DR KPI Framework (for non AR reports)
From UG
Contents |
Info
- 0003034 (* DR/KPI) ....... <proj>
Core Need
To produce common approach (if possible) to multiple DRs/KPIs in the system
- See specs for various KPIs in Category: DRs and KPIs such as Arden cost per pound, Cost per unit, etc
- AR DRs (Action Required DRs are outside of this for now). See Category: Action Required DRs
Requirements
See these wikis:
- Cost per pound KPI (TMS based Arden ) (solution) - first version is in production
- Cost KPIs (cost per unit) (concepts and requirements) - BA completed
- KPIs_for_OpsTruck#Average_times_KPI - BA completed
Solution version 1
Preliminary works
- need to fix known bugs to make proper calculations on Level 1
- including error message for "previous year" period
Improve Design
Level 1
DR KPI on Level 1 is a table of KPI(one or more) per sepecified time frame.
Level 2
* Change list of indicators showed on Axis X - Time, Carriers, Consignees, Shippers * Change "time period" dropdown - remove "Days" / Group By instead Axis X * Show "Time Period" controls (now radio buttons) only for Time indicator * Linear chart for Time, bar chart - for others * Carrier and Truckers should be the same (now aren't) * add "Download to Excel" button
DR KPI on Level 2 is a chart of one KPI (on Axis Y) that reflects averaged value of KPI's amount per sepecified time frame and grouped by certain parameter (on Axis X).
Level 3
- breakdown on Group By parameter
- add new KPIs and update list of Output Fields
- KPI overlapping - display several KPIs in adjacent columns
KPI settings
- default Time Frame
- default Group By
- TBD
