Manufacturing KPI Setup and Tracking in SyteLine

Core Manufacturing KPI Definitions and Data Sources

Each manufacturing KPI maps to specific SyteLine tables and fields. OEE (Overall Equipment Effectiveness) combines availability, performance, and quality metrics from SLJobRoutes and SLJobs. On-Time Delivery tracks ship_date vs.

due_date from SLShipments joined to SLCoitems. Inventory turns divide annualized COGS from SLGlTrans by average inventory value from SLWhseitems. Defining these calculations precisely ensures consistent measurement across departments.

• OEE = Availability × Performance × Quality from SLJobRoutes: (run_time / planned_time) × (actual_output / standard_output) × (good_qty / total_qty)
• On-Time Delivery: COUNT(SLShipments WHERE ship_date <= SLCoitems.due_date) / COUNT(total shipments) × 100
• Inventory Turns: SUM(SLGlTrans.amount WHERE acct = COGS_account for 12 months) / AVG(SLWhseitems.qty_on_hand × unit_cost)
• Production Yield: SUM(SLJobs.qty_complete) / SUM(SLJobs.qty_released) × 100 per item or work center
• Schedule Adherence: COUNT(SLJobs WHERE end_date <= sched_end_date AND stat = 'C') / COUNT(completed jobs) × 100

KPI Dashboard Implementation

Implement KPI dashboards using SyteLine's homepage widgets for real-time operational metrics, SSRS reports for detailed period-over-period analysis, and Power BI or Birst for interactive executive dashboards. Each presentation layer serves a different audience: shop floor supervisors need real-time OEE by work center, planners need weekly schedule adherence trends, and executives need monthly KPI scorecards with drill-down capability.

• Configure SyteLine homepage metric tiles for real-time KPIs: today's OEE, open order backlog, past-due shipments
• Build SSRS reports with period comparison: current month vs. prior month vs. same month last year for each KPI
• Create Power BI dashboard with slicers for site, warehouse, product line, and date range across all KPIs
• Implement KPI alerting: email notification when OEE drops below 75%, on-time delivery falls below 95%, or turns below target
• Design shop floor display dashboards with large-format visualizations refreshing every 60 seconds for work center visibility

KPI Optimization and Continuous Improvement

KPI tracking is only the starting point, the value comes from using metrics to drive improvement. Root cause analysis on KPI misses requires drill-down from the summary metric to the specific orders, jobs, or inventory items causing the deviation. Pareto analysis identifies the vital few contributors to poor performance.

Trend analysis reveals whether improvement actions are working or if metrics are degrading over time.

• Implement drill-through from on-time delivery KPI to specific late orders with reason codes from SLCos.ship_code
• Build Pareto analysis showing top 10 items, customers, or work centers contributing to KPI misses
• Track KPI trends over 12+ months with control chart limits to distinguish signal from noise in metric movements
• Correlate KPIs with root causes: late deliveries linked to material shortages from SLPoitems.due_date vs. receipt_date
• Set improvement targets per KPI with milestone tracking: OEE from 72% to 80% in 6 months with monthly checkpoints