KPI

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KPI

Info

Mantis

Mantis:

parent: 0003545
category: DR/KPI:ph1

Environments

QA/SIT/UAT:
- http://dev4-kuchma.jaguarfreight.com/internal
- http://dev4-kuchma.jaguarfreight.com/Client

Good account to test with:

name: KPI_User@com.com
pwd: Admin1234

SVN

/branches/DR_KPI

Team

Sponsor: Simon
UAT/Product Manager: Marc
Architect for frame work: Alex
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

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/Avg Cost/Count/Avg Weight selector
- This defines axis Y for Top Right Panel
- not used for Main View
- options:
  - Total Weight
  - Average 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" is selected then average for last full week, if "monthly" - average for last full 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:

weeks to date sorting from current week to previous weeks (current week, last week, previous week .... )
arrow indicator - change from previous week

Mouse over value description

gage indicator

Mouse over value description

Right column:

KPI value

Mouse over value description

Top right panel

Axis X: all weeks to date (w1, w2, .... ) or months to date (Jan, Feb,....Dec)

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/bottom 25, 20, 15, 10, 5 for Shippers
Axis Y: KPI
Logic: SUM(Total cost for a shipper)/SUM(Total weight for a shipper)

Bottom right panel Tab 2

Type: bar/pie
Axis X: top/bottom 25, 20, 15, 10, 5 for Consignees
Axis Y: KPI
Logic: SUM(Total cost for a consignee)/SUM(Total weight for a consignee)

Bottom right panel Tab 3

Type: bar/pie
Axis X: top/bottom 25, 20, 15, 10, 5 for Carriers
Axis Y: KPI
Logic: SUM(Total cost for a carrier)/SUM(Total weight for a carrier)

Bottom right panel Tab 4

Type: bar/pie
Axis X: top/bottom 25, 20, 15, 10, 5 for Lanes
Axis Y: KPI
Logic: SUM(Total cost for a lane)/SUM(Total weight for a lane)

Carriers View

See mockup below: NOTE: Mock up below is incorrect. Under construction. It will be posted soon

File:Body carriers view dr3 final 5.png

Left panel

Left column:

Carriers

Right column:

KPI value (Current YTD)

KPI Panel

Action 1: Carrier view is selected

Time frame: options for weekly, monthly are hiding
Show number and percentage
Show Total Weight/Cost/Count/Avg Weight selector
Arrow change indicator and traffic light are hiding

Action 2: A particular row of Left panel is selected such as Jet blue

Jetblue is selected (one click)

Time frame: options for weekly, monthly are appeared and available for user to select
- Default: Weekly
Top right Panel: show graph for a particular carrier (Jet blue) for weekly information (w1, w2...)
Show number for that particular carrier KPI (avg last full week/month) value and percentage compared last full week/month to previous week/month
Bottom right Panel: show chart for a particular carrier (Jet blue), apply to all tabs (Total Weight, Average Cost, Sgupment Count, Average Weight)

Top right panel

Carrier View: general information

Axis X: all carriers (YTD average for current year, YTD average for last year, YTD average for previous year)

Carrier View: Specific information (select from Left panel)

Axis X: all weeks to date (w1, w2, .... ) or months to date (Jan, Feb,....Dec)

Axis Y: options:

General information

Total weight (kg)
Average Cost (USD)
Shipment Count
Average weight (kg) per shipment

Specific information (particular carrier)

Total weight (kg)
Average Cost (USD)
Shipment Count
Average weight (kg) per shipment

plot A: this year

plot B: last year

plot C: YTD average(this year)

plot D: YTD average (last year)

Bottom right panel Tab 1

Type: bar/pie
Axis X: top/bottom 25, 20, 15, 10, 5 for Carriers
Axis Y: Total weight (kg)
Apply:

General information: YTD average
Specific information: a particular carrier (weekly/monthly)

Bottom right panel Tab 2

Type: bar/pie
Axis X: top/bottom 25, 20, 15, 10, 5 for Carriers
Axis Y: Average Cost (USD)
Apply:

General information: YTD average
Specific information: a particular carrier (weekly/monthly)

Bottom right panel Tab 3

Type: bar/pie
Axis X: top/bottom 25, 20, 15, 10, 5 for Carriers
Axis Y: Shipment Count
Apply:

General information: YTD average
Specific information: a particular carrier (weekly/monthly)

Bottom right panel Tab 4

Type: bar/pie
Axis X: top/bottom 25, 20, 15, 10, 5 for Carriers
Axis Y: Average weight (kg) per shipment
Apply:

General information: YTD average
Specific information: a particular carrier (weekly/monthly)

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

DR5 Total counter KPI view

Counter View General Info

This DR KPI is on additional tab
name: "Total Counters"
Admin: user profile it should be defined/managed separately
It is available when it is set from admin to client and allow user accessibility to my profile (Client application) for tolerance Gage setting.
List of total counters KPI

Total Shipment Count (CT records)
Total Gross KG shipped
Total Loads Count(loads = TMS Dom only)
Total Masters (all NON-TMS modes)
Total Cartons
Total Pallets Count
Total Container Count
Total Cost (amount billed to client...for EA DOM = charges used to calculate the "cost per LB")

Main Menu:

Client company
MOT
Ttl shipment count/Ttl Gross KG/Ttl Load count/...dropdown menu
View Type
- Main View
- Shippers View : TBD
- Consignees View : TBD
- Carriers View : TBD
- Lanes View : TBD

Layout

Use #Standard Layout similar to Cost per unit KPI

Counter View Title

Total Counter KPI by Shipper Consignee Carrier Lane

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

Created to Delivered
Approved to Delivered
Created to Approved
Approved to Pick-up
Pick up to Delivered

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)

Description for R4, R5, and R6.

1) Left Panel: Show data until latest week/month which includes current week/month.

ie. if today is Thursday July 19 (29 Week). Top left should show 29 weeks for weekly left panel.

2) KPI Value: Per Example above, current week (29)/month (July) is not a full week/month,

KPI value should show the the last week/month value and percentage of last week/month value compared to previous week/month.

ie. If monthly is selected, shows July data on the left panel as the latest month (current month) and KPI Value shows "Jun KPI value " and percentage "Jun KPI" compared to "May KPI".

ie. If weekly is selected, shows 29 week on the left panel as the latest week (current week) and shows KPI value for last week value "28 week KPI value" and percentage "28 week KPI" compared to "27 week KPI".

Additional changes:

Left Panel:

1) Show the latest of full week/month on the list (do not show current not full week/month value)

a. For example, today is Tuesday July 24 (week 30), show last full week/month as the first one on the list (week 29, Week 28, …/Jun, May). Not necessary to show week 30/July as they are NOT a full week/month.

2) For Weekly/monthly that has “0” value (no data), do not show arrow change indicator for the week/month that has no data(empty)
3) If there is some week period in the middle that has no data (between 2 period of weeks that have data), arrow indicator to show for the week/month that has data compared to the previous last full week that has data

KPI Panel:

1) Show the last full week KPI value:

a. If the last full week value has no data (empty), show “0” as KPI value as well as percentage for “0%” and no need to show arrow change indicator
b. If the last full week value has data (not empty) and the previous week has no data (empty) then KPI value shows for the last full week value, and % for comparison as well as arrow change indicator to compare between the last full week (not empty) and previous last full week that has data (not empty)

Note: APPLY THESE TO ALL KPIs

Signed off by Marc for these additional changes with more note below:

This is correct. Also on the “timeline linechart” simply skip the weeks where there is no data so the lines will not be continuous from left to right but will only connect weeks that have data.

Empty week = empty
Full week = dot
Empty week = empty

In the above example 3 weeks with 2 weeks (1 and 3) do not have data = only 1 dot on the chart.

Full Week = dot
Full Week = dot

The above 2 dot are connected by a line.

SOW 2 Look and feel changes

mantis: 3690

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: 3691

Internal Admin

This is managed in internal > admin > users > dashboard config Tab

Enable/disable

Which KPI(s) class such as Cost Per Unit, Lead Times, Total Count, Lane Optimization/ Equipment Utilization, Overlap
- Enable KPI class, give all the units that associated with MOTs enable as well as all views
  - It is a package of KPI class(s) with MOT(s) pairing
Which MOT(s)

For example we should be able to enable just Lead Times KPI and Truck-Dom as MOT that means enabling Lead Times KPI with:

Created to Delivered
Approved to Delivered
Created to Approved
Approved to Pick-up
Pick up to Delivered

User profile: Visibility rule for KPI(s)

Only E0. Client company data OR Only E0. Client company group
- DO NOT include E1, E2, E3 shipment visibility

Client My profile

Ability for client user to set the KPI setting

Select which KPIs to display from available accessible list (list has been set from Internal Admin) on his/her profile
Set tolerance setting level (only the ones that are available to access)

SOW 4 (DR3 Cost Per Unit KPI, EA DOM only) Add all other Views

manis: 3692

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: 3693

Add option Quarterly to Weekly / Monthly

Quarterly button is added between Weekly and Monthly
Left Panel:

Once Quarterly is selected then quarterly data columns are applied
Show Quarterly from latest full quarter back to previous quarters (Q2 Apr-Jun 2012, Q1 Jan-Mar 2012, Q4 Oct-Dec 2011, ....)
Show KPI value per quarter
Drill down value: see #SOW_10_Left_panel_drill_down

KPI Panel:

KPI value: last full quarter value and percentage compared between last full quarter value and previous last full quarter value (not empty: Must have data)

Top right Panel:

Axis X: Quarters (Q1, Q2, Q3, and Q4)
Axis Y:
- Plot A: KPI for this year
- Plot B: KPI for last year
- Plot C: YTD average

Drill down Left Panel:

If Q2 Apr-Jun 2012 is selected (one click), then applies chart to the specific quarter value on the bottom right chart.
- Drill down for a particular bottom right chart, show HTML report information for that particular bar/pie chart with ability for download to excel select output option
If Q2 Apr-Jun 2012 is selected (double clicks), then download to excel option is available for all data for that particular quarter 2.

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: 3707

If user clicks on a particular bar or pie segment of chart 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)

Bottom right chart. See figure below. This mock up is from Cost per LB with Load#. Other KPI might be slightly different such as for other MOTs that has no Load, do not show load.
- Step 1). User can click on a bar or pie segment of chart.

- Step 2). As of this panel shows bar chart per carrier for 2012 YTD average, user clicks on FEDEX FREIGHT bar chart on Carrier tab, then system shows pop up HTML report with ability to download to excel. This HTML report shows information for a specific carrier.

- Step 3). User can download information to excel by clicking Download to Excel button then selecting output fields and clicking OK. Excel report should show as small detail as possible per line for this particular carrier, so user can use the excel spreadsheet to create their own pivot tables, ...for their own analysis. Output list is upon user selecting output fields.

NOTE: Output fields lists should be available for user to select (similar to Main report) as many fields as possible.

SOW 9 Show all weeks all data from MAY 1, 2010

mantis:3695

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 that have created on Date from May 1, 2010)
- Any/all KPI dashboards should be able to be filtered based on "Created On Date" after May 1, 2010
Add graphs on Right Panel:
- It should also include all graphs from year 2010 (data started from May 1, 2010) to current year.
  - For Example, this year is 2012, so there should be graphs for year 2012, 2011, 2010 and YTD average 2012, YTD average 2011, YTD average 2010
Apply to all KPIs such as Cost per Unit, Leadtime, Total Count, ....KPIs
see position Left Panel

SOW 10 Left panel drill down

mantis: 3703

Left Panel Drill down ability should be applied and available for all KPIs

Main view

single click on a table row of the Left Panel
- Highlight a table row for a particular week/quarter/month to the row that is selected
- A dot on the graph for a particular week/quarter/month on top right panel is highlighted. If there is no data (empty), no highlight is needed.
- Apply a bottom right panel to show a particular week/quarter/month information chart for each tab (Shippers, Consignees, Carriers, and Lanes). Display a frame label to show what data/value based on such as X Week/Y Quarter/Z Quarter or 2012 YTD average
- ie. Cost per LB with weekly KPI, user clicks on 28 week (08-14 Jul 2012) then a dot on the graph for 28 week on the Top right is highlighted. The bottom right panel shows bar or pie segment chart with number for top/bottom display for a particular 28 week information. Display a frame label as 28 week (08-14 July 2012).
double clicks on a table row of Left Panel
- Show pop-up panel with download to excel button
- Select output fields option window pop-up for user to select output list and click OK
- Download Excel spread sheet

Other views

General information for other views

Left Panel list of shippers/consignees/carriers/Lanes for current year to date KPI value
Top right panel shows graph for current YTD average, last year YTD average, and previous year YTD average for each shipper/consignee/carrier/lane's Total Weight/Average Cost/ Shipment Count/Average Weight selected depend upon view selected that is not Main view.
Bottom right panel shows bar or pie segment of chart for numbers of top/bottom display current YTD average for each tab (Total Weight, Average Cost, Shipment Count, Average Weight)

Single click on a table row of the Left Panel

Highlight a table row for a particular shipper/consignee/carrier/lane to the row that is selected
Weekly/Quarterly/Monthly buttons are available for user to select and view info for a particular period for a particular shipper/consignee/carrier/lane is selected. Default to Weekly for Left panel drill down.
Once Weekly/Quarterly or Monthly is selected then applies Top right panel by showing KPI value of a specific shipper/consignee/carrier/lane for each week/quarter/month depend upon a time frame button is selected.
ie. Cost per LB with MOT = Air and View = carrier view with Total Weight selected dropdown. Once user clicks on a specific carrier (Jet Blue) on the left Panel, then it applies the top right panel for the graph to show a particular carrier (Jet Blue) for weekly information with current year, last year, previous year, current YTD average, last year YTD average, previous year YTD average KPI value (dot with line connected for the weeks that have data).
Also bottom right panel shows a particular week/quarter/month for current year information chart for each tab (Total Weight, Average Cost, Shipment Count, Average Weight). Display a frame label to show what data/value based on such as Weekly', Quarterly, Monthly.
ie. Per example above for carrier view, weekly, Air, Total Weight, it applies the top right panel as well as bottom right panel. This will help user compare the top right and bottom right information for side by side. User can flip to other tabs on the bottom right to compare with top right graph with Ttl Weight/Avg Cost/count/Avg Weight selector. It will show bar/pie segment top/bottom display for a particular carrier (Jet Blue) for weekly information (w1, w2, ...w52) for the current year information. Display a Frame label as weekly - 2012

double clicks on a table row of Left Panel

- Show pop-up panel with download to excel button
- Select output fields option window pop-up for user to select output list and click OK
- Download Excel spread sheet

SOW 11 DR4 Dates KPI (On time performance: Truck dom (TMS) only

Mantis: 3712

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 Elevate 0 value graph in order to see a bar chart for zero value

mantis: 3705

Zero value chart is not visible (blank) and value cannot be shown while mouse over value

Elevate 0 value graph in order to see actual bar charts for zero value. Apply for all tabs for zero value
See figures below:

Solution: elevate zero value to show actual zero value chart below

SOW 13 DR3 Cost per Unit (cost per LB and cost per KG for all modes)

These cost per LB and per KG apply to all modes. This is universal for all modes just a conversion

SOW 14

SOW 15

SOW 16

SOW 17 DR5 Total counter KPI

Mantis: 3714

Spec: Total Counter KPI

Total Shipment Count (CT records)
Total Gross KG shipped
Total Loads Count(loads = TMS Dom only)
Total Masters (all NON-TMS modes)
Total Cartons
Total Pallets Count
Total Container Count
Total Cost (amount billed to client...for EA DOM = charges used to calculate the "cost per LB")

SOW 18 DR6 Lane Optimization Equipment Utilization

SOW 19 DR7 Overlap

SOW 20 DR3 Cost Per Unit KPI: Extend this KPI to other Client Companies

mantis:

Detailed spec TBD!

SOW 21 Top Right Panel: Show all years graphs since May 2010 with all YTD average

Mantis: 3708

Data is displayed from May 2010 for all KPIs.
Graphs: 2012, 2011, 2010, YTD average (2012), YTD average (2011), YTD average (2010)
Same year same color of graph but different type of graph to show the different. Current one is good for dot graph with line for a year and dash-line graph for a YTD average

SOW 22 Bottom Right Panel: Spell out what value based on

Mantis: 3709

Bottom Right Panel displays bar or pie segment chart for top/bottom display value but there is nothing to describe what those value on the graph based on such as 2012 YTD value or weekly for current year value, or value of all data in the system.

Display a Frame Label for what value based on to help user understand what data he/she see and compare to.
A Frame label must be displayed for all KPIs and all views for the bottom right panel

Main view: such as 28 Week (08-14 Jul 2012, 2th Quarter (Apr-Jun 2012), 2012 YTD Average
Other views: such as Weekly - 2012, 2012 YTD Average
A frame label displays depending upon general information or Left Panel drill down information

SOW 23 (DR3 Cost Per Unit KPI) Extend this KPI to other MOTs (all units)

mantis:

Air

Chargeable Weight

Ocean

CBM (LCL, Vendor Console)
Container (FCL)

Truck

Truck-Air
Truck-Ocean

Detailed spec TBD!

Universal for all MOTs

cost per LB
cost per KG
cost per Item
cost per pallet
cost per carton

SOW 24 (DR4 Lead Time KPI) Extend this KPI to other MOTs (all units)

mantis:

Air
Ocean

LCL/FCL/Vendor Console

Truck

Truck-Air
Truck-Ocean

Detailed spec TBD!

SOW 25 (DR5 Total counter KPI) Extend this KPI to other MOTs (all units)

mantis:

Air
Ocean

LCL/FCL/Vendor Console

Truck

Truck-Air
Truck-Ocean

Detailed spec TBD!

SOW 26 DR5 Total counter KPI : Extend this KPI to other views

Shippers View
Consignee View
Carriers View
Lanes View

SOW 26 (DR6 Lane Optimization Equipment Utilization) Extend this KPI to other MOTs (all units)

mantis:

Air
Ocean

LCL/FCL/Vendor Console

Truck

Truck-Air
Truck-Ocean

Detailed spec TBD!

Misc

Vics reports: https://docs.google.com/spreadsheet/ccc?key=0AicSe1YRkhifdGdYMndSSkU4ZXpPZ1BDSzFwRXl5bkE#gid=3

KPI

From UG

Contents

Info

Mantis

Environments

SVN

Team

Glossary

Requirements

DR1 and DR2

Standard Layout

DR3 Cost per unit KPI by Shipper Consignee Carrier Lane

DR3 Layout

Title and Main Menu

KPI Panel

Tolerance levels parameters

Left panel, Top right panel, Bottom right panel

Main View

Carriers View

Consignees View

Shippers View

Lanes View

DR3 Misc

MOTs

YTD average line

Top Bottom X selector

Mappings

DR3 Phase 1A: EA DOM Portal only

DR3 ph 1A Mock up Main View

TMS flag

Questions

DB for load

Date

Company City Note

Misc

DR3 Phase 1A1: EA DOM Portal only Main View only

Admin

DR4 Phase 1A2 Dates View

Dates View General Info

Dates View Title

Dates View Main Menu

Dates View KPI panel

Dates View Left panel

Dates View Top Right panel

Dates View Bottom Right panel

Dates View Mock Up

DR5 Total counter KPI view

Counter View General Info

Layout

Counter View Title

Work breakdown structure and Change Requests Part A

Sequence

3567 DR1 Simple Shipment count DR

3575 Evaluate LogiXML

0003583 DR2 Complex Shipment Data per Client per Year DR, PART A

0003595: [DR/KPI] DR3 Phase 1A: EA DOM Portal only

Work breakdown structure and Change Requests Part B

SOW 0 DR4 Dates KPI

SOW 1 Spec gaps and some changes

SOW 2 Look and feel changes

SOW 3 Make it very flexible to enable KPI or part of KPI to specific user

SOW 4 (DR3 Cost Per Unit KPI, EA DOM only) Add all other Views

SOW 5 Add Quarters

SOW 6 Cost per pound is incorrect for some records

SOW 7 Remove pick up and/delivery trucker switch (combine data)

SOW 8 For Bottom Right panel add drill down to CT and load level

SOW 9 Show all weeks all data from MAY 1, 2010

SOW 10 Left panel drill down

SOW 11 DR4 Dates KPI (On time performance: Truck dom (TMS) only

SOW 12 Elevate 0 value graph in order to see a bar chart for zero value

SOW 13 DR3 Cost per Unit (cost per LB and cost per KG for all modes)

SOW 14

SOW 15

SOW 16

SOW 17 DR5 Total counter KPI

SOW 18 DR6 Lane Optimization Equipment Utilization

SOW 19 DR7 Overlap

SOW 20 DR3 Cost Per Unit KPI: Extend this KPI to other Client Companies

SOW 21 Top Right Panel: Show all years graphs since May 2010 with all YTD average