Sales, receivables and invoices can all reflect business conditions, but they cannot replace each other. Each department uses its own formula, and even if the numbers on the bulletin board are refreshed in real time, it is difficult to form a common judgment.

Start from needs

Record the calculation formula, time range, exclusion conditions and person in charge for the indicator, and write the processing methods including refunds, cancellation orders, and inter-temporal adjustments into searchable rules.

Things that should be paid attention to in the design

For example, the monthly turnover is calculated based on the order confirmation date, while the repayment is calculated based on the arrival date. The pages should be named respectively, and it should be explained that the difference between the two comes from time and business status.

For example, handle it like this

Use a set of sample orders containing refunds and cross-month payments to check and calculate, compare the detailed summary and the total number; when modifying the caliber, keep the version and indicate the effective date of the new caliber.

Check the processing results one by one

  • The indicator description can be presented in a small comparison table, listing the order status, whether it is included, and which date and amount fields are used.
  • Business personnel do not need to read the query code and can also compare daily business judgment rules.
  • Caliber adjustment cannot quietly overwrite historical results, especially data that has been used for decision-making or verification at the end of the month, and should be able to be reviewed according to the original version.
  • The business dashboard is best to provide drill-down details. After users click on a total, they can find the records that make up it and the reasons for exclusion.
  • When encountering a discrepancy, first compare the statistical time and filter conditions, and then check the data synchronization. Do not immediately assume that a certain department has filled in the wrong information.
  • After confirming the rules, new reports should reference the same definition to avoid counting them again on different pages.

Check the processing results

When the report is exported, the statistical range and caliber version are attached, and the files leaving the web page can still interpret the numbers. When multiple departments use the same indicator, jointly confirm the recipients of the change notification to prevent anyone from continuing to reference the old definition.