WindoorERP Documentation 19.0

Guided journey

13- Read Your Factory: Reporting and Dashboards

One number per department, in the order a window travels — and the one screen that puts them together for a Monday morning.

8 steps about 9 min Intermediate Owner, general manager or anyone who has to answer for the numbers
Start the journey

Journey complete

You have worked through every step. Keep the momentum — the next journey builds on what you just did.

All journeys

By this point every department is entering data. This path is where that data starts paying for the effort — one report per department, chosen because somebody can act on it, and arranged in the order a window actually travels through your company.

Read them in that order once, end to end. A win rate that looks fine beside a first-pass yield that does not tells you something neither number says alone, and that is the whole reason to have a single system rather than seven spreadsheets.

By the end you will be able to

  • Read the sales pipeline as win rate and cause of loss, not as a list of open deals
  • See factory throughput and control alerts as the day runs, not at month end
  • Compare standard against actual labour hours, and find the station that eats them
  • Measure site quality by first-pass yield and rework cost, per profile series
  • Track installation velocity against the milestones a contract promised
  • Watch service tickets and first-response time, because that is what a repeat customer remembers
  • See project profitability per contract, not just company profit
  • Build the one executive dashboard that carries all of it, and put it in front of the people who decide

Before you start

  • The departments you want to measure already in use — a report on empty data teaches nothing
  • Analytic accounts posting from projects — "8- Setup Accounting and Invoicing"
  • Timesheets actually being logged — "10- Setup Your People, Skills and Hours"
  • An honest answer to what you would change if a number were bad: a metric nobody will act on is a metric not worth configuring

The path

01

Start where the money starts

  1. 01 Win rate, and why you lose Conversion by stage and cohort, and the lost reasons you configured in journey 3 finally paying off. A win rate on its own is vanity; a win rate beside a dominant loss reason is a decision. 1 min Conduct Win/Loss pipeline analysis, conversion rates, and sales cohort performance
02

Watch the factory today

  1. 02 Throughput and control alerts Not a month-end report — the day as it runs. Throughput against plan and the alerts that fire when a station stalls, so the intervention happens while it still matters. 1 min Monitor factory production KPIs, throughput, and control alerts
  2. 03 Standard hours against actual The variance between what a unit should take and what it took. This is where the timesheets from journey 10 turn into a costing you can trust, and where an under-quoted profile series announces itself. 1 min Measure standard vs actual labour hours, machine downtime, and operator efficiency
03

Check the quality you shipped

  1. 04 First-pass yield and the cost of rework How many units passed the site audit the first time, which failure modes recur, and what the rework cost. Broken down by profile series, this is the report that tells you a supplier or a design is the problem, not the crew. 2 min Analyze Site QC first-pass yields, failure modes, rework costs, and tolerance measurements
04

Check the site and the customer

  1. 05 Installation velocity against the promise Team velocity and milestone progress against what the contract committed to. On a tower this is the difference between finding out you are three floors behind now, and finding out at handover. 1 min Monitor site installation KPIs, team velocity, and project milestones
  2. 06 Service tickets and first response After-sales is where repeat business is won or lost, and first-response time is the number customers actually feel. Watch it alongside satisfaction rather than ticket volume. 1 min Monitor after-sales service tickets, first-response times, and customer satisfaction
05

Ask whether the job made money

  1. 07 Profitability, contract by contract Task velocity, project profitability and customer ratings together. If the analytic accounts from journey 8 were set up properly, this answers the only question that finally matters: did that tower make money? 1 min Analyze task velocity, project profitability, and customer satisfaction ratings
06

Put it on one screen

  1. 08 Build the executive dashboard Seven reports nobody opens are worse than one dashboard everybody sees. Build the spreadsheet dashboard and the KPI cards that carry the numbers above, and put it where the decision is actually taken. 1 min Build executive spreadsheet dashboards, custom KPI cards, and live business telemetry

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