Focal Point
[Closed] - Days Sales Outstanding Metric

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March 06, 2017, 09:29 AM
Jasen
[Closed] - Days Sales Outstanding Metric
Has anyone figured out how to calculate this within PMF? With the calculation multiplying by the number of days I know I can't use a measure, but then I wouldn't expect it to aggregate properly using a data point. Am I wrong in this assumption. I was also thinking of calculating it using account the accounts receivable turnover ratio but not sure how to get the average value of Accounts Receivable. Adding the beginning value and ending value then dividing by two won't work in calculating the quarter value if it is a monthly metric, or am I wrong again? I also haven't seen anywhere to calculate the number of days. I am guessing I have to add a date source to do this count?

Thanks for any help.

This message has been edited. Last edited by: Jasen,


WebFocus 8.002
PMF 8.2.3
Windows, all output
March 06, 2017, 11:53 AM
Bob Jude Ferrante
OK so it's

[Ttl Accounts Receivable]
------------------------- x [Days outstanding]
[Ttl credit sales]

To get this to line up as a metric, assuming you have the three Datapoints above ready, create one derived Datapoint:

[AR times days] = [Ttl Accounts Receivable] * [Days outstanding]

In the Measure, use ratio, and do this:

num: [AR times days]
den: [Ttl credit sales]

that should do it!

Hope this helps


Bob Jude Ferrante
Director of Business and Development
WebFOCUS Performance Management
Bob_Ferrante@ibi.com
917-339-5105

I'll take any questions about PMF - business or technical - anytime!

March 06, 2017, 05:56 PM
Jasen
I would expect this to add the total account receivable balance each month when I want to see the value quarterly.


WebFocus 8.002
PMF 8.2.3
Windows, all output
March 07, 2017, 09:25 AM
Bob Jude Ferrante
Jasen

Thanks... we love the hard questions.

The answer would "depend" - don't I sound like a technical person now?

It's a limitation in PMF that it can't "look back" during a load.
But you CAN provide lookback data in the source.

Here are two options to solve this:

  • if this is a quarterly-current metric, you might want to pull the datapoint for the AR to quarterly level. PMF's loaders will automatically "thunk" the metric to quarterly level if you do that.
  • if this is a MONTHLY metric that has to pull a QUARTERLY AR number, ensure that you have a field that contains the quarterly number (not the monthly components of the number) and feed that field to a datapoint (it's OK if it's monthly), and to ensure you don't get unwanted aggregation, set the measure to display LATEST under the Controls > Time display options. This will ensure that you only see PRESENT value for the metric.

    Hope these options help you.


  • Bob Jude Ferrante
    Director of Business and Development
    WebFOCUS Performance Management
    Bob_Ferrante@ibi.com
    917-339-5105

    I'll take any questions about PMF - business or technical - anytime!