KPI v2

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Contents

Info

Overview

KPI module consists of the following components:

Internal App Components

Client App Components

  • [[]]

KPI Admin

Consists of:

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 part in another. Effectively that also means that one group becomes part of more than one week, month, etc.

This criteria is used for classes:

Shipment based association

We formulate it in terms of Shipment#Shipment.

Include any Shipment into results that satisfy below:
.         
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:

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 present in TOC as defined in Inclusion CC Table (see example below) then include this CT from KPI report.

2/ Inclusion 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

Drilldowns

xls

header

Consists of lines:

FlashLight	
<date generated>	
<class name>	
KPI name: <KPI name>
Number of matches: <number of CTs included into output OR numb of records in output including commode lines ? >
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

KPI classes

Volumes

CT count

Left and Top Right panels:

  • Number of CTs that satisfy Association, Inclusion, Filters and WMQY criterias.

Total Spend

Gross KG

CWT KG

CBM

  • (LCL only)

TEU

  • (FCL only)

CPU

Lead Times

LO

Shipments Per Lane KPI

  • 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

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