1 KPIs of Dynamics AX for different role centers (standard, out of the box for Axapta 2009)
1.1. KPIs of Accountant’s role center
1. Accountant operational efficiency (goal, actual, trend, status)
a. Days Sales Outstanding
b. Accounts Receivable turnover
c. Average Days to Pay
d. Accounts payable turnover
e. Revenue Budget Variance
f. Inventory Turnover
2. Bank account balance (bank account, Currency, Balance Currency, Balance MST)
3. Financial Activities
a. Customer Invoices Past Due
b. Customers Past Due
c. Customers on Hold
d. Vendor Invoices Past Due
e. Vendors on Hold
f. Fixed Assets Created, but not Acquired
4. Cash Inflow vs. Cash Outflow Chart
1.2. KPIs of Accounting manager’s role center
1. Financial activities:
a. Vendor invoices past due
b. Vendor invoices due today
c. Vendors past due
d. Customer invoices
e. Customer invoices due today
f. Customers past due
2. Accounting Manager Profitability analysis (goal, actual, trend, status)
a. Revenue
b. Expenses
c. Cost of goods sold
d. Gross profit
e. Gross profit margin
f. Net income
3. Total Expenses by period (chart)
4. Bank account balance (bank account, Currency, Balance Currency, Balance MST)
1.3. KPIs of Account manager’s role center
1. Sales Activities
a. My Expiring Sales Quotes
b. My Expiring Project Quotes
c. My New Opportunities
d. My Active Opportunities
e. My Activities Past Due
2. Sales vs Target
3. KPIs (Value, Goal, Status, Trend)
a. New Opportunities
b. Active Opportunities
c. Sales per Sales Unit
1.4. KPI of AP coordinator’s role center
4. Sales Activities
a. My Expiring Sales Quotes
b. My Expiring Project Quotes
c. My New Opportunities
d. My Active Opportunities
e. My Activities Past Due
5. Sales vs Target
6. KPIs (Value, Goal, Status, Trend)
a. New Opportunities
b. Active Opportunities
c. Sales per Sales Unit
1.5. KPI AR Administrator
1. Accounts Receivable Activities
a. Customers on Hold
b. Shipped, but not invoiced Sales Orders
c. Customer Invoices Past Due
d. Open Customer Invoices
e. Open Sales Orders for Customers on Hold
2. Top Customers by YTD Sales
3. Total Accounts Receivable in the Past Periods (chart)
1.6. Bookkeeper
1. Financial Activities
a. Vendor Invoices Past Due
b. Vendor Invoices Due Today
c. Vendors Past Due
d. Customer Invoices Past due
e. Customer Invoices Due Today
2. Expected Cash in the next X days (chart)
3. Bookkeeper Operational Efficiency (Goal, Actual, Trend, Status)
a. Days Sales Outstanding
b. AR Turnover
c. Average Days to Pay
d. AP Turnover
e. Revenue Budget Variance
f. Expense Budget Variance
4. Total Expenses by Period (chart)
1.7. CEO
1. Financial KPIs (Value, Goal, Status, Trend)
a. Total Revenue
b. Gross Profit Margin
c. Cost of Goods Sold
d. Inventory Turnover
2. Customer KPIs (Value, Goal, Status, Trend)
a. New Opportunities
b. Opportunity Quote Revenue
3. Production KPIs (Value, Goal, Status, Trend)
a. Production Efficiency
b. Production Cost
4. Cash Inflow vs. Cash Outflow (chart)
a. Cash Inflow
b. Cash Outflow
c. Net cash flow
5. Business Overview (Period, Current, Previous, Change)
a. Total Receivables
b. Total Payables
c. Defect Ratio
d. Average delayed days requested
e. Win Loss percentage
f. Total discount
6. Delivery statistics (chart)
1.8. CFO
1. CEO Production KPI
a. Production Efficiency
b. Production cost
2. CFO Profitability analysis (Goal, Actual, Trend, Status)
a. Revenue
b. Expenses
c. Cost of Goods Sold
d. Gross Profit
e. Gross Profit Margin
f. Net Income
3. Sales in the past periods (chart)
4. Project expense analysis (excel based)
5. Top customers by YTD sales
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1.9. Financial controller’s
1. Controller Profitability Analysis (Goal, Actual, Trend, Status)
a. Revenue
b. Expenses
c. Cost of Goods Sold
d. Gross Profit
e. Gross Profit Margin
f. Net Income
2. Bank Account balance
a. Bank Account
b. Currency
c. Balance Currency
d. Balance MST
3. Cash inflow vs. Cash Outflow (chart)
a. Cash Inflow
b. Cash Outflow
c. Net Cash Flow
4. Financial Activities
a. Customer Invoices Past Due
b. Customers Past Due
c. Customers on Hold
1.10. Credit collector
1. Credit and Collections Operational Efficiency (Goal, Actual, Trend, Status)
a. Days Sales Outstanding
b. Average Collection Period
c. Average Days Deligent
d. Best Possible DSO
e. Collection Effectiveness index)
2. Expected Cash in the next X Days Chart
3. Credit and Collection Activities
a. Customer Invoices Past Due
b. Customers on Hold
c. Customers Past Due
d. Customer Invoices Due Today
e. Open Sales Orders for Customers on Hold
f. Open Customer Invoices
4. Total Accounts Receivable in the Past Period (chart)
1.11. Dedicated sales representative
1. Sales Activities
a. My New Leads
b. My New Opportunities
c. My Active Opportunities
d. My Expiring Sales Quotes
e. My Expiring Project Quotes
f. My Activities Past Due
2. KPI list (Value, Goal, Status, Trend)
a. New Leads
b. Active Leads
c. New Opportunities
d. Active Opportunities
e. Sales per Sales unit
3. Sales vs. Target
a. Actual
b. Goal
1.12. HR manager
1. Cues
a. Employees with an Expiring Probation Period
b. Loaned Equipment About to Expire
c. Employee Actions that are due
d. Strategic Plans that are Due
e. Appraisal Interviews that are Due
1.13. Marketing manager
1. Business overview (Periods, Current, Previous, Change)
a. Sales
b. New Leads
c. Average Days to Close Lead
d. Opportunities per Segment
2. KPI List
a. New Leads
b. Active Leads
c. Sales per Sales Unit
3. Lead Summary by Source Type
1.14. Marketing staffer
1. Sales Activities
a. My Active Leads
b. My Activities Past Due
2. KPI list
a. New Leads
b. Active Leads
1.15. Operations manager
1. Business overview
a. Sales
b. New Leads
c. Average Days to Close Lead
d. Opportunities per Segment
e. Leads per segment
2. KPI list
a. New leads
b. Active leads
c. Sales per Sales Unit
1.16. Order processor
1. Cues
a. Sales Order of Type Journal
b. Expiring Quotes
c. Open Sales Orders
d. Backorder Line
e. Shipped but not invoiced Sales Orders
2. Delivery Statistics
1.17. Payroll administrator
1. Time/Earning Activities
a. Uncommitted Time
b. Uncommitted Earnings
c. Unapproved Time
d. Unprocessed Time
e. Unprocessed Earnings
f. Unpaid Earnings
2. Payment Activities
a. Unapproved Payments
b. Unapproved Postings
1.18. Production manager
1. Business overview (Last 30 days, Value, Status)
a. On-time production rate (%)
b. Actual vs. planned cost (%)
c. Defect ratio (ppm)
d. Production efficiency (%)
e. Production lead time (days)
f. WIP level
2. Capacity Load Next 30 Days (hours)
a. Average
b. Reserved
3. Attendance
a. Absent
b. Present
c. Not accessible
4. Top delayed production orders
1.19. Project manager
1. Active projects (Gantt chart)
2. Project – Actual vs. Budget – Revenue
3. KPI for project manager (Value, Goal, Status, Trend)
a. Revenue
b. Gross Margin
c. Net WIP
d. Hour
e. Cash Inflow
f. Cash Outflow
g. Net Cashflow
1.20. Project team member
1. Project Total Budget Cost – Project
2. Project – Actual vs. Budget – Consumption
3. Project efficiency rate - Employee
1.21. Purchasing agent
1. Cues
a. Planned Purchase Orders
b. Purchase Orders not Sent
c. Unconfirmed Purchase Orders
d. Released Approved Purchase Requisitions
e. Delayed Receipts
f. Sent request for quote
2. Vendor on-time performance (chart)
3. Purchase return - % amount
1.22. Purchasing manager
1. Invoiced purchase amount
2. Cues
a. Open request for quote
b. Pending Purchase Order Invoices
c. Delayed Purchases
d. Planned Purchase Orders
e. Open Vendor Invoices
3. Top 10 vendors with high return rate
1.23. Sales and marketing executive
1. Business overview
a. Sales
b. Average Days to Close Opportunity
c. New leads
d. Average days to Close Lead
e. New Opportunities
f. Opportunities per Segment
2. KPI list (Value, Goal Status, Trend)
a. New Opportunities
b. Active Opportunities
c. New Leads
d. Active Leads
e. Sales per Sales Unit
f. Sales per Sales Person
3. Pipeline by process stage (Chart)
1.24. Sales manager
1. Business overview
a. Sales
b. Average Days to Close Opportunity
c. New Leads
d. Average Days to Close Lead
e. New Opportunities
f. Opportunities per segment
2. KPI list
a. New opportunities
b. Active opportunities
c. New leads
d. Active Leads
e. Sales per Sales Unit
f. 3. Sales per Sales Person
3. Pipeline by Process Stage
1.25. Service operation manager
1. KPI List
a. Service Orders Opened this Month
b. Service Orders Closed this Month
c. New Service Agreements this year
d. SLA fulfilled this month
e. Customer Returns this month
2. Service Activity (chart)
1.26. Shipping and receiving manager
1. Space utilization
a. Pallet locations in use
b. Available pallet locations
2. Delivery Statistics
1.27. Shop supervisor
1. Cues
a. Scheduled
b. Released
c. Started
1.28. Staffing specialist
1. Cues
a. Expiring Recruitment Projects
b. Expiring Recruitment Projects Nearing Application process
c. Applicant Interviews that are due
d. Applications Due for Deletions
e. New Applications
f. Employee Actions that are due
1.29. Super sales representative
1. Sales Activities
a. My New Leads
b. My New Opportunities
c. My Active Opportunities
d. My Expiring Sales Quotes
e. My Expiring Project Quotes
f. My Activities Past Due
2. KPI List
a. New Leads
b. Active Leads
c. New Opportunities
d. Active Opportunities
e. Sales per Sales Unit
3. Sales vs. Target
1.30. Training manager
1. Cues
a. Expiring Courses
b. Expiring Courses Nearing registration Deadline
c. Employee Goals that are Due
d. Employee Certificates Due for Renewal
1.31. Warehouse manager
1. Space utilization (chart)
a. Pallet locations in use
b. Available Pallet locations
2. Delivery Statistics
1.32. Warehouse worker
1. Space utilization (chart)
a. Pallet locations in use
b. Available Pallet locations
2. Delivery Statistics
