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 (OAC) platform.

Only Analytic Currency metrics are used in these analyses. These tables shows the summary of predefined analysis available for each module.

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

Receivables

Analyses Detail Analyses Description Related Subject Areas
AR Transactions Activity Analysis Summarizes the AR transactions activity and provides trend analysis by period. Financials - AR Transactions

Procurement

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

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. KPI can be used as an analysis in cards and decks to allow a user to view KPI performance and drill into the details to understand why a KPI value may be off the target. KPIs can also be used to automatically trigger alerts to specific users when KPI target values reach critical status levels. Only Analytic Currency metrics are used in the prebuilt KPIs.

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 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 Avg 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 Avg 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 Discount Lost Shows the discount amount lost for the invoice payments. Financials - AP Payments
AP Discount Lost % This KPI is computed as follows: (Discount Lost Amount / Invoices Amount) * 100. Financials - AP Payments
AP Discount Remaining This KPI is computed as follows: Discount Offered Amount - Discount Taken Amount - Discount Lost Amount. 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 Payment to Invoice Amount % This KPI is computed as follows: (Payments Amount / Invoices Amount) * 100. Financials - AP Payments
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 peiod. Procurement - Spend
Negotiated Spend Shows Negotiated Spend amount duing a period. Procurement - Spend
Non Negotiated Spend Shows Non Negotiated Spend amount duing 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 duing 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 orders. Procurement - Purchase Orders
PO Internal Amendments Count This metric is calculated as average number of internal amendments for a purchase orders. Procurement - Purchase Orders
PO Supplier Amendments Count This metric is calculated as average number of supplier initiated amendments for a purchase orders. 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 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. 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 header released amount divided by header agreed amount where agreement amount is not null and considering headers which are expired. Procurement - Agreements
PO Agreement Unit Price Average of unit price at lines. Procurement - Agreements

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 can contain up to 8 cards. A card is a visual presentation of a KPI with a drill down capability 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.