AN ORIGINAL KPIs for OpsTruck (concepts and requirements)

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(Requirements for Specific KPIs)
Line 140: Line 140:
  Average Estimated Cost Per Pound of YRC in November  
  Average Estimated Cost Per Pound of YRC in November  
     = Cost of all loads handled in November by YRC / total weight of these loads
     = Cost of all loads handled in November by YRC / total weight of these loads
 +
 +
Cost Per Pound for day X
 +
  = Cost of all loads delivered on day X / total weight of these loads
 +
 +
Total cost for day X = Cost of all loads delivered on day X
 +
==== Daily change for all carriers report on a dashboard ====
==== Daily change for all carriers report on a dashboard ====

Revision as of 21:36, 18 April 2011


Contents

Info

Related mantis:

  • 0002896: [Truck Optimization/KPIs] ...... <proj>
  • 0002489: [KPI] (External KPIs) Implement phase 1

Glossary

Requirements

Core need

It is to provide KPI and Supply Chain Geography reporting for Arden Trucking Project.

List of KPIs

  • Cost and Value KPIs:
    • Cost per pound
    • Total cost
    • Value on Hold
  • Time KPIs:
    • Created to Approved
    • Created to Hold
    • Approved to Routed
    • Routed to Pick Up
    • Pick up to Delivery
    • On hold

General Design Concepts for Dashboard Reports

Please note that information in this section represents just ideas. At the programming stage this design could be used or/and (partially) replaced with a better design.


Multiple levels. Reporting for each KPI should have several levels. User should be presented with a KPI on a dashboard level (minimal info) and be able to drill down to more finite details (down to the load / CT details).

Standardization. For every KPI approach to UI design should be similar in principle and as standard as possible.

Report types. For every KPI provide the following report types:

  • dashboard version (Level 1)
  • KPI as a function of time (Level 2)
  • KPI as a function of various variables such as CT fields; for example: Carrier, Shipper, Origin State, etc (Level 2)
  • line / bar / pie versions

Interactivity. Level 2 reports should be interactive. For example if user clicks the bar representing cost of UPS on Level 2 report then system should take user to Level 3 where he will see only UPS loads.

Filters (Level 2 and 3). Provide set of standard filters. Ideally every CT field should be represented by a filter. Use multiselect filters where appropriate.

Level 3 (Load and CT level) report. For this type of report (ideally):

  • columns should cover all CT fields
  • user should be able to manage order of columns and what columns are included and what are excluded
  • provide "HTML version" with standard paging, sort, search capabilities (phase 2?)
  • provide export to excel feature (phase 2?)

Personalization. Some settings should be configured in a user or / and Client profile. Examples:

  • some users might want to see year-to-date cost on a dashboard and some month-to-date cost and some daily cost.
  • not all users would want to see all dashboards (controlled by user or admin? phase 2?)

Supply Chain Geography. This should be a Google type interactive map with the following capabilities:

  • show pick up locations with Cost Per Pound and Total Cost KPIs info for each individual location
  • show delivery locations with Cost Per Pound and Total Cost KPIs info for each individual location
  • show pick up/delivery clusters with number of locations/loads in a cluster
  • map should have a set of standard Filters
  • zoom in/out feature
  • ability to set an "abstract" look and feel (only major cities / state borders should be on the map, no other details)
  • ability to see both number of locations and number of loads for every cluster on the map at the same time

Example of Level 1: Dashboard

File:Dashboard.JPG

If user clicks on any number on dashboard system will take it to the Level 2

Example of Level 2: Axis X is time

File:Level 2 Axis X is time.JPG

If user clicks on any specific area of the plot then system will take user to the Level 3 and display information related to that area.

Example of Filters Panel

All reports will contain a standard set of filters - see below. File:Filters panel.JPG

Example of Level 2: Axis X is Selected Carriers and Report type is Bar Chart

File:Level 2 Axis X is Selected Carriers and Report type is Bar Chart.JPG

If user clicks on any specific area of the plot then system will take user to the Level 3 and display information related to that area. For example if user clicks on UPS bar then on Level 3 we will see only UPS loads.

Example of Level 3: Load and CT level

File:Level 3 Load and CT level.JPG

Formulas and Mappings

Formulas and mapping for Cost KPIs

Total cost:

Total cost for day X = Cost of all loads delivered on day X 

Cost per pound:

Cost per pound for load = (cost of load) / (weight of load in pounds) 
Cost Per Pound for day X
   = Cost of all loads delivered on day X / total weight of these loads
Average Estimated Cost Per Pound of YRC in November 
   = Cost of all loads handled in November by YRC / total weight of these loads


Note about passing loads and cost to CT2 from TMS

Please note that to accommodate these requirements we would need to:

  • pull cost and load info from Descartes messages and save into CT2
  • add Load class to CT2 with cost field

Requirements for Specific KPIs

Cost per pound KPI

Formulas

Cost per pond for load = (cost of load) / (weight of load in pounds) 
Average Estimated Cost Per Pound of Arden Domestic Trucking Operation in November 
   = Cost of all loads handled in November / total weight of these loads
Average Estimated Cost Per Pound of YRC in November 
   = Cost of all loads handled in November by YRC / total weight of these loads
Cost Per Pound for day X
  = Cost of all loads delivered on day X / total weight of these loads
Total cost for day X = Cost of all loads delivered on day X 


Daily change for all carriers report on a dashboard

File:Home.JPG

Daily change per company plot

File:Daily change per company.JPG

Cost per pound change for current week plot

File:Cost per pound plot of weekly change.JPG

Cost per pound per Carrier

File:Cost per pound per Carrier.JPG

Cost per pound per month

File:Cost per pound per Month.JPG

Cost per pound per Load

File:Cost per pound per Load.JPG


Total cost KPI

Total cost on a dashboard

File:Total cost on a dashboard.JPG

Total cost per Month bar chart

File:Cost per pound per Month.JPG

Total cost per Load

File:Cost per pound per Load.JPG

Average times KPI

Create reports for analysis of various average times:

  • Planning (by Planner)
    • Created to approved
    • Created to hold
  • Routing (by Jaguar)
    • approved to routed
  • Scheduling (by Carrier)
    • routed to pick up
  • In transit (by Carrier)
    • pick up to delivery

Also

  • On hold
    • Average time on hold

Formulas and mapping for Time KPIs

All numbers below should have 2 decimals.

KPIs below are measures in time elapsed (in days) between 2 dates in the system.

For dates that may be set and re-set use earliest or lates date - whichever is available in the system. Example: for Created to Hold - measure from created to first/last time on hold.

  • Created to Approved
  • Created to Hold
  • Approved to Routed
  • Routed to Pick Up
  • Pick up to Delivery

On hold - time elapsed (in days) during which CT has "On hold" status.

Mapping:

Avg Times on Dashboard

File:Avg Times on Dashboard.JPG

Plot of an Avg Times change for a current week

File:Plot of an Avg Times change for a current week.JPG

Bar chart of Avg planning time per planner

File:Avg planning time per planner.JPG

Requirements for Supply Chain Geography

To provide visualization tools based on maps.

Examples

Map with statistics per location and clusters

File:Map 1.JPG

Route for selected load with several stops and defined cost per pound range

File:Route for selected load with several stops and defined cost per pound range.JPG

History

Original ver

http://mantis.jaguarfreight.com/mediawiki-1.15.0/index.php?title=BI_and_KPIs_for_OpsTruck&oldid=16496

Rewrite based on feedback from Simon and Marc

Links to old designs:

See Cost per pound analysis

See Total cost analysis

See Average times

See Maps

Personal tools