KPIs in the Intelligent Close Manager Portlet
The Intelligent Close Manager portlet provides key performance indicators (KPIs) that offer insight into your business performance and the progression of close tasks. KPIs update dynamically based on the period and subsidiary you select.
The KPIs available depend on the features and preferences enabled in your account. For more information, see Mapping Tasks and KPIs to Features and Preferences.
The following table summarizes each KPI and its definition:
|
Key Performance Indicators (KPIs) |
Description |
|---|---|
|
Task Completion |
Shows the percentage of A/R and A/P amounts that have been posted, calculated using posted A/R and A/P amounts compared to outstanding A/R and A/P amounts. |
|
Potential Variance |
Shows the total value of tasks that still require completion. |
|
Net Income |
Shows the percentage change in net income from the previous period to the current period for the selected subsidiary, showing how your profitability is trending. |
|
Open Tasks |
Shows the total number of outstanding A/R and A/P tasks, excluding any tasks that are categorized as exceptions. |
|
Exceptions |
Shows the total number of outstanding A/R and A/P exceptions. |
|
Largest Outstanding Task |
Shows the task with the largest amount value, including exceptions. |
|
% A/R |
Shows the percentage of A/R amounts that are posted, calculated by comparing posted A/R amounts to the total of posted and outstanding A/R amounts. |
|
% A/P |
Shows the percentage of A/P amounts that are posted, calculated by comparing posted A/P amounts to the total of posted and outstanding A/P amounts. |
|
% Accounting |
Shows the percentage of accounting amounts that are posted, calculated by comparing posted accounting amounts to the total of posted and outstanding accounting amounts. |
For more information about the Intelligent Close Manger, see Intelligent Close Manager Overview.