KPI v2
From UG
(Created page with '== Info == == Overview == KPI module consists of the following components: === Internal App Components === * KPI Admin === Client App Components ===') |
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+ | [[Category: DRs and KPIs]] | ||
+ | |||
== Info == | == Info == | ||
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=== Internal App Components === | === Internal App Components === | ||
- | * KPI Admin | + | * [[#KPI Admin]] |
=== Client App Components === | === Client App Components === | ||
+ | |||
+ | * [[]] | ||
+ | |||
+ | == KPI Admin == | ||
+ | |||
+ | Consists of: | ||
+ | |||
+ | * [[#KPI Settings Panel]] | ||
+ | |||
+ | * [[#Edit KPI Panel]] | ||
+ | |||
+ | ==== KPI Settings Panel ==== | ||
+ | |||
+ | ==== Edit KPI Panel ==== | ||
+ | |||
+ | == KPIs core logic == | ||
+ | |||
+ | === Association logic === | ||
+ | |||
+ | This is association between WQMY and record that we take into consideration. | ||
+ | |||
+ | For every KPI we need to decide what criteria to use to associate CT with a particular week/month/Quarter/Year. | ||
+ | |||
+ | ==== CT based association ==== | ||
+ | |||
+ | Include any CT into results that has dates below | ||
+ | fall into the given time period (week, month, etc): | ||
+ | . | ||
+ | Air/Ocean: [[CT#Destination Port Actual Arrival Date]] | ||
+ | or | ||
+ | Truck modes: [[CT#Destination Door Actual Delivery Date]] | ||
+ | |||
+ | We formulate it in terms of '''CT''' and not [[Shipment#Shipment]]. | ||
+ | |||
+ | This criteria is used for KPIs that could be calculated "per CT" and not only per "Shipment (GRP)" | ||
+ | |||
+ | Note that as a result some CTs from the same group could be accounted in one week, month, etc and some in another. Effectively that also means that one group gets included into several reports (for several time periods). | ||
+ | |||
+ | This criteria is used for classes: | ||
+ | * [[#Volumes]] | ||
+ | * [[#CPU]] | ||
+ | * [[#Lead Times]] | ||
+ | |||
+ | ==== Shipment based association ==== | ||
+ | |||
+ | We formulate it in terms of [[Shipment#Shipment]]. | ||
+ | |||
+ | Include any Shipment into results that has dates below | ||
+ | fall into the given time period (week, month, etc): | ||
+ | . | ||
+ | Air/Ocean: [[CT#Destination Port Actual Arrival Date]] | ||
+ | or | ||
+ | Truck modes: [[CT#Destination Door Actual Delivery Date]] | ||
+ | . | ||
+ | Above is earliest CT date across all CTs in the group that represents Shipment. | ||
+ | |||
+ | This criteria is used for classes: | ||
+ | * [[#LO]] | ||
+ | * [[#EU]] | ||
+ | |||
+ | === Exclusion logic === | ||
+ | |||
+ | ==== Exclusion if shipment is deleted or alike ==== | ||
+ | |||
+ | Exclude CTs that are: | ||
+ | * canceled or | ||
+ | * deleted or | ||
+ | * rejected (from ASN) | ||
+ | |||
+ | ==== Exclusion if parameter in KPI formula is undefined ==== | ||
+ | |||
+ | Examples: | ||
+ | |||
+ | * If KPI is a time frame then exclude shipments that have only one out of two dates/times that define the interval present in the system. | ||
+ | |||
+ | * In CPUs if cost is undefined or unit is undefined | ||
+ | |||
+ | ==== Exclusion if need to divide by zero ==== | ||
+ | |||
+ | ==== Exclusion if core CC is absent ==== | ||
+ | |||
+ | CTs should not be included into KPI if it does not contain certain "core" charges. In some cases Jaguar plays "minor" role. | ||
+ | |||
+ | 1/ If '''at least one cc from the cc list defined for particular MOT''' is NOT present in TOC as defined in Cure CC Table (see example below) then exclude this CT from KPI report. | ||
+ | |||
+ | 2/ Core CC Table example: | ||
+ | |||
+ | MOT cc# | ||
+ | ---------------------------- | ||
+ | AIR 1101 | ||
+ | OCEAN FCL 1301 | ||
+ | OCEAN LCL 1401 | ||
+ | TRUCK 1501, 1503, 1505, 1598 | ||
+ | |||
+ | 3/ This is '''for CPU class only''' | ||
+ | |||
+ | == KPIs UI == | ||
+ | |||
+ | === KPIs link === | ||
+ | |||
+ | === KPIs Homepage === | ||
+ | |||
+ | === WMQY selector === | ||
+ | |||
+ | Radio type control that has 4 values: | ||
+ | * Wk | ||
+ | * Mo | ||
+ | * Qtr | ||
+ | * Yr | ||
+ | |||
+ | Selection will affect what is displayed on all panels. | ||
+ | |||
+ | === Filters === | ||
+ | |||
+ | === KPI class Tab === | ||
+ | |||
+ | === Individual KPi selector === | ||
+ | |||
+ | === Summary Panel === | ||
+ | |||
+ | === Settings Panel === | ||
+ | |||
+ | === Left Panel === | ||
+ | |||
+ | === Top Right Panel === | ||
+ | |||
+ | === Bottom Right Panel === | ||
+ | |||
+ | KPis values are calculated/displayed per Shopper, per Consignee, per Carrier, per Lane - see below. | ||
+ | |||
+ | By default YTD for current year are displayed for Wk, Mo, Qtr. | ||
+ | |||
+ | Previous year is displayed for Yr setting. | ||
+ | |||
+ | ==== Bottom Right Main Menu ==== | ||
+ | |||
+ | Has: | ||
+ | |||
+ | * '''Pie/Bar/Column''' selector - provides option for type of the plot. | ||
+ | * '''Display X''' selector - how many items on axis X to display, options: 5, 10, 15, 20, 25 | ||
+ | * '''Top/Bottom/Needle Movers''' selector | ||
+ | ** Top - display items on axis X sorted left to right max to min | ||
+ | ** Bottom - display items on axis X sorted left to right min to max | ||
+ | ** Needle Movers - display items on axis X sorted left to right by Total Spend KPI; display Total Spend as overlap | ||
+ | |||
+ | ==== Average Line ==== | ||
+ | |||
+ | TBD | ||
+ | |||
+ | ==== Bottom Right Link To Drilldowns ==== | ||
+ | |||
+ | By clicking on specific bar or pie slice we get to [[#Drilldowns]] type report for related data. | ||
+ | |||
+ | ==== Shippers Tab ==== | ||
+ | |||
+ | ==== Consignees Tab ==== | ||
+ | |||
+ | ==== Carriers Tab ==== | ||
+ | |||
+ | ==== Lanes Tab ==== | ||
+ | |||
+ | == Drilldowns == | ||
+ | |||
+ | === Fields List === | ||
+ | |||
+ | All fields are grouped into: | ||
+ | |||
+ | * Shpt(Load/GRP) attributes - see [[#Shpt attributes]] | ||
+ | * CT attributes - see [[#CT attributes]] | ||
+ | * SKU attributes - see [[#SKU attributes]] | ||
+ | * KPIs - see [[#KPIs in drilldown]] | ||
+ | |||
+ | Below fields defined as: | ||
+ | * <label as it appears on pop-up and xls> // <meaning and/or mapping> | ||
+ | |||
+ | ==== Shpt attributes ==== | ||
+ | |||
+ | '''Shpt''' is abbreviation for a '''Shipment'''. Please note that we name "shipment" different things. For more info about that see [[Shipment]] wiki. | ||
+ | |||
+ | There are two cases here: | ||
+ | |||
+ | * a) [[#Shpt attributes for TMS records]] and | ||
+ | * b) [[#Shpt attributes for non TMS records]] | ||
+ | |||
+ | ===== Shpt attributes for TMS records ===== | ||
+ | |||
+ | These fields will appear for E0 that is linked to TMS. | ||
+ | |||
+ | * Shpt# // [[Load#Number]] | ||
+ | * Shpt MOT // [[Load#MOT]] | ||
+ | * Shpt Carrier // [[Load#Carrier]] | ||
+ | * Shpt Act. Departure // [[Load#Origin Door Actual Pick Up Date]] | ||
+ | * Shpt Act. Arrival // [[Load#Destination Door Actual Delivery Date]] | ||
+ | * Shpt cost // [[Load#Cost]] | ||
+ | * Shpt Pallets // [[Load#Plts]] | ||
+ | * Shpt Pkg on plts // [[Load#Pkgs On Plts]] | ||
+ | * Shpt Loose // [[Load#Loose]] | ||
+ | * Shpt LB // [[Load#Gross Lb]] | ||
+ | * Shpt KG // [[Load#Gross Kg]] | ||
+ | |||
+ | ===== Shpt attributes for non TMS records ===== | ||
+ | |||
+ | These fields will appear for ALL E0 except for E0 that is NOT linked to TMS. | ||
+ | |||
+ | Note that if CT is a part of GRP then we output corresponding GRP fields. Else (when CT is not a part of any group) we output corresponding CT fields. | ||
+ | |||
+ | * Shpt# // [[CT#Number]] or [[GRP#Number]] | ||
+ | * Shpt MOT // [[CT#MOT]] or [[GRP#MOT]] | ||
+ | * Shpt Carrier // [[CT#Carrier]] or [[GRP#Carrier]] | ||
+ | |||
+ | * Shpt Act. Departure // | ||
+ | ** For Air/Ocean: [[CT#Origin Port Actual Departure Date]] or [[GRP#Origin Port Actual Departure Date]] | ||
+ | ** For Truck MOTs: [[CT#Origin Door Actual Pick Up Date]] or [[GRP#Origin Door Actual Pick Up Date]] | ||
+ | |||
+ | * Shpt Act. Arrival // | ||
+ | ** For Air/Ocean: [[CT#Destination Port Actual Arrival Date]] or [[GRP#Destination Port Actual Arrival Date]] | ||
+ | ** For Truck MOTs: [[CT#Destination Door Actual Delivery Date]] or [[GRP#Destination Door Actual Delivery Date]] | ||
+ | |||
+ | * Shpt cost // [[CT#Cost]] or [[GRP#Cost]] | ||
+ | * Shpt Pallets // [[CT#Plts]] or [[GRP#Plts]] | ||
+ | * Shpt Pkg on plts // [[CT#Pkgs On Plts]] | ||
+ | * Shpt Loose // [[CT#Loose]] or [[GRP#Loose]] | ||
+ | * Shpt CWT // Air only | ||
+ | ** [[CT#CWT]] or [[GRP#CWT]] | ||
+ | * Shpt LB // [[CT#Gross Lb]] or [[GRP#Gross Lb]] | ||
+ | * Shpt KG // [[CT#Gross Kg]] or [[GRP#Gross Kg]] | ||
+ | * Shpt CBM // LCL only | ||
+ | ** [[CT#CBM]] or [[GRP#CBM]] | ||
+ | |||
+ | ==== CT attributes ==== | ||
+ | |||
+ | * CT# // [[CT#Number]] | ||
+ | * MOT // [[CT#MOT]] | ||
+ | |||
+ | * Shipper // [[CT#Shipper]] | ||
+ | * Consignee // [[CT#Consignee]] | ||
+ | |||
+ | * Ship To Location // [[CT#Destination Door]] | ||
+ | |||
+ | * Approved by Planner // [[CT#Approved by Planner]] | ||
+ | * Approved by Super Planner // [[CT#Approved by Super Planner]] | ||
+ | |||
+ | * P.O. Issued by // [[CT#PO Issued by]] | ||
+ | * Created On // [[CT#Created On Date]] | ||
+ | * Authorized // [[CT#Authorized On]] | ||
+ | |||
+ | * Act. Pick Up // [[CT#Origin Door Actual Pick Up Date]] | ||
+ | |||
+ | * Est. Pick Up // Estimated for [[CT#Origin Door Actual Pick Up Date]] | ||
+ | |||
+ | * Act. Departure // [[CT#Origin Port Actual Departure Date]] | ||
+ | |||
+ | * Act. Arrival // [[CT#Destination Port Actual Arrival Date]] | ||
+ | |||
+ | * Act. Delivery // [[CT#Destination Door Actual Delivery Date]] | ||
+ | |||
+ | * Est. Delivery // Estimated for [[CT#Destination Door Actual Delivery Date]] | ||
+ | |||
+ | |||
+ | * Cargo Due // [[CT#Cargo due]] | ||
+ | |||
+ | * Origin City // City from [[CT#Origin Door]] | ||
+ | * Origin State // State from [[CT#Origin Door]] | ||
+ | * Origin Country // Country from [[CT#Origin Door]] | ||
+ | * Origin Region // Region from [[CT#Origin Door]] | ||
+ | |||
+ | * Destination City // City from [[CT#Destination Door]] | ||
+ | * Destination State // State from [[CT#Destination Door]] | ||
+ | * Destination Country // Country from [[CT#Destination Door]] | ||
+ | * Destination Region // Region from [[CT#Destination Door]] | ||
+ | |||
+ | * Carrier [[CT#Carrier]] | ||
+ | |||
+ | * Commodity Description // [[CT#Commodity Description]] | ||
+ | * Haz // [[CT#Hazardous Yes No]] | ||
+ | * CT Lb // [[CT#Gross Lb]] | ||
+ | * CT Kg // [[CT#Gross Kg]] | ||
+ | * CWT // [[CT#Chargeable Weight]] | ||
+ | |||
+ | ==== SKU attributes ==== | ||
+ | |||
+ | * [[Commodity#SKU]] | ||
+ | * [[Commodity#PO]] | ||
+ | * [[Commodity#Qty]] | ||
+ | * [[Commodity#Description]] | ||
+ | * [[Commodity#Plts]] | ||
+ | * [[Commodity#Pkgs on plts]] | ||
+ | * [[Commodity#Loose Pkgs]] | ||
+ | * [[Commodity#Gross Kg]] | ||
+ | * [[Commodity#Gross Lb]] | ||
+ | * [[Commodity#Piece price]] // ASN only | ||
+ | * [[Commodity#Haz]] // ASN only | ||
+ | * [[Commodity#Stackable]] // ASN only | ||
+ | |||
+ | ==== KPIs in drilldown ==== | ||
+ | |||
+ | 1/ Show only KPIs that are '''enabled''' for particular users in User Admin | ||
+ | |||
+ | 2/ Note that Previously Marc has said: | ||
+ | ------------------------------ | ||
+ | if there are performance issues with adding many KPIs as output option | ||
+ | then limit to say 3 KPIs max (advice user about this in some way) | ||
+ | |||
+ | 3/ Currently approved list to show: | ||
+ | |||
+ | Volumes - Y for some - see below | ||
+ | Shipment count - N | ||
+ | CT count - N | ||
+ | Total Spend - Y | ||
+ | Gross KG - N | ||
+ | CWT KG - Y | ||
+ | CBM - Y | ||
+ | TEU - Y | ||
+ | |||
+ | CPU - Y for all below | ||
+ | Cost per TEU | ||
+ | Cost per Kg | ||
+ | Cost per Lb | ||
+ | Cost per CBM | ||
+ | Cost per CWT | ||
+ | |||
+ | Lead Times - Y for all below | ||
+ | Created to Deliv | ||
+ | Approved to Deliv | ||
+ | Created to Approved | ||
+ | Approved to Pick Up | ||
+ | Pick Up to Delivered | ||
+ | Approved to Cargo Due | ||
+ | Departure to Arrival | ||
+ | On Time Performance | ||
+ | |||
+ | LO | ||
+ | Shipments Per Lane KPI - N | ||
+ | |||
+ | EU - N for all below | ||
+ | Kg per Shipment | ||
+ | Lb per Shipment | ||
+ | Plts per Shipment | ||
+ | CBM per Shipment | ||
+ | CWT per Shipment | ||
+ | |||
+ | ===== Default selected values in fields selector ===== | ||
+ | |||
+ | GRP# (or load# for TMS) | ||
+ | CT# | ||
+ | Shipper | ||
+ | PO | ||
+ | SKU | ||
+ | QTY | ||
+ | current KPI | ||
+ | |||
+ | === xls === | ||
+ | |||
+ | ==== header ==== | ||
+ | |||
+ | Consists of lines: | ||
+ | |||
+ | FlashLight | ||
+ | <date generated> | ||
+ | <class name> | ||
+ | KPI name: <KPI name> | ||
+ | Number of matches: <number of CTs included into output> | ||
+ | Client Company: <Filter value> | ||
+ | Mode of Transport: <Filter value> | ||
+ | TimeFrame: <WMQY value> | ||
+ | Currency: <value set in ???> | ||
+ | Additional filters: | ||
+ | Shipper: <Filter value> | ||
+ | <more filters> | ||
+ | |||
+ | Example: | ||
+ | ------- | ||
+ | FlashLight | ||
+ | 26-Sep-2013 | ||
+ | Volumes KPI | ||
+ | KPI name: CT Count | ||
+ | Number of shipments: 13 | ||
+ | Client Company: Elizabeth Arden | ||
+ | Mode of Transport: Air | ||
+ | TimeFrame: Week 30 (22–28 Jul 2013) | ||
+ | Currency: USD | ||
+ | Additional filters: | ||
+ | Shipper: ELIZABETH ARDEN - Roanoke - 1751 blue hills | ||
+ | |||
+ | ==== filenaming ==== | ||
+ | |||
+ | KPI Type + Week #, Year + (if appropriate: Company Name (first word in name only)) | ||
+ | |||
+ | Example: | ||
+ | |||
+ | Shipment Count wk 13 2013 CEI.xls | ||
+ | |||
+ | ==== xls datatype ==== | ||
+ | |||
+ | * currency should be of type currency | ||
+ | * numerical should be of type numerical with no decimals (digits after dot) | ||
+ | |||
+ | ==== body ==== | ||
+ | |||
+ | * '''Example 1:''' no SKU fields - see below. | ||
+ | |||
+ | [[File:KPI drilldown with no SKU fields.png | 700px]] | ||
+ | |||
+ | * '''Example 2:''' with SKU fields - see below. | ||
+ | |||
+ | [[File:Drillsdown with SKU fields.png | 700px]] | ||
+ | |||
+ | == KPI classes == | ||
+ | |||
+ | === Volumes === | ||
+ | |||
+ | ==== Shipment count ==== | ||
+ | |||
+ | This KPI was made unavailable. | ||
+ | |||
+ | ==== CT count ==== | ||
+ | |||
+ | '''Left and Top Right panels:''' | ||
+ | |||
+ | * Number of CTs that satisfy Association, Inclusion, Filters and WMQY criterias. | ||
+ | |||
+ | ==== Total Spend ==== | ||
+ | |||
+ | ==== Gross KG ==== | ||
+ | |||
+ | * [[Commodity#Grand_Total:_Gross_Kg]] | ||
+ | |||
+ | ==== CWT KG ==== | ||
+ | |||
+ | * Air only | ||
+ | * [[CT#Chargeable_Weight]] | ||
+ | |||
+ | ==== CBM ==== | ||
+ | |||
+ | * (LCL only) | ||
+ | |||
+ | ==== TEU ==== | ||
+ | |||
+ | * (FCL only) | ||
+ | * per Marc most FCLs have one group in one Master with all CTs having same Shipper and Consignee | ||
+ | * but to avoid conflicts we will calculate and output per Master | ||
+ | * the way we count TEU for Shipper, Consignee, etc is more like a tag, not like a measure of volume. For example if there are two CTs in one container with TEU=1, CT1 with Shipper1, CT2 with Shipper2 then both Shippers get TEU=1 and not TEU =0.5 | ||
+ | * assumptions about containers: | ||
+ | ** containers are re-used | ||
+ | ** container number is a number of actual metal box | ||
+ | ** in one crossing over ocean one container is always a part of ONE master or ONE CT | ||
+ | |||
+ | * in other KPIs if this KPI is selected as optional column then Master column will appear to emulate common design | ||
+ | |||
+ | * drilldown mock up - see below: | ||
+ | |||
+ | [[File:Teu.png | 700px]] | ||
+ | |||
+ | === CPU === | ||
+ | |||
+ | ==== Cost per TEU ==== | ||
+ | |||
+ | * See [[TEU]] spec. | ||
+ | |||
+ | * Cost per TEU = Sum of Costs of all relevant CTs '''divided by''' TEU for those CTs (defined by Master they belong to) | ||
+ | ** note that some CTs would have 0 cost | ||
+ | *** if some of these CTs contribute container to total TEU it is OK | ||
+ | |||
+ | * in drilldown when calculate cost take a sum of all CTs that belong to Master and not only those that we end up with after we apply Shipper and other filters (added Oct 7) | ||
+ | |||
+ | ==== Cost per Kg ==== | ||
+ | |||
+ | ==== Cost per Lb ==== | ||
+ | |||
+ | ==== Cost per CBM ==== | ||
+ | |||
+ | ==== Cost per CWT ==== | ||
+ | |||
+ | === Lead Times === | ||
+ | |||
+ | ==== Created to Delivered ==== | ||
+ | |||
+ | ==== Approved to Delivered ==== | ||
+ | |||
+ | ==== Created to Approved ==== | ||
+ | |||
+ | ==== Approved to Pick Up ==== | ||
+ | |||
+ | ==== Pick Up to Delivered ==== | ||
+ | |||
+ | ==== Approved to Cargo Due ==== | ||
+ | |||
+ | ==== Departure to Arrival ==== | ||
+ | |||
+ | ==== On Time Performance ==== | ||
+ | |||
+ | === LO === | ||
+ | |||
+ | ==== Shipments Per Lane KPI ==== | ||
+ | |||
+ | * Definitions: | ||
+ | ** [[Shipment#Shipment]] | ||
+ | ** [[Shipment#Lane]] | ||
+ | |||
+ | * '''label''': "Weekly/ Monthly Avg Shipments per Lane" | ||
+ | |||
+ | * '''definition''': This shows how many shipments there are on average per lane per week or month | ||
+ | |||
+ | Weekly: Weekly Average | ||
+ | Monthly: Month Average | ||
+ | Quarter: Total Quarter Count - divided by 3 month (average per month) | ||
+ | Annual: Total annual count - divided by 12 month (average per month) | ||
+ | |||
+ | * hint label: | ||
+ | |||
+ | If "period" is 3 weeks or less, show the "average shipment for this week" | ||
+ | If "period" is 1 month or more: Show 'average shpt count per month for this period' | ||
+ | |||
+ | Formula 1 | ||
+ | --------- | ||
+ | Average shipments per lane = number of Shipments / number of Lanes | ||
+ | . | ||
+ | Note: above is for specific timeframe, for specific filters applied | ||
+ | |||
+ | Example 1. | ||
+ | ======= | ||
+ | Shnt# Shipper Consignee | ||
+ | ---------------------- | ||
+ | CT1 A X | ||
+ | CT2 A X | ||
+ | GRP1 B Y | ||
+ | GRP2 A X | ||
+ | GRP3 B Y | ||
+ | GRP4 B Y | ||
+ | unique lanes: AX, BY | ||
+ | number of shipments = 6 | ||
+ | number of lanes = 2 | ||
+ | average shipments per lane = number of shipments / number of lanes = 6/2 = 3 | ||
+ | |||
+ | '''Left panel''' and '''Top Right Panel''' | ||
+ | |||
+ | * one KPi value per week/month/quarter/year | ||
+ | * for data for 2011, 2012, 2013 (partial), ordered, latest at the top | ||
+ | |||
+ | '''Bottom Right Panel:''' | ||
+ | |||
+ | === EU === | ||
+ | |||
+ | ==== Kg per Shipment ==== | ||
+ | |||
+ | ==== Lb per Shipment ==== | ||
+ | |||
+ | ==== Plts per Shipment ==== | ||
+ | |||
+ | ==== CBM per Shipment ==== | ||
+ | |||
+ | ==== CWT per Shipment ==== |
Current revision as of 17:52, 31 October 2013
Contents
|
[edit] Info
[edit] Overview
KPI module consists of the following components:
[edit] Internal App Components
[edit] Client App Components
- [[]]
[edit] KPI Admin
Consists of:
[edit] KPI Settings Panel
[edit] Edit KPI Panel
[edit] KPIs core logic
[edit] Association logic
This is association between WQMY and record that we take into consideration.
For every KPI we need to decide what criteria to use to associate CT with a particular week/month/Quarter/Year.
[edit] CT based association
Include any CT into results that has dates below fall into the given time period (week, month, etc): . Air/Ocean: CT#Destination Port Actual Arrival Date or Truck modes: CT#Destination Door Actual Delivery Date
We formulate it in terms of CT and not Shipment#Shipment.
This criteria is used for KPIs that could be calculated "per CT" and not only per "Shipment (GRP)"
Note that as a result some CTs from the same group could be accounted in one week, month, etc and some in another. Effectively that also means that one group gets included into several reports (for several time periods).
This criteria is used for classes:
[edit] Shipment based association
We formulate it in terms of Shipment#Shipment.
Include any Shipment into results that has dates below fall into the given time period (week, month, etc): . Air/Ocean: CT#Destination Port Actual Arrival Date or Truck modes: CT#Destination Door Actual Delivery Date . Above is earliest CT date across all CTs in the group that represents Shipment.
This criteria is used for classes:
[edit] Exclusion logic
[edit] Exclusion if shipment is deleted or alike
Exclude CTs that are:
- canceled or
- deleted or
- rejected (from ASN)
[edit] Exclusion if parameter in KPI formula is undefined
Examples:
- If KPI is a time frame then exclude shipments that have only one out of two dates/times that define the interval present in the system.
- In CPUs if cost is undefined or unit is undefined
[edit] Exclusion if need to divide by zero
[edit] Exclusion if core CC is absent
CTs should not be included into KPI if it does not contain certain "core" charges. In some cases Jaguar plays "minor" role.
1/ If at least one cc from the cc list defined for particular MOT is NOT present in TOC as defined in Cure CC Table (see example below) then exclude this CT from KPI report.
2/ Core CC Table example:
MOT cc# ---------------------------- AIR 1101 OCEAN FCL 1301 OCEAN LCL 1401 TRUCK 1501, 1503, 1505, 1598
3/ This is for CPU class only
[edit] KPIs UI
[edit] KPIs link
[edit] KPIs Homepage
[edit] WMQY selector
Radio type control that has 4 values:
- Wk
- Mo
- Qtr
- Yr
Selection will affect what is displayed on all panels.
[edit] Filters
[edit] KPI class Tab
[edit] Individual KPi selector
[edit] Summary Panel
[edit] Settings Panel
[edit] Left Panel
[edit] Top Right Panel
[edit] Bottom Right Panel
KPis values are calculated/displayed per Shopper, per Consignee, per Carrier, per Lane - see below.
By default YTD for current year are displayed for Wk, Mo, Qtr.
Previous year is displayed for Yr setting.
[edit] Bottom Right Main Menu
Has:
- Pie/Bar/Column selector - provides option for type of the plot.
- Display X selector - how many items on axis X to display, options: 5, 10, 15, 20, 25
- Top/Bottom/Needle Movers selector
- Top - display items on axis X sorted left to right max to min
- Bottom - display items on axis X sorted left to right min to max
- Needle Movers - display items on axis X sorted left to right by Total Spend KPI; display Total Spend as overlap
[edit] Average Line
TBD
[edit] Bottom Right Link To Drilldowns
By clicking on specific bar or pie slice we get to #Drilldowns type report for related data.
[edit] Shippers Tab
[edit] Consignees Tab
[edit] Carriers Tab
[edit] Lanes Tab
[edit] Drilldowns
[edit] Fields List
All fields are grouped into:
- Shpt(Load/GRP) attributes - see #Shpt attributes
- CT attributes - see #CT attributes
- SKU attributes - see #SKU attributes
- KPIs - see #KPIs in drilldown
Below fields defined as:
- <label as it appears on pop-up and xls> // <meaning and/or mapping>
[edit] Shpt attributes
Shpt is abbreviation for a Shipment. Please note that we name "shipment" different things. For more info about that see Shipment wiki.
There are two cases here:
[edit] Shpt attributes for TMS records
These fields will appear for E0 that is linked to TMS.
- Shpt# // Load#Number
- Shpt MOT // Load#MOT
- Shpt Carrier // Load#Carrier
- Shpt Act. Departure // Load#Origin Door Actual Pick Up Date
- Shpt Act. Arrival // Load#Destination Door Actual Delivery Date
- Shpt cost // Load#Cost
- Shpt Pallets // Load#Plts
- Shpt Pkg on plts // Load#Pkgs On Plts
- Shpt Loose // Load#Loose
- Shpt LB // Load#Gross Lb
- Shpt KG // Load#Gross Kg
[edit] Shpt attributes for non TMS records
These fields will appear for ALL E0 except for E0 that is NOT linked to TMS.
Note that if CT is a part of GRP then we output corresponding GRP fields. Else (when CT is not a part of any group) we output corresponding CT fields.
- Shpt# // CT#Number or GRP#Number
- Shpt MOT // CT#MOT or GRP#MOT
- Shpt Carrier // CT#Carrier or GRP#Carrier
- Shpt Act. Departure //
- For Air/Ocean: CT#Origin Port Actual Departure Date or GRP#Origin Port Actual Departure Date
- For Truck MOTs: CT#Origin Door Actual Pick Up Date or GRP#Origin Door Actual Pick Up Date
- Shpt Act. Arrival //
- For Air/Ocean: CT#Destination Port Actual Arrival Date or GRP#Destination Port Actual Arrival Date
- For Truck MOTs: CT#Destination Door Actual Delivery Date or GRP#Destination Door Actual Delivery Date
- Shpt cost // CT#Cost or GRP#Cost
- Shpt Pallets // CT#Plts or GRP#Plts
- Shpt Pkg on plts // CT#Pkgs On Plts
- Shpt Loose // CT#Loose or GRP#Loose
- Shpt CWT // Air only
- Shpt LB // CT#Gross Lb or GRP#Gross Lb
- Shpt KG // CT#Gross Kg or GRP#Gross Kg
- Shpt CBM // LCL only
[edit] CT attributes
- Shipper // CT#Shipper
- Consignee // CT#Consignee
- Ship To Location // CT#Destination Door
- Approved by Planner // CT#Approved by Planner
- Approved by Super Planner // CT#Approved by Super Planner
- P.O. Issued by // CT#PO Issued by
- Created On // CT#Created On Date
- Authorized // CT#Authorized On
- Act. Pick Up // CT#Origin Door Actual Pick Up Date
- Est. Pick Up // Estimated for CT#Origin Door Actual Pick Up Date
- Act. Departure // CT#Origin Port Actual Departure Date
- Act. Arrival // CT#Destination Port Actual Arrival Date
- Act. Delivery // CT#Destination Door Actual Delivery Date
- Est. Delivery // Estimated for CT#Destination Door Actual Delivery Date
- Cargo Due // CT#Cargo due
- Origin City // City from CT#Origin Door
- Origin State // State from CT#Origin Door
- Origin Country // Country from CT#Origin Door
- Origin Region // Region from CT#Origin Door
- Destination City // City from CT#Destination Door
- Destination State // State from CT#Destination Door
- Destination Country // Country from CT#Destination Door
- Destination Region // Region from CT#Destination Door
- Carrier CT#Carrier
- Commodity Description // CT#Commodity Description
- Haz // CT#Hazardous Yes No
- CT Lb // CT#Gross Lb
- CT Kg // CT#Gross Kg
- CWT // CT#Chargeable Weight
[edit] SKU attributes
- Commodity#SKU
- Commodity#PO
- Commodity#Qty
- Commodity#Description
- Commodity#Plts
- Commodity#Pkgs on plts
- Commodity#Loose Pkgs
- Commodity#Gross Kg
- Commodity#Gross Lb
- Commodity#Piece price // ASN only
- Commodity#Haz // ASN only
- Commodity#Stackable // ASN only
[edit] KPIs in drilldown
1/ Show only KPIs that are enabled for particular users in User Admin
2/ Note that Previously Marc has said: ------------------------------ if there are performance issues with adding many KPIs as output option then limit to say 3 KPIs max (advice user about this in some way)
3/ Currently approved list to show:
Volumes - Y for some - see below Shipment count - N CT count - N Total Spend - Y Gross KG - N CWT KG - Y CBM - Y TEU - Y
CPU - Y for all below Cost per TEU Cost per Kg Cost per Lb Cost per CBM Cost per CWT
Lead Times - Y for all below Created to Deliv Approved to Deliv Created to Approved Approved to Pick Up Pick Up to Delivered Approved to Cargo Due Departure to Arrival On Time Performance
LO Shipments Per Lane KPI - N EU - N for all below Kg per Shipment Lb per Shipment Plts per Shipment CBM per Shipment CWT per Shipment
[edit] Default selected values in fields selector
GRP# (or load# for TMS) CT# Shipper PO SKU QTY current KPI
[edit] xls
[edit] header
Consists of lines:
FlashLight <date generated> <class name> KPI name: <KPI name> Number of matches: <number of CTs included into output> Client Company: <Filter value> Mode of Transport: <Filter value> TimeFrame: <WMQY value> Currency: <value set in ???> Additional filters: Shipper: <Filter value> <more filters>
Example: ------- FlashLight 26-Sep-2013 Volumes KPI KPI name: CT Count Number of shipments: 13 Client Company: Elizabeth Arden Mode of Transport: Air TimeFrame: Week 30 (22–28 Jul 2013) Currency: USD Additional filters: Shipper: ELIZABETH ARDEN - Roanoke - 1751 blue hills
[edit] filenaming
KPI Type + Week #, Year + (if appropriate: Company Name (first word in name only))
Example:
Shipment Count wk 13 2013 CEI.xls
[edit] xls datatype
- currency should be of type currency
- numerical should be of type numerical with no decimals (digits after dot)
[edit] body
- Example 1: no SKU fields - see below.
- Example 2: with SKU fields - see below.
[edit] KPI classes
[edit] Volumes
[edit] Shipment count
This KPI was made unavailable.
[edit] CT count
Left and Top Right panels:
- Number of CTs that satisfy Association, Inclusion, Filters and WMQY criterias.
[edit] Total Spend
[edit] Gross KG
[edit] CWT KG
- Air only
- CT#Chargeable_Weight
[edit] CBM
- (LCL only)
[edit] TEU
- (FCL only)
- per Marc most FCLs have one group in one Master with all CTs having same Shipper and Consignee
- but to avoid conflicts we will calculate and output per Master
- the way we count TEU for Shipper, Consignee, etc is more like a tag, not like a measure of volume. For example if there are two CTs in one container with TEU=1, CT1 with Shipper1, CT2 with Shipper2 then both Shippers get TEU=1 and not TEU =0.5
- assumptions about containers:
- containers are re-used
- container number is a number of actual metal box
- in one crossing over ocean one container is always a part of ONE master or ONE CT
- in other KPIs if this KPI is selected as optional column then Master column will appear to emulate common design
- drilldown mock up - see below:
[edit] CPU
[edit] Cost per TEU
- See TEU spec.
- Cost per TEU = Sum of Costs of all relevant CTs divided by TEU for those CTs (defined by Master they belong to)
- note that some CTs would have 0 cost
- if some of these CTs contribute container to total TEU it is OK
- note that some CTs would have 0 cost
- in drilldown when calculate cost take a sum of all CTs that belong to Master and not only those that we end up with after we apply Shipper and other filters (added Oct 7)
[edit] Cost per Kg
[edit] Cost per Lb
[edit] Cost per CBM
[edit] Cost per CWT
[edit] Lead Times
[edit] Created to Delivered
[edit] Approved to Delivered
[edit] Created to Approved
[edit] Approved to Pick Up
[edit] Pick Up to Delivered
[edit] Approved to Cargo Due
[edit] Departure to Arrival
[edit] On Time Performance
[edit] LO
[edit] Shipments Per Lane KPI
- Definitions:
- label: "Weekly/ Monthly Avg Shipments per Lane"
- definition: This shows how many shipments there are on average per lane per week or month
Weekly: Weekly Average Monthly: Month Average Quarter: Total Quarter Count - divided by 3 month (average per month) Annual: Total annual count - divided by 12 month (average per month)
- hint label:
If "period" is 3 weeks or less, show the "average shipment for this week" If "period" is 1 month or more: Show 'average shpt count per month for this period'
Formula 1 --------- Average shipments per lane = number of Shipments / number of Lanes . Note: above is for specific timeframe, for specific filters applied
Example 1. ======= Shnt# Shipper Consignee ---------------------- CT1 A X CT2 A X GRP1 B Y GRP2 A X GRP3 B Y GRP4 B Y unique lanes: AX, BY number of shipments = 6 number of lanes = 2 average shipments per lane = number of shipments / number of lanes = 6/2 = 3
Left panel and Top Right Panel
- one KPi value per week/month/quarter/year
- for data for 2011, 2012, 2013 (partial), ordered, latest at the top
Bottom Right Panel: