liabilities | Indicates the aggregate value of all the liabilities owned by the company, including the shareholders' fund, current liabilities, and long term liabilities. | Financials - GL Balance Sheet |
| Revenue | Analyzes the top line of business from operations over a period of time on various parameters supported by the general ledger chart of accounts. | Financials - GL Profitability |
| Operating Expense Ratio (OER) | Measures operational efficiency of the company by comparing the operating expenses to the operating revenue. | Financials - GL Profitability |
| Opex | Analyzes the various expenses a company needs to pay to operate over a period of time. | Financials - GL Profitability |
| Receivables | Shows the current receivables outstanding amount and the trend over a period of time. | Financials - GL Balance Sheet |
| Payables | Indicates current liabilities to suppliers and other creditors and shows the trend over a period of time. | Financials - GL Balance Sheet |
| Capex | Indicates the amount of money a company spends towards capital assets for operating capacity expansion. | Financials - GL Balance Sheet |
| Total Cash | Indicates current cash position of the organization and shows the trend over a period of time. | Financials - GL Balance Sheet |
| Gross Income | Shows the gross profitability derived from revenue, cost of goods sold, and the trend over a period of time. | Financials - GL Profitability |
| EBITDA | Indicates operating performance of the company before adjusting non-cash expenses for depreciation and amortization. | Financials - GL Profitability |
| Cost Of Revenue | Indicates the direct cost of elements that attribute to revenue. | Financials - GL Profitability |
| Days Sales Outstanding | Displays the days sales outstanding for the organization and shows the trend over a period of time. | Financials - GL Balance Sheet |
| Days Payables Outstanding (GL) | Indicates the average number of days an organization takes to pay its dues and invoices to its suppliers or vendors. | Financials - GL Balance Sheet |
| Net Income Margin | Indicates the net income of the business expressed as a percentage of revenue. | Financials - GL Profitability |
| Payroll Cost | Shows the total payroll cost for the organization. | Financials - GL Profitability |
| R&D Expenses | Shows the activities amount in a period range for other R&D expenses and R&D payroll. | Financials - GL Profitability |
| Sales & Marketing Expenses | Shows the activities amount in a period range for Marketing payroll, Sales payroll, other expenses, freight, other sales expenses, and travel and entertainment expenses. | Financials - GL Profitability |
| Operating Profit | Shows the value by subtracting cost of revenue and total operating expenses from revenue. | Financials - GL Profitability |
| Operating Margin % | Indicates the operating margin percentage expressed as a percentage of operating profit by revenue. | Financials - GL Profitability |
| Depreciation Expenses | Shows the activities amount for a period range for depreciation expenses. | Financials - GL Profitability |
| Interest Expense | Shows the activities amount for a period range for interest expense. | Financials - GL Profitability |
| Income Tax Expense | Shows the activities amount for a period range for income tax expense. | Financials - GL Profitability |
| Current Assets | Indicates the sum of cash, inventories, prepaid expenses, other current assets, accounts receivable and deferred cost of goods sold. | Financials - GL Balance Sheet |
| Current Liabilities | Indicates the sum of accrued liabilities, short term borrowing, other current liabilities, accounts payable, deferred revenue and tax liabilities. | Financials - GL Balance Sheet |
| Retained Earnings | Shows the balance amount for a period range for retained earnings. | Financials - GL Balance Sheet |
| Total Shareholders Funds | Indicates the sum of preferred stock, common stock, retained earnings and other equity. | Financials - GL Balance Sheet |
Payables
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| AP Invoices Processed | Shows the amount of AP invoices processed for the period. | Financials - AP Invoices |
| AP Outstanding | Shows the amount of AP balances that are outstanding for the period. | Financials - AP Aging |
| AP Overdue | Shows the amount of AP balances overdue for the period. | Financials - AP Aging |
| AP Due in 30 Days | Shows the amount of AP invoices due for payment in next 30 days, including the overdue amount. | Financials - AP Aging |
| AP Payments Processed | Shows the amount of AP payments processed for the period. | Financials - AP Payments |
| AP Average Supplier Payment Days | Shows the average number of days taken to pay the supplier invoices. | Financials - AP Payments |
| On Time Payment Performance | Shows the percentage of invoices paid within due date. | Financials - AP Payments |
| AP Transactions Processed | Shows the invoice amount Includting the credit memo and debit memo invoice type. | Financials - AP Invoices |
| AP Transactions Count | Shows the invoices count including the credit memo and debit memo invoice type. | Financials - AP Invoices |
| AP Activity Amount | Shows the activities amount of the specified accounts that can be aggregated by business unit, supplier, supplier site, and time. | Financials - AP Aging, Financials - AP Invoices |
| AP Days Payables Outstanding | Indicates the average number of days an organization takes to pay its dues and invoices to its suppliers or vendors. | Financials - AP Aging, Financials - AP Invoices |
| AP Turnover | Shows the ratio that evaluates how fast a company pays off its suppliers. | Financials - AP Aging |
| AP Aging By Invoice Date | Shows the aging amount for the open invoices based on invoice open date grouped by selected aging period. | Financials - AP Aging, Financials - AP Invoices |
| AP Aging By Schedule Date | Shows the aging amount for the open invoices based on Schedule date grouped by selected aging period. | Financials - AP Aging, Financials - AP Invoices |
| AP Discount Offered | Shows the discount offered amount excluding the credit memo and debit memo invoice type. | Financials - AP Invoices |
| AP Discount Offered % | This KPI is computed as follows: (discount offered amount / invoices amount) * 100. | Financials - AP Invoices |
| AP Avg Days Outstanding | This KPI is computed as follows: total number of days invoice outstanding / total outstanding invoices count. This is based on invoice date. | Financials - AP Aging, Financials - AP Invoices |
| AP Current Due | Shows the invoices amount which are yet to cross the schedule due date. | Financials - AP Aging, Financials - AP Invoices |
| AP Current Invoices Count | Shows the invoices count which are yet to cross the schedule due date. The grain for this is invoice payment schedule. | Financials - AP Aging, Financials - AP Invoices |
| AP Avg Days Current | This KPI is computed as follows: total number of days before due date / current invoices count. This is based on schedule date. | Financials - AP Aging, Financials - AP Invoices |
| AP Current Due to Total Outstanding % | This KPI is computed as follows: (current amount / total outstanding amount) * 100. | Financials - AP Aging, Financials - AP Invoices |
| AP Overdue Invoices Count | Shows the invoices count which has crossed the schedule due date. The grain for this is invoice payment schedule. | Financials - AP Aging, Financials - AP Invoices |
| AP Avg Days Overdue | This KPI is computed as follows: total number of days invoice overdue / overdue invoices count. This is based on schedule date. | Financials - AP Aging, Financials - AP Invoices |
| AP Overdue to Total Outstanding % | This KPI is computed as follows: (overdue amount / total outstanding amount) * 100. | Financials - AP Aging, Financials - AP Invoices |
| AP Average Payment | This KPI is computed as follows: (payments amount / payments count) * 100. And grain is payments or check number. | Financials - AP Payments |
| AP Payments Count | Shows the payments count and grain is payments or check number. | Financials - AP Payments |
| AP Overdue Payments | Shows the amount of payment transactions where the payment date exceeds the scheduled payment date and the payment schedule status is fully paid or partly paid. Excludes cancelled payments and considers all invoice types. | Financials - AP Payments |
| AP Overdue Payments Count | Shows the count of payment transactions where the payment date exceeds the scheduled payment date and the payment schedule status is fully paid or partly paid. Excludes cancelled payments and considers all invoice types. | Financials - AP Payments |
| AP On Time Payments | Shows the amount of payment transactions where the payment date is lesser than or equal to the scheduled payment date and payment schedule is fully paid. Excludes cancelled payments and considers all invoice types. | Financials - AP Payments |
| AP On Time Payments Count | Shows the count of payment transactions where payment date is lesser than or equal to scheduled payment date and payment schedule is fully paid. Excludes cancelled payments and considers all invoice types. | Financials - AP Payments |
| AP Weighted Avg Supplier Payment Days | This KPI is computed as follows: total payment days times payment amount / total payment amount. | Financials - AP Payments |
| AP Interest Penalties Paid | Shows the payment amount for invoices with the Interest invoice type. | Financials - AP Payments |
| AP Discount Taken | Shows the discount amount taken for the invoice payments. | Financials - AP Payments |
| AP Discount Taken % | This KPI is computed as follows: (discount taken amount / invoices amount) * 100. This metric will provide correct value only when used with common or pillar specific dimensions. | Financials - AP Payments |
| AP Expense Amount | Shows the invoice expense distribution amount for AP invoices and considers all invoice types. Excludes cancelled distributions. | Financials - AP Expenses, Financials - AP Invoices |
| AP Total Holds Count | Shows the total number of holds applied on invoice headers and lines. This metrics considers only active holds which are without release details. | Financials - AP Holds |
| AP Average Days on Hold | This KPI is computed as follows: (Sum (Release Date - Hold Date) / total number of holds applied on invoice headers and lines considering active and release holds). The active holds are without release details and use the system date if the release date is not available. | Financials - AP Holds |
| AP % Interest Penalties Paid | This KPI is computed as follows: (Interest Penalties Paid / payment amount) * 100. | Financials - AP Payments |
| AP Liability Amount | Shows the invoice amount by Liability account. | Financials - AP Liability |
| AP Invoices on Hold | Shows the invoice amount and considers all invoice types that have either Header Level Hold, Line Level Hold, or a combination. This KPI considers only active holds that don't have release details. | Financials - AP Holds |
| AP Invoices on Hold Count | Shows the invoice count and considers all invoice types that have either Header Level Hold, Line Level Hold, or a combination. This KPI considers only active holds that don't have release details. | Financials - AP Holds |
| AP Invoice Lines on Hold | Shows the invoice line amount which has line level hold and considers all invoice types. This KPI considers only active holds which don't have release details. | Financials - AP Holds |
| AP Hold Release Amount | Shows the invoice amount and considers all invoice types that have either header level hold, line level hold, or a combination. This KPI considers only active holds that are released. | Financials - AP Holds |
| AP Header Hold Release Amount | Shows the invoice amount and considers all invoice types that have Header Level Hold. This KPI considers active holds that are released. | Financials - AP Holds |
| AP Lines Hold Release Amount | Shows the invoice line amount which had line level hold and considers all invoice types. This KPI considers active holds that are released. | Financials - AP Holds |
| AP Header Holds count | Shows the header hold count which has header level hold and considers all invoice types. This KPI considers only active holds which don't have release details. | Financials - AP Holds |
| AP Line Holds count | Shows the line hold count which has line level hold and considers all invoice types. This KPI considers only active holds which don't have release details. | Financials - AP Holds |
Receivables
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| AR Invoices Processed | Shows the amount of AR invoices processed during the period. | Financials - AR Transactions |
| AR Transactions Processed | Shows the sum of invoice amount, debit memos amount and credit memos amount. | Financials - AR Transactions |
| AR Transactions Count | Shows the distinct count of invoice numbers. | Financials - AR Transactions |
| AR Receipts | Shows the receipts amount from the customers. | Financials - AR Receipts and Applications |
| AR Receipts Count | Shows the distinct count of receipts numbers. | Financials - AR Receipts and Applications |
| AR Unpplied Receipts | Shows receipt amount from the customers that are unapplied against outstanding invoices. | Financials - AR Receipts and Applications |
| AR Outstanding | Shows the outstanding invoice amount which includes current and overdue invoices. | Financials - AR Aging |
| AR Avg Days Outstanding | This KPI is computed as follows: total number of days invoice outstanding / total outstanding invoices count. This is based on invoice date. | Financials - AR Aging |
| AR Current Due | Shows the invoices amount which are yet to cross the schedule due date. | Financials - AR Aging |
| AR Overdue | Shows the invoices amount which has crossed the schedule due date. | Financials - AR Aging |
| AR Avg Days Overdue | This KPI is computed as follows: total number of days invoice overdue / overdue invoices count. This is based on schedule date. | Financials - AR Aging |
| AR Revenue Amount | Shows the revenue distribution amount that is recognized. | Financials - AR Revenue |
| AR Unidentified Amount | Shows the unidentified receipts transaction amount. | Financials - AR Receipts and Applications |
| AR Average Invoices Amount | This metric is computed as follows: invoices amount / invoices count. | Financials - AR Transactions |
| AR Debit Memos Amount | Shows the invoice amount for the debit memo transaction class. | Financials - AR Transactions |
| AR Credit Memos Amount | Shows the invoice amount for the credit memo transaction class. | Financials - AR Transactions |
| AR Average Receipts Amount | This metric is computed as follows: Receipts amount / Receipts count. | Financials - AR Receipts and Applications |
| Receipts Applications Amount | Shows the receipt amount from the customers applied against outstanding invoices. | Financials - AR Receipts and Applications |
| On Account Amount | Shows the receipt amount applied to On-Account activity when customer is found. | Financials - AR Receipts and Applications |
| AR Revenue Amount | Shows the recognized revenue distribution amount. | Financials - AR Revenue |
| AR Distribution Amount | Shows the distribution amount. | Financials - AR Revenue |
| Unearned Revenue Amount | Shows the unearned revenue distribution amount that is yet to be recognized. | Financials - AR Revenue |
| AR Freight Amount | Shows the freight distribution amount. | Financials - AR Revenue |
| AR Tax Amount | Shows the tax distribution amount. | Financials - AR Revenue |
| Long Term Deferred Revenue | Shows the Deferred or Unearned Revenue distribution amount that will be recognized after 365 days from the current system date. | Financials - AR Revenue |
| Short Term Deferred Revenue | Shows the Deferred or Unearned Revenue distribution amount that will be recognized within 365 days from the current system date. | Financials - AR Revenue |
| AR Activity Amount | Shows the activities amount of the specified accounts which can be aggregated by business unit, Customer, Customer Account, and time. | Financials - AR Aging |
| AR Aging By Invoice Date | Shows the aging amount for the open invoices based on invoice open date grouped by selected aging period. | Financials - AR Aging |
| AR Aging By Schedule Date | Shows the aging amount for the open invoices based on Schedule date grouped by selected aging period. | Financials - AR Aging |
| AR Total Outstanding Invoices Count | Shows the count of outstanding invoices. | Financials - AR Aging |
| AR Current Invoices Count | Shows the invoices count which are yet to cross the schedule due date. | Financials - AR Aging |
| AR Avg Invoice Days Current | This metric is computed as follows: total number of days before due date / current invoices count. This is based on schedule date. | Financials - AR Aging |
| AR Current Due to Total Outstanding % | This metric is computed as follows: (current amount / total outstanding amount) * 100. | Financials - AR Aging |
| AR Current Count to Total Outstanding % | This metric is computed as follows: (current invoices count / total outstanding invoices count) * 100. | Financials - AR Aging |
| AR Overdue Invoices Count | Shows the invoices count which has crossed the schedule due date. | Financials - AR Aging |
| AR Overdue to Total Outstanding % | This metric is computed as follows: (overdue amount / total outstanding amount) * 100. | Financials - AR Aging |
| AR Overdue Count to Total Outstanding % | This metric is computed as follows: (overdue invoices count / total outstanding invoices count) * 100. | Financials - AR Aging |
| AR Credit Memo Applications Amount | Shows the credit memo applications amount. This considers credit memo with Application Status as Applied, and credit memo Reversals with Application Status as Activity. | Financials - AR Credit Memo Applications |
| AR Credit Memo Applications Count | Shows the credit memo applications count. This considers credit memo with Application Status as Applied, and credit memo Reversals with Application Status as Activity. | Financials - AR Credit Memo Applications |
| AR Adjustments | Shows the adjustments amount that is adjusted to the invoices, debit memos, chargebacks, onaccount credits, deposits, and guarantees. | Financials - AR Adjustments |
| AR Adjustments Count | Shows the adjustments count that is adjusted to the invoices, debit memos, chargebacks, onaccount credits, deposits, and guarantees. | Financials - AR Adjustments |
Procurement
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Spend | Shows the Spend amount during a period. | Procurement - Spend |
| Addressable Spend | Shows the Addressable amount during a period. | Procurement - Spend |
| PO Matched Spend | Shows PO Matched amount during a period. | Procurement - Spend |
| Agreement Spend | Shows Agreement Spend amount during a period. | Procurement - Spend |
| Non Agreement Spend | Shows Non Agreement Spend amount during a period. | Procurement - Spend |
| Negotiated Spend | Shows Negotiated Spend amount during a period. | Procurement - Spend |
| Non Negotiated Spend | Shows Non Negotiated Spend amount during a period. | Procurement - Spend |
| Agreement Leakage Spend | Shows Agreement Leakage Spend amount during a period. | Procurement - Spend |
| Suppliers Count | Distinct count of suppliers on invoices. | Procurement - Spend |
| Buyer Count | Distinct count of Buyers on Purchase Orders. | Procurement - Spend |
| Others Non Agreement Spend | Others Non Agreement Spend amount during a period. | Procurement - Spend |
| Average Spend Per Invoice | Average Spend per invoice amount during a period. | Procurement - Spend |
| Electronic Invoices Count | Invoices count where invoices aren't created manually. | Procurement - Spend |
| Invoices Count | Invoices count during a period. | Procurement - Spend |
| Manual Invoices Count | Invoices count where invoices are created manually. | Procurement - Spend |
| Purchase Orders Count | Purchase Order count during a period. | Procurement - Spend |
| PO Matched Invoices Count | Invoices count with Purchase Order reference. | Procurement - Spend |
| PO Matched Spend % | Shows PO Matched Spend % during a period. | Procurement - Spend |
| Agreement Spend % | Shows Agreement Spend by PO Matched Spend % during a period. | Procurement - Spend |
| Negotiated Spend % | Shows Negotiated Spend by PO Matched Spend % during a period. | Procurement - Spend |
| PO Ordered Quantity | This metric is calculated as sum of quantity net of cancelled quantity at distribution level. | Procurement - Purchase Orders |
| PO Cancelled Quantity | This metric is calculated as sum of cancelled quantity at distribution level. | Procurement - Purchase Orders |
| PO Consignment Quantity | This metric is calculated as sum of consigned quantity at distribution level. | Procurement - Purchase Orders |
| PO Billed Quantity | This metric is calculated as sum of billed quantity at distribution level. | Procurement - Purchase Orders |
| PO Delivered Quantity | This metric is calculated as sum of delivered quantity at distribution level. | Procurement - Purchase Orders |
| PO Received Quantity | This metric is calculated as sum of received quantity at schedule level. | Procurement - Purchase Orders |
| PO Shipped Quantity | This metric is calculated as sum of shipped quantity at schedule level. | Procurement - Purchase Orders |
| PO Accepted Quantity | This metric is calculated as sum of accepted quantity at schedule level. | Procurement - Purchase Orders |
| PO Rejected Quantity | This metric is calculated as sum of rejected quantity at schedule level. | Procurement - Purchase Orders |
| PO Over Receipt Quantity | This metric shows quantity that is received more that purchase order quantity. | Procurement - Purchase Orders |
| Purchase Order Count | Count of distinct purchase order headers. | Procurement - Purchase Orders |
| PO Amendments Count | This metric is calculated as average amendments done for a purchase order. | Procurement - Purchase Orders |
| PO Internal Amendments Count | This metric is calculated as average number of internal amendments for a purchase order. | Procurement - Purchase Orders |
| PO Supplier Amendments Count | This metric is calculated as average number of supplier initiated amendments for a purchase order. | Procurement - Purchase Orders |
| PO Pre Processing Lead Time | This metric is calculated as average difference between purchase order approval date and purchase order creation date for version zero. | Procurement - Purchase Orders |
| Approvers Count | This metric is calculated as average number of approvers in a purchase order. | Procurement - Purchase Orders |
| PR to PO Cycle Time | This metric is calculated as average difference between purchase order creation date and requisition line approval date. | Procurement - Purchase Orders |
| PO Open Cycle Time | This metric is calculated as average difference between purchase order implement date for version zero and purchase order creation date. | Procurement - Purchase Orders |
| PO Close Cycle Time | This metric is calculated as average difference between purchase order close date and purchase order creation date. | Procurement - Purchase Orders |
| Negotiation to PO Cycle Time | This metric is calculated as average difference between purchase order approval date for version zero and negotiation line creation date for purchase orders created from negotiations. | Procurement - Purchase Orders |
| Requisition Based PO % | This metric is calculated as count of distribution with requisition references divided by count of total distributions. | Procurement - Purchase Orders |
| PO Buyers Count | Count of distinct buyers. | Procurement - Purchase Orders |
| PO Payment Terms Count | Count of distinct payment terms. | Procurement - Purchase Orders |
| PO Ordered Amount | This metric is calculated as sum of ordered amount at distribution level inclusive of inclusive taxes. | Procurement - Purchase Orders |
| PO Total Exclusive Tax Amount | This metric is calculated as sum of total exclusive tax amount at distribution level. | Procurement - Purchase Orders |
| PO Total Amount | This metric is calculated as sum of total amount at distribution level. | Procurement - Purchase Orders |
| PO Non Recoverable Tax Amount | This metric is calculated as sum of non recoverable tax amount at distribution level. | Procurement - Purchase Orders |
| PO Recoverable Tax Amount | This metric is calculated as sum of recoverable tax amount at distribution level. | Procurement - Purchase Orders |
| PO Non Recoverable Inclusive Tax Amount | This metric is calculated as sum of non recoverable inclusive tax amount at distribution level. | Procurement - Purchase Orders |
| PO Delivered Amount | This metric is calculated as sum of delivered amount at distribution level. | Procurement - Purchase Orders |
| PO Billed Amount | This metric is calculated as sum of billed amount at distribution level. | Procurement - Purchase Orders |
| PO Cancelled Amount | This metric is calculated as sum of cancelled amount at distribution level. | Procurement - Purchase Orders |
| PO Accepted Amount | This metric is calculated as sum of accepted amount at schedule level. | Procurement - Purchase Orders |
| PO Accepted Rate | This metric is calculated as sum of accepted amount divided by sum of received amount at schedule level. | Procurement - Purchase Orders |
| PO Received Amount | This metric is calculated as sum of received amount at schedule level. | Procurement - Purchase Orders |
| PO Avg Unit Price | This metric is calculated as sum of ordered amount excluding inclusive taxes divided by sum of ordered quantity. | Procurement - Purchase Orders |
| PO Max Unit Price | This metric is calculated as maximum of ordered amount excluding inclusive taxes divided by sum of ordered quantity at distribution level. | Procurement - Purchase Orders |
| PO Min Unit Price | This metric is calculated as minimum of ordered amount excluding inclusive taxes divided by sum of ordered quantity at distribution level. | Procurement - Purchase Orders |
| Average Amount Per PO | This metric is calculated as sum of ordered amount divided by count of distinct purchase orders. | Procurement - Purchase Orders |
| PO Negotiated Amount | This KPI is calculated as sum of negotiated amount at distribution level. | Procurement - Purchase Orders |
| Over Receipt Amount | This KPI is calculated as sum of over receipt amount at schedule level. | Procurement - Purchase Orders |
| PO Invoice Price Variance | This KPI is calculated by deducting the purchase order price from the invoice price. | Procurement - Purchase Orders, Procurement - Spend |
| PO Receipt Received Quantity | This metric is calculated as sum of received quantity. | Procurement - Receipts |
| PO Receipt Accepted Quantity | This metric is calculated as sum of accepted quantity. | Procurement - Receipts |
| PO Receipt Delivered Quantity | This metric is calculated as sum of delivered quantity. | Procurement - Receipts |
| PO Receipt Rejected Quantity | This metric is calculated as sum of rejected quantity. | Procurement - Receipts |
| PO Receipt Retuned Quantity | This metric is calculated as sum of returned quantity. | Procurement - Receipts |
| PO Receipt Consumed Quantity | This metric is calculated as sum of consumed quantity. | Procurement - Receipts |
| PO Receipt Headers Count | Count of distinct receipt headers. | Procurement - Receipts |
| PO Receipt Count | Count of distinct receipt lines. | Procurement - Receipts |
| PO Receipt Schedule Count | Count of distinct purchase order schedule. | Procurement - Receipts |
| PO Receipt Shipped Quantity | This metric is calculated as sum of shipped quantity. | Procurement - Receipts |
| PO Received Lines On Time % | This metric is calculated as count of lines received on time divided by count of receipt lines. | Procurement - Receipts |
| PO Received Lines Late % | This metric is calculated as count of lines received late divided by count of receipt lines. | Procurement - Receipts |
| PO Received Lines Early % | This metric is calculated as count of lines received early divided by count of receipt lines. | Procurement - Receipts |
| PO Receipt Lines with Correction Count | This metric is calculated as count of receipt lines with atleast one correction transaction. | Procurement - Receipts |
| PO Receipt Lines with Correction % | This metric is calculated as receipt corrected count divided by receipt line count. | Procurement - Receipts |
| PO Receipt Lines Rejected Count | This metric is calculated as count of receipt lines with rejected quantity greater than zero. | Procurement - Receipts |
| PO Receipt Lines Rejected % | This metric is calculated as receipt rejected count divided by receipt lines count. | Procurement - Receipts |
| PO Receipt Lines Accepted Count | This metric is calculated as count of receipt lines with accepted quantity greater than zero. | Procurement - Receipts |
| PO Receipt Lines Accepted % | This metric is calculated as receipt accepted count divided by receipt lines count. | Procurement - Receipts |
| PO Receipt Lines Returned Count | This metric is calculated as count of receipt lines with returned quantity greater than zero. | Procurement - Receipts |
| PO Receipt Lines Returned % | This metric is calculated as receipt returned count divided by receipt lines count. | Procurement - Receipts |
| PO Receipt Post Processing Time | This metric is calculated as average difference between deliver date and receipt date. | Procurement - Receipts |
| PO Receipt Processing Time | This metric is calculated as average difference between receipt date and purchase order approval date for version zero. | Procurement - Receipts |
| PO Receipt Transportation Days | This metric is calculated as average difference between receipt header creation date and shipment date for advance shipment notice based receipts. | Procurement - Receipts |
| ASN Receipts % | This metric is calculated as count of advanced shipment notice based receipts divided by count of receipt headers. | Procurement - Receipts |
| PO Agreement Header Count | Count of distinct agreement headers. | Procurement - Agreements |
| PO Agreement Approval Cycle Time | This metric is calculated as average difference between agreement approval date for version zero and creation date. | Procurement - Agreements |
| Negotiation to Agreement Approval Cycle Time | This metric is calculated as average difference between agreement approval date for version zero and negotiation line creation date. | Procurement - Agreements |
| PO Agreement Approvers Count | This metric is calculated as average approvers for version zero of an agreement. | Procurement - Agreements |
| PO Agreement Item Count | Count of distinct items. | Procurement - Agreements |
| PO Agreement Supplier Count | Count of distinct suppliers. | Procurement - Agreements |
| PO Agreement Supplier Site Count | Count of distinct supplier sites. | Procurement - Agreements |
| PO Agreement Buyer Count | Count of distinct buyers. | Procurement - Agreements |
| PO Agreement Header Expiring Days | This metric is calculated as average difference between end date and system date where agreement header end date is not null. | Procurement - Agreements |
| PO Agreement Line Expiring Days | This metric is calculated as average difference between expiration date and system date where either of agreement lines expiration date is not null or header end date is not null. | Procurement - Agreements |
| PO Agreement Average Number of Revisions | This metric is calculated as average of agreement versions. | Procurement - Agreements |
| PO Agreement Amendments Count | This metric is calculated as average amendments done for an agreement. | Procurement - Agreements |
| PO Agreement Internal Amendments Count | This metric is calculated as average number of internal amendments for an agreement. | Procurement - Agreements |
| PO Agreement Supplier Amendments Count | This metric is calculated as average number of supplier initiated amendments for an agreement. | Procurement - Agreements |
| PO Agreement Line Quantity | This metric is calculated as sum of agreement line quantity. | Procurement - Agreements |
| PO Agreement Header Agreed Amount | This metric is calculated as sum of header agreed amount. | Procurement - Agreements |
| PO Agreement Header Released Amount | This metric is calculated as sum of header released amount. | Procurement - Agreements |
| PO Agreement Header Released % | This metric is calculated as total agreement released amount divided by agreement amount. | Procurement - Agreements |
| PO Agreement Line Agreed Amount | This metric is calculated as sum of line agreed amount. | Procurement - Agreements |
| PO Agreement Line Released Amount | This metric is calculated as sum of line released amount. | Procurement - Agreements |
| PO Agreement Line Released Amount % | This metric is calculated as sum of line released amount divided by line agreed amount. | Procurement - Agreements |
| PO Agreement Remaining Header Amount | This metric is calculated as header agreed amount minus header released amount where agreement amount is not null and agreed amount is greater than released amount. | Procurement - Agreements |
| PO Agreement Remaining Header Amount % | This metric is calculated as remaining header amount divided by total header agreed amount. | Procurement - Agreements |
| PO Agreement Remaining Line Amount | This metric is calculated as sum of agreed line amount minus sum of line released amount where agreement line agreed amount is not null and agreed amount is greater than released amount. | Procurement - Agreements |
| PO Agreement Remaining Line Amount % | This metric is calculated as sum of remaining line amount divided by sum of agreed amount. | Procurement - Agreements |
| PO Agreement Expired Header Released % | This metric is calculated as header released amount divided by header agreed amount where agreement amount is not null and considering headers which are expired. | Procurement - Agreements |
| PO Agreement Expired Line Released % | This metric is calculated as line released amount divided by line agreed amount where agreement amount is not null and considering lines which are expired. | Procurement - Agreements |
| PO Agreement Unit Price | Average of unit price at lines. | Procurement - Agreements |
| Requisition Amount | This KPI is calculated as sum of amount at distribution level and excludes reinstate, split, and replaced line status. | Procurement - Requisitions |
| Processed Requisition Amount | This KPI is calculated as sum of amount at distribution level with requisition lines with processed status. This KPI excludes internal requisition and reinstate, split, and replaced line status. | Procurement - Requisitions |
| Unfulfilled Requisition Amount | This KPI is calculated as sum of amount at distribution level with requisition lines with unfulfilled status. This KPI excludes internal requisition and reinstate, split, and replaced line status. | Procurement - Requisitions |
| Fulfilled Requisition Amount | This KPI is calculated as sum of amount at distribution level with requisition lines with fulfilled status. This KPI excludes internal requisition and reinstate, split, and replaced line status. | Procurement - Requisitions |
| Requisition Quantity | This KPI is calculated as sum of quantity at distribution level and excludes reinstate, split, and replaced line status. | Procurement - Requisitions |
| Requisition Count | Count of distinct requisitions. | Procurement - Requisitions |
| Requisition Approval Cycle Time Days | This KPI is calculated as average difference between requisition approval date and requisition submitted date for version zero. | Procurement - Requisitions |
| Requisition Fulfilled Cycle Time Days | This KPI is calculated as average difference between purchase order line fulfill date and requisition line last submitted date. This KPI excludes internal requisition and reinstate, split, and replaced line status. | Procurement - Requisitions |
| Requisition Unprocessed Average Aging Days | This KPI is calculated as average difference between system date and uprocess requisition line last approval date. This KPI excludes internal requisition and reinstate, split, and replaced line status. | Procurement - Requisitions |
Project Billing
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Project Revenue (LC) | Shows the Project Revenue in Ledger currency. | PPM - Project Revenue |
| Project Revenue - ITD (LC) | Shows the Project Revenue - ITD in Ledger currency. | PPM - Project Revenue |
| Contract Revenue (LC) | Shows the Contract Revenue in Ledger currency. | PPM - Project Revenue |
| Project Margin (PLC) | Shows the Project Margin in Project Ledger currency. | PPM - Project Revenue, PPM - Project Costs |
| Project Margin - ITD (PLC) | Shows the Project Margin - ITD in Project Ledger currency. | PPM - Project Revenue, PPM - Project Costs |
| Contract Invoice Amount (LC) | Shows the Invoice amount in Ledger Currency. | PPM - Project Invoices |
| Project Invoice Amount - ITD (LC) | Shows the Inception to Date Project Invoice amount for External Contracts in Ledger Currency. | PPM - Project Invoices |
| Project Invoice Amount (LC) | Shows the Project Invoice amount for External Contracts in Ledger Currency. | PPM - Project Invoices |
Project Control
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Project Current Forecast Raw Cost - ITD (PLC) | Shows the Inception to date current Primary Forecast Project Raw Cost in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Forecast Burdened Cost - ITD (PLC) | Shows the Inception to date current Primary Project Forecast Burdened Cost in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Forecast Revenue - ITD (PLC) | Shows the Inception to date current Primary Forecast Project Revenue in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Forecast Margin - ITD (PLC) | Shows the Inception to date current Primary Forecast Project Margin in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Forecast Margin Percentage - ITD | Shows the Inception to date current Primary Forecast Project Margin Percentage. | PPM - Project Forecasts |
| Project Current Actual Raw Cost (PLC) | Shows the Project Actual Raw Cost from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Actual Burdened Cost (PLC) | Shows the Project Actual Burdened Cost from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Actual Revenue (PLC) | Shows the Project Actual Revenue from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Actual Margin (PLC) | Shows the Project Actual Margin from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Actual Margin Percentage | Shows the Project Actual Margin Percentage from current Primary Forecast Plan version. | PPM - Project Forecasts |
| Project Current ETC Raw Cost (PLC) | Shows the Project Estimate to Complete Raw Cost from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current ETC Burdened Cost (PLC) | Shows the Project Estimate to Complete Burdened Cost from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current ETC Revenue (PLC) | Shows the Project Estimate to Complete Revenue from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current ETC Margin (PLC) | Shows the Project Estimate to Complete Margin from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current ETC Margin Percentage | Shows the Project Estimate to Complete Margin Percentage from current Primary Forecast Plan version. | PPM - Project Forecasts |
| Project Current EAC Raw Cost (PLC) | Shows the Project Estimate at Completion Raw Cost from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current EAC Burdened Cost (PLC) | Shows the Project Estimate at Completion Burdened Cost from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current EAC Revenue (PLC) | Shows the Project Estimate at Completion Revenue from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current EAC Margin (PLC) | Shows the Project Estimate at Completion Margin from current Primary Forecast Plan version in Project Ledger currency. | PPM - Project Forecasts |
| Project Current EAC Margin Percentage | Shows the Project Estimate at Completion Margin Percentage from current Primary Forecast Plan version. | PPM - Project Forecasts |
| Project Current Budget Raw Cost - ITD (PLC) | Shows the Inception to date current Approved Budget Project Raw Cost in Project Ledger currency. | PPM - Project Budgets |
| Project Current Budget Burdened Cost - ITD (PLC) | Shows the Inception to date current Primary Project Forecast Burdened Cost in Project Ledger currency. | PPM - Project Budgets |
| Project Current Budget Revenue - ITD (PLC) | Shows the Inception to date current Approved Budget Project Revenue in Project Ledger currency. | PPM - Project Budgets |
| Project Current Budget Margin - ITD (PLC) | Shows the Inception to date current Approved Budget Project Margin in Project Ledger currency. | PPM - Project Budgets |
| Project Current Budget Margin Percentage - ITD | Shows the Inception to date current Approved Budget Project Margin Percentage. | PPM - Project Budgets |
| Project Current Budget Raw Cost (PLC) | Shows the Project Raw Cost from current Approved Budget Plan version in Project Ledger currency. | PPM - Project Budgets |
| Project Current Budget Burdened Cost (PLC) | Shows the Project Burdened Cost from current Approved Budget Plan version in Project Ledger currency. | PPM - Project Budgets |
| Project Current Budget Revenue (PLC) | Shows the Project Revenue from current Approved Budget Plan version in Project Ledger currency. | PPM - Project Budgets |
| Project Current Budget Margin (PLC) | Shows the Project Margin from current Approved Budget Plan version in Project Ledger currency. | PPM - Project Budgets |
| Project Current Budget Margin Percentage | Shows the Project Margin Percentage from current Approved Budget Plan version. | PPM - Project Budgets |
| Project Current BAC Raw Cost (PLC) | Shows the Project Budget at Completion Raw Cost from current Approved Budget Plan version in Project Ledger currency. | PPM - Project Budgets |
| Project Current BAC Burdened Cost (PLC) | Shows the Project Budget at Completion Burdened Cost from current Approved Budget Plan version in Project Budget at Completion Ledger currency. | PPM - Project Budgets |
| Project Current BAC Revenue (PLC) | Shows the Project Budget at Completion Revenue from current Approved Budget Plan version in Project Budget at Completion Ledger currency. | PPM - Project Budgets |
| Project Current BAC Margin (PLC) | Shows the Project Budget at Completion Margin from current Approved Budget Plan version in Project Budget at Completion Ledger currency. | PPM - Project Budgets |
| Project Current BAC Margin Percentage | Shows the Project Budget at Completion Margin Percentage from current Approved Budget Plan version. | PPM - Project Budgets |
| Project Current Versus Original BAC Raw Cost Variance (PLC) | Shows the Variance between current and/original Approved Budget at Completion Raw Cost in Project Ledger currency. | PPM - Project Budgets |
| Project Current Versus Original BAC Burdened Cost Variance (PLC) | Shows the Variance between current and/original Approved Budget at Completion Burdened Cost in Project Ledger currency. | PPM - Project Budgets |
| Project Current Versus Original BAC Revenue Variance (PLC) | Shows the Variance between current and/original Approved Budget at Completion Revenue in Project Ledger currency. | PPM - Project Budgets |
| Project Current Versus Original BAC Margin Variance (PLC) | Shows the Variance between current and/original Approved Budget at Completion Margin in Project Ledger currency. | PPM - Project Budgets |
| Project Current Versus Original BAC Margin Percentage Variance | Shows the Variance between current and/original Approved Budget at Completion Margin Percentage. | PPM - Project Budgets |
| Project Current Versus Original EAC Raw Cost Variance (PLC) | Shows the Variance between current and/original Estimate at Completion Primary Forecast Raw Cost in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Versus Original EAC Burdened Cost Variance (PLC) | Shows the Variance between current and/original Estimate at Completion Primary Forecast Burdened Cost in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Versus Original EAC Revenue Variance (PLC) | Shows the Variance between current and/original Estimate at Completion Primary Forecast Revenue in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Versus Original EAC Margin Variance (PLC) | Shows the Variance between current and/original Estimate at Completion Primary Forecast Margin in Project Ledger currency. | PPM - Project Forecasts |
| Project Current Versus Original EAC Margin Percentage Variance | Shows the Variance between current and/original Estimate at Completion Primary Forecast Margin Percentage. | PPM - Project Forecasts |
| Project Current EAC Forecast Versus Current BAC Raw Cost Variance (PLC) | Shows the Variance between current EAC Primary Forecast and current Approved BAC Raw Cost in Project Ledger currency. | PPM - Project Forecasts, PPM - Project Budgets |
| Project Current EAC Forecast Versus Current BAC Burdened Cost Variance (PLC) | Shows the Variance between current EAC Primary Forecast and current Approved BAC Burdened Cost in Project Ledger currency. | PPM - Project Forecasts, PPM - Project Budgets |
| Project Current EAC Forecast Versus Current BAC Revenue Variance (PLC) | Shows the Variance between current EAC Primary Forecast and current Approved BAC Revenue in Project Ledger currency. | PPM - Project Forecasts, PPM - Project Budgets |
| Project Current EAC Forecast Versus Current BAC Margin Variance (PLC) | Shows the Variance between current EAC Primary Forecast and current Approved BAC Margin in Project Ledger currency. | PPM - Project Forecasts, PPM - Project Budgets |
| Project Current EAC Forecast Versus Current BAC Margin Percentage Variance | Shows the Variance between current EAC Primary Forecast and current Approved BAC Margin Percentage. | PPM - Project Forecasts, PPM - Project Budgets |
| Project Remaining Current Budget Raw Cost (PLC) | Shows the remaining current Approved Budget Raw Cost amount calculated as Budget at Completion current Raw Cost - total Actual Raw Cost in Project Ledger currency. | PPM - Project Budgets, PPM - Project Costs |
| Project Remaining Current Budget Burdened Cost (PLC) | Shows the remaining current Approved Budget Burdened Cost amount calculated as Budget at Completion current Burdened Cost - total Actual Burdened Cost in Project Ledger currency. | PPM - Project Budgets, PPM - Project Costs |
| Project Remaining Current Budget Cost with Commitments (PLC) | Shows the remaining current Approved Budget Burdened Cost amount calculated as Budget at Completion current Burdened Cost - total Actual Burdened Cost - total Committed Cost in Project Ledger currency. | PPM - Project Budgets, PPM - Project Costs, PPM - Project Commitments |
| Project Remaining Current Budget Revenue (PLC) | Shows the remaining current Approved Budget Revenue amount calculated as Budget at Completion current Revenue - total Actual Revenue amount in Project Ledger currency. | PPM - Project Budgets, PPM - Project Revenue |
Project Costing
| KPI Name | KPI Description | Related Subject Areas |
|---|---|---|
| Project Raw Cost (PLC) | Shows the Project Raw Cost in Project Ledger currency. | PPM - Project Costs |
| Project Burden Cost (PLC) | Shows the Project Burden Cost in Project Ledger currency. | PPM - Project Costs |
| Project Cost (PLC) | Shows the Project Burdened Cost in Project Ledger currency. | PPM - Project Costs |
| Project Billable Cost (PLC) | Shows the Project Billable Cost in Project Ledger currency. | PPM - Project Costs |
| Project Non-Billable Cost (PLC) | Shows the Project Non-Billable Cost in Project Ledger currency. | PPM - Project Costs |
| Project Capitalizable Cost (PLC) | . | PPM - Project Costs |
| Project Non-Capitalizable Cost (PLC) | Shows the Project Non-Capitalizable Cost in Project Ledger currency. | PPM - Project Costs |
| Project Labor Cost (PLC) | Shows the Project Labor Cost in Project Ledger currency. | PPM - Project Costs |
| Project Equipment Cost (PLC) | Shows the Project Equipment Cost in Project Ledger currency. | PPM - Project Costs |
| Project Labor Effort | Shows the Project Labor effort. | PPM - Project Costs |
| Project Equipment Effort | Shows the Project Equipment effort. | PPM - Project Costs |
| Project Raw Cost - ITD (PLC) | Shows the Inception to Date Project Raw Cost in Project Ledger currency. | PPM - Project Costs |
| Project Burden Cost - ITD (PLC) | Shows the Inception to Date Project Burden Cost in Project Ledger currency. | PPM - Project Costs |
| Project Cost - ITD (PLC) | Shows the Inception to Date Project Cost in Project Ledger currency. | PPM - Project Costs |
| Project Billable Cost - ITD (PLC) | Shows the Inception to Date Project Billable Cost in Project Ledger currency. | PPM - Project Costs |
| Project Non-Billable Cost - ITD (PLC) | Shows the Inception to Date Project Non-Billable Cost in Project Ledger currency. | PPM - Project Costs |
| Project Capitalizable Cost - ITD (PLC) | Shows the Inception to Date Project Capitalizable Cost in Project Ledger currency. | PPM - Project Costs |
| Project Non-Capitalizable Cost - ITD (PLC) | Shows the Inception to Date Project Non-Capitalizable Cost in Project Ledger currency. | PPM - Project Costs |
| Project Labor Cost - ITD (PLC) | Shows the Inception to date Project Labor Cost in Project Ledger currency. | PPM - Project Costs |
| Project Equipment Cost - ITD (PLC) | Shows the Inception to date Project Equipment Cost in Project Ledger currency. | PPM - Project Costs |
| Project Labor Effort - ITD | Shows the Inception to date Project Labor effort. | PPM - Project Costs |
| Project Equipment Effort - ITD | Shows the Inception to date Project Equipment effort. | PPM - Project Costs |
| Project Committed Raw Cost (PLC) | Shows the Committed Raw cost in Project Ledger currency. | PPM - Project Commitments |
| Project Committed Burdened Cost (PLC) | Shows the Committed Burdened cost in Project Ledger currency. | PPM - Project Commitments |
Prebuilt Decks and Cards
Overview
A deck is a top-level object for executive consumption with multiple KPI cards added to a deck. Each deck contains up to 8 cards. Cards are visual presentations of KPIs with drill-downs to Data Visualization content.
Prebuilt Decks and Cards - Financials
Prebuilt Decks and Cards
| Deck Name | Deck Description |
|---|---|
| Balance Sheet | Provides visibility into top-level KPI cards associated with the balance sheet. |
| Profitability | Provides visibility into top-level KPI cards associated with the income statement. |
| Payables | Provides visibility into top-level KPI cards associated with accounts payable activity for the business. |
| Financial Ratios | Provides visibility into top-level KPI cards associated with ratios metrics to gain meaningful information about business. |
Prebuilt Decks and Cards - Procurement
Prebuilt Decks and Cards
| Deck Name | Deck Description |
|---|---|
| Procurement - Spend | Provides visibility into the top-level KPI cards associated with the Spend of an organization. |
| Procurement Efficiency | Provides visibility into the top-level KPI cards associated with the Procurement Efficiency of an organization. |