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 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:

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:

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 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

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

Average Line

TBD

Bottom Right Link To Drilldowns

By clicking on specific bar or pie slice we get to #Drilldowns type report for related data.

Shippers Tab

Consignees Tab

Carriers Tab

Lanes Tab

Drilldowns

Fields List

Below fields defined as:

  • <label as it appears on pop-up and xls> // <meaning and/or mapping>

Load attributes

Load section will appear only for KPIs for E0 that is linked to TMS.

Section would be labeled "Load attributes:" and under it we would see:

Shpt attributes

Shpt section will appear for ALL E0 except for E0 that is linked to TMS. Section would be labeled "Shpt attributes:" and under it we would see these fields - see below.

Shpt is abbreviation for a Shipment. Please note that we name "shipment" different things. For more info about that see Shipment wiki.

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.

CT attributes

  • CT#
  • MOT
  • Shipper // Company name, do we need this field?
  • Approved by Planner // name, ASN only
  • Approved by Super Planner // name, ASN only
  • P.O. Issued by // ASN only
  • Created On // date
  • Authorized // date
  • Act. Pick Up // date
  • Act. Delivery // date
  • Est. Pick Up // date
  • Est. Delivery // date




  • Carrier(s)
  • Commodity Description // commodity attribute
  • Haz // commodity attribute
  • CT Lb // commodity attribute
  • CT Kg // commodity attribute
  • Stack // commodity attribute

SKU attributes

  • SKU
  • PO
  • Qty
  • Description
  • Plts
  • Pkg on plts
  • Loose
  • Gross Kg
  • Gross Lb
  • Piece price // ASN only
  • Haz // ASN only
  • Stack // ASN only

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
Default selected values in fields selector 
   GRP# (or load# for TMS)
   CT#
   Shipper
   PO
   SKU
   QTY
   current KPI

xls

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

KPI classes

Volumes

Shipment count

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)
  • 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:

CPU

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

Cost per Kg

Cost per Lb

Cost per CBM

Cost per CWT

Lead Times

Created to Delivered

Approved to Delivered

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

  • 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

Kg per Shipment

Lb per Shipment

Plts per Shipment

CBM per Shipment

CWT per Shipment

Retrieved from "https://wiki.jaguarfreight.com/KPI_v2"
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