KPI v2

From UG

Current revision as of 17:52, 31 October 2013

[edit] Info

[edit] Overview

KPI module consists of the following components:

[edit] Internal App Components

• #KPI Admin

[edit] Client App Components

• [[]]

[edit] KPI Admin

Consists of:

• #KPI Settings Panel

• #Edit KPI Panel

[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:

• #Volumes
• #CPU
• #Lead Times

[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:

• #LO
• #EU

[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:

• a) #Shpt attributes for TMS records and
• b) #Shpt attributes for non TMS records

[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
  • 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

[edit] 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

[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

• Commodity#Grand_Total:_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

• 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:
  • 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:

[edit] EU

[edit] Kg per Shipment

[edit] Lb per Shipment

[edit] Plts per Shipment

[edit] CBM per Shipment

[edit] CWT per Shipment