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Adjusted BI Reports and Calculation Formulas for ERP Implementation

The document outlines key business intelligence (BI) reports and calculation formulas for various modules in ERP implementation, including Finance, Sales, Inventory Management, Human Resources, Procurement, Project Management, and Customer Service. Each module includes essential metrics such as revenue, expenses, sales growth, employee turnover, and customer satisfaction, along with their respective formulas for calculation. This structured approach aids organizations in tracking performance and making informed decisions across different departments.

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Wai Phyo Maung
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3 views

Adjusted BI Reports and Calculation Formulas for ERP Implementation

The document outlines key business intelligence (BI) reports and calculation formulas for various modules in ERP implementation, including Finance, Sales, Inventory Management, Human Resources, Procurement, Project Management, and Customer Service. Each module includes essential metrics such as revenue, expenses, sales growth, employee turnover, and customer satisfaction, along with their respective formulas for calculation. This structured approach aids organizations in tracking performance and making informed decisions across different departments.

Uploaded by

Wai Phyo Maung
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BI Reports and Calculation Formulas for ERP Implementation

Finance Module

- Revenue (Monthly, Quarterly, Yearly): Sum of all sales revenue within the specified period.

- Expenses (By Type, Department): Sum of all expenses categorized by type or department within a specified period.

- Profit Margins: Profit Margin = (Net Income / Revenue) * 100

- Accounts Receivable Aging: Classification of outstanding receivables by days (e.g., 0-30, 31-60) to assess credit risk.

- Cash Flow Analysis: Net Cash Flow = Total Inflows - Total Outflows

- Budget vs. Actual Spending: Variance = Budgeted Amount - Actual Amount

Sales Module

- Sales by Region/Product/Category: Sum of sales revenue filtered by region, product, or category.

- Sales Growth (YoY, MoM): Growth Rate = ((Current Period Sales - Previous Period Sales) / Previous Period Sales) *

100

- Customer Acquisition Costs: CAC = Total Marketing and Sales Costs / Number of New Customers Acquired

- Conversion Rates: Conversion Rate = (Number of Conversions / Total Visitors) * 100

- Lead-to-Sale Conversion Rate: Lead-to-Sale Rate = (Number of Sales / Number of Leads) * 100

- Average Order Value: AOV = Total Revenue / Number of Orders

Inventory Management

- Inventory Levels by Product: Count of each product currently in stock.

- Inventory Turnover Rate: Inventory Turnover = Cost of Goods Sold / Average Inventory

- Order Fulfillment Times: Average time taken from order receipt to shipment.

- Stock Out Occurrences: Number of times stock reaches zero.

- Carrying Cost of Inventory: Carrying Cost = Average Inventory Cost * Carrying Rate

Human Resources

- Employee Turnover Rate: Turnover Rate = (Number of Departures / Average Number of Employees) * 100

- Headcount by Department: Count of employees per department.

- Average Salary and Compensation Benchmarks: Average total compensation per employee or role.

- Training Costs per Employee: Training Cost per Employee = Total Training Costs / Number of Employees
- Employee Satisfaction Index: Typically derived from survey results.

Procurement

- Purchase Order Cycle Time: Average time from purchase requisition to order fulfillment.

- Supplier Performance Scores: Scores based on delivery time, quality, and compliance.

- Spend Analysis by Supplier/Category: Total spend per supplier or category.

- Procurement ROI: ROI = (Savings - Cost of Procurement) / Cost of Procurement * 100

- Cost Savings through Strategic Sourcing: Difference in costs before and after implementing strategic sourcing

initiatives.

Project Management

- Project Timelines and Milestones: Tracking start, end dates, and key milestones.

- Budget Variance: Budget Variance = Budgeted Cost - Actual Cost

- Resource Allocation: Percentage of resources allocated per project.

- Project Risk Level: Qualitative assessment of risk factors.

- Project ROI: ROI = (Net Project Benefits - Project Costs) / Project Costs * 100

Customer Service

- Customer Satisfaction Scores (CSAT): Average of customer satisfaction survey scores.

- Net Promoter Score (NPS): NPS = % Promoters - % Detractors

- Average Resolution Time: Average time taken to resolve customer issues.

- Ticket Volume Trends: Analysis of the number of tickets over time.

- First Contact Resolution Rate: FCR Rate = (Issues Resolved on First Contact / Total Issues) * 100

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