Dealer Compliance
The Dealer Compliance dashboard provides a focused view of order compliance specifically for the RIM Manager persona where the default OrderTypeID is 1(procurement) and LocTypeId is 0. This can be changed based on business needs. It highlights the percentage of orders that are compliant with system recommendations versus those that are not, including breakdowns of increased/expedited, decreased/deferred, and unapproved orders.
This dashboard includes charts that track compliance trends over time, approval types, and comparisons between planned and system-recommended order quantities. It also identifies the most and least compliant locations and provides a regional view of performance. This helps in discovering issues and improving order planning.
This dashboard can help you answer business questions such as:
• Are my dealers approving the system recommendations?
• Is this dealer eligible for buyback?
• Should I approve expedite delivery request from this dealer?
The information on this dashboard is grouped into the following widgets:
|
Widget
|
Description
|
|---|---|
|
Key Performance Indicators
|
Shows average values for % of compliant orders, increased and expedited orders, decreased and deferred orders, not approved orders along with the trend line
|
|
Compliance History
|
Shows compliance percentage trend. Negative trend is highlighted in red
|
|
Approval History
|
Shows trend for % of auto-approved orders, manually approved compliant orders (approved as recommended), manually approved non-compliant orders (approved with change) and disapproved orders
|
|
Plan vs Recommended (Quantity)
|
Shows recommended quantity vs planned quantity comparison to see if gap is increasing or decreasing over time
|
|
Regional Compliance History
|
Shows region wise compliance trend. It helps to identify regions where compliance is lower than others
|
|
Top 5 Compliant Locations
|
Shows top 5 locations where highest compliance is observed
|
|
Top 5 Non-Compliant Locations
|
Shows top 5 locations where least compliance is observed
|
|
Increased and Decreased Orders
|
Shows the trend of the number of orders where the recommended quantity was increased or decreased by planners.
|