Understanding the "Sales fulfillment rate" metric

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 

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
GreenThe sales fulfilment rate is equal to or greater than the target.
YellowThe sales fulfilment rate is within 90% of the target.
RedThe 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.