CAT Parts Kpi Application Training

Parts KPI
Application
Training
STUDENT MANUAL
For use with Parts KPIs Version 6.0 and above.
(Manual Version PB6.00)
Copyright ©2005
This document was written for the exclusive internal use by Caterpillar, Inc.
This document contains proprietary information that is protected by
copyright. All rights are reserved. No part of this document may be
photocopied or reproduced in any way without prior written consent from
Caterpillar, Inc.
Names of customers, locations, and all numeric content used in screen
shots and sample output are fictitious, unless otherwise noted.
The goal of this document is complete accuracy. However, it is possible
that errors exist. These materials are continuously updated and improved.
If you note any errors, please forward them to the address below.
Information contained herein will be refined and is subject to change
without notice.
Jerry Harris
Caterpillar Inc.
501 SW Jefferson
Peoria, IL 61630-2248
Office: 309.636.5567
Email: Harris_Jerry@cat.com
Revised: August 2005

TA B L E
OF
CONTENTS
Module 1 – Introduction
Training Session Basics ..................................................................................1-2
Workstation Requirements ......................................................................1-2
Conventions used in this Guide ..............................................................1-3
Note Boxes .............................................................................................1-4
What Are Parts KPIs ........................................................................................1-5
How the Parts KPIs Work .......................................................................1-5
Multidimensional Parts KPI Cubes ..........................................................1-6
Parts KPIs Metrics ..................................................................................1-7
Additional Parts Measures ......................................................................1-8
Cube Building Process ............................................................................1-9
Cognos Administrator’s Role ................................................................1-10
Post-Training Support ....................................................................................1-11
Support Contact Information .................................................................1-11
Organize the Problem Before Calling for Help ......................................1-11
How to Create Error Message Screenshot...........................................1-12
Module 2 – The KPI Portal

The KPI Portal .................................................................................................2-2
The Parts KPI Portal ........................................................................................2-3
Parts Portal Components ........................................................................2-3
KPI Documentation .........................................................................................2-5
Parts KPI Application Training v

Table of Contents
Module 3 – The Parts KPI Dashboard

The PowerPlay Dashboard ............................................................................. 3-2
Dashboard Components ........................................................................ 3-3
Actual Column ........................................................................................ 3-4
Target Column ........................................................................................ 3-5
Tolerance Column .................................................................................. 3-5
Deviation Column ................................................................................... 3-6
Goal Column .......................................................................................... 3-6
Parts KPI Definitions ....................................................................................... 3-7
The Explain Function .............................................................................. 3-7
Parts KPI Definitions .............................................................................. 3-7
Module 4 – Parts KPI Metrics: Part I

Moving Turnover (Operational) ....................................................................... 4-2
Annualization Factor Calculation ............................................................ 4-4
The Operational Turnover Report .......................................................... 4-4
Saving a Report to Excel ................................................................................ 4-9
Moving Turnover (Financial) .......................................................................... 4-10
The Moving and Adjusted Turnover Report ......................................... 4-10
Adjusted Turnover (Financial) ....................................................................... 4-12
The Moving and Adjusted Turnover Report ......................................... 4-12
New Core Turnover ....................................................................................... 4-13
The New Core Turnover Report ........................................................... 4-13
Module 5 – Parts KPI Metrics: Part II

Service % Territorial and Service % Total ....................................................... 5-2
Service % Territorial ............................................................................... 5-2
Service % Total ...................................................................................... 5-2
The Service % Territorial Report ............................................................ 5-2
Stock Order Purchase % ................................................................................ 5-4
The Stock Order Purchase % Report ..................................................... 5-4
Emergency Charges % of Total Purchases .................................................... 5-5
The Emergency Fees % Report ............................................................. 5-5
Average Days Order To Invoice ...................................................................... 5-6
Average Days Order to Invoice Report .................................................. 5-6
vi Caterpillar: Confidential Green

Table of Contents
Module 6 – Parts KPI Metrics: Part III

Orders Via E-Commerce % .............................................................................6-2
Orders Via E-Commerce % Report .........................................................6-2
Units of Activity Per Employee YTD ................................................................6-4
The Units of Activity Per Employee YTD Report .....................................6-4
Inventory Value Adjusted % and Inventory Line Items Adjusted % .................6-8
The Inventory Adjustments Report .........................................................6-8
Resizing the Dimension Line ..................................................................6-9
Dimension Viewer..................................................................................6-10
Module 7 – Impromptu Drill Through

Inventory Cube Drill-Through ..........................................................................7-2
Inventory Drill-Through to Detail .............................................................7-2
Invoice Cube Drill-Through ..............................................................................7-4
Invoice Drill-Through to Detail .................................................................7-4
Order Fill Drill-Through to Detail ...............................................................7-6
Purchase Cube Drill-Through ..........................................................................7-8
Purchase Drill-Through to Detail .............................................................7-8
Resizing the Dimension Line ..................................................................6-9
Appendix A – Additional Parts KPI Measures

Barometer Cube ............................................................................................. A-2
Branch Transfer Activity Summary Cube ....................................................... A-8
Demand Summary Cube ................................................................................ A-9
Min Type Store Statistics Cube .................................................................... A-12
Operational Cube ......................................................................................... A-13
Purchases Cube ........................................................................................... A-16
Returns Analysis Cube ................................................................................. A-17
Turnover Cube .............................................................................................. A-18
Inventory Cube ............................................................................................. A-19
Invoice Cube ................................................................................................. A-22
Parts KPI Application Training vii

Table of Contents
Appendix B – Additional Reports

Barometer Reports .................................................................................B-1
Inventory Reports ...................................................................................B-8
Inventory Control Reports ....................................................................B-14
Invoice Reports ....................................................................................B-23
Productivity Reports .............................................................................B-32
Purchase Reports .................................................................................B-37
Turnover Reports .................................................................................B-42
Glossary .................................................................................................. Glossary-1
Index .............................................................................................................. Index-1
viii Caterpillar: Confidential Green

MODULE
Introduction
Module 1
Welcome to the Parts KPIs Application Training course. This course is

designed to give Parts KPI users better knowledge of how to maximize their
use of the Parts KPIs dashboard. Emphasis will be placed on understanding
the different metrics used within the dashboard.
Upon completion of this chapter you will be familiar with:

9 Training Session Basics
9 What are Parts KPIs
9 Post-Training Support
Parts KPIs Application Training 1-1

Module 1 - Introduction
TRAINING SESSION BASICS

This training session is designed for Parts KPI end users. A separate training
session is available for those interested in the Service side of the KPIs. The
following section discusses basic workstation requirements and details on the
use of this training guide.
Workstation Requirements
Please make sure your PC meets the following requirements before using the
KPI application.
9 Windows 95, 98, NT or 2000
9 Pentium II 300MHz or greater
9 128 MB RAM or higher
9 LAN connectivity (Ethernet, Token Ring, or other)
9 Cognos PowerPlay 6.61.625 or newer
9 Adobe Acrobat Reader 4.0 or newer
Note: The requirements identified above are meant as

MINIMUM requirements.
1-2 Created Exclusively for Caterpillar Inc. by: Advanced Computing, Inc.
What Are Parts KPIs
Conventions Used in This Guide

The text styles used in this guide are:
Regular Standard font used throughout the manual.

Bold Used to specify key words used in dialog boxes and to reference
Windows buttons, such as the Save button.
Italics Used for action words, such as click or select.
The italicized action words have the following definitions:
Click Press the left mouse button down and quickly release it.
Double- Press the left mouse button down twice in rapid succession.
click
Right-click Press the right mouse button down and quickly release it.
Shift-click Press and hold the Shift key on your keyboard, then click the left
mouse button.
Control- Press and hold the Control key on your keyboard, then click the left
click mouse button.
Select Pause over a menu item to view additional menu items.
Highlight Click and drag the left mouse button over a word, line of text, or
report object to reverse its video color.
Drag and The process of clicking an object to highlight it, then clicking-and-
drop holding the left mouse button down while moving the cursor to
reposition an object on the screen; then releasing the mouse button.
Expand Click the plus sign next to a folder to display items in the folder.
Collapse Click the minus sign next to a folder to close the folder.
Terminology Used in This Guide:

See the Glossary at the end of this training guide for a complete listing of
terminology used throughout this course.

Note Boxes
The following note boxes are used to draw your attention to specific
information.
Instructor-led Demo: Your turn to follow along with the

instructor on your own PC.
Note: Additional information that you need to know.
Tip: A different or faster way to accomplish the task being

taught.
Warning: Information about something that may cause

unexpected or inaccurate results.
Hint: A reminder in a Hands-on Exercise to help you

complete the task.
What Are Parts KPIs
WHAT ARE PARTS KPIS

KPIs, or Key Performance Indicators, are metrics used by a dealer to measure
performance. The Parts KPI application provides management with a means
to monitor parts operations performance quickly and easily.
How the Parts KPIs Work

Background
The Parts KPI application is built using the Cognos software application suite.
Cognos’ suite of tools includes the following components:
n Impromptu - Transforms data from databases into readable queries of
information.
n Transformer - Builds the hierarchy of the cube based off of Impromptu
queries. It also creates the Parts KPIs cube.
n PowerPlay - Allows Parts KPI cubes and reports to be created, viewed
and explored.
The three Cognos tools referenced above have the ability to turn flat, two-
dimensional data into multi-dimensional business information. It is this multi-
dimensional format that allows Parts KPI users to make informed business
decisions quickly and easily, without the use of paper.
Note: Data coming from the AS400 is “read only.” No

reporting in Cognos affects the data on the AS400.

Multidimensional Parts Cubes

There are eleven multi-dimensional Parts KPI cubes available to users.
n Parts KPI Dashboard
n Barometer
n Inventory
n Branch Transfer Activity Summary
n Demand Summary
n Returns Analysis
n Min Type Store Statistics
n Invoices
n Parts Productivity
n Purchases
n Parts Turnover
What Are Parts KPIs
Parts KPIs
The Parts KPI application contains fourteen metrics that can be used to
measure operational and financial performance.
1 Moving Turnover (Operational)
2 Moving Turnover (Financial)
3 Adjusted Turnover (Financial)
4 New Core Turnover
5 Service % Territorial
6 Service % Total
7 Stock Order Purchase %
8 Emergency Charges % of Total Purchases
9 Average Days Order to Invoice
10 Complete Order Fill %
11 Orders via E-Commerce %
12 Units of Activity per Employee YTD
13 Inventory Value Adjusted %
14 Inventory Line Items Adjusted %
An explanation of each KPI is contained in the Glossary.

Additional Parts Measures

The Parts KPI application also includes additional Parts Measures to be used
in the measurement process. A list of these measures, including an
explanation of each, can be found in Appendix A.
Avg Sales
Line Items
Number of Employees
What Are Parts KPIs
The Cube Building Process

1 Data is extracted from the AS400 (DBS, IAS) and placed in the SQL
Server Datamart. Impromptu Queries run against the Datamart and the
results are submitted to Transformer for processing.
2 Transformer organizes the data into meaningful buckets (categories),
builds relationships between data, and then builds the cube.
3 The cube can then be opened and explored via your computer.
Note: KPI cubes and reports are made up of data

extracted from DBS. If you encounter problems or errors in the
numbers being reported, see your Cognos Administrator.

Cognos Administrator’s Role

Your dealership has a Cognos Administrator who has access to all three
components of the Cognos suite of tools and performs weekly cube builds to
update your cubes with the latest data.
The network server drive where the cubes are kept does not contain actual
Cognos software. The drive only stores the updated cubes. To access
Service KPIs, users must have PowerPlay user software on their PCs. Users
with access to the network server can view cubes that are on the network
drives. Laptop users can also copy cubes from the network drive to their local
laptop hard drive. They can then access these cubes directly from their
laptop’s hard drive. For those dealers that use a network server drive, the
network server drive where the cubes are kept does not contain actual
Cognos software.
Note: Data copied to a laptop will remain unchanged

until the cube is recopied from the server to the laptop.
Those dealers with Upfront will access their reports on their intranet. Instead
of viewing cubes and reports stored on a network drive, they will log on to
Upfront (Cognos application) and use links to view their reports. The cubes
are stored on a web server and are published to that location after each cube
build.
What Are Parts KPIs
POST-TRAINING SUPPORT
Support Contact Information
First Level Technical Support
If you have questions regarding the Parts KPIs or experience problems in your
reporting efforts, please contact your local Cognos Administrator. If additional
help is required, your Administrator will call the KPI Lab.
Second Level Technical Support

KPI Lab
n Please contact your MPC Representative to present a KPI Lab Issue.
Operational Support
Contact your MPC Parts Operations or KPI Representative for assistance in
using the KPIs in your day-to-day operations.
Organize the Problem Before Calling for Help

Before calling for support, there is certain information you can provide that will
help in analyzing your problem.
Information to Gather:
9 What is the name of the cube or report where the problem is occurring?
9 Error Message: If there is one, what are the exact words? Whenever
possible, take a screen shot and save it to a file you can email to Support
(see following page for screenshot instructions).
9 Incorrect Data: Are you getting incorrect data back or no data at all? If
data is incorrect, give some examples of what the correct data should be.
If possible, provide the SQL query to which the data is being compared.

How to Create an Error Message Screenshot:

1 Go to the screen where the error message is displayed.
2 Press the “Alt” and “PrtScn” buttons at the same time on your
keyboard. This creates an actual “Screenshot” of the error message
and puts a temporary copy on your clipboard.
3 Open Microsoft Word or Wordpad and create a new, blank
document.
4 Paste the Screenshot into Word via the Edit menu or the shortcut
“Ctrl+V.” You should see a copy of the error message you just pasted
into your Word document.
5 Save the Word document with a new file name so you can find it again,
if needed.
MODULE
The KPI Portal

Module 2
This module introduces the Parts KPI Portal. You will learn how to launch the
KPI Portal and use its basic features.
Upon completion of this module you will be familiar with:
9 The Parts KPI Portal
Parts KPI Application Training 2-1

THE KPI PORTAL

The KPI Portal is your gateway to the KPI cubes and reports. The Portal is
provided via a Web Browser (Internet Explorer/Netscape). This screen
includes a series of links designed to launch all KPI cubes and reports with the
click of a button.
Open the KPI Portal:

Click the KPI icon located on your desktop. The KPI Portal appears, as
shown below:
The Parts KPI Portal
THE PARTS KPI PORTAL

Open the Parts KPI Portal:
n Click the Parts KPIs link on the Menu. The Parts KPI Portal appears,
as shown below:
Parts Portal Components

The Parts Portal contains various components of the Parts KPI tool. Below is
an explanation of each Portal component.
n Executive View Reports
Provide a high-level view of store performance on the Parts KPI
Dashboard.
n Barometer Reports
Provide detailed reports on parts barometer data.
n Operational Turnover Reports
Provide reports dealing with inventory turnover.
n Productivity Reports
Provide reports analyzing employee productivity.
n Purchase Reports
Provide reports with detailed purchase analysis including emergency
purchases and service charges.

n Inventory Reports
Reports deal with inventory control data.
n Invoiced Reports
Reports provide detailed data on the invoicing process, sales, and order
fill.
KPI Documentation
KPI DOCUMENTATION
Open the KPI Documentation:
n Click on the Documentation link on the Menu. The KPI
Documentation page appears, as below:
The Documentation section displays a list of KPI documentation that can be

used by the dealership. For instance, this document can be accessed from
the Support section of the KPI Portal Menu.

MODULE
The Parts KPI Dashboard

Module 3
This module introduces you to the Parts KPI Dashboard. You will learn how to
launch the Dashboard and use its basic features.
¤ Upon completion of this 9 The PowerPlay Dashboard
module, you will be familiar
with: 9 The Parts KPI Definitions

THE POWERPLAY DASHBOARD

Open the Dashboard:
n Click the Dashboard link on the Parts KPI Portal, as shown below:
n The Parts KPI Dashboard appears, as shown on the next page.
The PowerPlay Dashboard
Dashboard Components
The PowerPlay Dashboard is a PowerPlay report that includes custom

exception highlighting (see Deviation column) to indicate KPI performance.
This report is written using the Parts KPI Dashboard cube and contains Actual
numbers, Target numbers, Tolerance, Deviations, and Goals. The Dashboard
allows users to monitor the progress of Parts KPIs by watching the color
coded cells, described underneath the report title. The colors change
accordingly when the Dashboard cube is refreshed with new and different
numbers.
Note: All Dashboard numbers are year to date.
The Dashboard also contains a Layers Line, as shown on the previous page.
Layering a report provides additional dimensionality beyond that provided by
the rows and columns. The Layers Line categorizes the report numbers by
dealer stores, and can be scrolled to view stores individually or as a total using
the last layer in the series.
Scroll the All Dealer Stores Layer Line:

1 Single-click the downward facing scroll bar located on the right-hand
side of the Layers line. The different layers appear.

2 Scroll through the remaining layers until you reach the last layer. Note
the way the numbers change according to store, and how totals are
displayed when selecting the last layer.
The Dashboard defaults to the last layer in the layers series (Layer 15 of 15),
or All Dealer Stores, upon opening the Dashboard. The number of layers in
your own Dashboard report will differ according to the number of stores within
your dealership.
Warning: To display totals for all dealer stores when

drilling down on a KPI, the Layers Line must be set at All Dealer
Stores (15 of 15). If you would like to display a specific store’s
totals, the Layers Line should reference the desired store prior to
drilling down.
Actual Column
The Actual column contains actual numbers produced from the dealer's actual
DBS data. These numbers come from a dealer’s DBS files and will change
only when the Parts KPI cubes are rebuilt.
The PowerPlay Dashboard
Target Column
The Target column displays target numbers as they have been defined by the
dealer. These target numbers can be changed at the All Dealer Stores level
and at each individual store level.
Note: Refer to the System Administrator’s Guide for

more information on how to change Target numbers.
Tolerance Column
The Tolerance column displays the points in one tolerance level. If a KPI has
a tolerance of .50 and is 1.0 points below the Dealer Target, the Deviation is
-2.

Deviation Column
The Deviation column displays the difference, or deviation, between the Actual
and Target numbers. The Deviation number is found by finding the difference
between Actual and Target numbers, then dividing by the Tolerance. This
column contains custom data exception highlighting that produces the color
coded cells shown above. Each color is explained in the Legend area
underneath the report title.
Goal Column
The Goal column displays Caterpillar’s best estimate of the numbers dealers
should strive to achieve for each KPI.
Tip: To move between the Dashboard and the Interface,

simply click the appropriate button at the bottom of the screen, or
use the ‘Alt+Tab’ key combination.
Parts KPI Definitions
PARTS KPI DEFINITIONS

The Explain Function
A definition of each KPI is displayed below for your reference. You can also
look up the definition of any Parts KPI by using the Explain function found in
PowerPlay. The Explain function allows you to view a written description of
each KPI.
Tip: Quick Step: Using the Explain Function

1 Right-click the desired KPI row label. A menu appears.
2 Select Explain from the menu. The Explanation window
appears.
If the explanation is too long to fit in the window, use the right-hand
scroll bar or expand the bottom of the window.
To view a different KPI’s description, simply click a different row
label with the Explanation window open.
To close the Explanation window, click the ‘X’ in the upper right-
hand corner of the window.

Moving Turnover (Operational)
Moving Turnover (Operational) is used to monitor the performance of
inventory control.
It provides an annualized ratio of the number of times a dealer’s inventory
investment is sold using the parts master file inventory valuation. Parts are
considered as sold when removed from inventory and placed on a counter or
shop sale regardless of whether or not they are invoiced.
Moving Turnover (Financial)

Moving Turnover measures the performance of the new CAT inventory
investment in annual turns using invoiced amounts and general ledger
inventory values.
Moving turnover (Financial) provides an annualized ratio of the number of
times a dealer’s inventory investment is sold (invoiced sales).

Adjusted Turnover (Financial)

Adjusted turnover measures the performance of the new CAT inventory
investment in annual turns using the invoiced amounts and general ledger
inventory values. Adjustment is made to exclude sales of inventory that was
obtained from Emergency and Warranty purchases.
Adjusted Turnover (Financial) provides an annualized ratio of the number of
times a dealer’s inventory investment is sold (invoiced sales).
New Core Turnover

New Core Turnover monitors the performance of new core turnover.
New Core Turnover provides an annualized ratio of the number of times a
dealer’s inventory investment in core deposits are sold. Cores are considered
as sold when removed from inventory and placed on a counter or shop sale
regardless of whether or not they are invoiced.
Service % Territorial
Service % Territorial measures dealership off the shelf availability.
Service % Territorial provides the fill % at the line item level utilizing parts
inventory from any dealership store.
Service % Total
Service % Total measures the dealership off the shelf availability.
Service % Total provides the ratio of the number of CAT line items completely
filled from the store’s inventory at point of sale to the number of line items
ordered.
Stock Order Purchase %

Stock Order Purchase % measures the percentage of CAT parts (dealer net
value) ordered via stock order, which is related to a dealer’s stock order and
order entry processes.
Stock Order Purchase % is the percentage of parts (dealer net value)
purchased on stock order as a % of total parts (dealer net value) purchases.
Emergency Charges % of Total Purchases

Emergency Charges % of Total Purchases measures the value of Emergency
Service Charges as a percentage of total purchases from Caterpillar, to
improve dealer ordering practices.
Emergency Charges % of Total Purchases shows emergency service charges
as a percentage of total purchases (value).
Average Days Order to Invoice

Average Days Order to Invoice monitors the impact of counter sales on cash
flow.
Average Days Order to Invoice is the average number of days it takes a
document to invoice based upon document creation date.
Complete Order Fill %

Complete Order Fill % is used to measure customer satisfaction based upon
filling orders completely from inventory at point of sale and monitor dealer
ordering practices.
Complete Order Fill % is the percentage of customer orders totally filled from
stock at point of sale.
Orders Via E-Commerce %

Orders via E-Commerce % is used to monitor the effectiveness of the dealer’s
e-commerce strategy.
Orders via E-Commerce % is the ratio of orders received via e-commerce as a
percent of total counter orders received.
Units of Activity Per Employee YTD

Units of Activity Per Employee YTD provides a guideline for monitoring
productivity and employment levels within the parts department. An Excel
spreadsheet is provided to identify employees and work area. If hours are
entered each month ratios can be obtained by employee per hour.
Units of Activity Per Employee YTD notes that each sale, return, transfer,
emergency backorders filled, vendor backorders filled, stock order items
receipted, physical inventory counts, daily bin counts, core returns processed,
cores sent to the shop, and cores returned to the vendor are considered units
of activity.
Inventory Value Adjusted %

Inventory Value Adjusted % is used to monitor inventory integrity.
Inventory Value Adjusted % is the ratio of the extended dealer net value of
adjustments as a percent of total inventory value.
Inventory Line Items Adjusted %

Inventory Line Items Adjusted % is used to monitor inventory integrity.
Inventory Line Items Adjusted % is the ratio of the number of line items which
have been adjusted as a percent of total line items in stock.

Module 3 Review Questions

1 Name two or three ways to access a Parts KPI report.
2 What is a “dashboard”?
1 Name at least three components of the Parts KPI dashboard.
2 What determines the color on the dashboard?
3 How is deviation calculated?
4 What is the difference between a “target” and a “goal”?
5 At what time period does the dashboard look?
3 Give a brief definition to demonstrate your understanding of the
following concepts:
1 Drill-through
2 Portal
3 KPI
4 Explain Function
5 Dashboard
6 Deviation
7 Target
8 Goal
MODULE
Parts KPI Metrics: Part I

Module 4
This module introduces you to the first four Parts KPI metrics displayed on the
Dashboard. You will review the details of each metric and learn how to
answer common business questions using Parts KPI PowerPlay reports.
Upon completion of this module, you will be familiar with:

9 Moving Turnover (Operational)
9 Saving a Report to Excel
9 Moving Turnover (Financial)
9 Adjusted Turnover (Financial)
9 New Core Turnover

MOVING TURNOVER (OPERATIONAL)

To view an Explanation of the Moving Turnover (Operational) KPI:
n With the Dashboard open, right-click the Moving Turnover
(Operational) row label. A menu appears.
n Select Explain from the menu, as shown below:
n The Explanation window appears, as shown on the next page.

Continued on next page.
4-2 Caterpillar: Confidential Green

n Move your cursor over the bottom edge of the Explanation window
until a double arrow appears.
n Click and drag the bottom edge of the window until the entire
explanation is displayed.
To Close the Explanation Window:

n Click the ‘X’ in the upper right-hand corner of the Explanation.
Tip: To move the Explanation window to another

position on the report screen, click and drag the blue bar at
the top of the window.

Annualization Factor Calculation

The Annualization Factor is used to project annual sales based on current
MTD or YTD sales totals.
Example
Company Z has $30,000 in sales at the end of March. The $30,000 in
sales is also the ‘year-to-date’ (YTD) total as of March 31. Company Z
would like to estimate what their projected sales will be at the end of the
year. In order to project what the YTD total will be, March's YTD total
can be multiplied by the Annualization Factor.
Annualization Factor = Month Total (12 months per year)/
Total Months YTD
In this example, the Annualization Factor would be 12 months (month

total) divided by 3 months (Total Months YTD), for a total of 4. 4 is the
annualization factor in this instance. Multiplying 4 by $30,000 (the
annualized sales total for the year) equals $120,000.
The Operational Turnover Report

The Operational Turnover report (TURN - Operational Turnover.ppr) is used to
monitor the performance of the dealer's inventory manager. It measures the
performance of inventory investment in annual turns using "transacted"
(whether or not invoicing has occurred) sales values and physical on-hand
inventory at dealer net values. Core inventory and sales values are not
included in this measurement.
Note: Open a Report from the Dashboard

1) Click to highlight the KPI row label representative of
the report you want to view.
2) Click the Drill Through button located on the Toolbar.

To Open the Report:

n Click the Moving Turnover (Operational) row label. The Moving
Turnover (Operational) KPI is now selected.
n Click the Drill Through button located in the toolbar, as shown below:
n The Operational Turnover report appears, as shown on the following

page.


1) Which document store has the highest Net Sales? Use CAT
(Primary) as Source of Supply.
n Click the (Net Sales) Sales row heading. The row is now selected.
n Click the Rank button located in the Toolbar. The column is now
ranked.
Answer: _______________

2a) Which document store has the highest Return %?

n Click Edit in the Menu bar. The Edit menu appears.
n Click Undo Rank. The prior ranking is eliminated.
n Click the Return % row heading. The row is now selected.
n Click the Rank button located in the Toolbar. The row is now ranked.
Answer: _______________
2b) For the document store ranked 2nd in Question 2a, which
transaction code has the most returns?
n Double-click the Returns column. The Transaction Codes display.
Answer: _______________
3) Give one or more reasons why a store would not have any
Moving Turnover (Operational).
Answer: _____________________________________________
4) What is the Moving Turnover (Operational) for non-

Caterpillar sources?
n Click Undo Drill-Down. The prior drill-down is eliminated.
n Click Undo Rank. The prior ranking is eliminated.
n Pause your cursor over the All Sources of Supply dimension
(currently displaying ‘Caterpillar Primary’). The All Sources of Supply
menu appears.
n Pause your cursor over the arrow on the right-hand side of the
dimension. A menu of additional categories displays, as shown below:

n Select Allied from the menu. The report is now filtered on Allied, i.e.
non-Caterpillar sources.
Answer: _______________
5) What is the Moving Turnover (Operational) for an inventory

store? Use CAT (Primary) as Source of Supply.
n Pause your cursor over the All Sources of Supply dimension
(currently displaying Allied). The All Sources of Supply menu appears.
n Pause your cursor over the arrow on the right-hand side of the
dimension. A menu of additional categories displays.
n Select Caterpillar (Primary) from the menu. The report is now filtered
on the Caterpillar (Primary) source of supply.
Answer: _______________

Saving a Report to Excel
SAVING A REPORT TO EXCEL

You can save a PowerPlay report to Excel so that numbers may be modified in
an Excel spreadsheet-type format. This option allows you to further modify
numbers and/or display them in a way not available via PowerPlay.
To save a report to Excel:

n Click File in the Menu bar. The File menu appears.
n Select Save as from the menu. The Save as dialog box appears.
n Click the arrow to the right of the Save as type box. A menu appears.
n Select Microsoft Excel Workbook (*.xls) from the list.
n Type Parts KPI Excel Report File name box. The report is renamed.
n In the Save in window, browse to the folder of your choice on your
hard drive. This is the directory folder where your Excel report will be
saved.
n Click the Save button. Your report is now saved in Excel.
To view your report in Excel:

n Open the Excel application.
n Select Open from the menu. The Open dialog box appears.
n In the Look in window, browse to the folder that you chose in the steps
above. This is the directory folder where the Excel report was saved.
n Click Parts KPI Excel Report and click the Open button. The report
opens in Excel.
Close the report:
In Excel:
n Select Close from the menu. The report closes in Excel.
n Close the Excel application.
In PowerPlay:
n Select Close from the menu. Do not save your changes and leave
PowerPlay open for the next demonstration.

MOVING TURNOVER (FINANCIAL)

View an Explanation of the Moving Turnover (Financial) KPI:
n Display the Dashboard on your screen.
n Right-click the Moving Turnover (Financial) row label. A menu
appears
n Select Explain from the menu.
n Review all components of this KPI’s Explanation window.
n Click the ‘X’ in the upper right-hand corner of the window to close it out.
The Moving and Adjusted Turnover Report

The Moving and Adjusted Turnover report (Baro - Moving and Adjusted
Turnover.ppr) measures the performance of new Cat inventory investment in
annual turns, using general ledger dealer net invoiced sales amounts and
inventory values.
Moving turnover measures the performance of the entire parts network. It
measures not only the dealer's parts network, but also the Caterpillar network.
It includes sales from all the dealer's inventories plus sales filled through
Caterpillar emergency and warranty purchases.
Open the Report:

n Click to highlight the Moving Turnover (Financial) row label. The KPI
is now selected.
n Click the Drill Through button located in the toolbar. The Moving and
Adjusted Turnover report appears, as shown on the next page.

Moving Turnover (Financial)
Close the Moving and Adjusted Turnover report:

n Click Close. The Save Changes window appears.
n Click No. The report closes and you return to the Dashboard.

ADJUSTED TURNOVER (FINANCIAL)

View an Explanation of the Adjusted Turnover (Financial) KPI:
n If the Dashboard does not appear automatically, click the PowerPlay
button at the bottom of your computer screen to display the
Dashboard.
n Right-click the Adjusted Turnover (Financial) row label. A menu
appears.
n Select Explain from the menu.
n Review all components of this KPI’s Explanation window.
n Click the ‘X’ in the upper right-hand corner of the window to close it out.
The Moving and Adjusted Turnover Report

The Moving and Adusted Turnover report (Baro - Moving and Adjusted
Turnover.ppr) measures the performance of new Cat inventory investment in
annual turns, using general ledger dealer net invoiced sales amounts and
inventory values.
Adjusted turnover measures the territorial performance of the dealer’s side of
the parts distribution network. It is the dealer’s actual turnover of their off-the-
shelf inventory. Emergency and warranty purchases are subtracted from
invoiced sales amounts.
Open the Report:

n Click to highlight the Adjusted Turnover (Financial) row label. The
KPI is now selected.
n Click the Drill Through button located in the toolbar. The Moving and
Adjusted Turnover report appears, as seen on the previous page.
Close the Moving and Adjusted Turnover report:

n Click No. The report closes and you return to the Dashboard.

New Core Turnover
NEW CORE TURNOVER

View an Explanation of the New Core Turnover KPI:
n Follow the same steps as previously completed to open this KPI’s
Explanation window.
n Review the contents of the Explanation window.
The New Core Turnover Report

The New Core Turnover report measures the performance of new core
inventory investment in annual turns using “transacted” (whether or not
invoicing has occurred) new core sales amounts and physical on-hand new
core inventory at dealer net values.
Open the Report:

n Click to highlight the New Core Turnover row label. The KPI is now
selected.
n Click the Drill Through button located in the toolbar. The New Core
Turnover report appears, as shown below.


1) Give one or more reasons why a store would have “no” core
turnover?
Answer: ______________________________________________
2) How many customer worn cores are projected to be

returned for a given Store?
Click the downward-facing arrow located on the right-hand side of the
Layers Line until you get to the Layer of the desired measure. The
report now displays line items ordered annualized.
3) What is the projected value of customer worn cores

returned for a given Store?
Click the downward-facing arrow located on the right-hand side of the
Layers Line until you get to the Layer of the desired measure. The
report now displays value ordered annualized.
Answer: _______________
4) How many line items (for New Core Sales) were sold by a
given inventory store?
Drag and Drop All Inventory Stores in the columns.
Change the Layers Line to read Line Items Ordered YTD. The report
now displays line items ordered year-to-date.
Answer: _______________
Close the New Core Turnover report:

n Click No. The report closes and you are back to the Dashboard.

MODULE 4 REVIEW QUESTIONS

1) What is the difference between Moving Turnover (Financial) and
Adjusted Turnover (Financial)?
2) Why might a store have a Core Return ratio greater than 1?
3) Why might a store have a Moving Turnover (Operational) of 0?
4) How is New Core Turnover calculated? Why might there be a core
return ratio of greater than 1?
5) What is the difference between “Document Store” and “Inventory
Store”?
6) Which store in your dealership has the best Moving Turnover
(Operational)? Is it a different store if you filter for non-Caterpillar
(Allied) sources of supply?


MODULE
Module 5 Parts KPI Metrics: Part II

This module introduces you to the second set of Parts KPI Metrics displayed
on the Dashboard. You will review the details of each metric and learn how to
answer common business questions using Parts KPI PowerPlay reports.

9 Service % Territorial
9 Service % Total
9 Stock Order Purchase %
9 Emergency Charges % of Total Purchases
9 Avg Days Order to Invoice

SERVICE % TERRITORIAL AND SERVICE % TOTAL

View an explanation of the Service % Territorial KPI:
n Follow the same steps as previously completed in Module 3 to open
this KPI’s Explanation window on the Dashboard.
Service % Total
View an explanation of the Service % Total KPI:
n Follow the same steps as previously completed in Module 3 to open
this KPI’s Explanation window on the Dashboard.
The Service % Territorial Report

The Service % Territorial report (Baro - Service % Territorial.ppr) measures the
line item fill performance of the dealership.
n This measures the dealer's service from their internal distribution
network before going beyond that network to Caterpillar.
n Service % Territorial is equal to Line Items Filled plus Line Items
Territorial Filled divided by Line Items Ordered.
Service % Total
n Service % Total measures single store service percentages by
providing number for point-of-sale off-the-shelf availability.
n The calculation for Service % Total is total CAT line items filled from the
store’s inventory at the point of sale divided by total line items ordered.

Service % Territorial and Service % Total
Open the report:

n Click the Service % Territorial row label. The KPI is now selected.
n Click the Drill Through button located in the toolbar. The Service %
Territorial report appears, as shown below:

1) What is the Service % Total YTD for the entire dealership?

n The Layers Line should read ‘All Dealers.’
n All Time Periods dimension should by YTD.
Answer: ___________________
Close the report:

n Click Close. Do not save your changes.

STOCK ORDER PURCHASE %

View an Explanation of the Stock Order Purchase % KPI:
¤ 1) Review the components n Follow the same steps as previously completed to open this KPI’s
of the Explanation window Explanation window.
verbally with students.
¤ 2) This data comes from
Cat invoices entered into
The Stock Order Purchase % Report
DBS. If zeros are displayed, The Stock Order Purchase % Report (Purc - Stock Order Purchase %.ppr)
you need to check your measures the percentage of parts purchased from Caterpillar on a stock order
processes of entering these
invoices into DBS. basis versus emergency or warranty. Variations in this measurement may
alert a dealer to changes or problems with their stock ordering parameters or
order entry procedures.
Open the Report:

n Click to highlight the Stock Order Purchase % row label. The KPI is
now selected.
n Click the Drill Through button located in the toolbar. The report
appears, as shown below.
Close the Stock Order Purchase % report:

n Follow the same instructions as previously displayed.

EMERGENCY CHARGES % OF TOTAL PURCHASES

The Emergency Fees % Report
The Emergency Fees % Report (Purc - Emergency Fees %.ppr) measures the
percentage of purchases values being spent on emergency service charges.
The purchases values used include only Cat parts purchased.
This report monitors the level of emergency fees being paid to Cat; it is useful
in improving inventory stocking and identifying trends in the sale of non-
stocked parts.
Open the report:

n Click the Emergency Charges % of Total Purchases row label. The
KPI is now selected.
n Click the Drill Through button located in the toolbar. The Emergency
Fees % report appears, as shown below:
Close the Emergency Fees % report:

n Click No. The report closes and you are back to the Dashboard.

AVERAGE DAYS ORDER TO INVOICE

View an Explanation of the Avg Days Order to Invoice KPI:
Explanation window.
Average Days Order to Invoice Report

The Average Days Order to Invoice Report (Invo - Avg Days Order to
Invoice.ppr) measures the number of days it takes a dealer to invoice a
counter sales document from the time of creation. The number of invoices a
particular sales document will have is derived by the dealer's invoicing
indicator parameter for each individual order.
This report is used to monitor the impact of the invoicing indicator parameters,
review and release of documents held for purchase order numbers, will-call,
and other reasons. It also monitors the timeliness in the placement and
release of backorders, backorder filling, responsiveness to documents placed
on hold, and the length of time set for document acknowledgement.
Open the report:

n Click the Avg Days Order to Invoice row label. The KPI is now
selected.
appears, as shown below:

Average Days Order To Invoice

Scenario: Rank Revenue Customer by Credits

To create this view of the report:
n Double-click the Complete Order Fill % column heading. The report
now displays this column by itself.
n Drag and drop the All Customers dimension onto the row label. The
All Customers dimension is now displayed in the rows of the report.
n Drag and drop All Invoice Types below any column label. All Part
Invoice Types are now nested within the columns.
n Click the Net Counter Sales column heading. The column is now
selected.
n Click Explore in the Menu bar. The Explore menu appears.

n Select Rank from the menu. The Rank dialog box appears.
n Click the OK button. Customers are now ranked by net counter sales.
Close the report:

n Select Close from the menu. Do not save your changes.


1) What is the goal for Emergency Charges % of Total Purchases? Why
should it not be 0?
2) Which KPI is calculated by taking the sum of line items filled from the
ordering store’s stock plus those filled from other dealer store
inventories divided by the total number of line items processed?
3) Average Days Order to Invoice measures the number of days from
when to when?
4) Applying your new skills:
1 Find which customer had the most backorders.
2 How many customers does the dealership sell to over the course of
a year? Which customer placed the most orders last year?
3 Which store has the highest Average Days Order to Invoice? Which
customer in that store has the highest Average Days Order to
Invoice? Describe a possible explanation.
4 Which customer has the highest Credits?


MODULE
Module 6 Parts KPI Metrics: Part III

This module introduces you to the third set of Parts KPI metrics. You will
review the details of each metric and learn how to answer common business
questions using Parts KPI PowerPlay reports.

9 Orders via E-Commerce %
9 Units of Activity Per Employee YTD
9 Inventory Value Adjusted %
9 Inventory Line Items Adjusted %

ORDERS VIA E-COMMERCE %

View an Explanation of the Orders via E-Commerce % KPI:
Explanation window.
Orders via E-Commerce % Report

The Orders via E-Commerce % Report (Invo - Orders via E-Commerce.ppr)
monitors the effectiveness of the dealer's e-commerce parts ordering strategy.
It allows the dealers to measure the percentage of counter orders being
processed via the Parts Store as compared to orders processed by the
dealer's parts counter personnel.
In addition to reporting the percentage of orders processed via the Part Store,
it also has the capability to report the number of customers placing orders via
the Parts Store on a monthly basis. This allows the dealer to monitor the
customers set up with Part Store order entry capabilities and compare it to
those that are effectively using this method of order placement.
Open the report:

n Click to highlight the Orders via E-Commerce % row label.
appears, as shown below:

Orders via E-Commerce %

Scenario: Rank Revenue Customers’ Orders for a given

Store.
n Pause your cursor over the All Customer Classifications dimension. A
drop-down menu appears, as shown below:
n Select the 1: Revenue classification. The report is now filtered by the

Revenue customer classification.
n Double-click a Document Store row label (Make sure that document
stores are dropped in the rows). The report now displays only this row.
n Drag and drop the All Customers dimension folder on the Document
Store row label. The report now displays all Revenue customers for a
given Document Store.
n Click the Traditional column label. The column is now selected.
n Click the Rank button in the Standard toolbar. Traditional customers’
orders are now ranked for the document Store.
Close the report:


UNITS OF ACTIVITY PER EMPLOYEE YTD

View an explanation of the Units of Activity Per Employee YTD
KPI:
Explanation window.
The Units of Activity Per Employee YTD

Report
The Units of Activity Per Employee YTD Report (Prod - Units of Activity Per
Employee YTD Report.ppr) monitors the productivity and employment level
within the dealer's parts department.
Productivity and employment levels can be monitored on a variety of
dimensions, such as, transaction types (i.e. sales transactions) and employee
groups (i.e. counter sale personnel). It does not report productivity at an
individual employee level. Units of activity are grouped into four main
categories: Order Processing, Core Activity, Warehouse Activity, and
Inventory Control, with the ability to drill down to specific transaction codes.
The dealer determines the types of employee groups and what group each
employee is assigned to.
The dealer also has the option via an Excel spreadsheet to input hours worked
(regular and overtime) to measure Unit Activity Per Hour Worked YTD.
Open the report:

n Click the Units of Activity Per Employee YTD row label.
n Click the Drill Through button located in the Standard toolbar. The
report appears, as shown on the following page.

Units of Activity Per Employee YTD

1) Display Units of Activity YTD by Transaction.

To display this view of the report:
n Drag and drop the All Transactions dimension folder to the right of any
row label. All Transactions are now nested within All Inventory Stores.

n Double-click to drill-down on any All Transactions row label.

Workgroups are now displayed, as shown below:
The report has now been modified to display Units of Activity YTD by
Workgroup.
2) What are the number of activities per employee YTD for a

given Inventory Store and the employee workgroup
‘Inventory Control’?
n Scroll to the right and find the Inventory Control column.
n Click the value at the intersection of an Inventory Store’s Inventory
Control row and the Inventory Control column, as shown below:
3) What is the Core Activity for an Inventory Store?

n Click the value at the intersection of the Store’s row label and the Core
Activity column.
Answer: _________________
4) Which employee workgroup for a Store has the greatest

number of transactions per employee?
n Scroll over to the All Transactions column. View the values in this
column to identify which workgroup had the greatest number of
transactions.
Answer: _________________
Close the report:


Inventory Value Adjusted % and Inventory Line Items Adjusted %
INVENTORY VALUE ADJUSTED % AND INVENTORY

LINE ITEMS ADJUSTED %
View an explanation of the Inventory Value Adj % KPI:
Explanation window.
View an explanation of the Inventory Line Items Adj % KPI:

Explanation window.
The Inventory Adjustments Report

The Inventory Adjustments Report (Inty - Inventory Adjustments.ppr) monitors
the integrity of the dealer's parts inventories value recorded. It provides
measurements of line item numbers and values that have had inventory
adjustments.
The dealer can monitor line item and value integrity based on a variety of
dimensions, such as, source of supply, activity indicators, min-type,
commodity code, package quantity indicators, warehouse zones, etc.
The perceived accuracy of this measurement is largely affected by a dealer's
reasons and methods to adjust inventory records and their usage of the bin
count functionality in DBS.
Open the report:

n Click the Inventory Line Items Adj % row label. This row is now
selected.

n Click the Drill Through button located in the toolbar. The Inventory
Adjustments report appears, as shown below (drilling through from the
Inventory Value Adj % KPI brings you to the same report):
Resizing the Dimension Line

At times, it may be necessary to resize the dimension line to fit all dimensions
on the report screen. In the example on the previous page, the dimension line
extends past the right-hand side of the screen, making it impossible to view all
dimensions at once. PowerPlay allows you to resize the dimension line to
wrap it around onto a second line.
To resize the Dimension Line:

n Pause your cursor over the bottom edge of the Dimension Line. A
double-sided arrow appears, as shown below:

n Click and drag your cursor in a downward motion until the length of the
Dimension Line has doubled in size. The remaining dimensions should
now fit on a second dimension line, as shown below:
Once the Dimension Line has been resized, it will always wrap around onto a
second line until you resize it back up to one line.
Tip: Displaying the double-sided arrow can be tricky at

first! It sometimes helps to move your cursor up and down over the
bottom edge of the dimension line a few times to make the arrow
appear.
Dimension Viewer
The dimension viewer is another way to view the dimension line. This is done
by clicking the dimension viewer icon in the toolbar which is located next to the
drill-through button.


1) What percent of inventory line items are adjusted for

Undercarriage at an Inventory Store?
n Ensure All Inventory Stores are in the rows.
n Pause your cursor over the All Commodity Codes dimension folder. A
menu appears.
n Select 1: Undercarriage from the menu. The report is now filtered by
Undercarriage.
n Click the value at the intersection of the Inventory Store Name row and
LI Items Adj % column.
Answer: _____________
2) How many “returnable” stocked line items have had no

calls 1-13 for an inventory store?
n Pause your cursor over the 1: Undercarriage dimension folder. A
menu appears.
n Select All Commodity Codes from the menu. The Undercarriage filter
is now removed from the report.
n Stretch the dimension line down to view all the dimension folders (see
previous section).
n Pause your cursor over the All Call Activity Indicators dimension
folder. A menu appears.
n Select No Calls 1-13 from the menu. The report is now filtered.

n Click the value at the intersection of the All Inventory Stores row label
and the Quantity On-Hand column.
n Pause your cursor over the All Returnable Indicators dimension
n Select N:Returnable from the menu. The report is now filtered by
Returnable.
n Click the value at the intersection of the Inventory Store Name row and
the Stocked Line Items column.
Answer: _____________
n Close the report. Do not save your changes.

n Re-open the Inventory Adjustments report to complete the next
exercise.
3) Modify this report to display the Line Item Adjusted by Min

Type and three-position Commodity Code.
n Display Inventory Stores in your rows.
n Pause your cursor over the All Returnable Indicators dimension
n Select Non-Returnable from the menu. The report is now filtered by
Non-Returnable parts.
n Drag and drop the All Min Types dimension folder to the right of any
row label. All Min Types is now nested within All Inventory Stores.
n Click any Poisson row label. The row is now selected.
n Click Format in the Menu bar.
n Pause your cursor over Hide. A second menu appears.
n Click Unselected Categories.

n All rows are now hidden except for Poisson, as shown below:
n Drag and drop the All Commodity Codes dimension folder to the right
of any Poisson row label. All Commodity Codes is now nested within
Poisson.
n Click the Hydraulics row label. The row is selected.
n Click Format in the Menu bar. The Explore menu appears.
n Pause your cursor over Hide. A second menu appears.
n Click Unselected Categories. All rows other than Hydraulics are now
hidden.
n Drag and drop the All Commodity Codes dimension folder ‘twice’ to
the right of any Hydraulics row label. The last two levels of All
Commodity Codes is now nested within the rows of the report.
n Double-click the Line Items Adjusted % column header heading. The
Line Items Adjusted % column is the only column that is displayed.
Close the report:



1 Which Commodity Codes tend to have the poorest inventory integrity?
Consider ranking Commodity Codes by Line Items Adjusted %. Does
Inventory Value Adjusted % point to the same Commodity Code?
2 Does any particular store have a poorer Inventory Line Items Adjusted
% than the others?
3 Looking at Activity per Employee YTD, can you rank employees by their
productivity?
4 What does “productivity” measure? What is considered an “activity”?
5 Applying your new skills:
6 What is the value of stocked items in inventory that are returnable but
have not had calls in the last 24 months? What are the reasons why
these items might still be in inventory?
7 Look at last month. Which customers are buying the most products via
E-Commerce?
8 Which (supplementary) report might be the best to answer the question,
are the “right parts” in the “right place” at the “right time”?
9 Look at the Service Charges Report by Activity Indicator report. Can
any improvements be made in stocking Fast, Medium, or Slow parts?
10 Open the Inventory Distribution by Min Type report. Is the distribution of
On-hand Inventory for Poisson what would you expect? Explain.
11 Use the Store Statistics report to compare CAT to Allied Source of
Supply for various measures. Do the number of line items adjusted
vary significantly between CAT and Allied? What about Inventory Value
Adjusted %?


MODULE
Impromptu Drill Through

Module 7
Upon Completion of this Module, you will be familiar with:

9 The Inventory Drill through to Detail query
9 The Invoice Drill through to Detail query
9 The Purchases Drill through to Detail query
9 The Order Fill Drill through to Detail query

INVENTORY CUBE DRILL-THROUGH

The inventory cube provides part details down to the part number, bin location,
and line item level. This data can be accessed from any measure in the
inventory reports.
¤ Important!! Explain that
the number of users with
Inventory Drill-Through to Detail
access to these drill-through The Powerplay Inventory report should be filtered to the data the user wishes
queries is limited to the to see.
number of user licenses
they have for the SQL
Server. To see Cat parts inventory adjustments in inventory store 00:
1 Open the INTY - Inventory Adjustments report.
2 Left-click the All Sources of Supply dimension folder.
3 Select the Caterpillar [Primary] option.
4 Left-click the All Inventory Stores dimension folder.
5 Select an Inventory Store option.
6 Left-click the drill-through icon located in the toolbar.
The Inventory Drill Through to Detail query appears with data filtered (data not
shown below):
Inventory Cube Drill-Through
The data included on the Inventory Drill Thru to Detail is listed below:
1 Document Store #
2 Source of Supply
3 Stock Group
4 Stock Indicator
5 Commodity Code
6 Business Economics Type Code
7 Activity Indicator
8 Minimum Type
9 Returnable Indicator
10 Manufacture-Part Indicator
11 Package Indicator
12 Print-Tag Designator
13 Record Type
14 Part Number
15 Bin Location
16 Quantity On-Hand
17 Value
18 On-Hand Inventory
19 Line Items Adjusted Plus
20 Line Items Minus Adjustments
21 Stocked Line Items
22 Non-stocked Line Items
23 Total Line Items
24 Line Items Adjusted
25 Value Plus Adjusted
26 Value Minus Adjusted
27 Value Adjusted
28 Net Value Adjusted
29 Core Inventory Value
30 Core Quantity On-Hand

INVOICE CUBE DRILL-THROUGH

The invoice cube provides part details down to the customer number, invoice
number, and part number level. This data can be accessed by drilling down
from the following measures listed in the invoice reports:
1 Avg Days Order to Invoice
2 Total # Invoiced
3 Counter Value Invoiced
4 Line Items Invoiced at Customer List
5 Line Items Invoiced at Dealer Net
6 Line Items Invoiced at Transaction Price
Invoice Drill-Through to Detail
access to these drill-through A Powerplay Invoice report should be filtered to the data the user wishes to
queries is limited to the see.
Server. To see 2003 Cat parts counter value invoiced:
¤ The data in the queries is 1 Open the INVO - Average Days Order to Invoice report.
only as recent as the SQL
Server refresh. The queries 2 Left-click the All Sources of Supply dimension folder.
run against the SQL Server
tables, not the AS400.
3 Select the Caterpillar [Primary] option.
4 Left-click the All Dates dimension folder (currently set at YTD).
5 Select the 2003 option.
6 Left-click the Counter Invoiced column heading.
The Invoice Drill Through to Detail query appears with data filtered (data not
shown below):
Invoice Cube Drill-Through
The data included on the Invoice Drill Thru to Detail is listed below:
1 Invoice Date
2 Document Store
3 Pacc type
4 Customer Class
5 Customer Number
6 Division
7 Industry
8 Invoice Type
9 Total # Invoiced
10 Counter Value Invoiced
11 Source of Supply
12 Stock Group
13 Stock Indicator
14 Commodity Code
15 Business Economics Type Code
16 Reman Indicator
17 Transaction Code
18 Core Indicator
19 Open Date
20 Invoice Number
21 Line Items Invoiced

22 Line Items Invoiced at Transaction Price

23 Line Items Invoiced at Customer List
24 Line Items Invoiced at Dealer Net Price
25 Core Value Invoiced
26 Core Line Items Invoiced
27 Days Order to Invoice
28 Total # Invoiced
29 Sales Rep
30 Orders via E-Commerce
31 Part Number
Order Fill Drill-Through to Detail
access to these drill-through The invoice cube also provides order fill details down to the docment number
queries is limited to the and customer number level. This data can be accessed by drilling down from
they have for the SQL the following measures listed in the invoice reports:
Server. 1 Customer Backorders
2 Customer Orders
To view order fill details:
¤ The data in the queries is 1 Open any invoice report.
Server refresh. The queries 2 Filter the report to the dimensions and measures desired.
3 Left-click one of the measures listed above.
The Order Fill Drill Through to Detail query appears with data filtered (data not
shown below):
Invoice Cube Drill-Through
The data included on the Order Fill Drill Thru to Detail is listed below:
1 Invoice Date
2 Invoice Type
3 Document Store
4 Pacc Type
5 Parts Customer Class
6 Customer Number
7 Division
8 Industry Code
9 Sales Rep
10 Original Document Number
11 Customer Orders
12 Customer Backorders

PURCHASE CUBE DRILL-THROUGH

The purchase cube provides part details down to the part invoice number,
DBS document number, and part number level. This data can be accessed by
drilling down from any of the measures listed in the purchase reports.
Purchase Drill-Through to Detail
access to these drill-through A Powerplay purchase report should be filtered to the data the user wishes to
queries is limited to the see.
Server. To view emergency service charge details:
¤ The data in the queries is 1 Open the PURC- Emergency Fees % report.
Server refresh. The queries 2 Select YTD in the All Dates dimension.
3 Drag and Drop the All Document Types dimension folder into the rows.
4 Select Purchases Emergency in the Measures dimension folder.
5 Left-click the Shop row to select only shop parts.
6 Left-click the drill-through icon on the toolbar.
The Purchase Drill Through to Detail query appears with data filtered to show
the service charges being paid for emergency orders made in the shop (data
not shown below):
The data included on the Purchase Drill Thru to Detail is listed below:
1 Inventory Dealer Code
2 Invoice Date (YYYYMM)
Purchase Cube Drill-Through
3 Invoice Date (MM)

4 Date
5 Order Class
6 PSO Document Store
7 Age Service Charge Indicator
8 Doc Type
9 Facility Code
10 Part Invoice Number
11 Part Number
12 Line Items Purchased
13 Buynbr
14 DBS Document Number
15 Work Order Number
16 Customer Name-partial
17 Total Purchases Amount
18 Stock Purchases
19 Emergency Purchases
20 Warranty Purchases
21 Other Purchases
22 Core Charge
23 Service Charge

APPENDIX
Appendix A Additional Parts KPI

Measures
Each Parts KPI cube contains additional measures that are used to develop
reports and obtain calculations. Some of these additional measures are
covered within each Dashboard report and throughout the documentation.
The following pages display a complete listing of these additional measures
according to the cube they are located in. Each additional measure contains a
description and a definition.
Parts KPI Application Training A-1

BAROMETER CUBE
Adjusted Turnover
Description: Provides an annualized ratio of the number of times a dealer's
Cat inventory investment is sold (invoiced sales) removing the impact of
Emergency & Warranty Purchases.
Calculation: (Annualized Sales Parts minus Warranty and Emergency
Purchases)/Average Inventory New Parts.
Annualization Factor
Calculation: 12 / "Month Count".
Avg Dlr Net Per Line Item

Description: Represents the "extended" average dealer net value of each Cat
line item sold.
Calculation: Sales Parts/Line Items Ordered.
Avg Inventory New Core (time)

Description: Average Inventory of New Cores over time.
Inventory New Core - The current full dealer's net value of all core charges
associated with new Caterpillar remanufactured parts in inventory at month
end.
Avg Inventory New Parts (time)

Description: Average Inventory of New Parts over time.
Inventory New Parts - This general ledger inventory value should reflect the
current replacement value (current dealer's net) of all new Caterpillar parts,
attachments and remanufactured items in inventory at month end. It should
not include the value of the reman cores nor any item attached to or removed
from machines.
Avg Inventory Worn Core (time)

Description: Average Inventory of Worn Cores over time.
Inventory Worn Core - The current full or damaged dealer net value assigned
to used remanufactured parts (worn cores), awaiting disposition.
Avg Line Items Backordered (time)

Description: Average Line Items Backordered over time.
A-2 Caterpillar: Confidential Green

Barometer Cube
Line Items Backordered - The total number of Cat line items ordered direct by
counter and service customers not filled completely from stock.
Avg Line Items Filled (time)

Description: Average Line Items Filled over time.
Line Items Filled - The total number of Cat line items ordered direct by counter
and service customers filled completely from stock.
Avg Line Items Ordered (time)

Description: Average Line Items Ordered over time.
Line Items Ordered (time) - The total number of Cat line items ordered direct
by counter and service customers.
Avg Line Items Stocked Ordered (time)

Description: Average Line Items Stocked Ordered over time.
Line Items Stocked Ordered - The total number of Cat line items ordered direct
by counter and service customers for items carried in stock.
Avg Line Items Territorial Filled (time)

Description: Average Line Items Territorial Filled over time.
Line Items Territorial Filled - The total number of Cat line items backordered
that were emergency filled from within the dealer's inventories.
Avg Sales Parts (time)

Description: Average Sales Parts over time.
Sales Parts - The Cat parts sales value as reported per FMRG guidelines. All
sales should be reported at full current dealer's net prices regardless of actual
cost which may be impacted because of discounts, rebates, etc.
Backorders % Dealer Sourced

Description: Percentage of CAT backordered line items sourced within the
dealership..
Calculation: Line Items Territorial Filled / Line Items Backordered.
Backorders % Non-Stock
Description: Percentage of total Cat backorders that were non-stock line
items.
Calculation: (Line Items Backordered minus the sum of (Line Items Stock
Ordered minus Line Items Filled))/Line Items Backordered.

Backorders % Stock
Description: Percentage of total Cat backorders that were stocked line items.
Calculation: (Line Items Stocked Ordered minus Line Items Filled)/Line Items
Backordered).
Backorders % Vendor Sourced

Description: Percentage of Cat backordered line items sourced to the vendor
(Caterpillar).
Calculation: (Line Items Backordered minus Line Items Territorial Filled)/Line
Items Backordered
Direct Sales
Description: Sales that come over the counter at full current dealer’s net
prices, regardless of actual cost which may be impacted by rebates,
discounts, etc.
Interdepartmental Sales
Description: Sales from Interdepartmental customers at full current dealer’s
net prices, regardless of actual cost which may be impacted by rebates,
discounts, etc.
Inventory New Core

Description: The current full dealer's net value of all core charges associated
with new Caterpillar remanufactured parts in inventory at month end.
Inventory New Parts

Description: This general ledger inventory value should reflect the current
replacement value (current dealer's net) of all new Caterpillar parts,
attachments and remanufactured items in inventory at month end. It should
not include the value of the reman cores nor any item attached to or removed
from machines.
Inventory Worn Core

Description: The current full or damaged dealer net value assigned to used
remanufactured parts (worn cores), awaiting disposition.
Line Items Backordered

Description: The total number of Cat line items ordered direct by counter and
service customers not filled completely from stock.
Calculation: Line Items Ordered minus Line Items Filled.

Barometer Cube
Line Items Filled

service customers filled completely from stock.
Line Items Ordered

service customers.
Line Items Stocked Ordered

service customers for items carried in stock.
Line Items Territorial Filled

Description: The total number of Cat line items backordered that were
emergency filled from within the dealer's inventories.
Moving Turnover
Description: Provides an annualized ratio of the number of times a dealer's
inventory investment is sold (invoiced sales).
Calculation: Annualized Sales Parts/Average Inventory New Parts.
Opportunity % Non-Stock
Description: Represents the total service percent would improve if all Cat non-
stock line items were completely filled at time of order.
Calculation: 100% minus (Opportunity % Stock).
Opportunity % Stock
Description: Represents the total service percent would improve if all Cat
stock line items were completely filled at time of order.
Calculation: 100% minus (Line Items Stock Ordered/Line Items Ordered).
Purchases Emergency
Description: This is the value of parts purchased from Caterpillar using an
emergency order class.
Purchases Other
Description: This is the value of parts purchased from Caterpillar using an
order class other than emergency, warranty, or stock.

Purchases Warranty
Description: This is the value of parts purchased from Caterpillar using a
warranty order class.
Reman Sales
Description: Reman sales at full current dealer’s net prices, regardless of
actual cost which may be impacted by rebates, discounts, etc.
Revenue Service Sales
Description: Sales out of the service shop at full current dealer’s net prices
regardless of actual cost, which may be impacted by discounts, rebates, etc.
Sales Parts
Description: The CAT parts sales value as reported per FMRG guidelines. All
sales should be reported at full current dealer’s net prices regardless of actual
cost which may be impacted because of discounts, rebates, etc.
Service % Stock
Description: Stock service is the ratio of the number of Cat line items filled
completely from a store's inventory at point of sale to the total number of
stocked line items ordered.
Calculation: Line Items Filled/Line Items Stock Ordered.
Description: Territorial service percent is the ratio of the number of Cat line
items filled from the dealer's inventory (including emergency transfers
received from other stores) to the total number of line items ordered.
Calculation: (Line Items Filled plus Line Items Territorial Filled)/Line Items
Ordered.
Service % Total
Description: Total service is the ratio of the number of Cat line items
completely filled from the store's inventory at point of sale to the total number
of line items ordered.
Calculation: Line Items Filled/Line Items Ordered.

Barometer Cube
TEPS Sales
Description: Sales from TEPS customers at full current dealer’s net prices
regardless of actual cost, which may be impacted by discounts, rebates, etc.

BRANCH TRANSFER ACTIVITY SUMMARY CUBE

Emergency Value Transfers
Emergency Value Transfer %

Calculation: Emergency Value Transfers / Total Value Transfers
Emergency Line Item Transfers
Emergency Line Item Transfer %
Stock Value Transfers
Stock Value Transfer %

Calculation: Emergency Line Item Transfers / Total Line Item Transfers
Stock Line Item Transfers
Stock Line Item Transfer %

Calculation: Stock Line Item Transfers / Total Line Item Transfers
Total Value Transfers
Total Line Item Transfers

Demand Summary Cube
DEMAND SUMMARY CUBE

CAT Sourced Line Items Filled %
Calculation: 1 - “Dealer Sourced Line Items Filled %”.
Dlr Sourced Line Items Filled %

Calculation: “Territorial Line Items Filled / Total Line Items Backordered
Value Territorial Filled

Description: Values filled from within the dealer’s territory.
Non-Stock Value Backordered

Description: Value backordered that were designated as non-stock.
Calculation: Total Value Ordered - Stock Value Ordered
Non-Stock Value Filled

Description: Value filled that were designated as non-stock.
Non-Stock Value Ordered

Description: Value ordered that were designated as non-stock.
Non-Stock Improvement %
Calculation: 1-Total Value Filled % - Stock Improvement %.
Non-Stock Line Items B/O

Description: The total line items backordered minus the number of line items
backordered that were designated as stock.
Calculation: “Total line items backordered” - “stock line items backordered”.
Non-Stock Line Items B/O %

Description: The number of line items backordered that were designated as
non-stock divided by the total number of line items backordered.
Calculation: Non-Stock Line Items Backordered / Total Line Items
Backordered
Non-Stock Line Items Filled

Description: The number of line items filled that were designated as non-
stock.

Non-Stock Line Items Ordered

Description: The number of Line Items ordered that were designated as non-
stock.
Stock %
Calculation: Total Value Filled / Stock Line Items Ordered
Stock Value Backordered

Description: Value backordered that were designated as stock.
Stock Value Ordered

Description: Value ordered that were designated as stock.
Stock Value Filled

Description: Value filled that were designated as stock.
Stock Value Filled %

Description: Value filled that were designated as stock divided by the value
ordered that were designated as stock.
Calculation: Stock Value Filled / Stock Value Ordered
Stock Improvement %
Calculation: (Stock Line Items Ordered / Total Line Items Ordered) - (Total
Line Items Filled / Total Line Items Ordered).
Stock Line Items B/O

Description: The number of line items backordered that were designated as
stock.
Calculation: Stock Line Items Ordered - Stock Line Items Filled.
Stock Line Items B/O %

Description: The number of Line Items Backordered that were designated as
stock divided by the total number of line items backordered.
Calculation: Stock Line Items B/O / Total Line Items B/O
Stock Line Items Filled

Description: The number of line items filled that were designated as stock.

Demand Summary Cube
Stock Line Items Filled %

Description: The number of line items filled that were designated as stock
divided by the number of line items ordered that were designated as stock.
Stock Line Items Ordered

Description: The number of line items ordered that were designated as stock.
Territorial Line Items Filled %

Description: Total Line Items filled plus line items filled within the dealer’s
territory divided by the total line items ordered.
Calculation: (Total Line Items Filled + Territorial Line Items Filled) / Total Line
Items Ordered
Total Value Filled

Description: The value filled at the point of sale.
Total Value Filled %

Description: The total value filled at the point of sale divided by the value
ordered.
Total Value Ordered

Description: The total value ordered.
Total Value Backordered
Description: The total number of line items backordered.
Calculation: Total Line Items Ordered - Total Line Items Filled
Total Line Items Filled

Description: The total number of line items filled at the point of sale.
Total Line Items Filled %

Description: The total line items filled at the point of sale divided by the total
line items ordered.
Calculation: Total Line Items Filled / Total Line Items Ordered
Total Line Items Ordered

Description: The total number of line items ordered.

MIN TYPE STORE STATISTICS CUBE

All Stock Line Items Backordered
Description: Stock backordered where the transaction code = ‘61’, ‘63’, ‘64’, or
‘65’.
All Stock Line Items Ordered

Description: Stock ordered where the transaction code = ‘61’, ‘63’, ‘64’, or
‘65’.
Inventory Values
Description: Value at dealer net of the line items in on-hand inventory.
Inventory Value %
Inventory Line Items

Description: Number of line items in on-hand inventory.
Inventory Line Items %
Select Stock Line Items Ordered

Description: Stock ordered where the transaction code = ‘61’ or ‘64’.
Select Stock Line Items Backordered

Calculation: Stock backordered where the transaction code = ‘61’ or ‘64’.
Stock Line Item Activity

Calculation: All Stock Line Items Ordered - (All Stock Line Items Backordered -
Select Stock Line Items Backordered).
Stock Line Items Backordered
Stock Line Items Ordered
Transfers
Calculation: Stock Line Item Activity - Select Stock Line Items Ordered

Operational Cube
OPERATIONAL CUBE
Value Ordered MTD
Description: Monthly dealer net value of counter and shop sales and returns.
Value Ordered YTD

Description: Year to date dealer net value of counter and shop sales and
returns.
# Employees MTD
Description: The number of employees in the parts department for the most
recent full month. This count comes from an Excel Table manually populated
from the payroll system.
# Employees YTD
Description: The number of employees each month in the parts department
YTD as of the most current full month. This count comes from an Excel Table
manually populated from the payroll.
Example: John Doe has been the only employee since the beginning of the
year, as of July the # Employees YTD = 7.
Overtime Hours MTD

Description: (Optional) The overtime hours worked by each store for the most
current full month from the payroll system.
Overtime Hours YTD

Description: (Optional) The overtime hours worked by each store for the
current year from the payroll system.
Regular Hours MTD

Description: (Optional) The regular hours worked by each store for the most
current full month from the payroll system.
Regular Hours YTD

Description: (Optional) The regular hours worked by each store for the current
year from the payroll system.
Total Hours Worked Per Employee MTD

Calculation: Total Hours Worked MTD / # Employees MTD.

Total Hours Worked MTD = (Optional) Hours worked for the most current full
month from the payroll system.
# Employees MTD = The number of employees in the parts department for the
most recent full month. This count comes from an Excel Table manually
populated from the payroll system.
Total Hours Worked Per Employee YTD

Calculation: Total Hours Worked YTD / # Employees YTD.
Total Hours Worked YTD = (Optional) Hours worked YTD of the most current
full month from the payroll system.
# Employees YTD = The number of employees each month in the parts
department YTD as of the most current full month.
Total Hours Worked MTD

Description: (Optional) Total Hours worked for the most current full month
from the payroll system.
Total Hours Worked YTD

Description: (Optional) Total Hours worked YTD from the payroll system.
Unit Activity Per Employee MTD

Description: The monthly average of units of activity per parts employees.
Calculation: Units of Activity MTD / # Employees MTD.
Unit Activity Per Employee YTD

Description: The YTD average of units of activity per parts employees.
Calculation: Units of Activity YTD/ # Employees YTD.
Unit Activity Per Hour Worked MTD

Calculation: Unit of Activity / Total Hours Worked MTD.
Unit of Activity =The monthly units of activity performed by the parts
department in Order Processing, Core Activity, Warehouse Activity, and
Inventory Control.
Total Hours Worked MTD = (Optional) Hours worked for the most current full
Unit Activity Per Hour Worked YTD

Calculation: Unit of Activity / Total Hours Worked YTD.

Operational Cube
Unit of Activity =The YTD units of activity performed by the parts department in
Order Processing, Core Activity, Warehouse Activity, and Inventory Control.
Total Hours Worked YTD = (Optional) Hours worked for the most current full
Units of Activity MTD

Description: The monthly units of activity performed by the parts department
in Order Processing, Core Activity, Warehouse Activity, and Inventory Control.
Units of Activity YTD

Description: The year-to-date units of activity performed by the parts
department in Order Processing, Core Activity, Warehouse Activity, and
Inventory Control.

PURCHASES CUBE
Core Charges
Description: The total dealer net value of core deposits invoiced by
Caterpillar.
Line Items Purchased

Description: The total number of part line items invoiced by Caterpillar.
Purchases
Description: The total dealer net value of parts invoiced by Caterpillar.
Purchases Emergency
Description: The value of parts purchased from Caterpillar using an
emergency order class.
Purchases Other
Description: The value of parts purchased from Caterpillar using an other
order class.
Purchases Stock
Description: The value of parts purchased from Caterpillar using a stock order
class.
Purchases Warranty
Description: The value of parts purchased from Caterpillar using a warranty
order class.
Service Charges
Description: The total value of service charges invoiced by Caterpillar.
Service Charges % Purchases

Description: The ratio of Cat service charges as a percent of purchases.
Calculation: Service Charges/Purchases.
Service Charges % Sales

Description: The ratio of Cat service charges as a percent of sales.
Calculation: Service Charges/Sales.

Returns Analysis Cube
RETURNS ANALYSIS CUBE

Value Ordered
Description: The value of the line items that were ordered for the last full
month.
Value Returned
Description: The value of the line items returned, for the last full month.
Value Returned %
Description: The percentage of the value of line items that were returned
divided by the value of the line items that were ordered for the last full month.
Calculation: Value Returned / Value Returned.
Line Items Ordered

Description: The number of line items ordered, for the last full month.
Line Items Returned

Description: The number of line items that were returned, for the last full
month.
Line Items Returned %

Description: The number of line items that were returned divided by the
number of line items that were ordered, for the last full month.
Calculation: Line items Returned / Line Items Ordered

TURNOVER CUBE
Value Ordered Annualized
Description: Monthly dealer net value of counter and shop sales and returns.
Calculation: Value Ordered + Core Value Ordered
Line Items Ordered Annualized

Description: Monthly line items processed through counter and shop sales
and returns.
Calculation: Line Items Ordered + Core Line Items Ordered

Inventory Cube
INVENTORY CUBE
Annual Factor
Description: At the Line Item level for Stocked Items only, Annual Factor is as
follows:
Calculation: Average ( 365 / Days between the Adjusted Date and the day the
cube is processed). If Adjusted Date is missing, Date in System is used.
The Annual Factor is not calculated for Non-Stock or Dead Stock Lines.
Value Plus Adj

Description: The extended dealer net value of positive quantity adjustments.
Value Minus Adj

Description: The extended dealer net value of negative quantity adjustments.
Value Adj
Description: The extended dealer net value of positive and negative quantity
adjustments. (Ex. A $100 plus adjustment and a $50 minus adjustment
equates to a $150 value adjustment.)
Calculation: Total ( ( Plus Adjustment Quantity [Plajqy] + Minus Adjustment
Quantity [Mnajqy] ) x Unit Cost [Uncs] )).
Value Adj % (not annualized)

Description: The ratio of the extended dealer net value of adjustments as a
percent of total inventory value.
Calculation: Value Adj./On-Hand Inventory.
Value Adj %
Description: The ratio of the extended dealer net value of adjustments as a
percent of total inventory value annualized.
Calculation: Value Adj./On-Hand Inventory x Annual Factor for Value.
Line Items Adj

Description: The number of line items that have been inventory adjusted.
Calculation: Total ( If ( Plus Adjustment Count [Plajct] + Minus Adjustment
Count [Mnajct] > 0 ) then (1) else (0)).

Line Items Adj % (not annualized)

Description: The percentage of line items that have been inventory adjusted.
Calculation: Line Item Adj./Stocked Line Items.
Line Items Adj %

Description: The percentage of line items that have been inventory adjusted
annualized.
Calculation: Line Item Adj./Stocked Line Items x Annualization Factor for Line
Items.
Line Items Minus Adj

Description: The number of line items that have been negatively adjusted.
Line Items Plus Adj

Description: The number of line items that have been positively adjusted.
Net Value Adj

Description: The net value adjustment for all line items that have been
adjusted. The plus and minus adjustments are netted. (Ex. A $100 plus
adjustment and a $50 minus adjustment equates to a plus $50 net value
adjustment.)
Net Value Adj %

Description: The ratio of the extended dealer net value of net adjustments as
a percent of total inventory value annualized.
Calculation: Net Value Adj./On-Hand Inventory x Annual Factor.
Net Value Adj % (not annualized)

Description: The ratio of the extended dealer net value of net adjustments as
a percent of total inventory value.
Calculation: Net Value Adj./On-Hand Inventory.
No Call Activity
Description: The number of line items with an on hand quantity that have had
no call activity in 1-13 months or 1-25 months. Parts with no calls in months 1-
25 are not included in the total for no call activity 1-13.

Inventory Cube
Non-Stocked Line Items

Description: The number of line items in a dealer’s inventory not considered
stock.
Quantity On-Hand
Description: The total number of pieces on hand for all items in a dealer's
inventory.
On-Hand Inventory
Description: The extended dealer net value of a dealer's inventory.
Calculation: Total ( Unit Cost [Uncs] x Qyhnd ).
Stock Line Items

Description: The number of line items in a dealer's inventory.
Calculation: Total ( if ( Stock /Non-Stock Indicator [Sknski] in ( E, M, S, T ))
then (1) else (0)).
Total Line Items

Description: The number of line items in a dealer's inventory.

INVOICE CUBE
Avg Days Order to Invoice
Description: This is the average number of days it takes a counter document
to invoice based upon document creation date.
Avg Value per Invoice at C/L

Description: The average value at customer list price per invoice.
Calculation: (Quantity * Unit Sell) / # Invoiced.
Avg Value per Invoice at D/N

Description: The average value at customer list price per invoice.
Calculation: (Quantity * Unit Cost) / # Invoiced.
Avg Value per Invoice at Transaction

Description: The average value at transaction price per invoice.
Calculation: (Quantity * (Unit Sell - Discount)) / # Invoiced.

Description: Total order fill is the percent of customer orders totally filled from
stock at point of sale.
Calculation: "Customer Backorders" / "Customer Orders".
Core Value Invoiced

Description: Core values at cost on invoice to the customer.
Core Inventory Value

Description: The extended dealer net value of a dealer’s core inventory.
Core Inventory Qty

Description: The total # of pieces on hand for all items in a dealer’s core
inventory.
Core Inventory Turnover

Invoice Cube
Counter Value Invoiced

Description: Total balance of invoiced counter sale and counter return
documents including parts, miscellaneous charges, taxes, etc. originating from
the Invoice History File (MSPHDRS0).
Counter # Invoiced
Description: Total number of invoiced counter sale and return documents.
Customer Backorders
Description: This is the total number of invoices summarized by "original"
document number, which included a backorder. (Ex. Invoices 00C123456,
00C123456A, and 00C123456B equals a document backorders count of 1.)
Customer Orders
Description: This is the total number of invoices summarized by "original"
document number. (Ex. Invoices 00C123456, 00C123456A, and 00C123456B
equals a document count of 1.)
# of Customers
Description: The total number of customer account numbers invoiced.
Inventory Value
Description: The extended dealer net value of a dealer’s inventory.
Inventory Quantity
Description: The total number of pieces on hand for all items in a dealer’s
inventory.
Inventory Turnover
Description: The total number of pieces on hand for all items items in a
dealer’s inventory
Line Items Invoiced

Description: The number of distinct line items on invoice to customer.
Calculation: Count distinct part #s for invoice number.
Line Items invoiced at Customer List

Description: Customer List on invoice to customer.
Calculation: Quantity * Unit Sell

Lin Items Invoiced at Dealer Net Price

Description: Dealer net on invoice to the customer.
Calculation: Quantity * Unit Cost
Line Items Invoiced at Transaction Price

Description: Transaction Price on Invoice to customer.
Calculation: Quantity * (Unit Sell - Discount)
Orders via E-Commerce

Description: The ratio of orders received via e-commerce as a percent of total
orders received.
Calculation: (Internet Order + B2B + CTA) / All Orders
Total # Invoiced

APPENDIX
Appendix B Additional Reports

Barometer Reports
Barometer Cube Exploration
Description: This report allows the user to explore all measures and
dimension in the barometer cube.
Parts KPI Application Training B-1

Backorder Sourcing
Description: This report shows the percent of backordered line items for
Caterpillar parts sourced within your dealership using emergency transfers
versus those backordered line items sourced to Caterpillar. It can be viewed
by individual store totals or all stores for different periods of time.
B-2 Caterpillar: Confidential Green

Inventory and Sales
Description: This report shows the trend of inventory in relation to sales

performance. It can be viewed by individual store totals or all stores for
different time periods.

Line Item Activity
Description: Line Item Activity shows the relationship of sales activity related
to order processing required and warehousing activities. This report also
provides an indication that the "right parts" are in the "right place" at the "right
time".

Moving and Adjusted Turnover
Description: Moving and Adjusted Turnover show how quickly a dealer is

turning over its inventory. Adjusted Turnover does not include emergency or
warranty purchases.

Description: Service % Territorial shows the order fill percentage for the
entire dealer. It also provides parts service numbers for individual stores.

Sales Analysis
Description: Sales Analysis provides analysis of the parts sales figures; it

also splits sales into separate parts categories.

Inventory Reports
Inventory Adjustments
Description: This report shows line item and dollar inventory adjustments.

Inventory Cube Exploration
Description: This report allows the user to explore all the dimensions and
measures in the inventory cube.

Inventory Distribution by Commodity Code
Description: This report shows line item and dollar distribution of inventory
by Commodity Code.

Inventory Distribution by Min Type
Description: This report shows line item and dollar distribution of inventory
by min type.

Store Comparisons
Description: This report shows a store comparison by commodity code.

Store Statistics
Description: This report shows a comparison of Caterpillar and Non-

Caterpillar for each of the cube’s measures.

Inventory Control Reports

Branch Transfer Activity Summary
Description: This report shows transfer activity by store.

Demand Summary
Description: This report provides the user with inventory details using stock,
non-stock, value filled, line items filled, backorders, etc. measures.

Inventory Activity Backorders
Description: This report provides the user with more information on

backorders.

Inventory Value
Description: This report details on inventory activity in regards to value.

Returns Analysis
Description: This report provides the user with details on returned inventory.

Stock Line Item Activity
Description: This report provides the user with additional inventory line item
information.

Stock Line Item Distribution
Description: This report provides the user with additional inventory line item
information.

Surplus
Description: This report provides the user with additional inventory

information regarding parts with a surplus commodity code.

Transfer Activity
Description: This report provides the user with additional inventory transfer -
information.

Invoice Reports
Invoice Cube Exploration
Description: This report provides the user with a way to explore the
dimensions and measures in the invoice cube.

Average Days Order to Invoice
Description: This report provides details on how quickly each store is

invoicing orders.

Description: This report provides data on how quickly an order is filled.

Counter and Shop
Description: This report shows a comparison of counter to shop and

combined totals for each of the measures.

Invoice Distribution by Commodity Code
Description: This report utilizes commodity code to analyze a dealer’s

inventory.

Orders via E-Commerce
Description: This report can be used to identify parts sales over the internet.

Rolling 3 Months Trend
Description: This report counter value invoiced by store by month.

Sales Analysis - Line Items Invoiced
Description: This report displays line items invoiced by commodity code.

Trends
Description: This report utilizes a chart to trend the invoice cube measures.

Productivity Reports
Parts Productivity Cube Exploration
measures in the productivity cube.

Monthly Snapshot Report
Description: This report displays the amount of activity in each area, along
with total employees used to accomplish the activity. A breakdown of activity
by Source of Supply is provided.

Units of Activity Distribution
Description: This report analyzes the productivity of the parts employees by

store.

Units of Activity per Employee Report
Description: This report displays the units of activity being completed by the
parts employees in each store.

Units of Activity per Hour Worked YTD
Description: This report displays the units of activity per worked by

employees in each store.

Purchase Reports
Parts Purchases Cube Exploration
measures in the purchase cube.

Description: This report displays the amounts spent on emergency

purchases and related service charges.

Order Mix
Description: This report analyzes the percentages of CAT purchases.

Purchases Analysis by Document Type
Description: This report displays purchase percentages by document type.

Service Charges by Activity Indicator
Description: This report displays purchases by activity indicator and order

class.

Turnover Reports
Parts Turnover Cube Exploration
Description: This report allows the user to explore the dimensions and
measures in the turnover cube.

New Core Turnover
Description: This report analyzes core sales, returns, and turnover.

Description: This report displays inventory turnover regardless of when

invoicing occurs. Based on point-of-sale numbers.

GLOSSARY
AQI (Annual Quality Improvement)

A philosophy that challenges the organization to strive for a superior level of performance.
Billable Expenses
Service expenses that are charged on a work order to external customers or interdepartmental
customers.
Billable Hours
Labor hours that are charged on a work order to external customers or interdepartmental
customers on all work orders.
Billable Hours Invoiced

Labor hours that are charged on a work order to external customers or interdepartmental
customers on invoiced work orders.
Billable WIP Hours

Billable labor hours that have not been invoiced to the revenue customer or interdepartmental
customer on open and close work orders.
Claim Value
Values that have been submitted as part of warranty and/or policy, product improvement safety
work carried out by the dealer.
Claims Values recovered %

Reflects, as a percentage, the claim values recovered of the Total Claims for the reporting
period.
Claim $ Recovered = (Total Settled Claim $ / Total Claim $) * 100
Commercial impact
Any situation that affects the customer's perception of the dealer's products or services.
Contamination control self-review

A dealer's self-assessment of his parts and service operations processes to identify
contamination control issues.
Cost of Sale
Cost of labor, SOS, contracted transportation, travel expenses, outside work, and supplies that
are invoiced on a Time and Material or Flat Rate basis to revenue or interdepartmental
customer.
Parts KPI Application Training Glossary-1

Glossary
CSA (Customer Support Agreement)

An agreement between the customer and the dealer for the dealership to handle some or all of
the customer's equipment management needs.
DataView
A portable diagnostic tool that allows data measured by sensors temporarily installed on
Caterpillar products to be viewed or data logged on a personal computer.
Dealer Warranty Register

A record of warranty claims that have been submitted and the corresponding settlements for
these claims. Typically used to determine the percent of warranty recovery and the amount of
time to process warranty claims.
Direct Expenses
Expenses that are incurred by the service department during the operation of the service
facility. Used to assess the cost of the service operation.
Direct Expenses %
Reflects, as a percentage, the total direct expenses of the total service sales values for the
reporting period.
Direct Expense % = (Direct Expense $ / Total Service Sales $) * 100
Direct Parts Sales

Parts sold (at cost) over-the-counter to customers.
DPI (Dealer Process Improvement)

An NACD program that provides a structured approach to change management.
ET (Electronic Technician)
A software tool used to diagnose Caterpillar products which have electronic controls.
Exception based reporting

A reporting process that uses predefined dealer exceptions to generate a report alerting
service management to deviation from norms.
Expense Hours
Labor hours paid to service personnel, which are not billable to external customers or
interdepartmental customers.
Expense Hours %
Reflects, as a percentage, the total expenses hours of the total service hours for the reporting
period.
Expense Hrs % = (Expense Hrs / Total Service Hrs) * 100
Glossary-2 Caterpillar: Confidential Green

Field technician productivity
Field technician productivity

The number of service labor hours worked resulting in revenue that is expressed as a
percentage.
Technician Productivity % = Number of Non-Expense Hrs / Number of Hours Paid X 100
Field Trips per Work Order

Reflects the average number of field trips made per field Work Order to complete the job.
Field Trips per Work Order = (Total Field Trips / Total Field WO's Closed)
Financial Asset Productivity

"See WIP in Days"
Firm Quote
Quote to customer for work to be performed for one price (parts and labor) based on a
standard repair before failure job, plus add-ons for additional contingent parts and labor; it
provides an up-front cost that the customer will expect to pay for the job.
First Labor
Date at which labor begins to accrue on the Work Order.
First Labor to Last Labor

Reflects the average number of days that pass between the first labor and the last labor.
First Labor to Last Labor = (Elapsed Days from First Labor to Last Labor / # of WO's closed)
Flat Rate
Pricing for work to be performed for one price (parts and labor) based on standard jobs and
published pricing to complete a specified repair; except for exchange assembly rebuild and
contracted with customer, it provides an up-front cost that the customer will expect to pay for
the job.
Flat Rate Service Sales % of Revenue Service Sales

Reflects, as a percentage, the flat rate service sales of the Revenue service sales values for
the reporting period.
Flat Rate Service Sales % = (Flat Rate Service Sales $ / Revenue Service Sales $) * 100
Flat Rate Service Sales % of Total Service Sales

Reflects, as a percentage, the flat rate service sales of the total service sales value for the
reporting period.
Flat Rate Service Sales % = (Flat Rate Service Sales $ / Total Service Sales $) * 100
Gross Profit
Total service sales minus the cost of sales.

Glossary
Gross Profit %
Reflects, as a percentage, the gross profit of the total service sales value for the reporting
period.
Gross Profit % = (Gross Profit / Total Service Sales) * 100
Hours Paid
Hours paid to employees that include Billable Hours and Expense Hours.
Hours Worked
Hours worked by employees that include Billable Hours and Expense Hours.
Hours Worked on Standard

The actual number of hours worked to complete a DBS standard job.
Incentive Program
A program that rewards employees for achieving specified performance standards or targets.
Interdepartmental labor hours

Hours of labor charged to other departments at the dealership.
Interdepartmental Parts
The parts sold (at cost) to other departments within the dealership.
Invoice Exceeds Quote %

Reflects, as a percentage, the number of times that the final invoice exceeds the customer
quote for the reporting period.
Invoice Exceeds Quote % = (# of WO's that exceed Firm Quote / # of Firm Quoted WO's) * 100
ISO 16/13, 18/15, etc.

Fluid particle count standards defined by the International Standards Organization. These
standards are used to establish the cleanliness level of fluids.
Key Performance Indicators (KPIs)

Factors identified to evaluate services provided and their effect on the dealer performance.
Last Labor
Date at which labor stops accruing on the Work Order.
Last Labor to Work Order Close

Reflects the average number of days that pass between the last labor date and the work order
close date.

Line Item Returned % (Parts)
Last Labor to Work Order Close = (Elapsed days from Last Labor to WO Close / # of WO's
Closed)
Line Item Returned % (Parts)

Measures the number of part line items per work order returned to the parts department.
Line Items Returned % = (# of Line Items Returned / # of Line Items Ordered) * 100
Market segmentation
Defining significant markets served so that the efforts of the organization can be better
targeted to customer needs.
Multi Dimensional Cube (MDC)

A cube produced in PowerPlay.
NPI (New Product Introduction) protective parts stock

Parts stocked by the dealer to support a new product entering the dealer's territory.
Organizational structure
The reporting structure of a work group or dealership.
Overhaul Management Guide (OMG)

Software that Caterpillar developed as a guide for overhaul scheduling based on planned
indicators (service meter hours, fuel consumed, etc.).
Overtime
Paid hours over and above regular working hours.
Overtime %
Reflects, as a percentage, the total number of overtime hours worked within a reporting period.
Overtime % = (Overtime Hrs / Hrs Paid) * 100
Parts Integrator
A Dealer Business System tool that allows parts identified in SIS to be electronically processed
for a parts order.
Parts service percentage

Percentage of parts (by line item) supplied from dealer's inventory or the distribution network.
Percent of Available Business (PTOS DCAL)

Dealer Customer Acceptance Level for Cat products % of genuine Cat parts sourced from the
local or 'home' dealer.
PTOS DCAL = (summarized sales (rolling 12-months)) / Opportunity

Glossary
Opportunity = Equipment Population * Cost/Hour by Model * Hours Usage by Product Family *

Equipment Age
Summarized sales = all sales to revenue customers (those customers with a PACC (Parts
Customer Class) equal to 1) that the dealer brings into PTOS. Also, although non-revenue
customers and their sales values are not automatically brought into PTOS, the dealer can
include these customers if he chooses.
Physical Asset Recovery

Net revenue recovered from specific service assets (service truck & service work area) for the
reporting period.
Physical Asset Recovery (Shop) = (Total Service Sales (Shop) / Size of Shop in Square Feet)
Physical Asset Recovery (Field) = ((Total Service Sales (Field) - Vehicle Expense) / # of
Vehicles)
Physical Asset Utilization

Percentage of time the asset (service truck & service work area) is utilized to reduced revenue.
Physical Asset Utilization (Shop) = (Billable Hrs Invoiced (Shop) / Size of Shop in Square Feet)
Physical Asset Utilization (Field) = (Billable Hrs Invoiced (Field) / # of Vehicles)
PIP (Product Improvement Program)

A program established to eliminate a suspected safety hazard, potentially costly repairs, or to
remove suspected improper parts stock or dealer tools from dealers parts inventory.
PowerPlay Report (PPR)

A Service KPI report created from one of the KPI PowerPlay cubes.
Product Problem Management Process

The formal process for early problem identification, communication to Caterpillar, and mutual
management of product problems.
Profit after Direct Expense

Value left from Total Service Sales less Cost of Sales and Direct Expenses.
Profit after Direct Expense %

Reflect, as a percentage, the Profit after Direct Expense (PADE) of total service sales values
for the reporting period.
Profit after Direct Expense % = (Profit after Direct Expense $ / Total Service Sales $) * 100
Promise date
The date that the dealer promises the customer that the work order repairs will be started or
completed.

Promise date adherence %
Promise date adherence %

Measures the percentage of times the commitment to complete work by a specific date is met.
Promised date adherence % = (# of WO's done on or before Promise Date / # of WO's with
Promise Dates) * 100
Promise Date GAP analysis

Measures the average number of days that pass between the promise date and the date of
last labor (calendar days).
Promise Date GAP analysis = (Elapsed Days from Last Labor to Promise Date / # of WO's with
Promise Date)
PSP (Product Support Program)

A program that provides customers and dealers additional warranty support for known product
problems beyond the standard warranty period.
PTOS DCAL
"See Percent of Available Business"

Glossary
Quotes Rejected %
Percentage of Firm Quotes rejected by customers resulting in lost work.
Quotes Rejected % = (Rejected Firm Quotes / Total Firm Quotes) * 100
Repair area utilization study

A study that measures how efficiently and effectively available service repair space in the
service shop is utilized. Used to evaluate the possible need to expand or reassign assets.
Repair options
A process to provide customers with choices on the level of repair to be completed.
Response time
The length of time that elapses from the receipt of the customer call to the time the technician
arrives to begin the repair.
Revenue labor hours

All labor hours worked by technicians that will be invoiced to external customers.
Revenue Service Parts

The parts sold (at cost) to the service department that are invoiced to external customers.
Revenue Service Sales

The selling price of work done by the service department to be invoiced to the external
customer, includes Time & Material and Flat Rated jobs.
Rework Hours
Hours that are performed more than once due to poor workmanship and/or material defects.
Rework Hours %
Reflects, as a percentage, the number of rework hours of the total hours.
# of Reworked Hours % = (# of Reworked Hours / # of Hours) * 100
Scrap barrel analysis

An analysis of worn parts discarded during repair to determine the quality of the dealer's parts
reuse decisions.
Service expense rework

The cost charged to the service department for work performed due to reasons of defective
workmanship. A good measurement of the quality of workmanship and the amount of work
that is done right the first time.

Settled Claims Value Recovered
Settled Claims Value Recovered

Values that have been received as part of a settlement from warranty and/or policy, product
improvement or safety work carried out by the dealer.
SIMS (Service Information Management Systems)

A failure reporting data base at Caterpillar that provides data for use by product groups to
measure product health and quantify the cost impact of product modifications.
SIS (Service Information System)

A computer-based system for delivery of service information.
Skills inventory
A list of an individual's competencies. Typically used to identify training needs and capabilities.
S-O-SSM
A proprietary process used by Caterpillar dealers to monitor the impact of maintenance
programs, application and operational factors on product health. The dealer SOS Analyst
utilizes label input, lab data, local knowledge and an arsenal of support resources to provide
users proactive operating cost reduction recommendations.
S-O-SSM DCAL
A percentage of samples actually processed from Caterpillar prime product vs. the potential
samples available.
S-O-SSM Warranty Participation

A percentage of samples actually processed from Caterpillar prime product under extended
warranty vs. the potential.
S-O-SSM Customer Retention

A percentage of machines that continue to sample after the extended warranty requirement
ends vs. the potential.
Standard Jobs
Jobs that share a common outline of parts and labor.
Standard Jobs Performance %

Reflects, as a percentage, the number of actual hours it takes to complete a segment
compared to the number of hours allotted in standard jobs.
Standard Jobs Performance % - (Hours worked on Standard / Standard Job Hours) * 100

Glossary
Standard Jobs Utilization %

Reflects, as a percentage, the number of hours worked on Standard jobs compared to the total
number of hours worked.
Standard Jobs Utilization % - (Hours Worked on Standard / Hours Worked) * 100
STW (Service Technician Workbench)

A software platform from which the technician can launch multiple service applications.
Target component rebuild times

Caterpillar defined component rebuild times utilized to measure the efficiency of the dealer
rebuild operation. Rebuild times can be found in the "ELRG (Equipment Labor Repair
Guidelines) and the Operational Indicators for the Service Operations Indicator Guide
(SEBF7023).
Technician Productivity %
Reflects, as a percentage, the number of Total Service Hours that are Billable Hours.
Technician Productivity % = (Billable Hrs / Hrs Worked) * 100
Time & Material

Pricing for work to be performed (parts and labor) for a specific repair based on the actual
amount of time and parts utilized; no up-front cost for the job is provided to the customer.
Total Service Hours

The total of Revenue Service, Interdepartmental, and Expense hours.
Total Service Sales

The values received from Revenue Service and Interdepartmental invoices.
Transfer per Work Order

Tracks the number of parts, labor and miscellaneous record transfers made per work order.
Transfer Per Work Order = (Total # of Transfers / Total # of WO's Closed)
Transient models
Machines temporarily operating in a dealer's territory that were sold by another dealer.
Trend Analysis Module (TAM)

Software that monitors wear analysis trends in the S-O-S program. Typically used to track
wear analysis trends for a particular machine to better predict potential problems.
Vehicle Expense
All rental, depreciation, insurance, taxes, operating, maintenance and license expenses for
revenue producing trucks.

WIP Turnover Ratio
WIP Turnover Ratio

The labor and miscellaneous cost of sale values for all open or un-invoiced Work Orders at the
end of the reporting period compared to the labor and miscellaneous cost of sale values on all
invoiced Work Orders for the past 12-month period.
Service WIP Turnover (Ratio) = (Labor and miscellaneous cost of sale values on all invoiced
Work Orders for the past 12-months) divided by (Labor and miscellaneous cost of sale values
for all open or un-invoiced Work Orders at month end).
Note: Always use rolling 12-month total invoiced values, at cost, instead of multiplying current
months invoiced labor hour values times 12.
Labor and Miscellaneous Cost of Sale
Direct labor costs, travel expenses, outside purchases, SOS, and transportation expenses.
Example: For the past 12-months the invoiced labor cost of sale values for dealer XYZ total
$2,453,400 and at month end the labor cost of sale values total $191,800.
WIP Turnover (Ratio) = ($2,453,400 / $191,800)
WIP Turnover (Ratio) = 12.8
WIP in Days
Measures, in days, the amount of revenue and interdepartmental Work-In-Progress in service.
WIP in Days = (Billable WIP Hrs "times" number of days in the reporting period) divided by
(Billable Hrs Invoiced for the reporting period)
Example: Dealer XYZ had billable WIP hours on March 31 of 1000hrs. For the month of March
dealer XYZ invoiced 3000 hrs. There are 31 days in March, which is our reporting period.
WIP in Days = (1000 X 31) / (3000) = 10.3 Days
Work Order Close to Invoice

Reflects the average number of days that pass between the Work Order Close date and the
Work Order Invoice Close date.
Work order process review

A study of the activities associated with all steps and functions involved in the work order
process as a means to improve the processing.
Work order segmentation

Predefining a work order into job elements that can be assigned, tracked and analyzed.

Glossary

INDEX
A O
Average Days Order to Invoice 5-6 Operational Turnover Report 4-4
Average Days Order to Invoice Report 5-6 Orders Via E-Commerce % 6-2
Orders Via E-Commerce % Report 6-2
C
Cognos Administrator’s Role 1-10 P
Core Turnover 4-13 Parts KPI cubes 1-6
Cube building process 1-9 Parts KPIs
Cube building process 1-9
D Cubes 1-6
Dashboard 3-2, 3-8
Dashboard
Definitions 3-7
Actual column 3-4
Metrics 1-7
Components 3-3
Portal 2-2
Deviation column 3-6
What are they 1-5
Goal column 3-6
Portal 2-2
Target column 3-5
Components 2-3
Dimension Viewer 6-10
Post-training Support 1-11
PowerPlay Dashboard 3-2,
E
Excel 4-9 R
Explain function 3-7
Resizing the Dimension Line 6-9
Export to Excel 4-9
I S
Saving a report to Excel 4-9
Inventory Adjustments report 6-8
Service % Territorial 5-2
Inventory Value Adj % 6-8
Service % Territorial Reportt 5-2
Inventory Line Items Adj % 6-8
Stock Order Purchase % 5-4
Support 1-11
M Calling for Help 1-11
Measures 1-8 Contact Information 1-11
Metrics 1-7 Creating a Screenshot 1-12
Moving and Adjusted Turnover 4-2, 4-10, 4-12
Moving and Adjusted Turnover Report 4-12 U
Multidimensional cubes 1-6
Unit Activity Per Employee YTD 6-2
Unit of Activity Per Employee YTD Report 6-4
N
Note Boxes 1-4
Parts KPI Application Training Index-1

Index
W
Workstation Requirements 1-2
Index-2 Caterpillar: Confidential Green

CAT Parts Kpi Application Training

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CAT Parts Kpi Application Training

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Parts KPI

Revised: August 2005

Module 2 – The KPI Portal

Parts KPI Application Training v

Module 3 – The Parts KPI Dashboard

Module 4 – Parts KPI Metrics: Part I

Module 5 – Parts KPI Metrics: Part II

vi Caterpillar: Confidential Green

Module 6 – Parts KPI Metrics: Part III

Module 7 – Impromptu Drill Through

Appendix A – Additional Parts KPI Measures

Parts KPI Application Training vii

Appendix B – Additional Reports

Glossary .................................................................................................. Glossary-1

Index .............................................................................................................. Index-1

viii Caterpillar: Confidential Green

Welcome to the Parts KPIs Application Training course. This course is

Upon completion of this chapter you will be familiar with:

Parts KPIs Application Training 1-1

TRAINING SESSION BASICS

Note: The requirements identified above are meant as

Conventions Used in This Guide

Regular Standard font used throughout the manual.

The italicized action words have the following definitions:

Terminology Used in This Guide:

Parts KPIs Application Training 1-3

Instructor-led Demo: Your turn to follow along with the

Note: Additional information that you need to know.

Tip: A different or faster way to accomplish the task being

Warning: Information about something that may cause

Hint: A reminder in a Hands-on Exercise to help you

WHAT ARE PARTS KPIS

How the Parts KPIs Work

Note: Data coming from the AS400 is “read only.” No

Parts KPIs Application Training 1-5

Multidimensional Parts Cubes

Parts KPIs Application Training 1-7

Additional Parts Measures

The Cube Building Process

Note: KPI cubes and reports are made up of data

Parts KPIs Application Training 1-9

Cognos Administrator’s Role

Note: Data copied to a laptop will remain unchanged

Second Level Technical Support

Organize the Problem Before Calling for Help

Parts KPIs Application Training 1-11

How to Create an Error Message Screenshot:

The KPI Portal

Parts KPI Application Training 2-1

THE KPI PORTAL

Open the KPI Portal:

THE PARTS KPI PORTAL

Parts Portal Components

Parts KPIs Application Training 2-3

The Documentation section displays a list of KPI documentation that can be

Parts KPIs Application Training 2-5

The Parts KPI Dashboard

Parts KPIs Application Training 3-1

THE POWERPLAY DASHBOARD

n The Parts KPI Dashboard appears, as shown on the next page.

The PowerPlay Dashboard is a PowerPlay report that includes custom

Note: All Dashboard numbers are year to date.

Scroll the All Dealer Stores Layer Line:

Parts KPIs Application Training 3-3