Oracle® Daily Business Intelligence · Kandhaswamy, Cynthia Stevens, Nuzhath Shereen, Kristin...

Oracle® Daily Business IntelligenceUser GuideRelease 12Part No. B25161-01

October 2006

Oracle Daily Business Intelligence User Guide, Release 12

Part No. B25161-01

Copyright © 1999, 2006, Oracle. All rights reserved.

Contributing Author: Rachel Korte, Suzelle Parsons, Sarah Draizen, Parisa Hudson, Tim Dubois, Hal Kazi, Susie Wong, Casey Cline, Jeffrey Jones, Darshan Sheth, Jo Turner, Sandrine Skinner, Kevin Wrathall, Karuna Mukherjea, Deborah Kurto, Katrine Haugerud, Meg Lloyd, Jacques Senchet, Anu Mandalam, Catherine Bauer, Charlie Ahern, Christine Dinh-Tan, Joanne Manzella, Sam Smith, Carl Thompson, Kevin Boyle, Linda Rodish, Meritxell Criado, Pam Pierce-Johnston, Regina Sheynblat, Scot House, Madhu Ramuswamy, Shailaja Babanagar, Stacey Esser, Jeff Kirk, Divya Benara, Ajay Chalana, Savio Thattil, Antoine Hamelin, Bala Toleti, Tyra Crockett, Dean Benkowski, Carrie Lukatch, Carmen Myrick, Neelam Singh, Claudia Castro, Patricia Perdomo, Rinku Mohapatara, Sameer Chhabra, Waseem Mirza, Azmat Tanauli, Manjula Shankar, Yuvaraj Kandhaswamy, Cynthia Stevens, Nuzhath Shereen, Kristin Penaskovic, Vijay Tiwary, Ramasamy Palaniappan, Shankar Viswanathan, Sudhanshu Das, Madhav Ghalsasi, Ashfaque Mundewadi, Rajamannar Thotkura, Senthildurai Thangaperuma, Ultan O'Broin

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Contents

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Preface

1 Using Daily Business IntelligenceOverview of Daily Business Intelligence................................................................................. 1-1Responsibilities......................................................................................................................... 1-4Dashboards................................................................................................................................ 1-4Parameters................................................................................................................................. 1-4Regions.................................................................................................................................... 1-12Reports..................................................................................................................................... 1-21General Dashboard and Report Behavior...............................................................................1-26

2 Using Daily Business Intelligence for Customer SupportIntroduction............................................................................................................................... 2-1Customer Support Management Dashboard............................................................................ 2-1

Customer Support Management KPIs................................................................................. 2-5Service Request Backlog.......................................................................................................2-7Service Request Activity.................................................................................................... 2-12Service Request Resolution and Closure Performance.......................................................2-16

3 Using Daily Business Intelligence for Depot RepairIntroduction............................................................................................................................... 3-1Common Concepts.................................................................................................................... 3-1Depot Repair Management Dashboard.................................................................................... 3-3

Depot Repair Management Key Performance Indicators.....................................................3-4

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Repair Order Backlog...........................................................................................................3-5Repair Order Margin......................................................................................................... 3-10Repair Order Completion.................................................................................................. 3-17Mean Time to Repair..........................................................................................................3-21

4 Using Daily Business Intelligence for Field ServiceIntroduction............................................................................................................................... 4-1Common Concepts.................................................................................................................... 4-1Field Service Management Dashboard..................................................................................... 4-6

Key Performance Indicators (KPI)....................................................................................... 4-7Technician Utilization.......................................................................................................... 4-9Inventory Usage and Trends..............................................................................................4-12Travel Time and Distance.................................................................................................. 4-15Task Activity...................................................................................................................... 4-22Mean Time to Resolve........................................................................................................ 4-31First Time Fix Rate............................................................................................................. 4-35

5 Using Daily Business Intelligence for FinancialsOverview of Daily Business Intelligence for Financials..........................................................5-1Common Concepts.................................................................................................................... 5-2Profit and Loss Dashboard........................................................................................................ 5-7

Profit and Loss Key Performance Indicators (KPIs)............................................................. 5-8Cumulative Revenue Trend................................................................................................. 5-9Revenue Summary............................................................................................................. 5-10Revenue by Sales Channel................................................................................................. 5-11Cost of Goods Sold Summary............................................................................................ 5-11Gross Margin Summary..................................................................................................... 5-12Expense Summary............................................................................................................. 5-14Operating Margin.............................................................................................................. 5-15

Profit and Loss by Manager Dashboard................................................................................. 5-16Profit and Loss by Manager Key Performance Indicators (KPIs).......................................5-17

Expense Management Dashboard.......................................................................................... 5-17Expense Management Key Performance Indicators (KPIs)................................................5-18Headcount and Expenses Trend........................................................................................ 5-18Expenses per Head.............................................................................................................5-18T&E Expenses.................................................................................................................... 5-19Top 10 Spenders................................................................................................................. 5-20

Expense Analysis Dashboard.................................................................................................. 5-21Expense Analysis Key Performance Indicators (KPIs)....................................................... 5-23Expense Summary............................................................................................................. 5-24

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Revenue Summary............................................................................................................. 5-26Expense Rolling Trend....................................................................................................... 5-27Revenue Rolling Trend...................................................................................................... 5-27Cumulative Expense Trend................................................................................................5-28

Funds Management Dashboard.............................................................................................. 5-29Funds Management Key Performance Indicators (KPIs)................................................... 5-31Funds Available Summary................................................................................................ 5-31Budget Summary............................................................................................................... 5-32Budget Trend by Account Detail....................................................................................... 5-33Encumbrance Summary..................................................................................................... 5-34Encumbrance Trend by Account Detail............................................................................. 5-34Funds Available Trend...................................................................................................... 5-35

Payables Management Dashboard......................................................................................... 5-35Payables Management Key Performance Indicators (KPIs)............................................... 5-36Invoice Activity.................................................................................................................. 5-37Invoice Types..................................................................................................................... 5-38Electronic Invoices............................................................................................................. 5-38Electronic Invoices Trend...................................................................................................5-39Paid Invoices...................................................................................................................... 5-40Electronic and Paid Late Invoices...................................................................................... 5-41Paid Late Invoices.............................................................................................................. 5-42Paid Invoices Discounts..................................................................................................... 5-42Holds Activity.................................................................................................................... 5-43Invoice Activity Detail Reports.......................................................................................... 5-43

Payables Status Dashboard..................................................................................................... 5-45Payables Status Key Performance Indicators (KPIs).......................................................... 5-46Open Payables Summary................................................................................................... 5-47Invoices Due Aging Summary........................................................................................... 5-48Invoices Past Due Aging Summary................................................................................... 5-49Invoice Aging..................................................................................................................... 5-50Past Due Invoices............................................................................................................... 5-51Discount Opportunities Summary..................................................................................... 5-51Holds Summary................................................................................................................. 5-52Invoices on Hold Discount Summary................................................................................ 5-54Holds Categories Summary............................................................................................... 5-54Holds Trend....................................................................................................................... 5-55Invoice Status Detail Reports............................................................................................. 5-56

6 Using Daily Business Intelligence for Interaction CenterIntroduction............................................................................................................................... 6-1

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Email Center Management Dashboard.....................................................................................6-1Email Center Management KPIs.......................................................................................... 6-2Email Response Performance...............................................................................................6-5Email Response Performance Report................................................................................... 6-6Email Resolution Report...................................................................................................... 6-8Emails by Outcome, Result, Reason Report......................................................................... 6-9Email Activity.................................................................................................................... 6-10Email Activity Report........................................................................................................ 6-11Email Activity by Agent Report......................................................................................... 6-13Email Activity by Customer Report................................................................................... 6-15Email Backlog Aging Report.............................................................................................. 6-16

Inbound Telephony Management Dashboard....................................................................... 6-17Inbound Telephony Management KPIs............................................................................. 6-18Call Activity by Classification............................................................................................ 6-21Inbound Telephony Activity Report.................................................................................. 6-22Inbound Telephony Activity by Customer Report............................................................ 6-25Call Activity by Center...................................................................................................... 6-26Inbound Telephony Activity by Agent Report.................................................................. 6-27Inbound Telephony by Outcome, Result, Reason Report.................................................. 6-30

7 Using Daily Business Intelligence for MaintenanceDaily Business Intelligence for Maintenance Common Concepts.......................................... 7-1

Daily Business Intelligence for Maintenance Parameters.....................................................7-1Additional Information........................................................................................................ 7-7

Maintenance Management Dashboard.....................................................................................7-7Daily Business Intelligence for Maintenance Key Performance Indicators.......................... 7-8Work Order Cost Reports.................................................................................................... 7-9Asset Downtime Reports................................................................................................... 7-12Work Order Backlog Reports............................................................................................. 7-14Work Order Completion Reports.......................................................................................7-20

8 Using Daily Business Intelligence for Marketing Overview................................................................................................................................... 8-1Marketing Management Dashboard.........................................................................................8-2

Marketing Management Dashboard KPIs............................................................................8-3Response Rate Report.......................................................................................................... 8-5Response Summary Report.................................................................................................. 8-6New Leads Summary Report............................................................................................... 8-9Lead Quality Report...........................................................................................................8-11Cost Per Lead Report......................................................................................................... 8-13

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Leads and Cost per Lead Report........................................................................................ 8-30Lead to Opportunity Conversion Summary Report.......................................................... 8-30Opportunity Amount Summary Report............................................................................ 8-33Revenue Per Lead Report.................................................................................................. 8-35Event Activity Summary Report........................................................................................ 8-40Events Report..................................................................................................................... 8-43Campaign Activity Summary Report................................................................................ 8-44Campaign Schedule Activity Summary Report................................................................. 8-47Campaigns Report............................................................................................................. 8-49Campaign Schedules Report.............................................................................................. 8-51Campaign to Order by Campaign Hierarchy Report......................................................... 8-53Cost, Sales, and ROI by Campaign Hierarchy Report........................................................8-56Top Campaigns and Events by Leads Report.................................................................... 8-58Top Campaigns and Events by Won Opportunities Amount Report................................ 8-59Marketing Budget Summary by Budget Name Report...................................................... 8-60Marketing Budget Summary by Budget Category Report................................................. 8-63Marketing Budget Utilization Summary Report................................................................ 8-64Segment Value Report....................................................................................................... 8-65Segment Campaign Effectiveness Report.......................................................................... 8-69

Lead Management Dashboard................................................................................................ 8-73Lead Management Dashboard KPIs.................................................................................. 8-74Lead Activity Report.......................................................................................................... 8-75Lead Conversion Report.................................................................................................... 8-77Lead Conversion Time Report........................................................................................... 8-78Lead to Opportunity Report.............................................................................................. 8-80Lead Quality Report...........................................................................................................8-81Lead Aging Report............................................................................................................. 8-84Leads by Close Reason Report........................................................................................... 8-85Leads - New for Period Report.......................................................................................... 8-86Leads - Converted for Period Report................................................................................. 8-88Leads - Closed without Conversion Report....................................................................... 8-90Leads - Current Open Report............................................................................................. 8-92Leads Report...................................................................................................................... 8-94Leads by Campaign Report................................................................................................8-96

9 Using Daily Business Intelligence for ProcurementIntroduction............................................................................................................................... 9-1Common Concepts for DBI for Procurement........................................................................... 9-2Procurement Status Dashboard.............................................................................................. 9-28

Procurement Status KPIs................................................................................................... 9-30

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Unprocessed Requisitions Reports.................................................................................... 9-32Unfulfilled Requisitions Reports........................................................................................9-44

Procurement Performance Management Dashboard............................................................. 9-57Procurement Performance Management KPIs................................................................... 9-58Processed Requisitions Reports......................................................................................... 9-60Fulfilled Requisitions Reports............................................................................................ 9-70

Procurement Management Dashboard................................................................................... 9-83Procurement Management KPIs........................................................................................ 9-84Non-Contract Purchases Reports....................................................................................... 9-85Blanket Leakage Reports.................................................................................................... 9-88PO Purchases Reports........................................................................................................ 9-99Payables Leakage Reports................................................................................................9-101

Procure-to-Pay Management Dashboard.............................................................................. 9-104Procure-to-Pay KPIs......................................................................................................... 9-105Manual Invoices Reports................................................................................................. 9-106

Commodity Spend Management Dashboard....................................................................... 9-108Commodity Spend Management KPIs.............................................................................9-110Invoice Amount Reports.................................................................................................. 9-111Spend Evaluation Reports................................................................................................9-115Contract Utilization Reports............................................................................................ 9-127

Commodity Supplier Management Dashboard................................................................... 9-138Commodity Supplier Management KPIs......................................................................... 9-140PO Price Change Reports................................................................................................. 9-142Returns Reports............................................................................................................... 9-149Receipt Date Exceptions Reports..................................................................................... 9-157

Cost Center Spend Management Dashboard....................................................................... 9-167Cost Center Spend Management KPIs............................................................................. 9-168Invoice Amount Reports.................................................................................................. 9-168Spend Evaluation Reports................................................................................................9-168Contract Utilization Reports............................................................................................ 9-168

Sourcing Management Dashboard....................................................................................... 9-168Sourcing Management KPIs.............................................................................................9-170Sourcing and Award Reports...........................................................................................9-171Sourcing Cycle Time Reports........................................................................................... 9-176Sourcing Savings Reports................................................................................................ 9-180

Supplier Management Dashboard........................................................................................9-183Supplier Management KPIs............................................................................................. 9-184Spend Analysis Reports................................................................................................... 9-185PO Purchases Reports...................................................................................................... 9-187PO Price Change Reports................................................................................................. 9-187Receipt Date Exceptions Reports..................................................................................... 9-187

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Invoice and Payables Reports.......................................................................................... 9-187Returns Reports............................................................................................................... 9-187

Average Price Reports........................................................................................................... 9-187

10 Using Daily Business Intelligence for Product Lifecycle ManagementProduct Management - Engineering Dashboard.................................................................... 10-1

Product Management - Engineering Key Performance Indicators.....................................10-3Unit Cost by Cost Element and Unit Cost Trend............................................................... 10-4Part Count and Manufacturing Steps................................................................................ 10-4Part Count by Item Catalog Category................................................................................ 10-5Change Order Summary.................................................................................................... 10-5Change Order List..............................................................................................................10-5Change Order Cycle Time..................................................................................................10-7Change Order Aging..........................................................................................................10-8Past Due Change Order Aging.......................................................................................... 10-8Part Count and BOM Levels.............................................................................................. 10-8

Product Management Dashboard........................................................................................... 10-9Product Management Key Performance Indicators......................................................... 10-10Product Revenue and Costs............................................................................................. 10-11Product Other Expenses...................................................................................................10-12Product Inventory Value..................................................................................................10-12Product Fulfillment Performance.....................................................................................10-13Product Return Value ..................................................................................................... 10-13Product Returns by Reason.............................................................................................. 10-14Product Returns Detail.....................................................................................................10-14Top Order Backlog........................................................................................................... 10-14Top Open Opportunities ................................................................................................. 10-14Customer and Product Activity....................................................................................... 10-15

11 Using Daily Business Intelligence for ProjectsOverview of Daily Business Intelligence for Projects........................................................... 11-1Common Concepts.................................................................................................................. 11-2Projects Profitability Management Dashboard...................................................................... 11-7

Projects Profitability Management Key Performance Indicators....................................... 11-8Projects Profitability Reports............................................................................................. 11-8

Projects Actual Profitability Report............................................................................. 11-9Projects Forecast Profitability Report........................................................................ 11-11Projects Profitability Overview Report...................................................................... 11-13Projects Profitability Trend Report............................................................................ 11-14Projects Profitability Cumulative Trend Report........................................................ 11-15

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Projects Profitability Detail Report............................................................................ 11-16Projects Cost Reports....................................................................................................... 11-17

Projects Cost Summary Report.................................................................................. 11-18Projects Cost Trend Report........................................................................................ 11-20Projects Cost Cumulative Trend Report.................................................................... 11-21Projects Cost Detail Report........................................................................................ 11-22

Projects Operations Management Dashboard...................................................................... 11-23Projects Operations Management Key Performance Indicators.......................................11-23Projects Bookings and Backlog Reports........................................................................... 11-24

Projects Bookings and Backlog Summary Report......................................................11-27Projects Bookings and Backlog Detail Report............................................................ 11-28Projects Bookings and Backlog Activity Report.........................................................11-30Projects Bookings and Backlog Activity Details Report.............................................11-31Projects Bookings Summary Report.......................................................................... 11-32Projects Bookings Trend Report................................................................................ 11-33Projects Bookings Source Trend Report.....................................................................11-34Projects Backlog Summary Report............................................................................ 11-36Projects Backlog Trend Report.................................................................................. 11-37

Projects Resource Management Reports.......................................................................... 11-38Projects Utilization Reports....................................................................................... 11-44

Projects Resource Utilization and Availability Report........................................ 11-44Projects Utilization Summary Report..................................................................11-45Projects Utilization Trend Report........................................................................11-47Projects Actual Utilization Report.......................................................................11-48Projects Actual Utilization Detail Report............................................................ 11-49Projects Scheduled Utilization Report.................................................................11-50Projects Scheduled Utilization Detail Report...................................................... 11-52Projects Expected Utilization Report...................................................................11-53Projects Expected Utilization Detail Report........................................................ 11-54

Projects Resource Availability Reports...................................................................... 11-55Projects Available Time Summary Report.......................................................... 11-56Projects Availability Trend Report......................................................................11-57Projects Current Available Resources Report..................................................... 11-58Projects Available Resources Duration Report....................................................11-59Projects Available Resource Detail Report.......................................................... 11-60

Capital Projects Cost Management Dashboard.................................................................... 11-61Capital Projects Cost Management Key Performance Indicators..................................... 11-61Capital Projects Cost Reports........................................................................................... 11-62

Capital Projects Cost Summary Report..................................................................... 11-63Capital Projects Cost Detail Report........................................................................... 11-64Capital Projects Cost Trend Report........................................................................... 11-66

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Capital Projects Cost Cumulative Trend Report........................................................11-67Contract Projects Cost Management Dashboard.................................................................. 11-68

Contract Projects Cost Management Key Performance Indicators...................................11-68Contract Projects Cost Reports.........................................................................................11-68

Contract Projects Cost Summary Report................................................................... 11-69Contract Projects Cost Detail Report......................................................................... 11-71Contract Projects Cost Trend Report......................................................................... 11-72Contract Projects Cost Cumulative Trend Report..................................................... 11-73

12 Using Daily Business Intelligence for Quoting Overview................................................................................................................................. 12-1Common Concepts.................................................................................................................. 12-1Quote Management Dashboard.............................................................................................. 12-3

Quote Summary by Sales Group........................................................................................12-4Quote Summary by Product Category............................................................................... 12-4Quote Summary by Adjusted Price................................................................................... 12-4Top Quotes.........................................................................................................................12-4Approval Summary by Sales Group.................................................................................. 12-4Approval Rules Summary................................................................................................. 12-5

Quote Management Dashboard KPIs .................................................................................... 12-5

13 Using Daily Business Intelligence for Regulatory ComplianceOverview of Daily Business Intelligence for Regulatory Compliance..................................13-1Financial Statement Certification Dashboard........................................................................ 13-1

Financial Statement Certification Dashboard Key Performance Indicators (KPIs)............ 13-4Open Remedial Action Summary...................................................................................... 13-5Significant Account Evaluation Result...............................................................................13-6Significant Account Evaluation Summary......................................................................... 13-7Organization Certification Result...................................................................................... 13-9Organization Certification Summary................................................................................. 13-9Process Certification Result..............................................................................................13-11Process Certification Summary........................................................................................ 13-11Open Issue Summary....................................................................................................... 13-13Compliance Environment Change Summary.................................................................. 13-13Process Detail................................................................................................................... 13-15Process Deficiency Detail................................................................................................. 13-15Organization Detail..........................................................................................................13-15Organization Deficiency Detail........................................................................................ 13-15Significant Account Detail............................................................................................... 13-16Risk Detail........................................................................................................................ 13-16

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Control Detail.................................................................................................................. 13-16Process Certification Detail.............................................................................................. 13-17Organization Certification Detail..................................................................................... 13-17Significant Account Evaluation Detail............................................................................. 13-17Finding Detail.................................................................................................................. 13-18Remediation Detail.......................................................................................................... 13-18Issue Detail.......................................................................................................................13-18

14 Using Daily Business Intelligence for SalesOverview................................................................................................................................. 14-1Common Concepts.................................................................................................................. 14-3Sales Forecast Management Dashboard................................................................................. 14-7

Sales Forecast Management Dashboard KPIs.................................................................... 14-8Forecast Overview Report................................................................................................. 14-9Top Open Opportunities Report........................................................................................ 14-9

Sales Management Dashboard............................................................................................. 14-10Sales Management Dashboard KPIs................................................................................ 14-10Sales Results versus Forecast Report................................................................................14-14Sales Group Forecast by Product Category Report.......................................................... 14-14Leads, Opportunities, and Backlog Report...................................................................... 14-15Forecast versus Won Trend Report.................................................................................. 14-15Lead and Opportunity by Campaign Report................................................................... 14-15Top/Bottom Sales Performers Report............................................................................... 14-15Extended Forecast versus Won Trend Report..................................................................14-16Extended Forecast versus Pipeline Trend Report............................................................ 14-16

Opportunity Management Dashboard................................................................................. 14-16Opportunity Management Dashboard KPIs.................................................................... 14-16Opportunity Win/Loss Report......................................................................................... 14-18Opportunity Win/Loss (with Counts) Report.................................................................. 14-18Opportunity Line Detail Report....................................................................................... 14-18Forecast, Pipeline, Won Trend Report............................................................................. 14-18Opportunity Activity Report........................................................................................... 14-18Weighted Pipeline Report................................................................................................ 14-19Pipeline Trend Report...................................................................................................... 14-19Win/Loss Trend Report.................................................................................................... 14-19

15 Using Daily Business Intelligence for Service ContractsIntroduction............................................................................................................................. 15-1Common Concepts.................................................................................................................. 15-1Service Contracts Management Dashboard..........................................................................15-12

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Service Contracts Management KPIs............................................................................... 15-14Active Service Contracts.................................................................................................. 15-15Expirations....................................................................................................................... 15-19Activations....................................................................................................................... 15-24Terminations.................................................................................................................... 15-28

Service Renewals Management Dashboard......................................................................... 15-32Service Renewals Management KPIs............................................................................... 15-35Renewal Bookings and Renewal Cancellations................................................................15-36Period Renewals.............................................................................................................. 15-45Booking to Renewal Activity........................................................................................... 15-48Renewals Backlog............................................................................................................ 15-51

Oracle Discoverer Business Area for Service Contracts Intelligence.................................. 15-55Service Contracts Intelligence – User Business Area........................................................15-55

16 Using Daily Business Intelligence for Supply ChainIntroduction............................................................................................................................. 16-1Common Concepts.................................................................................................................. 16-4Customer Fulfillment Management Dashboard.................................................................. 16-10

Fulfillment KPIs............................................................................................................... 16-12Fulfillment Performance.................................................................................................. 16-14Backlog and Past Due Schedule Value............................................................................. 16-21Fulfilled Return Value......................................................................................................16-29

Shipping Management Dashboard.......................................................................................16-33Shipping KPIs.................................................................................................................. 16-36Shipping Performance..................................................................................................... 16-37Book to Ship Days............................................................................................................ 16-44Past Due Schedule Performance...................................................................................... 16-47

Inventory Management Dashboard...................................................................................... 16-54Inventory Management KPIs........................................................................................... 16-56Inventory......................................................................................................................... 16-57Cycle Count..................................................................................................................... 16-71

Manufacturing Management Dashboard............................................................................. 16-78Manufacturing Management KPIs................................................................................... 16-81Production to Plan........................................................................................................... 16-83Resource Utilization......................................................................................................... 16-91Scrap................................................................................................................................ 16-96Job Information.............................................................................................................. 16-100

Product Cost Management Dashboard............................................................................... 16-100Product Cost Management KPIs.................................................................................... 16-102Product Gross Margin.................................................................................................... 16-102

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Cost Variance................................................................................................................. 16-106Resource Variance..........................................................................................................16-115

Plan Management Dashboard.............................................................................................16-121Planning KPIs................................................................................................................ 16-125Planned Revenue and Margin........................................................................................16-126Planned Performance..................................................................................................... 16-135

Product Revenue Bookings and Backlog Dashboard......................................................... 16-143Revenue, Bookings & Backlog KPIs............................................................................... 16-144Cumulative Bookings and Revenue............................................................................... 16-146Revenue Overview.........................................................................................................16-147Product Revenue............................................................................................................ 16-154Bookings, Revenue and Revenue Backlog Trend........................................................... 16-156

Warehouse Management Dashboard..................................................................................16-157Warehouse Management KPIs....................................................................................... 16-158Pick Release to Ship Cycle Time.................................................................................... 16-159Receipt to Putaway Cycle Time..................................................................................... 16-163Warehouse Storage Utilized...........................................................................................16-167Picks & Exceptions Analysis.......................................................................................... 16-172

Transportation Management Dashboard........................................................................... 16-178Transportation Management KPIs................................................................................. 16-180Unit Freight Cost............................................................................................................16-181On-Time Arrival Rate.................................................................................................... 16-187Carrier Billing and Payment Variance........................................................................... 16-191Freight Cost Recovery Rate............................................................................................ 16-195

Sales Agreement Management Dashboard........................................................................ 16-197Sales Agreement Management KPIs.............................................................................. 16-199Active Agreements Summary........................................................................................ 16-201

A Responsibility and Dashboard MatrixResponsibility and Dashboard Matrix..................................................................................... A-1

B Additional DocumentationDaily Business Intelligence for HRMS.................................................................................... B-1Daily Business Intelligence for iStore/Web Analytics.............................................................B-1

Index

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Send Us Your Comments

Oracle Daily Business Intelligence User Guide, Release 12Part No. B25161-01

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Preface

Intended AudienceWelcome to Release 12 of the Oracle Daily Business Intelligence User Guide.

This guide assumes you have a working knowledge of the following:

• The principles and customary practices of your business area.

• Computer desktop application usage and terminology

If you have never used Oracle Applications, we suggest you attend one or more of the Oracle Applications training classes available through Oracle University.

See Related Information Sources on page xviii for more Oracle Applications product information.

TTY Access to Oracle Support ServicesOracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within the United States of America 24 hours a day, seven days a week. For TTY support, call 800.446.2398.

Documentation AccessibilityOur goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to allof our customers. For more information, visit the Oracle Accessibility Program Web site

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at http://www.oracle.com/accessibility/ .

Accessibility of Code Examples in DocumentationScreen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace.

Accessibility of Links to External Web Sites in DocumentationThis documentation may contain links to Web sites of other companies or organizationsthat Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.

Structure1 Using Daily Business Intelligence2 Using Daily Business Intelligence for Customer Support3 Using Daily Business Intelligence for Depot Repair4 Using Daily Business Intelligence for Field Service5 Using Daily Business Intelligence for Financials6 Using Daily Business Intelligence for Interaction Center7 Using Daily Business Intelligence for Maintenance8 Using Daily Business Intelligence for Marketing 9 Using Daily Business Intelligence for Procurement10 Using Daily Business Intelligence for Product Lifecycle Management11 Using Daily Business Intelligence for Projects12 Using Daily Business Intelligence for Quoting 13 Using Daily Business Intelligence for Regulatory Compliance14 Using Daily Business Intelligence for Sales15 Using Daily Business Intelligence for Service Contracts16 Using Daily Business Intelligence for Supply ChainA Responsibility and Dashboard MatrixB Additional Documentation

Related Information SourcesThis document is included on the Oracle Applications Document Library, which is supplied in the Release 12 DVD Pack. You can download soft-copy documentation as PDF files from the Oracle Technology Network at http://otn.oracle.com/documentation, or you can purchase hard-copy documentation from the Oracle Store at http://oraclestore.oracle.com. The Oracle E-Business Suite Documentation Library Release 12 contains the latest information, including any documents that have changed significantly between releases. If substantial changes to this book are necessary, a revised version will be made available on the online documentation CD on OracleMetaLink.

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If this guide refers you to other Oracle Applications documentation, use only the Release 12 versions of those guides.

For a full list of documentation resources for Oracle Applications Release 12, see Oracle Applications Documentation Resources, Release 12, OracleMetaLink Document 394692.1.

Online Documentation

All Oracle Applications documentation is available online (HTML or PDF).

• PDF - PDF documentation is available for download from the Oracle Technology Network at http://otn.oracle.com/documentation.

• Online Help - Online help patches (HTML) are available on OracleMetaLink.

• Oracle MetaLink Knowledge Browser - The OracleMetaLink Knowledge Browser lets you browse the knowledge base, from a single product page, to find all documents for that product area. Use the Knowledge Browser to search for release-specific information, such as FAQs, recent patches, alerts, white papers, troubleshooting tips, and other archived documents.

• Oracle eBusiness Suite Electronic Technical Reference Manuals - Each Electronic Technical Reference Manual (eTRM) contains database diagrams and a detailed description of database tables, forms, reports, and programs for a specific Oracle Applications product. This information helps you convert data from your existing applications and integrate Oracle Applications data with non-Oracle applications, and write custom reports for Oracle Applications products. Oracle eTRM is available on OracleMetaLink.

Related Guides

You should have the following related books on hand. Depending on the requirements of your particular installation, you may also need additional manuals or guides.

Oracle Applications Installation Guide: Using Rapid Install:

This book is intended for use by anyone who is responsible for installing or upgrading Oracle Applications. It provides instructions for running Rapid Install either to carry out a fresh installation of Oracle Applications Release 12, or as part of an upgrade from Release 11i to Release 12. The book also describes the steps needed to install the technology stack components only, for the special situations where this is applicable.

Oracle Applications Upgrade Guide: Release 11i to Release 12:

This guide provides information for DBAs and Applications Specialists who are responsible for upgrading a Release 11i Oracle Applications system (techstack and products) to Release 12. In addition to information about applying the upgrade driver, it outlines pre-upgrade steps and post-upgrade steps, and provides descriptions of product-specific functional changes and suggestions for verifying the upgrade and reducing downtime.

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Oracle Applications Patching Procedures:

This guide describes how to patch the Oracle Applications file system and database using AutoPatch, and how to use other patching-related tools like AD Merge Patch, OAM Patch Wizard, and OAM Registered Flagged Files. Describes patch types and structure, and outlines some of the most commonly used patching procedures. Part of Maintaining Oracle Applications, a 3-book set that also includes Oracle Applications Maintenance Utilities and Oracle Applications Maintenance Procedures.

Oracle Applications Maintenance Utilities:

This guide describes how to run utilities, such as AD Administration and AD Controller, used to maintain the Oracle Applications file system and database. Outlines the actions performed by these utilities, such as monitoring parallel processes, generating Applications files, and maintaining Applications database entities. Part of Maintaining Oracle Applications, a 3-book set that also includes Oracle Applications Patching Procedures and Oracle Applications Maintenance Procedures.

Oracle Applications Maintenance Procedures:

This guide describes how to use AD maintenance utilities to complete tasks such as compiling invalid objects, managing parallel processing jobs, and maintaining snapshot information. Part of Maintaining Oracle Applications, a 3-book set that also includes Oracle Applications Patching Procedures and Oracle Applications Maintenance Utilities.

Oracle Applications Concepts:

This book is intended for all those planning to deploy Oracle E-Business Suite Release 12, or contemplating significant changes to a configuration. After describing the Oracle Applications architecture and technology stack, it focuses on strategic topics, giving a broad outline of the actions needed to achieve a particular goal, plus the installation andconfiguration choices that may be available.

Oracle Balanced Scorecard User Guide:

This guide describes how to use Oracle Balanced Scorecard to manage performance. It contains information on how to use scorecard views and objective reports.

Oracle Balanced Scorecard Administrator Guide:

This guide describes how to set up and administer Oracle Balanced Scorecard and scorecard systems. For scorecard designers, this guide explains how to design and prototype scorecards and measures. It also explains how to move scorecards into production. For administrators, this guide explains how to generate the database schema; load data; manage user and scorecard security; and migrate scorecards to otherinstances.

Oracle Balanced Scorecard Install Guide:

This guide describes how to how to install the Balanced Scorecard Architect components.

Oracle Daily Business Intelligence Implementation Guide:

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This guide describes how to implement Oracle Daily Business Intelligence, including information on how to create custom dashboards, reports, and key performance indicators.

Oracle Embedded Data Warehouse User Guide:

This guide describes how to use Embedded Data Warehouse reports and workbooks to analyze performance.

Oracle Embedded Data Warehouse Implementation Guide:

This guide describes how to implement Embedded Data Warehouse, including how to set up the intelligence areas.

Oracle Embedded Data Warehouse Install Guide:

This guide describes how to install Embedded Data Warehouse, including how to createdatabase links and create the end user layer (EUL).

Integration RepositoryThe Oracle Integration Repository is a compilation of information about the service endpoints exposed by the Oracle E-Business Suite of applications. It provides a complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets users easily discover and deploy the appropriate business service interface for integration with any system, application, or business partner.

The Oracle Integration Repository is shipped as part of the E-Business Suite. As your instance is patched, the repository is automatically updated with content appropriate for the precise revisions of interfaces in your environment.

Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data.

Because Oracle Applications tables are interrelated, any change you make using an Oracle Applications form can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications.

When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track

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of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track whohas changed your information because SQL*Plus and other database tools do not keep arecord of changes.

Using Daily Business Intelligence 1-1

1Using Daily Business Intelligence

This chapter covers the following topics:

• Overview of Daily Business Intelligence

• Responsibilities

• Dashboards

• Parameters

• Regions

• Reports

• General Dashboard and Report Behavior

Overview of Daily Business IntelligenceDaily Business Intelligence is an out-of-the-box reporting and analysis framework that enables senior managers and executives to see relevant, accurate, and timely information using dashboards and drill-to reports.

1-2 Oracle Daily Business Intelligence User Guide

Each dashboard is designed for a particular management responsibility. Managers can drill from the summarized information on each dashboard to detailed reports or to specific transactions in underlying applications. For example, the Profit and Loss dashboard is designed for a profit center manager, such as a CEO. This dashboard summarizes profit and loss information such as revenue, expenses, and operating income. From this dashboard you can drill to the Revenue Summary report or down to specific transactions in Oracle Receivables.

Dashboards are also designed to be relevant for a particular user. When a user opens a dashboard, the information displayed changes depending on the user's Oracle Applications security privileges. That way, each manager only views information that isrelevant to his or her management area. For example, if the CEO of Vision Corporation uses the Profit and Loss dashboard, he can view data for all companies, operating units,and people in Vision Corporation. However, if the Vice President of North American Accounting for Vision Corporation uses the Profit and Loss dashboard, she can only view data for the companies, operating units, and people that fall within her management area.

Daily Business Intelligence's unique architecture simplifies the reporting process and ensures that managers are looking at the most accurate and up-to-date data. Because Daily Business Intelligence is part of Oracle E-Business Suite and runs in a single instance, reporting data does not need to be replicated from a transaction instance into areporting instance. Instead, changes are visible in dashboards as soon as you run the incremental request set for the dashboard. For example, if you book an invoice in OracleReceivables, that invoice is reflected in the Profit and Loss dashboard the next time the incremental request set is run. You do not need to do any additional processing to


update your data.

Daily Business Intelligence optimizes Oracle 9i R2 and later version's materialized views and incremental refresh capabilities. This summarizes data efficiently, and when you run the incremental request set, only the data that has changed is updated.

Because Daily Business Intelligence enables you to summarize data daily, managers canperform true day-to-day comparisons. For example, managers can compare results for December 12, 2003 against results for December 12, 2002.

To use Daily Business Intelligence effectively, you should familiarize yourself with the following terms:

• Responsibility: A responsibility is designed for a particular business function or usersuch as a Cost Center Manager. Responsibilities are preseeded by an intelligence area and provide access to a particular dashboard or set of dashboards. See: Responsibilities, page 1-4.

• Dashboard: A dashboard is a collection of content that is designed to meet the needs of a particular responsibility. Dashboards contain regions like parameters, tables, graphs, links, and Key Performance Indicators (KPIs). See: Dashboards, page 1-4.

• Parameter: Each dashboard contains a set of parameters that you can use to change the data that is displayed on the dashboard. Some parameters, such as Date or Period are common to all dashboards. Other parameters, such as Commodity, are unique to a specific dashboard. Parameters are based on dimensions, which organize data into reporting hierarchies. Each dashboard has a parameter that acts as the primary dimension for the dashboard. The primary dimension differs depending on the dashboard. For example, the primary dimension on the Profit andLoss dashboard is Manager. See: Parameters, page 1-4.

• Region: A region is a unique set of information on a dashboard. There are types of regions: parameter, KPI, table, graph, custom scorecard, RSS feed, simulation view, links, and My Approvals. You can drill down to more detailed reports or to transaction details in Oracle Applications from all regions with the exception of the parameter region. See: Regions, page 1-12.

• Reports: You can drill to a report from any linked value in a dashboard. In general, reports contain detailed information on one or more KPIs. Reports contain graphs and a table region and they contain more parameters than a dashboard. Reports do not contain truncated values. You can drill from some reports directly into the transactional system. See: Reports, page 1-21.

• KPI: A KPI is a strategic business factor used for reporting. KPIs are designed for comparing and judging performance on strategic business factors such as Revenue or Operating Margin. Each dashboard contains a set of KPIs that the content of the dashboard is based on. For example, the Revenue and Expenses KPIs serve as the basis for the Revenue and Expense regions and reports. See: "KPI Regions" in Regions, page 1-14.


ResponsibilitiesResponsibilities are designed for a specific business function, such as a Cost Center Manager or a Projects Operations Manager. Each responsibility is preseeded and provides access to a particular dashboard or set of dashboards. For example, the Cost Center Manager responsibility enables access to the Expense Management dashboard.

You cannot modify the preseeded responsibilities.

Each Oracle Applications user can be assigned one or more of the responsibilities and several users can share the same responsibility. The system administrator is responsible for assigning the appropriate responsibilities to each user.

For more information, see the Responsibility and Dashboard Matrix appendix in the Oracle Daily Business Intelligence Implementation Guide.

DashboardsIn Daily Business Intelligence, a dashboard is designed to meet the needs of a particular management responsibility. For example, the Expense Management dashboard is designed for managers who manage expenses within their supervisor hierarchy.

To access a dashboard, the system administrator must assign the appropriate responsibility to your Oracle Applications user ID.

Your Oracle Applications security settings determine the data that you can see on each dashboard. For example, a manager can only view expenses for their subordinates and for the cost centers they are responsible for.

While the content of each dashboard is unique, the basic features and functionality of each dashboard is the same. All dashboards contain the following features:

• Parameters, page 1-4

• Regions, page 1-12

• Links to Reports, page 1-21

All dashboards display the same basic functionality: ability to drill to transactional data,ability to drill and pivot on dimension values, ability to print, email, and start a web conference from a dashboard, and so on. For a complete list and description of commondashboard functionality, see: General Dashboard and Report Behavior, page 1-26.

ParametersEvery dashboard or report has a set of parameters that determine the data that is displayed.


The set of common parameters are, in order, from left to right:

• Date Parameter, page 1-6

• Period Parameter, page 1-7

• Compare To Parameter, page 1-8

• Primary Dimension Parameter, page 1-10

• Currency Parameter, page 1-11

Note: Some dashboards and reports do not display all of these parameters. The Primary Dimension parameter is different in each dashboard.

The default value for each parameter is either defaulted by the dashboard or defined when you set up Daily Business Intelligence. In some cases, parameters are display onlyand cannot be modified.

Every time you change the value of a parameter on a dashboard, the data on the dashboard is automatically refreshed. Changing a parameter can affect the amount of data, the column headings, the KPI values, and the graph formats.


For example, if you change the period parameter from Month to Quarter, the column headings in the regions in the dashboard will change from MTD to QTD. If you change the Compare To parameter from Prior Period to Prior Year, then the change values in the KPI and the detailed regions change to show a year over year comparison.

Once you set the parameter values, when you drill to another dashboard or report, any shared parameter values are passed to it. For example, if you set the Date parameter to March 1, 2005, and then drill to a report, that date will be passed from the dashboard to the report.

When you log out of Oracle Applications, your last parameter settings are cached. Therefore, the next time you log into the dashboard, you can view the same data. The Date parameter, however, is never cached. The Date parameter automatically defaults to the current system date every time you log in.

Date ParameterThe date parameter, also known as the "as of date", determines the start date for the data on the dashboard or report. It is important to note that the current system date reflects the enterprise time zone, not the local time zone.

Unless otherwise noted in the documentation, data on each dashboard is shown "to-date" (from the beginning of the period selected to the date selected). For example, ifyou set Date = January 30, 2002 and Period = Quarter, then the to-date information would be "Q4 FY03 Day -60", assuming that January falls in the fourth quarter of the fiscal year and there are 60 days left in the quarter. This to-date information is displayed


in the parameter region next to the date parameter. It includes the quarter, fiscal year, and number of days remaining in the period to date.

If you choose a date on which no data is available, the dashboard will return a null value. For more information on how null values are handled in Daily Business Intelligence, see: General Dashboard and Report Behavior, page 1-26

The Date parameter is never cached. Instead, it automatically defaults to the current system date every time you log in.

You can set the Date parameter to any date that is later than the global start date. The global start date is defined when you set up Daily Business Intelligence.

Period ParameterThe period parameter determines the periods that you can view summarized data for. Common periods are:

• Day (D)

• Week (W)

• Month (M)

• Fiscal (GL) Period (P)

• Quarter (Q)

• Year (Y)

For these periods, with the exception of Day, data is shown to-date (XTD) for the selected period. For example, if Date = March 28, 2005, and Period = Month, then data is shown starting on March 1, 2005 to March 28, 2005.

The list of possible periods is determined by your enterprise calendar. The default period is determined by the Default Period Type parameter. Both the enterprise calendar and default period are defined when you set up Daily Business Intelligence.

Some dashboards also support rolling periods:

• Rolling 7 Days

• Rolling 30 Days

• Rolling 90 Days

• Rolling 365 Days

For these periods, data is shown for the past X number of days including the as of date. For example, if Date = March 31, 2005, and Period = Rolling 7 Days, then data is shown starting on March 25, 2005 to March 31.


The Capital Projects Cost Management, Contract Project Cost Management, Projects Operations Management, Projects Profitability Management dashboards support the following additional project periods:

• Fiscal Year

• Fiscal Quarter

• Fiscal Period

• Project Period

• X Rolling Weeks: The number of weeks, including the current week, for which you want to view projected or historical calculations.

When you change the period parameter, you also change the labels for the actual valuesin the table and graph regions on the dashboard. For example, if you set Period = Week, the label is WTD (Week to Date). If you set Period = Rolling 7 Days, then the label is 7 Days. In graph regions, the x-axis also changes based on the period parameter selected.

When you set the period parameter, keep in mind that not all data is available for all periods. For example, budget and forecast data is defined monthly; therefore, you cannot set Period = Week if you are viewing budget or forecast data. If you are using rolling periods, data must exist for the appropriate dates in the future or past.

Compare To ParameterThe Compare To parameter determines how you want to compare your data, by the following choice:

• Prior Year

• Prior Period

• Budget

When you set the Compare To parameter the "change" or "variance" value is:

• If Compare To = Prior Year: The change or variance from the current year to the previous year.

• If Compare To = Prior Period: The change or variance from the current period to the previous period.

• If Compare To = Budget: The change or variance of the actual data for the selected period against budget data for the same period.

Note: Budget and forecast data are defined monthly. Do not set


Compare To = Budget if Period = Week, as no data will appear on the dashboard.

The change/variance algorithm compares the data as follows:

• Data from the start of the current period to the as of date, with N days remaining to the end of the period, is compared against data from the start of the "compare to" period up to the point in time with the same number of days remaining in the period.

ExampleAs of Date: 06-APR-2004 (Day -24, meaning 24 days remaining to the end of the period)

Period: Month

Compare To: Prior Period

In the prior month, 24 days remain to the end of the period on 07-MAR-2004. Therefore, information from April 1 to April 6, 2004 is compared with information from March 1 to March 7, 2004.

• If the former period has fewer days in the period than the current period, then information as at the first day of the period is used.

ExampleDate: 01-MAR-2004 (Day -31, with 31 days remaining to the end of the period)

Period: Month


For leap years, a similar logic applies.

ExampleDate: 31-DEC-2005

Period: Year


Since 2004 is a leap year, the current period data (January 1, 2005 to December 31, 2005) is compared to the same number of days of data in the prior period (January 2, 2004 to December 31, 2004).

The Compare To parameter can also affect the graph format in a dashboard or report. The following table lists the different graph formats, depending on the comparison you select:


Trend or Comparison Graphs

Compare To Trend Comparison

Prior Year Vertical Bar Horizontal Bar

Prior Period Line Horizontal Bar

Budget Vertical Bar Horizontal Bar

Note: Not all graphs change when you change the Compare To parameter.

If you choose a comparison for which no data is available, then the dashboard will display a null value. For more information on null data, see General Dashboard and Report Behavior, page 1-26.

Primary Dimension ParameterThe primary dimension is the parameter that determines the values that are compared in the KPI region. This parameter is different in each dashboard. For example, the primarydimension on the Profit and Loss dashboard is Manager (Cost Center Manager); the primary dimension on the Commodity Spend Management dashboard is Commodity.

There is only one primary dimension for each dashboard. However, dashboards may have additional dimensions (parameters) that you can use to narrow the report details. Reports always have additional dimensions that you can use to narrow the report results. For example, the Revenue report contains the following additional dimensions: Category, Line of Business, Cost Center, and Product.

The following is a list of some of the primary dimensions used in dashboards:

• Commodity

• Country

• Customer Classif

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