4 Replies Latest reply: Nov 18, 2013 7:55 AM by saeed saberi RSS

    Collect KPIs

      Dear Friends ,

      My suggest is to start to collect Key Performance Indicators based on each industry.

       

      Regards,

        • Re: Collect KPIs
          Magnus Berg

          Good idea, we could do this together and put KPI's as QDF Variable templates.

          Support for this is already in the design

          Cheers

            • Re: Re: Collect KPIs

              KPIs in ‘Supply Chain, Inventory & Logistics’ industry :

              For example :

              1- Inventory Turns

              This KPI tells us how often the average inventory over a given period of time (usally a year) is sold in that same period of time.

               

              2- Sell-through %

              Is a percentage of units sold during a period and it is calculated by dividing the number of units sold by the beginning on-hand inventory (for that same time period).

               

              3- Inventory Days of Supply

              Inventory Days of Supply = Average Inventory / Cost of a Day’s Sales

              Example: $20/ $0.5 = 40 days supply

               

              4- Average age of inventory

              The (average) age of each product in stock. For example, product received in Jan, but remains until Aug.

               

              5- Inventory Age, Value weighted

              The dollar value weighted average time in days that goods are held in stock.

               

              6- Gross Margin Return on Inventory Investment

              The GM ROII multiplies Inventory Turns (which tells us how healthy our stock is) by Gross margin (which tells us the percentage of profit we make on each sale).

              Formula:

              GM ROII = Gross Margin % * Inventory Turns

              Inventory Turns = Sales / Average Inventory

              A typical value in DIY is at least 100.

               

              7- Inactive Stock

              Products with Stock (in units or $), and without movement-sales in a given period of time (depending on movement of the market). Useful to define continuity of a specific product-size (SKU), or promotion campaigns. Most useful in companies with a big number of SKUs.

               

              8- Inventory Value

              Inventory Value = (Average Unit Cost) x (Units of Current Inventory)

               

               

              and ................................

               

              Regards

            • Re: Collect KPIs
              Alessandro Furtado

              Hi.  I found this. Maybe can help.


              To measure financial performance:

              1. Net Profit

              2. Net Profit Margin

              3. Gross Profit Margin

              4. Operating Profit Margin

              5. EBITDA

              6. Revenue Growth Rate

              7. Total Shareholder Return (TSR)

              8. Economic Value Added (EVA)

              9. Return on Investment (ROI)

              10. Return on Capital Employed (ROCE)

              11. Return on Assets (ROA)

              12. Return on Equity (ROE)

              13. Debt-to-Equity (D/E) Ratio

              14. Cash Conversion Cycle (CCC)

              15. Working Capital Ratio

              16. Operating Expense Ratio (OER)

              17. CAPEX to Sales Ratio

              18. Price Earnings Ratio (P/E Ratio)

               

              To understand your customers:

              19. Net Promoter Score (NPS)

              20. Customer Retention Rate

              21. Customer Satisfaction Index

              22. Customer Profitability Score

              23. Customer Lifetime Value

              24. Customer Turnover Rate

              25. Customer Engagement

              26. Customer Complaints

               

              To gauge your market and marketing efforts:

              27. Market Growth Rate

              28. Market Share

              29. Brand Equity

              30. Cost per Lead

              31. Conversion Rate

              32. Search Engine Rankings (by keyword) and click-through rate

              33. Page Views and Bounce Rate

              34. Customer Online Engagement Level

              35. Online Share of Voice (OSOV)

              36. Social Networking Footprint

              37. Klout Score

               

              To measure your operational performance:

              38. Six Sigma Level

              39. Capacity Utilisation Rate (CUR)

              40. Process Waste Level

              41. Order Fulfilment Cycle Time

              42. Delivery In Full, On Time (DIFOT) Rate

              43. Inventory Shrinkage Rate (ISR)

              44. Project Schedule Variance (PSV)

              45. Project Cost Variance (PCV)

              46. Earned Value (EV) Metric

              47. Innovation Pipeline Strength (IPS)

              48. Return on Innovation Investment (ROI2)

              49. Time to Market

              50. First Pass Yield (FPY)

              51. Rework Level

              52. Quality Index

              53. Overall Equipment Effectiveness (OEE)

              54. Process or Machine Downtime Level

              55. First Contact Resolution (FCR)

               

              To understand your employees and their performance:

              56. Human Capital Value Added (HCVA)

              57. Revenue Per Employee

              58. Employee Satisfaction Index

              59. Employee Engagement Level

              60. Staff Advocacy Score

              61. Employee Churn Rate

              62. Average Employee Tenure

              63. Absenteeism Bradford Factor

              64. 360-Degree Feedback Score

              65. Salary Competitiveness Ratio (SCR)

              66. Time to Hire

              67. Training Return on Investment

               

              To measure your environmental and social sustainability performance:

              68. Carbon Footprint

              69. Water Footprint

              70. Energy Consumption

              71. Saving Levels Due to Conservation and Improvement Efforts

              72. Supply Chain Miles

              73. Waste Reduction Rate

              74. Waste Recycling Rate

              75. Product Recycling Rate

               

              The 75 KPIs Every Manager Needs To Know | LinkedIn

               

               

               

              BSC

               

              Financial perspective

              • Total assets holdings
              • Asset value per one employee
              • Capital productivity ratio
              • Sales volumes for new products/services
              • Working efficiency of personnel
              • Profitability of assets
              • Revenue from new products/services
              • Revenue per employee
              • Market price per share
              • Profitability of net assets
              • Added value per one employee
              • Efficiency of assets
              • Profitability of investment
              • Efficiency of sales volumes
              • Ratio of marginal revenue
              • Marginal revenue per employee
              • Cash flow
              • Ratio of equity capital to total assess holdings
              • Profitability of investment
              • Total expenses

               

              Customer perspective

              • Number of customers
              • Market share (%)
              • Average annual sales volume per customer
              • Number of lost customers
              • Average time of taking an order
              • Number of customers per employee
              • Specific weight of concluded agreements in the total number of contacts with customers
              • Customer satisfaction
              • Customer loyalty
              • Expenses per customer
              • Number of visits/contacts with customers
              • Number of advertising campaigns
              • Trademark index
              • Marketing expenses
              • Average contact duration with a customer
              • Average amount of products shipped to one customer
              • Number of customer visits to the company
              • Average time between first contact with the customer and signing of agreement
              • Average annual expenses to serve one customer

               

              Internal business processes

              • Specific weight of administered if expenses in total revenue
              • Ratio of timely completed orders
              • Average product labor-output ratio
              • Average development time of a new product
              • Average time from placing the order to its completion
              • Supplier frequency
              • Average decision-making time
              • Turnover of material assets
              • Labor productivity growth
              • Efficiency of information systems
              • Increasing number of IT Systems &Computer Equipment
              • Specific weight of expenses on IT Systems in the total amount of administrative expenses
              • Emission of hazardous substances to the environment
              • Influence of company products to the external environment
              • Expenses related to correction of mistakes in managerial decisions
              • Number of properly executive orders
              • Administrative expenses per employee

               

              Learning and growth perspective

              • Expenses for research and innovation
              • Specific weight of expenses on research and innovation in the total amount of expenses
              • Specific weight of expenses on improvements in total amount of expenses related to IT technologies
              • Length of research and innovation projects
              • Resources allocated on research and innovation
              • Investment in training of personnel dedicated to customer relations
              • Investments in innovation and research
              • Expenses related to preparations and study of new products
              • Investments in exploration of new markets
              • Frequency of direct contacts with customers
              • Number of registered patents
              • Average time company patents are in force
              • Number of rational and creative ideas per employee
              • Average training cost per employee
              • Employee satisfaction index
              • Marketing expenses per customer
              • Employee trust rate to the company
              • Specific weight of employees who have not reached a certain age in the total number of employees
              • Non production expenses per customer
              • Specific weight of new products in the total amount of products

              Human resources perspective

              • Leadership index
              • Personnel motivation index
              • Number of employees
              • Personnel turnover rate
              • Average employment time in the company
              • Average employee age
              • Time spent for education and training of personnel
              • Ratio between temporary and permanent employees
              • Percentage of employees with college degree
              • Average employee absence time
              • Number of female managers
              • Number of job applications to the company
              • Personnel trust rate to the company
              • Ratio of employees under 40 y.o.
              • Annual expense for re-education of personnel
              • Number of fulltime employees who spend less than half of working time in office
              • Ratio of fulltime employees
              • Number of temporary fulltime employees
              • Number of part time employees
              • Number of employees with a per hour compensation system

               

              List of sample KPIs in 5 perspectives of BSC

               

              AMF