BI Foundation KPIs with explanations and calculations

George Sutton
Updated : May 16, 2025 15:41 Created : June 17, 2021 04:14

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The following article outlines where the values shown in Business Intelligence (BI) Foundation are populated from and how they're calculated, per BI context.

Purchases

BI: Purchases Dashboard KPI	Tooltip description	Calculation	Unleashed report to verify BI data
Created PO value	Total value (including costs) and count of Purchase Orders created for the period selected.	Value = sum of order landed cost Count = count of orders Average = Value/Count (BI Vision Only) Excluding purchase orders with status "Deleted"	Purchase Enquiry, filtered for: Transaction Date: Order Date Order Status: All
Open PO value	Total value (including costs) and count of all Purchase Orders with Open status since BI was last refreshed.	Value = sum of order landed cost Count = count of distinct order number Average = Value / Count (BI Vision Only) where: orderstatus IN (‘Costed’, ‘Parked’, ‘Placed’, ‘Receipted’, ‘Unapproved’)	View Purchases, filtered for Status: Open.
Completed PO value	Total value (including costs) and count of all Purchase Order transactions with a Completed status for the period selected.	Value = sum of order landed cost Count = count of distinct order number Average = Value / Count (BI Vision Only) where order status = ‘Complete’ and completed date >= period start date (UTC) and completed date < period end datetime (UTC) (to the current minute for any-to-date periods)	Purchase Enquiry, filtered for: Transaction Date: Receipt Date Order Status: Complete
Order cost	The value of additional supplier costing for all completed Purchase Orders. This cost is calculated as a percentage of all completed orders for the selected period.	Costs = sum of cost total Ratio = 100 * cost total / sum of sub total Average = Costs / count of orders (BI Vision Only) where order status = ‘Complete’ and completed date >= period start date (UTC) and completed date < period end date time (UTC) (to the current minute for any-to-date periods)	View Purchases, add the Costing Sub Total header from Hidden Columns.
Average delivery duration	For the period selected, this is the average time between when a Purchase Order was placed and when it was receipted. We also calculate it against the required date to determine the average days late.	Value = sum of completed date - order date / count of orders where orderstatus IN (‘Complete’, ‘Receipted’) and receiveddate >= period start date (UTC) and receiveddate < period end datetime (UTC) (to the current minute for any-to-date periods)	N/A
Supplier return value	For the period selected, this is the value and count of stock returned to suppliers due to defects or other related reasons.	Value = sum of return quantity * return price / exchange rate Count = count of distinct supplier returns Average = Value / Count (BI Vision Only) where status = ‘Completed’ and return date >= period start date and return date < period end date time (to the current minute for any-to-date periods)	View Supplier Returns, filtered for Status: Completed.

Inventory

BI: Inventory Dashboard KPI	Tooltip description	Calculation	Unleashed report to verify BI data
Stock on hand value	Stock quantities multiplied by the average landed purchased price per product.	Current Value = sum of (SOH * average landed cost) where SOH = sum of current quantity per product across all warehouses average landed cost is from the most recent transaction per product.	Stock On Hand Enquiry Stock Movement Enquiry
Allocated stock value	Value of stock allocated to Open sales orders, Assemblies or stock Transfers.	Current Value = sum of (Allocated Quantity * average landed cost) where Allocated Quantity = sum of quantity per product across all warehouses average landed cost is from the most recent transaction per product.	Product Allocations
Available stock value	Value of stock available for sale (stock not linked to a sales order, assembly or transfer).	Current Value = sum of (Available Quantity * average landed cost) where Available Quantity = Quantity On Hand - Allocated Quantity per product across all warehouses average landed cost is from the most recent transaction per product	Stock On Hand Enquiry, filtering out allocated stock.
Annual stock turns	How many times the Inventory is sold or used.	Value = cost of goods sold / average value of stock where: cost of goods sold = sum of 'Sales Invoice' - sum of 'Credit' for the period The period is the last 365 days if the value of stock was > 0 one year ago. If the date of the earliest stock valuation is less than one year ago, the period is from the earliest date to the current date, with a minimum of 30 days average value of stock = (opening value of stock at start of period + current closing value of stock) / 2 NOTE: For the Stock Turns calculation, a product must have a non-zero average SOH value and non-zero COGS. This calculation is slightly different from the one used to display stock turn on the classic dashboard.	N/A
Average Days to Sell	The average number of days required to sell all current stock on hand.	Value = days in selected period * average value of stock / cost of goods sold where Days in period = 365 if the value of stock was > 0 one year ago. If the date of the earliest stock valuation is less than one year ago, days in period = days from the earliest date to the current date, with a minimum of 30 days average value of stock = (opening value of stock at start of period + current closing value of stock) / 2 cost of goods sold = sum of transaction value for 'Sales Invoice' - sum of transaction value for 'Credit' for the period defined above NOTE: This calculation is slightly different from the one used to display average days to sell on the classic dashboard.	N/A
Cost of goods sold	Cost of goods sold calculation: Cost of inventory at the start of the period plus purchases minus cost of inventory at the end of the period.	Value = sum of 'Sales_Invoice' - sum of 'Credit' where entrydate >= utc_datetime - '12 months' and entrydate < utc_datetime	Stock Movement Enquiry
Open Purchase Order value	Cost of Open purchase orders (stock on order but not yet received).	Value = sum of landed cost in purchase order lines where OrderStatus = 'Placed' NOTE: Because this is a calculated value, using the status that will change over time, we are unable to calculate values for the past. Values will only be calculated and display from the date BI data was extracted.	View Purchases, filtered to Status: Placed.
Stock adjustments value	Total value of all stock adjustment transactions over the latest 365 days.	Value = stock transactions where entrydate >= utc_datetime - '12 months' and entrydate < utc_datetime and status = 'Completed'	Transaction Enquiry, filtered for Transaction Types Stock Adjustment and Stock Take Adjustment.
Stock adjustment count	Total count of stock adjustment transactions over the latest 365 days.	Value = count of stock adjustments where entrydate >= utc_datetime - '12 months' and entrydate < utc_datetime and status = 'Completed'	Transaction Enquiry, filtered for Transaction Types Stock Adjustment and Stock Take Adjustment.
Back orders value	Backorders are a status of Sales Orders which are linked to purchase orders where products were out of stock at the time of the sale. Timeline chart will show summary per day linked to creation date of the SO.	Value = sum of cost in sales orders lines where Order_Status = 'Backordered'	Backorder Enquiry

Production

BI: Production Dashboard KPI	Tooltip description	Calculation	Unleashed report to verify BI data
Total Assembly Cost	The total cost of all components used plus additional supplier costs during assembly for the period selected.	Value = sum unit price * quantity + wastage quantity + supplier cost where assembly type = 'Assembly' and assembly status = ‘Completed’ and assembly level is 'Component' or 'SupplierCost' assembly date >= period start date and assembly date < period end date time (to the current minute for any-to-date periods)	Transaction Enquiry, filtered for Transaction Type: Assembly In and grouped by Transaction Ref.
Completed Assemblies	The total number of assemblies completed for the period selected.	Count = count of assemblies where assembly type = 'Assembly' and assembly status = ‘Completed’ and assembly level = 'Assembly' assembly date >= period start date and assembly date < period end date time (to the current minute for any-to-date periods)	Production Enquiry filtered for: Assembly Type: Assembly Status: Completed Grouped by Assembly Number.
Avg. Cost per Assembly	The Total cost of all completed assemblies divided by the number of assemblies completed during the period selected.	Avg. Cost = Total Assembly Cost / count assemblies.	Average of Total Assembly Cost by Completed Assemblies.
On-time Assembly	The average days between the date Assemble By and the Assembly Date indicating if assemblies were on average Early, On-time, or Late.	Value = sum of actual assembly date - assemble by date / count of assemblies.	N/A
Wastage as % of Assemblies	Cost of wastage as a % of the total cost of assemblies completed in the period selected.	Value = 100 * Cost of Wastage / Total Assembly Cost.	N/A
Units Produced	The total number of units produced for the period selected.	Value = sum quantity	Production Enquiry filtered for: Assembly Type: Assembly Status: Completed
Avg. Cost per Unit	The total assembly cost divided by the number of units produced.	Value = Total Assembly Cost / Units produced	N/A
Cost of Wastage	Total wastage captured when completing assemblies for the period selected.	Value = unitprice * wastage quantity where assembly type = 'Assembly' and assembly status = ‘Completed’ and assembly level = 'Component' assembly date >= period start date and assembly date < period end date time (to the current minute for any-to-date periods)	N/A
Additional Supplier Costs	Sum of any additional supplier costs added to assemblies completed for the period selected.	Value = suppliercost where assembly type = 'Assembly' and assembly status = 'Completed' and assembly level = 'Supplier Cost' assembly date >= period start date and assembly date < period end date time (to the current minute for any-to-date periods)	N/A
Total Net Assembly Cost	The total cost of Completed Assemblies minus Additional Supplier Costs for the period selected.	Value = unit price * quantity + wastage quantity where: assembly type = 'Assembly' assembly status = ‘Completed’ assembly level = 'Component' assembly date >= period start date assembly date < period end date time (to the current minute for any-to-date periods)	N/A

Sales

BI: Sales Dashboard KPI	Tooltip description	Calculation	Unleashed report to verify BI data
Sales Revenue	Sales Revenue from completed invoices, including charges minus credits.	Value = sum of line total in sales invoices where: invoice status = ‘Completed’ invoice date >= period start date invoice date < period end date time (to the current minute for any-to-date periods) report type in ('Invoice', ‘Credit’, ‘Credit Charge’, ‘Order Charge’) line total = InvoiceQuantity * unit price (with rounding)	Invoice Enquiry, filtered for: Transaction Date: Invoice Date Status: Completed Include Credits: Ticked Credit Enquiry, to account for any Free Credits that aren't included in the Invoice Enquiry.
Gross Profit	Gross Profit from completed sales invoices = Sales Revenue minus Cost of Goods Sold.	Value = sum of line total - sum of line cost where invoice status = ‘Completed’ and invoice date >= period start date and invoice date < period end date time (to the current minute for any-to-date periods) and report type in ('Invoice', ‘Credit’, ‘Credit Charge’, ‘Order Charge’) line total = invoice qty * cost with rounding line cost = (Invoice Quantity - Shipment Quantity) * average cost	Invoice Enquiry, filtered for: Transaction Date: Invoice Date Status: Completed Include Credits: Ticked Add the Profit header from Hidden Columns.
Gross Profit %	Gross Profit % from completed sales invoices = Gross Profit expressed as a % of Sales Revenue.	Value = 100 * sum of gross profit / sum of line total where invoice status is ‘Completed’ and invoice date >= period start date and invoice date < period end date time (to the current minute for any-to-date periods) and report type is ('Invoice', ‘Credit’, ‘Credit Charge’, ‘Order Charge’)	Invoice Enquiry, filtered for: Transaction Date: Invoice Date Status: Completed Include Credits: Ticked Add the Profit header from Hidden Columns.
Sales Orders	Count of sales orders from completed invoices.	Value = count of orders where invoice status is ‘Completed’ and invoice date >= period start date and invoice date < period end date time (to the current minute for any-to-date periods) and report type is 'Invoice'	Invoice Enquiry, filtered for: Transaction Date: Invoice Date Status: Completed Include Credits: Ticked Group by the Sales Order No. header.
Average Revenue per Order	Average Sales Revenue per sales order from completed invoices, including charges minus credits.	Value = sum of line total / order count where invoice status = ‘Completed’ and invoice date >= period start date and invoice date < period end date time (to the current minute for any-to-date periods) and report type is 'Invoice', ‘Credit’, ‘CreditCharge’, ‘OrderCharge’	Invoice Enquiry, filtered for: Transaction Date: Invoice Date Status: Completed Include Credits: Ticked Export to a CSV to calculate the average revenue per Sales Order.
Units Sold	The number of units sold/invoiced minus units credited and returned for the period selected.	Value = sum of quantity where invoice status = ‘Completed’ and invoice date >= period start date and invoice date < period end date time (to the current minute for any-to-date periods) and report type in ('Invoice', ‘Credit’) and if ‘Credit’ the products must be returned to stock	N/A

Customers

BI: Customers Dashboard KPI	Tooltip description	Calculation	Unleashed report to verify BI data
Total Customers	Count of all current customers at the end of the period selected (excluding obsolete customers).	Value = count of Customer IDs in where the customer is not obsolete	View Customers, filtered for Obsolete: No
New Customers	Count of new customers created in the period selected.	Value = count of Customer IDs in where: customer is not obsolete created on >= period UTC start date	N/A
Active Customers	Count of customers placing sales orders in the period selected.	Value = count of Customer IDs in where invoice status = ‘Completed’ and invoice date >= period start date and invoice date < period end date time (to the current minute for any-to-date periods) and report type = 'Invoice'	Invoice Enquiry, filtered for: Transaction Date: Invoice Date Status: Completed Include Credits: Ticked Group the report by Customer header.
Average Orders per Customer	Average Order count per active Customer from completed sales invoices.	Value = order count / active customer count where invoice status = ‘Completed’ and invoice date >= period start date and invoice date < period end date time (to the current minute for any-to-date periods) and report type in ('Invoice', ‘Credit’, ‘CreditCharge’, ‘OrderCharge’)	Invoice Enquiry, filtered for: Transaction Date: Invoice Date Status: Completed Include Credits: Ticked Export to CSV to calculate the average number of orders per customer.
Average Revenue per Customer	Average Revenue per active Customer from completed sales invoices.	Value = sum of line total / active customer count where invoice status = ‘Completed’ and invoice date >= period start date and invoice date < period end date time (to the current minute for any-to-date periods) and report type in ('Invoice', ‘Credit’, ‘CreditCharge’, ‘OrderCharge’)	Invoice Enquiry, filtered for: Transaction Date: Invoice Date Status: Completed Include Credits: Ticked Export to CSV to calculate the average revenue per customer.
Average Gross Profit per Customer	Average Gross Profit per active Customer from completed sales invoices	Value = (sum of line total - sum of line cost) / active customer where invoice status = ‘Completed’ and invoice date >= period start date and invoice date < period end date time (to the current minute for any-to-date periods) and report type in ('Invoice', ‘Credit’, ‘CreditCharge’, ‘OrderCharge’)	Invoice Enquiry, filtered for: Transaction Date: Invoice Date Status: Completed Include Credits: Ticked Add the Profit header from Hidden Columns and Export to CSV to calculate the average Gross Profit per Customer.

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