This dashboard shows the delivery reliability for operations. It uses data taken from the procedure Manufacturing order.

A number of calculated fields are added to the dashboard to calculate if operations are on time or not.

Operations with remaining quantity zero are regarded as finished.

If Actual finish date on the operation is earlier than or equal to Planned finish date, then the operation is regarded as being on time, if not, it is regarded as delayed.

If New finish date on the operation is earlier than or equal to Planned finish date then the operation is regarded as being on time, if not, it is regarded as delayed.

No calendar is used to calculate Diff. (days)

Future delivery reliability is calculated for operations that have a remaining quantity larger than zero.

This dashboard uses the new finish date calculated by the Net requirement calculation in Monitor ERP.

This dashboard shows reported unit time and setup time, as well as rejections in relation to reported quantity. It uses the data source Manufacturing order reporting, which is the same as Manufacturing order log.

The tabs in this dashboard show the data with different groupings.

The column Rejections PPM is a measurement of the number of rejections and is calculated as Rejected quantity * 1,000,000/Produced quantity. PPM (Parts per million) is a common unit of measurement used in certain industries.

This dashboard gives an overview of multiple manufacturing KPIs. The tabs in the dashboard show data which can also be found in separate dashboards.

Some calculated fields are added in the dashboard to calculate the operation's efficiency.

The date filter in this dashboard uses Actual finish date.

Calculations:

• Efficiency factor = Planned time for reported quantity/reported time.

• Production Efficiency = Planned unit time for reported quantity/reported unit time.

• Setup efficiency = Planned setup time/reported setup time.

Tabs:

• The Efficiency finished operations tab uses the data source Manufacturing order. Here you can see the efficiency for finished operations presented in a number of different ways.

• The M-order log tab uses the data source Manufacturing order reporting. It shows reported unit time and setup time as well as rejections in relation to reported quantity in different groupings.

• The Rejections tab uses the data source Rejections. It shows rejections grouped by Rejection code and other groupings. Cost in the data source Rejections is the parts standard cost x rejected quantity – regardless of the operation the rejection is reported in.

This dashboard shows efficiency data for finished operations in many different groupings. This is to highlight operations where reported time is too high or too low compared to planned time. Big differences will make the planning less accurate both if planned time is too high or too low. It uses the data source Manufacturing order.

Efficiency factor = Planned time for reported quantity/reported time.

In this dashboard you can view rejection statistics for manufacturing presented in a variety of different ways.

• The Rejections tab uses the data source Rejections. Using different groupings, you can identify and focus on the biggest quality problems. Cost in the rejection data source is the part's standard cost x rejected quantity regardless of the operation the rejection is reported in.

• The Rejection % tab uses the data source Manufacturing order reporting. This tab provides an overview of the number of rejections in relation to reported quantity. Rejection % is rejected quantity/total reported quantity including rejected.

This dashboard presents information about setup times in a number of different ways.

• The Reported setup tab uses the data source Manufacturing order reporting. This tab analyzes how much of the production time is used for setup. You can also see planned setup compared to reported setup as Setup efficiency.

• The Planned setup tab shows planned setup time and the setup in relation to the total planned time. It uses the data source Manufacturing order.

• The Setup efficiency tab shows reported setup time compared to planned setup time. It uses the data source Manufacturing order.

This dashboard can be used to track late orders and plan the work with arrivals. It uses the data source Purchase order backlog.

Only orders with statuses below 9 are shown and only rows with remaining qty not equal to 0 are included.

• The Planned arrivals tab shows planned arrivals in different groupings.

• The Order list tab shows a list of purchase order rows.

This dashboard shows delivery reliability for suppliers. It uses the data source Purchase order backlog. The dashboard uses the Actual delivery date that is stored on purchase order rows.

If Actual delivery date is earlier than or equal to the Planned date, the row is regarded as on time, otherwise it is regarded as delayed.

In some boxes, only the difference vs initial delivery date is displayed as that is considered best practice.

No calendar is used to calculate Diff. (days).

This dashboard shows statistics based on purchase order rows. It uses the data source Purchase order backlog.

• The Open orders tab shows purchase values for open purchase orders in different groupings.

• The Late orders tab shows purchase values for open purchase orders with delivery date before today.

• The Order history tab shows purchase values for all purchase orders in different groupings. Both delivered rows and new rows. It uses planned date, price, and quantity to show purchase value over time and in different groupings.

• The Order list tab shows a detailed list of purchase order rows.

This dashboard can be used to analyze supplier invoice data. It uses the data source Supplier invoice log.

• The Overview tab shows invoice log rows in different groupings. The invoice log rows are grouped by country, supplier, part, and over time.

• The Year over year tab shows the invoice log rows for year over year grouped by month.

• The Invoice log tab shows invoice log rows as a detailed list.

This dashboard shows statistics based on customer order rows. It uses the data source Customer order backlog.

Cost is calculated as the actual standard cost on parts except for rows with configurations that use the calculated cost from the configuration. This cost is then used for calculation of Contribution margin.

• The Open orders tab shows open customer orders in different groupings. By country, by customer, by product group, by part, and over time.

• The All orders tab shows all customer orders in different groupings to analyze sales volume over time. It shows data grouped by year, month, customer, and product group.

• The Order list tab shows a detailed list of customer order rows.

This dashboard uses the data source Customer order backlog to show open customer order rows. Delivery date can be used as a filter. Orders are displayed in separate boxes by status, customer, delivery method, and delivery day.

This dashboard does not show amounts, instead it shows information as No. of orders, No. of rows, Remaining quantity, and Remaining net weight.

• The Open orders tab shows open customer orders grouped by customer, delivery method, delivery date, and row status.

• The Order list tab shows a detailed list of customer order rows.

• The Part planning tab shows part balance and all planned transactions .

This dashboard uses the data source Customer order backlog. It uses the Actual delivery date that is stored on customer order rows. This is set when final delivery is made on the row.

If the Actual delivery date is earlier than or equal to the Planned date, then the row is regarded as on time, if not, it is regarded as delayed.

Some of the boxes only display difference vs. initial delivery date as that is considered best practice. But you can also see diff vs. desired date and planned date in some boxes.

Future delivery reliability is based on New finish that is calculated by the Net requirement calculation in Monitor ERP.

No calendar is used to calculate Diff. (days).

• The Statistics tab shows delivery reliability in total, by customer and over time.

• The Over time tab shows delivery reliability over time in different time scales.

• The Future tab shows future delivery reliability which is calculated when the Net requirement calculation is run.

• The Order list tab shows delivery reliability in a detailed list.

This dashboard gives an overview of delivery schedule trends in total demand. You can filter by company, customer, part and, part's ABC code (this is based on the warehouse set in the delivery schedule type).

• The Last year (Average) column shows the average total demand in the delivery schedules from the last calendar year (i.e. the delivery schedules where your delivery schedule date falls within last year).

• The Last 12 (Average) column shows the average total demand in the delivery schedules from the last 12 calendar months (i.e. the delivery schedules where your delivery schedule date falls within the last 12 months, including the current month).

• The Last month (Average) column shows the average total demand in the delivery schedules from the last month (i.e. the delivery schedules where your delivery schedule date falls within the last month).

• The Current month (Average) column shows the average total demand in the delivery schedules from the current month (i.e. the delivery schedules where your delivery schedule date falls within the current month).

• The Trend – Last year to present date (monthly average) column shows a sparkline with the average monthly total demand in the delivery schedules from last year up to and including today (i.e. the delivery schedules where your delivery schedule date falls within last year up to and including today’s date). In this sparkline you can see how the average monthly total demand has changed, starting from last year up to and including today.

• The Current month vs Last year column shows the change (increase/decrease) in demand, in percent, between the Current month (Average) and Last year (Average).

• The Current month vs Last 12 column shows the change (increase/decrease) in demand, in percent, between the Current month (Average) and Last 12 (Average).

• The Current month vs Last month column shows the change (increase/decrease) in demand, in percent, between the Current month (Average) and Last month (Average).

This dashboard uses the data source Customer order backlog to show order value. The order date on order rows is used to filter and group the data.

• The Overview tab shows order amount in total by company, by customer, by part and over time.

• The Year over year tab shows a graph with order amount by month and year over year. It also shows a pivot with order amount by country (from customer register) and year, calculating the difference year by year.

This dashboard uses the data source Quote backlog to show different KPIs for quotes.

Quote value is grouped by country, product group, seller, and quote date.

You can also see average quote value, customer order ratio, average order value, and a list of quotes that are about to expire or that have already expired.

This dashboard uses the data source Invoice log in the sales module to display invoiced amounts in different groupings. Invoice date can be used as a filter.

• The Overview tab shows invoice amount in total by company, by country (from customer register), by customer, by part, and over time.

• The Year over year tab shows a graph with invoice amount by month and year over year. It also shows a pivot with order amount by company and year, calculating the difference year by year.

This dashboard uses the data source Customer sales vs. budget that combines data from the invoice log in the sales module and the sales budget set on customers.

Budget value, invoiced value, and diff % is shown in boxes grouped by company, country, customer, and over time.

This dashboard uses the data source Part sales vs. budget that combines data from the invoice log in the sales module and the sales budget set on parts.

Both amounts and quantities are shown and differences are calculated.

• The Overview tab shows invoice amount compared to budget in total by company, product group, part, and over time.

• The Year over year tab shows a graph with invoice amount, budget amount, differences by month, and year over year. It also shows a pivot with differences in amount and quantity by product group, part by year and month.

This dashboard uses the data source Cases. Case data is displayed in different groupings. Case lead time is calculated as the number of calendar days between case date and actual finish date.

• The Overview tab shows new cases by case type and active cases by case type. A graph shows the number of cases over time with series for case status. Another graph shows the number of finished cases and average lead time for them.

• The Rejection codes, causes and year over year tab shows the 80/20 relations between rejection codes and reason codes based on the number of cases. It also shows number of cases by month year over year.

• The Costs tab shows the reported actual costs, number of cases, and average lead time for cases in different aggregations. By product group, supplier, customer, rejection code, and over time.

• The PPM tab uses the data source Manufacturing order reporting to calculate the ratio between produced parts and rejected parts. The ratio is shown both in % and PPM (Parts per million). It also shows a list of cases and a graph with PPM by part code.

• The List tab shows a list of all cases.

This dashboard uses the data source Part requirement planning. This data source contains information about balance and all planned transactions for parts. The same information that is shown in the planning window in the Part register procedure in Monitor ERP.

• The Overview tab shows the stock value and stock value change for all planned transaction types in Monitor ERP. The value is based on the actual standard price in Part register. It also shows graphs with stock value by product group and part code.

• The Planning window tab shows a part list with basic information per part and a planning grid with balance and transactions for the selected parts over multiple warehouses and companies. Values are based on part standard price.

• The Chart tab shows the change of stock value over time. Values are based on part standard price.

This dashboard shows information about all types of activities. It uses the data source Activity.

• The Overview tab gives an overview of activities by showing number of activities by type and user. It also shows late activities only, with a color gradient to highlight the type of activities that have the highest number of late activities. A graph shows activities over time. You can filter by user and planned finish.

• The Activity list tab shows a list of all activities.

This dashboard shows information about finished activities and calculates if they are finished on time or not. It uses the data source Activity.

• The Overview tab gives an overview of how well activities are finished in time by type, user, and over time.

• The Activity list tab shows a list of all activities and if they where late or not.

• The Charts tab shows charts of finished activities over time and a distribution chart of the difference between planned and actual finish.

This dashboard provides an overview of the company's income, costs, and results. The information is displayed as a table (a form of summarized income statement), as KPIs, and as KPIs in graph format over time. The table component includes a drill-down function that allows you to double-click on a row to see details about the underlying values. You can drill down from heading level to account level and transaction level.

The data is retrieved from balances in the accounting and corresponding budgeted values. Since data can be displayed at the transaction level, it is also retrieved from the general ledger (vouchers). You can find the corresponding data in Monitor ERP via the Income Statement report in the Print accounting report procedure. However, the items in the dashboard are based on the Headings for BI field linked to the account in the Chart of accounts. The structure for these headers is found in the Basic data – Chart of accounts procedure. It is the headings linked to heading group 2 that are reported in the dashboard (table component).

Explanation of the KPIs

• Income: Refers to the balance for all accounts with Headings for BI linked to the type Income in heading group 1.

• Gross profit: Refers to the balance for all accounts with Headings for BI linked to the type Operating income, Other operating income and Raw material and necessities in heading group 2.

• EBIT: Refers to the balance for all accounts with Headings for BI linked to all posts in heading group 2 excluding financial income and expenses, appropriations and taxes.

• Result before taxes: The same as EBIT but only tax is excluded.

• Gross margin: Gross profit/Income.

• EBIT margin: EBIT/Income.

• Profit margin: Result before taxes/Income.

This dashboard provides an overview of the company's various projects. The dashboard retrieves information from the data displayed in the Project Register and Project follow-up procedures in Monitor ERP.

• The Overview tab shows the project's costs, income, and contribution margin (CM) with a breakdown by cost type.

• The Details tab shows the underlying transactions. The information is retrieved from the periodic list types in the Project follow-up procedure.

• The Periodic tab gives you an overview of costs and income over a period of time. The information is displayed in both graph and table format. The information is taken from the periodic list types in the Project follow-up procedure.

• The Activities tab provides an overview of various projects' activities . It also allows for a graphical presentation of the remaining time for activities.

• The Purchase tab shows purchase orders linked to projects, with information such as quantity and amount at supplier, order, and row level.

• The Manufacturing tab shows information about manufacturing orders linked to projects. It includes details such as remaining time per week and work center, as well as reported time per work center.

• The Sales tab shows customer orders linked to projects, with information such as quantity and amount at customer, order, and row level.

This dashboard provides an overview of a company’s reported emissions. It uses the data source Emission log that uses data from manually reported emission data and data linked to supplier invoice log.

• The Emissions overview tab gives an overview of emissions by scope, category, and subcategory over time.

• The Summaries tab gives summaries by supplier, account, and reporting type.

• The Reliability tab gives an overview of the sources used for the emission data and the estimated reliability of the data.

• The Emission log tab shows a list of the transactions used in the emission reports.

This dashboard shows information about company emissions grouped by GHG scope and category. It uses the data source Company emissions.

• The Overview tab gives an overview of a company’s yearly emissions grouped by GHG scope and categories.

• The By scope and year pivot tab shows development of emissions year by year.

• The Reported emissions tab shows summaries of emissions based on transactions on purchase, sales, and manufacturing orders.

This dashboard shows information about purchase emissions. It uses the data source Supplier invoice log.

Emissions are calculated as emission factor on parts x invoiced quantity.

• The Overview tab gives an overview with different groupings. By country, invoice type, account, supplier, part, and over time.

• The Invoice log tab shows a detailed list of supplier invoices.

• The Year over year tab compares purchase emissions year over year for direct materials. A pivot shows emissions by supplier and year and calculates the difference year over year. There is also a graph that shows emissions per month year over year and a graph showing the average emissions per purchase value by year.