Performance Analysis in ADempiere


Performance Measurement

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.

Scope:

This article details the steps on how to configure business goals ( and perform related required configuration) to see the progress in ADempiere user dashboard.

Prerequisites:

  • 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.

PeformaneMeasure

  • 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. PartnersMeasure.  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.

PeformanceGoal

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 schemaadm

Step 5: Logout and login back

When you logout of the system and login again you can see an performance indicator as below :LoginLogut

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)

PartnersBarChart

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.

Area chart

PartnersAreaChart

Line Chart

PartnersLineChart

Pie chart

PartnersPieChart

Ring chart

PartnerRingChart

Waterfall chart

PartnersWaterfallChart

Summary

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.

References

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Posted in ADempiere
2 comments on “Performance Analysis in ADempiere
  1. Ranjit says:

    Please see below details for measure type and measure data types for different performance measures which ADempier supports:

    Measure type :

    Indicates the how the measure is determined.

    Following are the different measure types supports:

    Achievements

    – Used to calculate the benchamark series for provided data at Perforamance Benchamark

    Calculated

    – Mesaure calculation i.e. method for calculation like e.g. Invoice revenue, qty etc

    Manual

    – Measurement value will be entered manually

    Project

    – Project evaluation wrt the benchmark provided in Performance Benchmark

    Ratio

    – Calculation for Performance Ratio e.g. Fixed assets and accounts involved in it.

    Request

    – Request calculation can be categoriezed in different like Warranty, Returns etc

    User defined

    – This is an custom calcualtion which involves java class for mesaure calculation

    Measure Data types:

    – Followinga are the two data types:

    1. Qty/Amount in Time
    2. Status Qty/Amount

    – Status represents values valid at a certain time (e.g. Open Invoices) – No history is maintained.
    – Time represents a values at a given time (e.g. Invoice Amount on 1/1) – History is maintained

    Hope this helps.

    Thanks

  2. Alok Ranjan says:

    This is a great article Suman. Thank you.

    Can you also elaborate on Measure data type and measure type on the Performance Measure window? What are the different measure data type and what are the related measure type. When can we use them?

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