Business Dashboard | Plan Management Dashboards

Use the Plan Management dashboard to compare plans with each other or to see how
the plans are changing over time:
• Display planned revenue, cost, margin, and margin percentage, including
the variance in these numbers between the selected plan and the compare plan.
• Display planned production, carrying, and purchasing costs for the selected plan and compare plan, including the variance in these numbers between the plans.

• View a trend of the planned revenue, margin, and costs by month, quarter, and year.
• Understand the reasons for potential revenue shortfall.
• Display the planned inventory turns, on-time shipment percentage, and resource utilization, including the variance in these measures between the selected plan and the compare plan.

• Display the planned resource utilization percentage for each resource, resource group, or department, including the variance in this measure between the selected plan and the compare plan.

• View a trend of the planned inventory turns, planned on-time shipment
percentage, and planned resource utilization by month, quarter, and
year.

• Monitor key performance measures in planned revenue, margin, margin
percentage, inventory turns, on-time shipment percentage, and resource
utilization.

Plan Management Dashboards

Business Dashboard

Planning KPIs
Planning key performance indicators (KPIs) are described below.

KPI Definitions
The Variance shows the absolute change between the Plan and Compare Plan.
Planned Revenue: Total Shipment Units * Standard Price * Standard Discount,
Use this KPI to determine the total revenue value of independent demand for the period, including sales orders and forecasted demand.

Planned Margin: Planned Revenue – (Total Shipment Units * Standard Cost),

Use this KPI to determine the period¡¦s margin that is projected to result from the Planned Revenue.

Planned Margin Percent: (Planned Margin / Planned Revenue) * 100
Use this KPI to determine the margin percentage for the period.

Planned Inventory Turns: [Cost of Total Demand in the Period * (365 / Number of Days in Period)] / Cost of Average Inventory for the Period
Use this KPI to determine the inventory turns that are projected to result from the execution of the plan.

Planned On-Time Shipment: [(Total Number of Order Lines – Number of Late Order Lines) / Total Number of Order Lines] * 100
Use this KPI to determine the customer service level projected to result from the execution of the plan. Compare this KPI with the Planned Inventory Turns to determine the ideal tradeoff between inventory levels and customer service.

Planned Resource Utilization: (Hours of Capacity Planned / Available Hours of Capacity) * 100,
Use this KPI to help identify resource constraints to manufacturing
throughput. These would be resources whose utilization would be near or exceeding 100%. Under-utilization may also point to revenue opportunities that could result from changes in product promotion or pricing strategies.

The Planned Revenue and Margin and related reports can be used to answer the
following questions:
• How do different optimization objectives between two plans affect projected profitability?
• Over time, how have the profit expectations of a plan changed? (Changes can result
from a variety of factors, including forecast changes or resource downtime, and
material constraint changes.)
• How will differences between plans affect a company’s cash flow, as cash flow is
affected by procurement needs?