Problem Statement :
Almost all the business houses will define goals that they would like to achieve in a given period and management would like to track the progress on each goal in a frequent manner. This comparison will provide a measurement on how well the business is executing operations as per the goals. If ERP can provide a way to define goals and if the quick snapshot of the progress against the goal is readily available for the management user, then the ERP becomes even more powerful tool for the organization. ADempiere has very good support for this functionality, but many us of may not aware on how to configure the goals and how to track their progress. In this article we are going to explain the process of setting up goals and measuring them.
This article details the steps on how to configure business goals ( and perform related required configuration) to see the progress in ADempiere user dashboard.
- SQL knowledge
- Understanding of ADempiere database schema
Use case :
Number of partners that ((i.e. Vendors, Customers or Employees etc) are being added to any organization will be one good measure to understand the growth of the company and the business will have goals for adding partners in a given period.
For example, a business would like to add at least 10 new partners in a month. If 10 or more partners are added in a month then execution of goal is fine. If it is in between 5 to 10, then business treats it as average performance. If it is between 1 to 5, then the performance is considered poor.
How to do?
Now that we know the business use case, let’s configure goal and measures as per the use case mentioned
Step1 : Login with Admin Role
Login to system with GardenAdmin credentials
Step2 : Defines Performance Measures Calculations
Open Performance Measure Calculation window under Performance Measurement menu in order to defines how performance measures will be calculated.
- Sql SELECT : Write an SQL select statement from where we want to get the data for the partners (the data that you wanted to measure). The SQL needs to return a single value.
- Sql WHERE : If any filter needs to be applied then we can do this by providing sql where clause in this field.
- Table : Defines to zoom target to take user the respective window
Step 3 : Configure Performance Measure
Setup performance measure on Measure window (as shown in below image) and select the created performance measure calculation i.e. Partners. Data type represents the status of the measure in time.
Step 4: Define Performance Goal
Go to “Performance Goal” window and setup the goal for measuring the partners added by the business.
While setting up goal you shall review following
- Select the chart types to show the results in desired format ( using Chart Type field).
- Specify Measure Target, which represents the target for the goal against which the progress will be calculated.
- Select the performance measure for the goal at Measure field.
- Scope for display can be set using the Measure Display field.
- Specify the Color schema. In case you don’t have a color schema already defined then zoom to color schema window and define your desired schema
Step 5: Logout and login back
When you logout of the system and login again you can see an performance indicator as below :
Step 6: Verify the measure
Click on the performance indicator which is highlighted in previous image. We can see a bar chart for the partners (as shown in below image)
In above chart it shows the partners added during different months of the year. We can see the number by mouse over on the bar. Also to navigate and see who are the actual partners added during that period we can click on respective bar, which opens Business Partner window with those partners being shown in the filtered result. In case you want to see any other chart than the bar chart then you can do so by appropriately modifying the chart type configuration of the goal. Below we have shown an example for are chart, line chart, pie chart, ring chart and water fall chart.
As part of this article we saw that the user can define a goal and continuously monitor the progress towards the goal in ADempiere. This kind of functionality helps the user to remain focused on the goal and take immediate action in case there in any deviation during the execution. We hope you have enjoyed learning about Adempiere’s ability to enable you to define and measure the business goal.
Walking Tree promotes Adempiere and we support the users as well as the developers to ensure that the business is able to take complete advantage of Adempiere’s wonderful capability. In case you are looking for a professional assistance then do visit our website to get in touch with us.