仪表板和报告：利用 Acumatica 特性和功能实现世界一流的制造运营.pdf

1、Dashboards and Reports:Achieve World-Class Manufacturing Operations with Acumatica Features and CapabilitiesJames Mallory,Stephen Hennelly,Loni Dockter and Peter Bonoff 2AgendaIntroduction to MetricsImportance of MetricsCommon MistakesTypes of MetricsDepartmental KPIsManufacturing Metrics ExamplesDa

2、shboardsInquiriesReportingManufacturing Metrics SuccessAcumatica Reporting and VelixoAnalytics and Microsoft Power BIMetrics Management Action PlanQuestions3Presented byJames MallorySr.Product Marketing ManagerManufacturing and DistributionStephen HennellyAcumatica Consulting ManagerLoni Dockter Dir

3、ector,Accounting and ITPeter Bonoff Sales and Operations ManagerIntroduction to Manufacturing MetricsWhat are Metrics?Business metrics are quantifiable measures used to track business processes to judge the performance level of your business.There are hundreds of these metrics because there are so m

4、any kinds of businesses,with many different processes.6Importance of MetricsImprove DecisionsBoost ProfitsThrill CustomersEmpower EmployeesImprove EfficiencyAlign Actions with GoalsFend off CompetitorsReduce Risks7Common MistakesMeasuring the Wrong ThingsLagging vs.Leading IndicatorsLack of Strategi

5、c AlignmentMissing Peer BenchmarksRelying on Bad Data8Types of MetricsDESCRIPTIVE What Happened?PREDICTIVE What is Likely to Happen?DIAGNOSTIC Why Did It Happen?PRESCRIPTIVE How Can I Prevent It From Happening Again?9Topline KPIsFINANCIAL Revenue$/Gross Margin%G&A Expense%Cash Flow:DSO/DPO/Working C

6、apitalOPERATIONS Staffing Operating Margin Quote-to-Cash CycleSALES AND MARKETING Pipeline/Sales Quotes/Sales Activities Lost Sales Analysis Customer Satisfaction/Performance(Profit)MANUFACTURING Throughput Schedule Attainment Utilization and Efficiency10Manufacturing BenchmarksProfits7.5%of earning