KPI
From UG
(→SOW 9 DR3 Show all weeks all data) |
(→Work breakdown structure and Change Requests Part B) |
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* Change Left panel: | * Change Left panel: | ||
** They should appear in this order (top to bottom): w22 2012, w21 2012, ... . w1 2012, w52 2011, ... w1 2011, .... (shows all data in the system) | ** They should appear in this order (top to bottom): w22 2012, w21 2012, ... . w1 2012, w52 2011, ... w1 2011, .... (shows all data in the system) | ||
| + | ** Any/all KPI dashboards should be able to be filtered based on "Created On Date" after May 1, 2010 | ||
| + | |||
=== SOW 10 Left panel drill down === | === SOW 10 Left panel drill down === | ||
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* This quarter or particular quarter | * This quarter or particular quarter | ||
* Compare years data | * Compare years data | ||
| + | |||
=== SOW 12 DR3 Cost per Unit (cost per KG, cost per Item/SKU for Truck Dom only(TMS)) === | === SOW 12 DR3 Cost per Unit (cost per KG, cost per Item/SKU for Truck Dom only(TMS)) === | ||
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| - | === SOW | + | === SOW 13 (DR3 Cost Per Unit KPI) Extend this KPI to other Client Companies (Truck/lb only) === |
mantis: ''' ''' | mantis: ''' ''' | ||
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| - | === SOW | + | === SOW 14 (DR3 Cost Per Unit KPI) Extend this KPI to other MOTs (all units): add Air === |
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| - | === SOW | + | === SOW 15 (DR3 Cost Per Unit KPI) Extend this KPI to other MOTs (all units): add LCL/FCL === |
mantis: ''' ''' | mantis: ''' ''' | ||
Revision as of 19:05, 12 July 2012
Info
Mantis
Mantis:
- parent: 0003545
- category: DR/KPI:ph1
Environments
- QA/SIT/UAT:
Good account to test with:
- name: KPI_User@com.com
- pwd: Admin1234
SVN
- /branches/DR_KPI
Team
- Sponsor: Simon
- UAT/Product Manager: Marc
- SA/PM/SIT: Tira
- Dev1: Sasha
- Dev2: Misha
- QA: Roma
- Graphics: Vic
Email groups:
alex@jaguarfreight.com; a.pivniak@elcosol.com; k.ushakov@elcosol.com; v.makhankov@elcosol.com; r.lakhno@elcosol.com; m.tymoshenko@elcosol.com; montira@jaguarfreight.com;
Glossary
- BI - Business Intelligence
Requirements
- This Phase One should include first portion of DRs/KPIs delivered
- Must be production quality
- This phase is for Arden primarily (all MOTs) but also for Sales Dept to show possibilities to prospects and existing Clients
- This project is very important top visibility project
- Also right tool/lib should be evaluated/selected for the future (example: LogiXML vs ZK API/other Java APIs)
DR1 and DR2
Moved to DR KPI Phase One DR1 DR2
Standard Layout
DR/KPIs are to conform to standard layout - breakdown of page into panels is well defined. Specific data and types of plots on each panel could change.
It consists of the following sections:
- title
- main menu
- KPI panel
- left panel
- top right panel
- bottom right panel
See also Figure below:
DR3 Cost per unit KPI by Shipper Consignee Carrier Lane
DR3 Layout
See #Standard Layout.
Title and Main Menu
Title: Cost per unit KPI by Shipper Consignee Carrier Lane
Main Menu:
- Client Company - single select, list restricted by user visibility
- MOT - single select
- View type - controls what is displayed inside panels. Options:
- Main View
- Shippers View
- Consignees View
- Carriers View
- Lanes View
- Ttl Weight/Cost/Count/Avg Weight selector
- This defines axis Y for Top Right Panel
- not used for Main View
- options:
- Total Weight
- Total Cost
- Shipment Count
- Average Weight
KPI Panel
- label: cost per kg (KPI type and unit of measurement)
- currency: USD
- number: actual value of KPI (if "weekly" selected then average for current week, if "monthly" - average for this month)
- arrow change indicator: comparatively to previous period defined by "timeframe" (up - red, down - green)
- percentage: change in % comparatively to previous period defined by "timeframe"
- timeframe: options: weekly, monthly
- traffic light: gage, indicates tolerance level, see #Tolerance levels parameters
Tolerance levels parameters
- this is a list of parameters managed by user in user profile
- controls what is considered green vs yellow vs red zone for KPI
Left panel, Top right panel, Bottom right panel
Content on these panels is controlled by "View Type" selector. See details below.
Main View
See mockup below:
Left panel
Left column:
- this year weeks to date (w1, w2, .... )
- arrow indicator - change from previous week
- gage indicator
Right column:
- KPI value
Top right panel
Axis X: this year weeks to date (w1, w2, .... )
Axis Y:
- plot A: KPI this year
- plot B: KPI last year
- plot C: YTD Avarage
Bottom right panel Tab 1
- Type: bar/pie
- Axis X: top 20 for Shippers
- Axis Y: KPI
Bottom right panel Tab 2
- Type: bar/pie
- Axis X: top 20 for Consignees
- Axis Y: KPI
Bottom right panel Tab 3
- Type: bar/pie
- Axis X: top 20 for Carriers
- Axis Y: KPI
Bottom right panel Tab 4
- Type: bar/pie
- Axis X: top 20 for Lanes
- Axis Y: KPI
Carriers View
See mockup below:
Left panel
Left column:
- Carriers
- arrow indicator
- gage indicator
Right column:
- KPI value
Top right panel
Axis X: top 20 Carriers
Axis Y: options:
- Total weight (kg)
- Total Cost (USD)
- Shipment Count
- Average weight (kg) per shipment
plot A: this year
plot B: last year
Bottom right panel Tab 1
- Type: bar/pie
- Axis X: top 20 Carriers
- Axis Y: Total weight (kg)
Bottom right panel Tab 2
- Type: bar/pie
- Axis X: top 20 Carriers
- Axis Y: Total Cost (USD)
Bottom right panel Tab 3
- Type: bar/pie
- Axis X: top 20 Carriers
- Axis Y: Shipment Count
Bottom right panel Tab 4
- Type: bar/pie
- Axis X: top 20 Carriers
- Axis Y: Average weight (kg) per shipment
Consignees View
Same data/layout as in #Carriers View but for Consignees.
Shippers View
Same data/layout as in #Carriers View but for Shippers.
Lanes View
Same data/layout as in #Carriers View but for Lanes.
DR3 Misc
MOTs
- FCL (two FCL modes combined)
- LCL (two FCL modes combined: LCL/Client Consol)
- Truck (all 3 truck modes combined)
YTD average line
This is a horizontal line on top right plot indicating "YTD average" for KPI, say cost per kg.
Top Bottom X selector
This is a single select for bottom right panel indicating by how many items to group. See full list below:
- top 10
- top 20
- bottom 10
- bottom 20
Mappings
Shippers:
- same for all MOTs
- maps to Ct#Shipper
Consignees:
- same for all MOTs
- maps to Ct#Consignee
Carriers:
We have two fields for Trucking company: Export Pick-up Trucker, Delivery Trucker. So if one shipment has both fields set then I assume both companies get credit as far as shipment count and weight.
Lanes:
- Ocean = origin/destination terminals
- Air = airport of departure / airport of arrival/destination
How to calculate cost:
- cost for EA DOM - see Ph1A section.
DR3 Phase 1A: EA DOM Portal only
In this case:
- we report only on Arden USA Domestic shipments that are handled "with a help of TMS"
- E0 = "EA DOM Portal"
- NOTE: we need to add "flag" into the system that clearly defines what CTs are handled through TMS and what are not - see #TMS flag. This is important because cost is calculated / stored differently in our DB for TMS related and other records.
- MOT = "Trucking Domestic"
- let user select this,
- if they select say "Air" with "EA DOM Portal" obviously 0 records would be found. In this case system should display message in red bold "No data found". I suggest post it above menu or in pop-up.
- replace kg with lb in this case
- Tolerance levels parameters:
- in case connected to TMS/ASN is On the I suggest to define #Tolerance levels parameters as Clint Company specific and define these params there
DR3 ph 1A Mock up Main View
TMS flag
In Client Company profile add check box to "Part A. General":
- label: connected to TMS/ASN
Questions
- when/how load cost arrives into CT2 DB?
- A: With Load plan XML? NOTE: this is estimated cost from TMS tariffs not actual billed cost!
DB for load
- tblLoad
- sql/load.properties
Date
use Actual Deliver Date
Company City Note
- show Company
- City Note on Hint
Misc
Some related code is in the system. Please re-use! See Cost_per_pound_KPI_(TMS_based_Arden_)_(solution) .
DR3 Phase 1A1: EA DOM Portal only Main View only
This is a sub-phase of phase 1A.
It characterized by:
- Main View only
Admin
On internal:
On Client:
DR4 Phase 1A2 Dates View
Dates View General Info
- this DR is on additional tab
- name "Lead times" (aka Dates View)
- in user profile it should be defined/managed separately
Dates View Title
Lead Times by Shipper Consignee Carrier Lane.
Dates View Main Menu
- client company E0
- MOT
- specific dates KPI - time ranges between known CT dates, options:
- created to delivered
- approved to delivered
- created to approved
- approved to pick up
- pick up to departure (air and ocean only)
- departure to arrival (air and ocean only)
- arrival to delivery (air and ocean only)
- pick up to delivery (trucking only)
Dates View KPI panel
- gives average in days for a YTD for selected dates KPI
- gives change in % (this year over previous)
- arrow indicator (up or down from previous year)
- gage indicator for YTD
- weekly/monthly switch - this actually currently controls type of axis X on Top Right panel
Dates View Left panel
Similar to Cost per Unit KPI.
But this is report on selected in main menu particular dates KPI - average for all weeks YTD.
Dates View Top Right panel
Similar to Cost per Unit KPI.
But this is a report on selected in main menu particular dates KPI.
Dates View Bottom Right panel
Similar to Cost per Unit KPI.
But this is a report on selected in main menu particular dates KPI.
Dates View Mock Up
Work breakdown structure and Change Requests Part A
Sequence
- first 3567, 3575 in parallel
- next 0003583
- next 0003595
- all remaining are sequential in order of priorities
3567 DR1 Simple Shipment count DR
- Sasha: Java/SQL
Spec: #DR1 Simple Shipment count DR
3575 Evaluate LogiXML
- Kostya, Vlad
0003583 DR2 Complex Shipment Data per Client per Year DR, PART A
- kostya: SQL, Java b-end
- sasha: b-end, f-end
spec: #DR2 Complex Shipment Data per Client per Year DR, PART A
0003595: [DR/KPI] DR3 Phase 1A: EA DOM Portal only
spec: #DR3 Phase 1A: EA DOM Portal only
Work breakdown structure and Change Requests Part B
SOW 0 DR4 Dates KPI
mantis: 3662
Spec: #DR4 Phase 1A2 Dates View
SOW 1 Spec gaps and some changes
mantis: 3668
R1,2 - moved to another SOW
- R3: monthly / weekly switch should also apply to Left Panel (group by weeks / month). If monthly is selected then left panel should show breakdown by month
- R4: for Left panel:
- arrow indicator should show change from previous week SAME year not previous year
- R5: for KPI panel:
- arrow and percentage: implement as in original spec (last week/month comparatively to previous week/month)
- R6 (added): for KPI panel:
- Number should show average cost per unit for last week/month (not YTD)
SOW 2 Look an feel changes
mantis: 0003690
- Weekly/monthly button: not clear what indicates "pressed" state
SOW 3 Make it very flexible to enable KPI or part of KPI to specific user
mantis: 0003691
Detailed spec TBD!
This is managed in internal > admin > users > dashboard config Tab
For example we should be able to enable just Cost per pound, just Main View, for just Air MOT. (is that overkill?)
See also #Admin
SOW 4 (DR3 Cost Per Unit KPI, EA DOM only) Add all other Views
manis: 0003692
These views:
- Shippers View
- Consignees View
- Carriers View
- Lanes View
Spec: #DR3 Cost per unit KPI by Shipper Consignee Carrier Lane
SOW 5 Add Quarters
mantis: 0003693
Detailed spec TBD!
- Add option Quarterly to Weekly / Monthly
SOW 6 Cost per pound is incorrect for some records
mantis: 0003688
Detailed spec TBD!
SOW 7 Remove pick up and/delivery trucker switch (combine data)
mantis:
Detailed spec TBD!
Notes: The challenge is when one CT has 2 different Truck companies in Pick Uo and Delivery Trucker fields.
Can we find out from data stored in DB what portion of this cost is attributed to one vs another (in TMS case and non TMS case)?
Also, calculations are different for international CTs vs TMS/Truck Dom.
SOW 8 For Bottom Right panel add drill down to CT and load level
mantis:
Detailed spec TBD!
- if user clicks on bar then system should produce pop up with CT/load details for relate data (use same format as was defined by Cost per Pound KPI implemented by AK)
- add additional button "Details"; on click same as above table in pop-up will appear but for data that covers all bars
- all data or just selected - say Top 5?
SOW 9 DR3 Show all weeks all data from MAY 1, 2010
mantis:
- Change Left panel:
- They should appear in this order (top to bottom): w22 2012, w21 2012, ... . w1 2012, w52 2011, ... w1 2011, .... (shows all data in the system)
- Any/all KPI dashboards should be able to be filtered based on "Created On Date" after May 1, 2010
SOW 10 Left panel drill down
mantis:
- main view
- Highlight table, graph on top right
- Apply bottom right
- Other views
SOW 11 DR4 Dates KPI (On time performance: Truck dom (TMS) only
- Add additional lead time date range to measure On time performance
- Meaning: Actual date of delivery and Cargo Due date. On average these shipments are delivered before or on the Cargo Due date is considered On time and for shipments that are delivered late or after Cargo Due date is considered Late
- Weekly
- Monthly
- Quarterly
- This or particular week
- This month or particular month
- This quarter or particular quarter
- Compare years data
SOW 12 DR3 Cost per Unit (cost per KG, cost per Item/SKU for Truck Dom only(TMS))
SOW 13 (DR3 Cost Per Unit KPI) Extend this KPI to other Client Companies (Truck/lb only)
mantis:
Detailed spec TBD!
SOW 14 (DR3 Cost Per Unit KPI) Extend this KPI to other MOTs (all units): add Air
mantis:
Detailed spec TBD!
SOW 15 (DR3 Cost Per Unit KPI) Extend this KPI to other MOTs (all units): add LCL/FCL
mantis:
Detailed spec TBD!
