Incorta 5

Incorta 5 sets a new standard for a one platform approach  to data and analytics. With our latest release, Incorta’s unified data and analytics platform enables fast, flexible, and intuitive analytics for business teams and technical experts at organizations of every size.

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How to know your customer using data

With more customer data available than ever before, teams can finally identify critical trends quickly and make smart pivots for faster growth. Learn how to apply these strategies during COVID in this blog.

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Order to Cash (O2C)

Order to Cash, also known as O2C or OTC, refers to the set of business processes for receiving and processing customer sales orders for goods and services and their payment.

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PROVIDER: INCORTA

BUSINESS FUNCTION: SUPPLY CHAIN

DATA SOURCE:


 

 

Order To Cash Cycle



Booking Backlog and Billing



Questions Answered

Answer questions to the following questions and more:

  • Show me all the booked orders that have not been invoiced. This is referred to as a financial backlog. 
  • Show me all booked orders that have not yet been shipped. This metric is often referred to as operational backlog or fulfillment backlog.
  • Open sales orders that are picked but not yet shipped
  • Capture cycle times (shipped date - booked date) or (invoiced date - shipped date)
  • Shipped early (relative to promise date)
  • Shipped late  (relative to promise date)
  • On time ship %  (relative to promise date)
  • % Orders returned
  • % Orders cancelled

Sample Reports & Metrics

ORDERS
  • % Orders cancelled
  • Open Orders by Customers, Salespersons, Product
  • Order Flow Summary
  • Customer Order Cycle Time
  • Shipping Status
  • Order Holds by Source, Customers and Reasons
  • Return Customers, Product and Reasons


INVENTORY OVERVIEW AND VALUE
  • Inventory Accuracy
  • Days Inventory Outstanding
  • Inventory Turnover
  • Inventory to Sales Ratio
  • Inventory Value Trend
  • Top Ten Value Organizations
  • Top 50 Quantity Stored Items
  • Top Item Costs
  • Inventory Value Trend
  • Slow Moving Items

 

REVENUE AND COLLECTIONS
  • Revenue by Company, Sales Channel and Customer 
  • Top 10 Customers and Products by Revenue
  • Bottom 10 Products by Revenue
  • Collections % Overdue, % Due
  • Payments Due and Overdue
  • Top 10 Customers and Collectors by Overdue balance

 

CASH RECEIPTS
  • Total Cash Receipt Amount
  • % Applied and  % Reversed
  • Cash Receipts by Customer Class and Bank Account
  • Receipt Details


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