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

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

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