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.

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 periods 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 companys cash flow, as cash flow is
affected by procurement needs?

Dashboard Manufacturing Management Performanance

Dashboards
Use the Manufacturing Management dashboard to view manufacturing performance:
Compare actual production values with planned production values.
View standard and actual costs, and cost variances, for all closed jobs. (Standard costs include
material, resource, outside processing, and overhead costs.)
View all open jobs for which there is an unrecognized cost variancethat is, the cost charged is
greater than the standard cost for the job.
Compare the total, actual material cost that is charged to completed jobs (jobs with the status
of completed-no charge, canceled, or closed) with the standard material cost.
Compare the value of utilized resources and available resources, and view the percentage
resource utilization.
View actual and standard resource costs, and the resource variance, for all completed jobs
(jobs with the status of completed-no charge, canceled, or closed). View the actual and standard
hours for a resource and the resource efficiency, for all completed jobs.

 View scrap values, compare these with gross production values, and see the percentage of
scrap, for all jobs (open or closed).
Manufacturing Management KPIs
Manufacturing Management key performance indicators (KPIs) are described in this section.
KPI Deinitions

Production to Plan: (Produced Standard Value / Planned Standard Value) * 100 The Produced
Standard Value is the total quantity of assembly completions for each item in the selected time
period, multiplied by the cost of the item when the baseline plan was collected. The Planned
Standard Value is the total quantity of the item on firm and planned orders in the selected time
period, multiplied by the cost of the
item when the baseline plan was collected.

This KPI shows how production values compare to planned values, as a percentage.
Production Value: The Production Value is the net of WIP Completions value and WIP Returns
value, into the Inventory Asset Account. All WIP returns in a discrete job are processed as of the
return transaction date.
Manufacturing Cost Variance: [(Actual Cost Standard Cost) / Standard Cost] * 100
Actual cost charged to all closed jobs, as a percentage of the standard cost for all closed jobs
(standard cost of production).
Material Usage Variance: [(Actual Usage Standard Usage) / Standard Usage] * 100
Actual Usage is the actual quantity of components issued to a job for an
assembly, multiplied by the Actual Cost. (The actual quantity issued to a job is the quantity
issued from inventory to work in process.) Standard Usage is the standard quantity of
components in the assembly, multiplied by the Actual Cost. (
This KPI shows how much material was consumed as compared to the standard material
consumption.
Resource Utilization: (Resource Cost Charged / Cost of Resources Available) * 100
Resource Cost Charged is the resource hours charged to all open and closed jobs, multiplied by
the standard cost of the resource on the date of the resource transaction. Cost of Resources
Available is the available hours specified on the resource calendar for a selected period,
multiplied by the standard cost of the resource during that period.
This KPI shows the extent to which available resources are utilized.

 Resource Variance: [(Actual Resource Cost Standard Resource Cost) / Standard Resource
Cost] * 100
Actual Resource Cost is the resource hours charged to a completed job, multiplied by the actual
cost of the resources based on each resource transaction. Standard Resource Cost is the
standard resource hours for a job, based on the actual routing used, multiplied by the standard
cost of a resource at the time of completion.

This KPI shows the resource cost charged as compared to the standard resource cost.

Scrap: (Scrap Value / Gross Production Value) * 100

Scrap Value is the value of scrap generated across all item categories, obtained from all scrap
transactions. It is the cost that was charged to an assembly that was scrapped. Gross Production
Value is the cost of work in process completions into inventory (minus returns), plus Scrap Value.