KPIS TEMPLATE DOWNLOAD MY EXCEL

Owners, managers, and administrators can use this template to see how close they are to achieving business goals. 1 & 2: Availability rate or Service rate?KPI Management Template 2 is a multilingual Excel spreadsheet used to track key performance indicators. Managers can use such a template to educate their teams about the importance of setting targets, whilst employees can use it as a baseline framework to guide them in achieving targets. You can customize this template for your unique overarching objectives, measures and key performance indicators, targets for your KPIs, and the initiatives that can help you reach your targets.A KPI reporting strategy template can be used from top to bottom of any organization. This colorful KPI dashboard template comes in five design variations each presenting a creative approach to articulating your long-term business strategy and short-term activities.

Net Profit () Sales revenue () Total Costs (). Prometheus has multiple modes for visualizing data: a built-in expression browser, Grafana integration, and a console template language.Example Template for Designing Key Performance Indicators Using a 0-10 scale (Not at all likely to extremely likely) participants answer: How likely are you to recommend us to a friend NPS of Promoters (score 9-10) 5 of Detractors (score 0-6). Calculation: Average Stock / Total Sales x Number of Days within the selected periodGreat visualization.

1 & 2: Availability rate or Service rate?And the answer isвЂ¦ at least one of the two. This is the challenge for all companies dealing with stock.To find this balance it is therefore essential to set up at least these 2 KPIs. Also, the more stock you have, the less В« efficientВ В» it will be.Theoretically, to meet 100% of your customer needs all the time, and to face all possibilities (delays, strikes, quality problems, meteoriteвЂ¦), you would need to have infinite stock.Your objective will, therefore, be to find the right balance between customer availability and stock rotation. We can see the curve flattening out when you win your last percentages. But this curve is unfortunately not linear (not straight). Our graph below summarizes this principle.The more stock you purchase, the more you will increase your service level.

This calculation is only made on the active references of the catalog. You can average per day afterward. The table below simply summarizes the calculation on 10 items.Example: I have 100 products in my catalog, only 70 are available for my customers, so I have the availability of 70/100 = 70%.This calculation is done at the instant T, ideally on the same day. 1: Availability rate calculationIn %: out of 100 products, how many are available to the customer (in-store, warehouseвЂ¦). If you do not have a store, I recommend using the service rate and you can then use the availability rate as a supplement for your warehouse or factory with an ABC classification (see article ABC management). Its advantage is that it is quantity-weighted (or value), unlike the availability rate.

Kpis Template Download My Excel

Keep this service rate at least once a week/month to measure your performance and build a record.You can download my Excel KPI template here. In supermarkets, late orders are automatically refused upon receipt but having these 2 separate indicators allows you to identify if the problem comes from your stock or your delivery. Service rate = 100%, service rate on time = 50%. For example, you can ship 100% of your products ordered by your customer but only deliver 50% within the time requested by your supplier. You can simultaneously manage a service rate on time for orders shipped and a service rate on time for orders delivered on time to manage both the quality of your stock management firstly and the quality of your logistics secondly (order preparation + transport times). Then simply divide: the orders delivered / order received В to find out your service rate.

By taking a year, you will know on average how many times the stock rotates over that year. For example, if you have a big peak of sales for Christmas, you will have a lot of stock before with few sales (many days of stock) before the peak then many sales and few stocks after the peak. A full year) to avoid being impacted by your seasonal fluctuations. What period of time?It is recommended to always take a long period of time (e.g. If stock rotation is extremely low, it is likely that you do not have enough stock and therefore, risks of shortage increase. This calculation must be done over the last 52 weeks to have a reliable KPI that takes into account seasonal fluctuations as the lower the number of days, the more efficient your stock is.

I, therefore, recommend that you at least average your stock per week or per month. Very few companies have this stock record available per day. How to Calculate the average Stock?Ideally, you should average your stock day by day over the targeted timeframe. If you improve your purchase prices, you improve your stock rotation in value (not in quantity). Value or Quantity?I strongly recommend working on a value (cost) basis and not on a quantity basis because this stock represents your fixed assets.

In this case: average stock = current stock + stock in transit (with or without, it is your choice).This calculation is not perfect because to be correct, it would have to take into account the seasonal fluctuations and arrival dates of each order. 4: Stock coverage calculationInstead of using past sales, you can use future sales forecasts to estimate your future inventory turnover. Indeed, your financial asset is in value, not in quantity. Calculation: Average Stock / Total Sales x Number of Days within the selected periodBe careful here to take the same period for stock and sales in the calculation.Calculation: Average stock in value on the last 52 weeks / Total sales x 365 daysExample: LetвЂ™s assume that your average stock in 2016 is $1,000,000 and your average daily sale is $5,000 per day.Stock life = 1,000,000 / 5,000 = 200 days.It is pivotal to calculate this KPI in value terms, as large quantities of products can have a significant impact on the total.

1 month? 6 months? I recommend using at least the average duration of your supply. The real question is over what horizon? That is, how long is the time between the moment you made your forecast and the moment of your sales. On what horizon? There are thousands of ways to calculate your forecast accuracy. Retrieve your forecasts by item and your sales over the desired period.

But in reality, by taking the absolute difference, we are at 60% of the average difference, i.e. In this example, we can see that the sum of the differences is only 200 quantities, which refers to a 20% difference between forecasts and sales. Using the absolute difference (not the difference) is fundamental when calculating several materials, otherwise, the sum of the differences could cancel each other out. Absolute difference: This is the calculation of the absolute average difference between your sales and your forecasts, article by article because even if you sell 50 quantities more or less, the difference remains the same: 50. If you compare it to the previous month, it is no less interesting, because if this time is too short to react, it is also a way to start simply.

Logistics and transport costs ( average cost per item or % of turnover). Lead Time for customer and supplier deliveries. This is the percentage of orders in quantity delivered on time. On-time delivery (DOT = Delivery on time). I highly recommend avoiding too many metrics at the beginning if you have not yet set up the first ones. Calculation: 1 вЂ“ ( sum absolute difference per item / total sales)Be careful not to make your animation too complex with too many KPIs for your supply chain.