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Overview
This actionable metric indicates the percentage of lines on recent sales orders that are fully shipped on the first shipment. For example, if you have a order of 100 lines and you fulfilled 80 lines on that order first time around then the fulfilment rate would be 80%.
Calculation
The system uses the following formula to work out the sales fulfilment figure on the management dashboard:
- Our code to calculate this:
- Step 1: Total lines (1) = count the number of sale order lines for orders finalised after a specified date
- Step 2: Back ordered lines (2) = count of sale order lines from the specified date in step one above that were backordered at the time the sale order was entered. If any line on a order was back ordered the line gets flagged. The system then adds up those lines.
- Step 3: Sales fulfilment percentage = (total Lines (from step 1) - back ordered Lines (from step 2)) / total Lines (from step 1) * 100
| Note |
|---|
If any lines were back ordered on any of your recent sales orders. Then the fulfilment rate should not be 100% |
Colour Coding
Colour | Definition |
|---|---|
| Green | The sales fulfilment rate is equal to or greater than the target. |
| Yellow | The sales fulfilment rate is within 90% of the target. |
| Red | The sales fulfilment rate is less than 90% of the target. |
Configuration
You can view and change the parameters of this metric (including how far back examine orders and what the target is) in the dashboard metrics system type.