The KPIs and Reports feature in Flex provides insights into project performance, sales, and profitability to help you track business success. This guide explains how key metrics are calculated, where the data originates, and what each report delivers.
Key Performance Indicators (KPIs)
The KPIs dashboard summarizes critical business indicators. Here’s a list of available KPIs, their data source, and calculation logic:
| KPI Metric | Source | How Data is Filled | Calculation Logic |
|---|---|---|---|
| Projects | Project Component | Create a project in the Project Component page in Flex. The KPI count increases when a new project is created. | Count of all active projects |
| Designs | Project Component | Create or attach a design to a project from Project → Designs. The KPI count increases when a design is added. | Count of all designs attached to projects |
| Lost Projects | Project Component | Mark the project as Lost under Project → Details. | Count of projects where Lost Project has been marked |
| Sales Orders | Report Component | Create a design and set the quotation as Sales Order Confirmed in Winner Flex. | Count of quotations with the status Sales Order Confirmed |
| Conversion | Report Component | Measures quotations converted into confirmed sales. | Count of quotations with the status Sales Order Confirmed = Sales Orders (Sales Orders ÷ Total Quotations) × 100 |
| Total Sales | Report Component | Includes all confirmed sales projects. | Sum of Sales Value for quotations with the status Sales Order Confirmed |
| Average Sales per Customer | Report Component | Calculated from all sales-confirmed projects. | Total Sales ÷ Number of Customers |
| Profit Margin | Report Component | Requires cost and sales data from confirmed projects. | (Gross Profit ÷ Total Sales) × 100 |
| Gross Profit | Report Component | Derived from confirmed sales. | Total Sales − Total Cost |
| Sales Comparison | Report Component | Compares performance over time. | Sum of Sales grouped by Month/Quarter/Year |
| Forecast / Pipeline Revenue | Project Component | Open quotations contribute to pipeline revenue. | Sum of quotation values where the status is set to Quotation Sent |
| Projection Revenue | Project Component | Calculated from expected revenue values. | Σ(Expected Revenue × Probability %) |
| Projection Margin | Report Component | Derived from projected values. | (Projection Profit ÷ Projection Revenue) × 100 |
Reports
Flex provides detailed reports that give deeper insight into KPIs and trends:
- Total Sales: Populated when a quotation status is set to Sales Order Confirmed.
- Gross Profit: Sales minus costs for sold orders when a Design status is set to Sales Order Confirmed.
- Conversion: Tracks movement from quotation to sold status.
- Detailed Sales (Per Designer / Shop): Breaks down sales information by designer or shop.
- Open Quotations: Displays pre-sale stage quotations when the status is Quotation Sent.
- Lead Transfer: Shows transferred leads and associated data.
- Forecast Projection: Estimated revenues from open opportunities the status is between Quotation sent and Sales Order Confirmed.
Mandatory Fields for Reports
To ensure accurate reporting, the following fields must be filled:
- Total sales Price Inc Taxes
- Total Cost Price Ex VAT
- Total sales Price EX VAT
Additional Notes
- Sales and profit-related KPIs and reports only calculate data after a design reaches the status of Sales Order Confirmed.
- Quotations in draft stages are excluded from calculations.
- Ensure all cost and tax data are entered for accurate margin calculations.