3. Business Intelligence Gallery
This eBook contains a gallery of reports, scorecards, dashboards, and KPIs; all created with Zap
Business Intelligence.
For more information, please contact info@zaptechnology.com
or visit www.zaptechnology.com
Finance 5
Sales 21
Purchasing 39
Inventory 47
Projects 67
Warehouse 75
Discrete manufacturing 79
3
6. finAnce
ecnAnif
How is my organization performing?
Corporate Finance Overview Scorecard
The Corporate Finance Overview Scorecard allows organizations to monitor their company’s
overall health from a General Ledger perspective.
The Scorecard is broken down into:
» Performance
» Profitability
» Liquidity
» Leverage
» Activity
8. finAnce
ecnAnif
What are my expenses? Am I spending more than budgeted?
Operating Expense Variance Report
This report shows operating expense accounts actual vs budget for the current month and
year to date. The report can be sliced by company and budget model.
10. finAnce
ecnAnif
How can I clean up my balance sheet?
Working Capital Scorecard
The Working Capital Scorecard monitors Key Performance Indicators (KPIs) for collections,
payables, and inventory. It provides a status which displays red or green depending on
whether actual is within tolerances. A trend line is also available.
12. finAnce
ecnAnif
How can I increase my collections and reduce my Days Sales Outstanding?
Accounts Receivable Dashboard
The Accounts Receivable Dashboard provides a high-level view of an organization’s collection
history. The dashboard shows Accounts Receivable KPIs including:
» Days Sales Outstanding
» Best Debtor Days
» Receivables Turnover
» Days Delinquent
» Critical Invoices over 120 Days
The dashboard also shows the distribution of Invoices in 30-day ageing buckets, presented in a
pie chart.
14. finAnce
ecnAnif
Which customers have the largest balances outstanding?
Accounts Receivable Dashboard
» 30-Day Ageing Report
A drill across from the Accounts Receivable Dashboard shows a 30-Day Ageing report,
displaying the distribution of Invoices by Customer. The report can be sorted to identify
customers with the largest outstanding values over a set number of days.
16. finAnce
ecnAnif
How many days on average does the company take to pay off its accounts payables?
Accounts Payable Dashboard
The Accounts Payable Dashboard provides a high-level view of an organization’s payment
history. The dashboard shows main Accounts Payable KPIs including:
» Payables Turnover
» Days Payable Outstanding
» Critical Outstanding Invoices Over 120 Days
18. finAnce
ecnAnif
What is my cash flow position?
Cash Flow Statement
The Cash Flow Statement shows all cash inflows a company receives from both its ongoing
operations and external investment sources, as well as all cash outflows that pay for business
activities and investments over a period of time.
22. SAles
selAS
What is my overall sales performance?
Sales Manager Dashboard
The Sales Manager Dashboard gives an overall picture of sales performance, breaking down
analysis into areas such as the top 20 items, sales trends vs perfect order index, and gross
margin % by product category.
24. SAles
selAS
What are the key metrics behind my sales performance?
Corporate Sales Overview
For a sales manager, this provides an at-a-glance look at the hard numbers behind overall sales
performance, and can be sliced by company, date, or customer group.
26. SAles
selAS
What is my Customer Delivery Performance?
Am I delivering in full on-time?
Customer Delivery Performance Dashboard
This dashboard focuses on the Perfect Order Index metric (POI = Full Delivery % * On-Time
Delivery %) which is a good indicator of a company’s customer delivery performance. This
dashboard can be sliced by customer group, customer geography, and mode of delivery.
This dashboard helps sales managers monitor customer satisfaction in terms of deliveries
and answer the following questions: Am I delivering on-time? Do my customers receive full
deliveries?
Sales managers can also pay particular attention to the delivery performance of the Top
10 customers of the company. Users can drill across more detailed reports to analyze each
component of the POI metric.
28. SAles
selAS
How many items are returned monthly and for what reasons?
What are the lost sales associated with these customer returns and are we improving?
Customer Returns Dashboard
This dashboard is typically used by a sales manager to monitor customer returns and the
reasons behind these returns. This dashboard also provides an understanding of the lost sales
associated with customer returns.
Users can then drill through and drill across to more detailed reports to determine which
customers have been impacted the most, items that have been returned, and so forth.
30. SAles
selAS
How are my sales people performing?
Salesperson Sales Summary Dashboard
This dashboard shows the performance of each sales unit and salesperson. It lets a sales
manager quickly identify the best and worst performing sales representatives.
32. SAles
selAS
Have my sales people met their monthly targets?
Salesperson Sales Summary Dashboard
» Salesperson Target Variance Analysis
From the Salesperson Sales Summary dashboard, the sales manager can drill across to more
detailed reports to analyze monthly target realization for each salesperson.
34. SAles
selAS
Who are my top 10 customers by volume and invoice amount?
Customer Sales Dashboard
The Customer Sales Dashboard lets sales managers analyze their sales performance by
customer group and individual customer.
Users can then drill through or drill across to more detailed reports.
36. SAles
selAS
What are my current bookings, billings, backlogs?
Bookings/Sales Billings Backlogs Report
This report provides managers with an overview of their pipeline, showing quotes, bookings,
billings, and backlogs for every customer.
User can slice this report by company and customer group.
40. PuRchAsing
gnisAhcRuP
What is my Vendor Delivery Performance? Are vendors improving?
Perfect Order Index Dashboard
This dashboard focuses on the Perfect Order Index metric (POI = Full Delivery % * On-Time
Delivery %), which is a good indicator of a company’s performance in regards with its
deliveries. This dashboard can be sliced customer group, customer geography and mode of
delivery.
This dashboard helps sales managers monitor their customer satisfaction in terms of deliveries
and answer the following questions: Are my suppliers delivering on-time? Do I receive full
deliveries? Purchasing managers can also pay particular attention to the delivery performance
of the company’s Top 10 suppliers.
Users can also drill across more detailed reports to analyze each component of the POI metric
and determine where the problems are. Solving these supplier delivery issues is critical for
companies in the manufacturing industry.
42. PuRchAsing
gnisAhcRuP
How many items are returned to my suppliers monthly, annually, and for what reasons?
Are my suppliers improving?
Vendor Returns Dashboard
This dashboard is typically used by a purchasing manager to monitor the company’s returns
and the reasons behind these returns. Users can then drill through and drill across to more
detailed reports to determine the worst vendors and items that have been returned the most.
44. PuRchAsing
gnisAhcRuP
How does our item purchasing look?
Can I see the category trends?
Item Purchasing Dashboard
This dashboard summarizes the key purchases of items by quantity and amount. It allows a
purchasing manager to quickly identify the main trends in the purchase of raw materials or
products for sale.
48. invenToRy
yRoTnevni
What is my total inventory valuation? By product group?
Inventory Valuation Dashboard
Inventory is usually a company’s largest current asset. Accurately measuring the monetary
value of inventory items provides a clear understanding of the value of stock, enables
inventory assets to be measured properly, and assures the accuracy of their financial
statements. This dashboard can be sliced by company, site, warehouse, item type (such as
Item, BOM, or Service), and item group. This makes it easier to determine which group of items
represents the biggest value for the company.
50. invenToRy
yRoTnevni
How long does it take me to turn my inventory into sales from a Finance and
Operations point of view?
Inventory Days of Supply Analysis
Inventory Days of Supply measures how long it takes a company to turn its inventory into
sales. It uses cost of sales and inventory valuation; aggregated amounts and historical views to
provide finance with a view of inventory that reflects part of its current asset picture. However,
this is not generally useful to operations, where the emphasis is on matching supply and
demand of specific items in the future.
Days of Supply is calculated at the item level based on available stock (on hand + on order –
reserved) and the average daily sales for a given period. It is typically used to match supply and
demand for specific items in the future.
The Inventory Days of Supply Analysis lets users determine the items that are problematic
in turning into sales. Users can then perform what-if analyses to determine the reduction
opportunities for each item in days.
52. invenToRy
yRoTnevni
How can I reduce my inventory?
Inventory Turnover Dashboard
The Inventory Turnover Dashboard focuses on two main KPIs:
» Days Inventory Outstanding - shows the number of days of inventory on hand: the
number of days it takes a firm to sell its inventory.
» Inventory Turnover - shows how many times a company’s inventory is sold and
replaced over a period.
54. invenToRy
yRoTnevni
What are my best and worst performing items from a Cost, Revenue, and Margin perspective?
ABC Resources (Cost, Revenue, Margin)
ABC Classification (or Ranking) is a method of categorizing inventory items in three buckets
(respectively A, B, and C), enabling particular attention to be given to those items that, if
incorrectly managed, will be most damaging to the effectiveness or the efficiency of an
operation in terms of Cost of Sales, Revenue or Gross Margin. The ABC Classification reports let
the user specify the upper boundaries of the A bucket (defaults to 80%) and B bucket (defaults
to 95% which corresponds to B being: 15%, and C: 5%).
58. invenToRy
yRoTnevni
What are the slowest selling items? What items are not sold?
Slow / Dead Inventory Analysis
This Slow / Dead Inventory Analysis lets operation managers analyze the items that are slow in
selling or “dead” – that haven’t been sold in the last two months.
Users can change the Variance % range slicer to limit their results to those items whose
inventory on-hand have not change by more or less than N %.
60. invenToRy
yRoTnevni
What is my current Inventory On-Hand - Available and Physical?
What has my Inventory to Sales ratio been for the last 12 months?
Inventory On-Hand Dashboard
This dashboard helps operations quickly identify the total available physical and total available
inventory on-hand by product group. They can drill down detailed information by product,
analyze the breakdown of the total available inventory on-hand (for example posted quantity,
physical inventory, physical reserved, available physical, ordered, reserved, available for
reservation, and on-order), determine the Top 15 items in stock, make sure the Sales invoices
trend correlates with total stock on-hand, and analyze Inventory to Sales for the last 12 months.
62. invenToRy
yRoTnevni
What items do I have on hand?
Inventory On-Hand Dashboard
» On-Hand Inventory by group
» Drill across On-Hand Inventory Analysis by product
Users can drill across from the Inventory On-Hand Dashboard to further investigate on-hand
inventory by item, with slicers for Company/Site/Warehouse, Item Type, and Item.
64. invenToRy
yRoTnevni
How long have my items been in stock?
Inventory Aging Report
The Inventory Aging report shows the age of the inventory in stock by item category, group
and items. It answers the following question: how much of the stock on hand today was
receipted in the warehouse by aging buckets (e.g. 0-30 Days, 31-60 Days, …). This report can
be filtered by Company and Location.
This report helps managers identify the items that start to get old so that they can take direct
actions.
68. pRojecTs
sTce joRp
What is the financial status of jobs and their actual vs scheduled usage?
Project Costing Analysis
This dashboard can be used to report on job costing and analyze planned versus actual costs
and revenue by job, job task, employee, status and date. Users can drill-across more detailed
analyses from any of these dashboard cells.
70. pRojecTs
sTce joRp
What is the financial status of jobs and their actual vs scheduled usage?
Job Task Costing Analysis
This report is used to report on Job Task Planning figures which provides an overview of the
financial status and the usage of jobs that lets users compare the actual usage of a job with the
scheduled usage. This report can be filtered by company, job status and date.
72. pRojecTs
sTce joRp
How can I reconcile my P&L with posted project information?
Project Cost Category Dashboard
» Project P&L Detail Report
This report - available by drilling across from the Project Cost Category Dashboard - can be
used to analyze posted project transactions by projects and General Ledger accounts. It is
typically used to reconcile the Profit & Loss statement with posted data from the Project
module.
76. wARehouse
esuohe RAw
Picking routes activities: How many picking routes are complete, reserved, and can be picked? How many
picking routes are completed and awaiting packing? How many items have been shipped?
What is the picking routes productivity of employees by warehouse?
What is the volume of arrivals in my warehouses? What are the major sources?
Warehouse Dashboard
The Warehouse Dashboard can be used as a central resource for warehouse managers.
It provides metrics such as picking routes productivity, performance, volume picked and
shipped, and volume received and put-away.
From this dashboard, users can drill across many reports such as: Average Picked Quantity
Analysis by Employee, Pickings Performance by Employee by Warehouse, Purchase Orders
Arrival Trend, and Detailed Pallet Transport Analysis by Location.
80. DiscReTe mAnufAcTuRing
gniRuTc Af unAm eTe RcsiD
What is the overall effectiveness of my plant?
Overall Equipment Effectiveness Dashboard
The Overall Equipment Effectiveness (OEE) metric breaks the performance of a work center
into three separate but measurable components: availability, performance, and quality. Each
component points to an aspect of the process that can be targeted for improvement.
This monthly OEE dashboard lets users analyze each metric used to calculate the OEE Key
Performance Indicator. Users can also see the historical trend for each of these metrics. This
dashboard can be sliced by company, work center type, work center group, and capacity
reservation type (for example, planned order, production). To properly analyze the underlying
data of each component of OEE%, users can drill across reports from each of the dashboard’s
cells. For example, the Capacity Reserved/Available Analysis report can be opened from the
Availability % cell, and the Production Quality Dashboard from the Quality % cell.
82. DiscReTe mAnufAcTuRing
gniRuTc Af unAm eTe RcsiD
What are my most and least efficient work centers?
Production Efficiency Dashboard
This dashboard is typically used to measure work center efficiency and determine the most
and least efficient work centers. Efficiency % is calculated using actual and scheduled lead
times.
84. DiscReTe mAnufAcTuRing
gniRuTc Af unAm eTe RcsiD
What savings could we achieve by improving work center efficiency?
Production Efficiency Dashboard
» Drill-across to What-If Production Efficiency% report
From the Production Efficiency Dashboard, users can drill across the What-If Efficiency % report
in order to perform what-if analysis for every work center and determine the potential savings
if a work center’s efficiency is increased by N %.
86. DiscReTe mAnufAcTuRing
gniRuTc Af unAm eTe RcsiD
What volume of finished goods have I produced by company, site, warehouse, and work center
in a specific period?
Production Quantity Summary Dashboard
This dashboard provides a clear overview of the actual and scheduled volume produced by
company, site, warehouse, and work center for a specific period of time. Users can then drill
across to more detailed reports to analyze volume by operation and determine operational
slippages and the reason behind them.
88. DiscReTe mAnufAcTuRing
gniRuTc Af unAm eTe RcsiD
What are my production consumption cost variances?
Actual vs. Planned Consumption by Work Center
This report can be used to analyze consumption cost variance by date, work center group, and
work center. Users can drill through detailed transactions to analyze the consumption costs
breakdown.
90. DiscReTe mAnufAcTuRing
gniRuTc Af unAm eTe RcsiD
Which operation is causing maximum resource and material variances
from a time perspective?
Production Hours Dashboard
This dashboard can be used to analyze production hours spent on each work center by job
type. The dashboard can be used in conjunction with the Efficiency Dashboard to better
analyze process hours, lead times, and efficiency by employee, site, warehouse, and work
center.
