Fusion Analytics Capabilities Explorer

KPI library

Oracle Fusion Analytics includes a library of best practice key performance indicators (KPIs) that enable teams to monitor performance against specific organizational objectives.

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Experimente a plataforma Fusion Data Intelligence gratuitamente. Selecione seus KPIs, comece a trabalhar rapidamente e obtenha benefícios comerciais imediatos. Explore nosso conteúdo predefinido com seus próprios dados e comece a tomar decisões melhores com maior rapidez.

Ready-to-use, best practice KPI library

Get a library of ready-to-use, best practice KPIs across HR, finance, supply chain, and CX to ensure teams meet the overall goals of their organization, and make quick, collaborative decisions. Here are a few common ways KPIs are analyzed to quickly find insights. Expand each analysis to see example business questions answered from different departments.

    • Compare a metric at one time period with those of a comparable period (YoY, QoQ, MoM). See these examples.
    • Finance

      What is the QoQ or YoY trend for accrual bookings due for reversal in next accounting period?

    • HR

      Is there an increase or decrease in employee attrition compared to the same period during the previous year?

    • Supply chain

      What are the total booking, returns, shipped, on-time shipped, or perfect orders compared to the previous quarter?

    • CX

      How does my current month pipeline compare to the same month of last year?

    • Compare a metric to targets, budgets or benchmarks. See these examples.
    • Finance

      What is the actual performance vs. the budgeted performance of the top balance sheet metrics for the last quarter or year?

    • HR

      Will I meet my diversity and inclusion requirements?

    • Supply chain

      What is the average fulfillment time compared to targets for the products sourced from different supply types?

    • CX

      Is the overall pipeline healthy enough to meet sales goals?

    • Slice and dice a metric into different points of view. See these examples.
    • Finance

      What is the revenue mix by geography, business units, product lines, SKU, key customers, transaction source and transaction type?

    • HR

      Which jobs have a faster fill rate compared to the average time taken to fill?

    • Supply chain

      What is the inventory value for an item, item category, and organization?

    • CX

      What is the revenue lost to competition for a specific product/product group?

    • See a metric trend over time with data snapshots. See these examples.
    • Finance

      What is the average number of days for invoices on hold and the trend for the past six quarters?

    • HR

      Can I get a comparison of the trend of high vs. low and high vs medium performers for the last 4 quarters?

    • Supply chain

      What is the trend in inventory movement in and out for items, item category, and plants?

    • CX

      What is the QoQ trend for the Win/Loss conversion rate?

    • Drill down from a metric summary view to transaction details. See these examples.
    • Finance

      Analyze GL Balances/Journals with the ability to drill down to the extended details of subledger transaction attributes and accounting

    • HR

      Can I get a list of top 5 teams/managers based on the percentage of workers with high performance?

    • Supply chain

      Identify the items, categories, and suppliers with compliance issues in their purchase agreements down to the purchase orders details

    • CX

      Are there any workload balancing issues in my team, with a few members performing most of the sales activities?

HR KPIs

Below is a sample list of the available prebuilt KPIs that you can get started with using your Oracle Cloud HCM data.

Workforce

  • Headcount, full-time employees (FTE), hires
  • Promotion rate
  • Headcount movement
  • Gain hire, transfer, promotion
  • Loss termination, reorganization
  • Assignment gain, hire
  • Span of control
  • Compa-ratio

Talent management

  • Hires (referral, internal, etc.)
  • Talent yield
  • Drop-off rate
  • Offer acceptance rate
  • Hires to goal
  • Time to hire
  • Average time to fill
  • Requisition fill rate

Diversity

  • Diversity ratios
  • Average tenure
  • Manager diversity ratio
  • Analysis by worker age bands
  • Distinct worker nationalities
  • Distinct worker ethnicities
  • Percentage of workers hired above 60 years of age
  • Applications and offer diversity

Retention and attrition

  • Terminations by voluntary, new hire, top talent
  • Turnover by involuntary, new hire, high performer
  • Turnover by top talent compa-ratio
  • Retention by FTE, new hire, top talent

Performance

  • Overall worker rating
  • High performers
  • High potential employees
  • Manager section rating
  • Incomplete performance appraisals
  • Performance rating distribution
  • Delayed performance tasks

Compensation

  • Compensation amount
  • Compensation variance
  • Average allocation percentage
  • Workforce salary distribution
  • Workforce with salary amount below range
  • High performer salary change percentage
  • Average annualized salary
  • New hire salary cost

Talent profiles and skills

  • Percentage of workers with active profiles
  • Profiles that require travel
  • Competencies
  • Percentage of workers by next career move timing
  • Workers willing to relocate
  • Workers ready for a career move now
  • Workers with risk of loss
  • Workers with impact of loss

Finance KPIs

Below is a sample list of the available prebuilt KPIs that you can get started with using your Oracle Cloud ERP data.

General ledger

  • Revenue
  • Operating expense
  • Net income
  • EBITDA
  • Payroll cost
  • Net working capital
  • DSO, DPO, and DIO
  • Current and quick ratio

Receivables

  • AR outstanding
  • AR average days outstanding
  • AR aging
  • AR current due, overdue
  • AR average invoices amount
  • AR receipts
  • AR debit/credit memos amounts
  • AR distribution amount

Payables

  • AP current due, overdue
  • AP average supplier payment days
  • AP turnover
  • AP aging
  • AP on-time and overdue payments
  • AP discount taken and lost percentage
  • AP average days on hold
  • AP percent interest penalties paid

Spend

  • Addressable spend
  • PO matched spend
  • Agreement leakage spend
  • Negotiated spend percentage
  • Average spend per invoice
  • Top ten suppliers
  • PO matched spend percentage
  • Max, min, average unit price

Expense

  • Total and average expense amount
  • Credit card expense amount
  • Cash expense amount
  • Manual and auto audit percentage
  • Expense approval cycle time
  • Expense filing cycle time
  • Cash expense reimbursement cycle time
  • Average days late

Project

  • Project revenue
  • Project margin
  • Project cost
  • Project remaining current budget cost with commitments (PLC)
  • Project current forecast margin percent inception-to-date (ITD)
  • Project current EAC margin (PLC)
  • Project current budget margin (ITD) (PLC)

Supply chain KPIs

Below is a sample list of the available prebuilt KPIs that you can get started with using your Oracle Cloud SCM data.

Procurement

  • Agreement utilization
  • Contracts expiring
  • Items on agreement
  • Requisition-to-receipt cycle time
  • Purchasing analysis by discounts, shipped, short closed, etc.
  • Receipt analysis by delivery, rejected, returns, etc.

Order fulfillment

  • Perfect sales order count and percentage
  • Average hold time
  • Sales order past due amount
  • Sales order shipped in full percentage
  • Sales order on-time shipment percentage
  • Sales order open return amount
  • Sales order-to-shipment cycle times
  • Average sales order promising delay

Inventory

  • Inventory on-hand quantity and value
  • Item unit cost
  • Profit in inventory
  • Percentage material cost
  • Percentage material overhead cost
  • Percentage resource cost
  • Percentage overhead cost
  • Percentage profit in inventory

CX KPIs

Below is a sample list of the available prebuilt KPIs that you can get started with using your Oracle Cloud CX data.

Marketing

  • Campaign attributed leads
  • Campaign actual vs. budgeted cost
  • Cost per opportunity
  • Cost per attributed revenue
  • Cost per win
  • Top campaigns
  • Campaign ROI
  • Campaign attributed pipeline

Sales

  • Pipeline velocity
  • Funnel leakage
  • Lead-to-opportunity velocity
  • Win-rate percentage
  • Lead conversion rate
  • Average lead age
  • Activity rate per won opportunity

Services

  • Service request overview
  • Service request backlog rate
  • Escalation rate
  • Service request resolution rate
  • Agent performance
  • Requests by service category
  • Requests by channel
  • Customers by active request

Subscription

  • Monthly recurring revenue (MRR)
  • Annual recurring revenue (ARR)
  • Average revenue per user
  • Customer lifetime value
  • Customer acquisition cost
  • Churn rate
  • Lead velocity rate
  • Subscriber return on investment

Quote

  • Average quotes per won opportunity
  • Active quotes
  • Quote cycle time
  • Quote conversion rate
  • Average contract value
  • Opportunity-to-quote velocity
  • Average recurring revenue
  • Active quote win rate

Simple, intuitive user experience

Oracle Fusion Analytics provides a consistent, intuitive user experience across any device to easily monitor business performance with KPIs as central focal points. Create personalized dashboards of KPIs based on your needs, for example, a QBR meeting or monitoring performance of a specific business unit, cost center, or product line. Pick and choose prebuilt or custom KPIs from the KPI library and customize them to fit your needs.

Figure 1: Example of a customized dashboard of KPIs

Drill to detail with prebuilt dashboards

Oracle Fusion Analytics also includes prebuilt dashboards to jump-start deeper analysis and exploration into specific business topics and use cases. Dashboards are easily navigated from KPIs with drill-through context all the way to transaction details.

  • Attrition analysis
  • Compa-ratio distribution
  • Diversity analysis
  • New hire trends
  • Team effectiveness
Figure 2: Example of absence analysis
  • Operating expense analysis
  • Profitability analysis
  • AR transactions activity analysis
  • AP payments analysis
  • Working capital analysis
  • Employee expense analysis
Figure 3: Example of agreement utilization analysis
  • Sales order fulfillment analysis
  • Open sales order analysis
  • Inventory transaction analysis
  • Procurement spend supplier overview
  • Supplier shipment analysis
  • Purchase agreement analysis
Figure 4: Example of inventory analysis
  • Activity rate-won opportunities
  • Lead conversion rate
  • Campaign attributed opportunities
  • Campaign activity overview
  • Sales pipeline-pipeline trend YoY
  • Quote cycle time
  • Critical SRs
  • Subscription trends
Figure 5: Example of campaign ROI analysis