Dashboard

The Dashboard section of MRPeasy shows the most important metrics about your company's performance.

Tips:

• Clicking on a widget will open the detailed report.
• Add or remove widgets by clicking on the Customize dashboard.
• The order of widgets can be changed by clicking on a widget title and dragging it to a new place.
• Depending on user rights, some widgets may not be visible.

The following widgets are available:

• 7 Days Late Invoices - number of invoices in Unpaid or Paid Partially status and overdue 7 days or more.
• Awaiting inspection - the number of stock lots that must be inspected.
  • Available with the Quality Control functionality.
• Cash and cash equivalents - current cash balance based on the general ledger.
  • Available with the Standard Accounting module.
• Cash flow - the balance of payments received from customers and payments made to customers from the beginning of the month.
• Cash flow forecast - cash flow forecast for the next two months.
• CO ready to ship - a number of customer orders "Ready for shipment."
• Deliveries on time - the percentage of COs that have been shipped on time since the beginning of the month.
  • Deliveries on time % = (The number of on-time shipped COs) / (The number of all considered COs)
    
  • If the shipment date (the date when the Shipment was picked) is earlier or equal to the CO "Delivery date", the CO is considered on time. If there are several shipments, the latest date is used.
  • The following COs are considered:
    • Orders that should have been delivered this month - with a "Delivery date" from the beginning of this month to today, with any customer order status from "Confirmed" to "Delivered".
    • Orders, which are overdue - with a "Delivery date" before this month, with statuses "Confirmed", "Waiting for production", "In production", or "Ready for shipment".
    • Orders, which were delivered early - with a "Delivery date" in the future, with statuses "Shipped and invoiced" or "Delivered".
  • Orders without a "Delivery date" are ignored. Delivery dates of individual CO lines are not used.
• Expenses - total expenses from the beginning of the month based on the general ledger.
  • Available with the Standard Accounting module.
• Expire in 30 days - the number of stock lots that are due to expire in 30 days.
  • Available with the Expiry Date functionality.
• Income - total income from the beginning of the month based on the general ledger.
  • Available with the Standard Accounting module.
• Items below reorder point - number of stock items whose available quantity is below the minimum desired quantity, below the reorder point level.
• Late CO is the number of customer orders that are confirmed but not shipped and have a past due date.
• Late MO is the number of manufacturing orders that are not finished and have either a due date or a finish date in the past.
• Late PO - number of purchase orders that are not received yet and have an expected date in the past.
• Manufacturing on time - the percentage of MOs that have been made on time from the beginning of the month.
  • Manufacturing on time % = (The number of finished MOs, where "Due date" equals to or is after the "Finish date")  / (The number of all MOs, for which "Due date" is on or after the 1st of this month)
  • This indicator only considers MOs with a "Due date" greater than the beginning of this month. MOs without a "Due date" are ignored.
• MO in progress - number of manufacturing orders that are in progress or paused.
• MO is ready to start. The number of manufacturing orders for which materials are ready in stock.
• OEE – the percentage of overall equipment effectiveness from the beginning of the month.
• Purchases on time - the percentage of PO lines that have been received on time from the beginning of the month.
  • Purchases on time % = The number of On-time PO lines / The number of all PO lines
    
  • If the "Received date" of a PO line equals or is before the "Expected date", then it is considered on time.
  • The following PO lines are considered:
    • Received lines with "Expected date" from the beginning of the month to the current date.
    • Not received lines with "Expected date" before the beginning of the month.
  • Purchases Orders with statuses "Cancelled" and "RFQ" are ignored.
• Rejection rate - the average rejection rate for the current month.
  • Available with the Quality Control functionality.
• Sales - the total sum of invoices from the beginning of the month.
• Stock - the total cost of inventory.
• TEEP – the percentage of total effective equipment performance from the beginning of the month.