Note
The Overview dashboard is available from version 23.9.0 onward and is only available in Xentral NextGen.
Analytics > Overview dashboard
Key performance indicators (KPIs) can help you stay on top of your business operations and help identify issues with your processes. You can get an overview of many important KPIs in your Xentral instance using the management overview described in this article.
The KPIs in the overview are structured along three critical areas in your value chain:
Having knowledge of these KPIs can help you make data-driven decisions that optimize your business processes, reduce costs, and improve customer satisfaction.
Important
The first four tiles are not affected by selected time frames as their main purpose is to provide you with current information.
You can specify a time frame for your sales and warehouse insights by clicking on the top right. Based on the selected period, you can further select an interval for the x-axis of the displayed graphs.
The following time frames and intervals are available:
|
Time frame |
Interval(s) |
|---|---|
|
Year |
Quarterly, Monthly |
|
Quarter |
Monthly, Weekly |
|
Month |
Weekly, Daily |
|
Week |
Daily |
|
Day |
Daily |
In a final step, you can choose to compare the results of the selected period with either the previous period or the same period of the last year.
If you choose to compare periods of different lengths, e.g., the current month to the previous month, the comparison is limited by the shorter period. This means that if today is 10.06 and you compare the current to the previous month, the period 01.06-10.06 gets compared to 01.05-10.05.
Next to the analyzed data, you can find a colored change indicator. These indicators calculate the change of the selected period to the comparison period (e.g., April had less sales orders than March). These indicators can have three different colors representing different kinds of changes:
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Green - positive change, e.g.
.
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Red - negative change, e.g.
.
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Grey - no change or new data, e.g.
.
Note
Data is classified as new if no prior values are detected or if a value changes by over 10,000%.
If a value increases by 100% or more, the formatting changes from percentages to multipliers, e.g. an increase of 100% is displayed as 2x.
The first four tiles on top of the page are called business insights. They inform you about current tasks that need to be done. The two tiles on the left inform you about packages that need to be shipped and your open sales orders. The two tiles on the right are based on the accounts receivable (AR). They can help you to assess your credit risk and identify cash flow issues.
The data in these four tiles is not affected by selected time frames.
|
Name |
Definition |
Calculation |
Follow-up actions |
|---|---|---|---|
|
Packages to be shipped |
Amount of packages not yet shipped |
Count of packages not yet shipped |
|
|
Open orders |
Amount of open sales orders |
Count of open sales orders |
|
|
AR Outstanding |
Amount of credit that still needs to be paid by customers |
Open invoices - Credit notes Conditions:
|
|
|
AR Overdue |
Amount of outstanding credit past its due date |
Open invoices with dunning status - Credit notes The following are not included in the calculation:
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The sales insights allow you to better understand your demand, your marketing strategies, and your overall sales performance.
Important
All sales insights are calculated based on sales orders with status freigegeben (released), versendet (shipped) or abgeschlossen (completed).
Sales orders with status angelegt (created) or storniert (canceled) will be ignored.
All data is only displayed for the selected time frame!
|
Name |
Definition |
Calculation |
Follow-up actions |
|---|---|---|---|
|
Total sales |
Net revenue generated based on sales orders |
Sum of net sales order values |
|
|
Total orders |
Total number of sales orders received |
Count of unique sales orders |
|
|
Average order value (AOV) |
Average value of each sales order placed by customers |
Average of net sales order values |
|
|
Total customers served |
Number of unique customers who have made a purchase in your shop |
Count of unique customers who placed a sales order |
|
|
Repeat customer rate |
Percentage of customers who have made more than one purchase in your shop |
(Count of unique customers who placed more than one sales order ÷ Count of unique customers) *100 |
|
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Total returns value |
Total value of returns |
Sum of value of returned items |
|
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Total returns |
Total number of returns |
Count of returns |
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Top products by units sold |
Five best-selling products by the number of units sold |
Ranks your top 5 products by the number of units sold |
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Top products by sales volume |
Five best-selling products by generated revenue |
Ranks your top 5 products by the generated sales order value |
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Warehouse insights help you optimize your inventory and improve your product assortment.
All data is only displayed for the selected time frame!
|
Name |
Definition |
Calculation |
Follow-up actions |
|---|---|---|---|
|
Inventory velocity |
Rate at which inventory value is cycled, i.e. the speed at which inventory is stocked and sold |
Total cost of goods sold (COGS) ÷ Average inventory value held COGS per item: Quantity sold * Purchase price Average inventory value per item: Average stocked quantity * Average purchase price |
|
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Sell through rate |
Number of items sold out of the initial total (as percentage) |
Total number of items sold in period ÷ Total number of items at start of period |
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Retail value of inventory |
Value of all items in your inventory at their current retail price |
Sum of (Quantity of stock * average sales price in the past) for all items |
|
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Total unique products |
Number of unique physical products stored in your warehouses |
Count of unique product IDs you have had on stock |
|
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Stock holding |
Your total inventory value. The graph displays the evolution of your total inventory value over time. The table gives you an overview of your top 5 warehouse items on stock ranked by inventory value. |
Inventory value for single item: Quantity of stock * average purchase price Inventory value for all items: Sum of (Quantity of stock * average purchase price) for all items |
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Potential stock out |
Top 10 items with a risk of stock-out within the upcoming week. Items are classified as at risk, if the quantity currently on stock is not sufficient to satisfy 95% of average weekly sales orders (based on data since Jan 2022). |
Items are ranked by the estimated lost sales by revenue. Quantity of lost sales per item: 95% of average weekly unit sales - Quantity of stock Lost sales by revenue per item: Quantity of lost sales * Average sales price |
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