OPEN STANDARDS BENCHMARKING SALES AND ORDER MANAGEMENT MEASURE LIST



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ABOUT APQC's MEASURE The APQC Open Standards Benchmarking measure list concisely lists all of the measures currently available for a specific survey. These measures are organized by research area (A), the survey name (B), and finally by category of measure (C). The list identifies each measure's "metric group ID" number (D), the measure name (E), the formula in english as APQC computes it(f), the formula in question numbers specific to this survey (G), and whether or not the measure is a key performance indicator for its associated process (H). For more information about APQC's Open Standards Benchmarking, please contact us directly on +1-713-681-4020 or visit the APQC Open Standards Benchmarking website on www.apqc.org/osb. 1 of 5 10/19/2015 2015 APQC

ID # NAME FORMULA KPI COST EFFECTIVENESS (10 MEASURES) 103660 orders" per $1,000 revenue orders" / (Total business entity revenue *.001) 103988 orders" per sales order line item 103664 orders" per sales order placed 100126 Average cost per sales order for orders received through new channels 100129 Average cost per sales order for orders received through traditional channels 104801 Outsourced cost of the process "Manage sales orders" per $1,000 revenue 233.0190 / (233.0090 *.001) orders" / Number of sales order line items 233.0190 / 233.0410 orders" / Number of sales orders placed 233.0190 / 233.0400 Average cost per sales order received through new (such as digital/electric) channels 233.0350b Average cost per sales order received through traditional channels 233.0350a "Manage sales orders" allocated to external cost * Total cost to perform the process "manage sales orders" *.01) / (Total business entity revenue *.001) 104800 Overhead/other cost of the process "Manage sales orders" per $100,000 revenue (233.0200b * 233.0190 *.01) / (233.0090 *.001) "Manage sales orders" allocated to overhead and other costs * Total cost to perform the process "manage sales orders" *.0001) / (Total business entity revenue *.00001) 102914 Personnel cost to perform the process "manage sales orders" per $1,000 revenue (233.0200a * 233.0210c * 233.0190 *.0001) / (233.0090 *.00001) "Manage sales orders" allocated to personnel cost * Total cost to perform the process "manage sales orders" *.0001) / (Total business entity revenue *.001) (233.0200a * 233.0210a * 233.0190 *.0001) / (233.0090 *.001) 2 of 5 10/19/2015 2015 APQC

COST EFFECTIVENESS (10 MEASURES) 103276 Systems cost to perform the process "manage sales orders" per $100,000 revenue "Manage sales orders" allocated to systems cost * Total cost to perform the process "manage sales orders" *.0001) / (Total business entity revenue *.00001) (233.0200a * 233.0210b * 233.0190 *.0001) / (233.0090 *.00001) 104153 Total revenue per sales order Total business entity revenue / Number of sales orders placed CYCLE TIME (1 MEASURES) 233.0090 / 233.0400 100496 Customer order cycle time in days Cycle time in days from a customer's placing a primary product/service order to the product/service's delivery PROCESS EFFICIENCY (13 MEASURES) 104302 Customer retention rate for all customers over the past three reporting periods 233.0330 Customer retention rate over the past three years 101014 Number of FTEs that perform the process "manage sales orders" per $1 billion revenue 233.0290 Number of FTEs who perform the process "manage sales orders" / (Total business entity revenue *.000000001) 233.0180 / (233.0090 *.000000001) 102602 Percentage of customers claiming to be satisfied Percentage of customers claiming to be satisfied 101929 Percentage of customers who would recommend product/service to family/friends 233.0270 Percentage of customers who would recommend your business entity's product/service to family/friends 233.0280 101741 Perfect order performance Number of total annual inbound contacts outsourced to a third-party provider for receipt method "Email" 233.0320 100213 Average monthly sales forecast error within a product family Average monthly product family sales forecast error 233.0340 3 of 5 10/19/2015 2015 APQC

PROCESS EFFICIENCY (13 MEASURES) 104640 Cross-sell/up-sell close rate Percentage of inbound contacts that completed an additional cross-sell or up-sell 100731 First contact resolution rate for inquiries on existing orders and service-after-sales requests 233.0380 First contact resolution rate for inquiries on existing orders and service-after-sales requests 233.0390 100810 Key customer growth Percentage of revenue growth for the top 20 percent of customers 233.0300 100480 Market share Market share 233.0260 102339 Percentage of order inquiry contacts received through new (such as digital/electric) channels 102566 Percentage of sales orders received through new (such as digital/electric) channels 102588 Percentage of sales orders requiring no human intervention to create, modify, or fulfill STAFF PRODUCTIVITY (2 MEASURES) 101404 Number of sales order line items per FTE that performs the process "manage sales orders" 101410 Number of sales orders per FTE that performs the process "manage sales orders" SUPPLEMENTAL INFORMATION (5 MEASURES) 104805 Outsourced cost of the process "Manage sales orders" as a Percentage of order inquiry contacts received through new (such as digital/electric) channels 233.0370b Percentage of sales orders received through new (such as digital/electric) channels 233.0360b Percentage of sales orders requiring no manual intervention to create, modify, or fulfill 233.0420 Number of sales order line items / Number of FTEs who perform the process "manage sales orders" 233.0410 / 233.0180 Number of sales orders placed / Number of FTEs who perform the process "manage sales orders" 233.0400 / 233.0180 Percentage of total cost of the process "Manage sales orders" allocated to external cost 233.0200b 4 of 5 10/19/2015 2015 APQC

SUPPLEMENTAL INFORMATION (5 MEASURES) 104804 Overhead/other cost of the process "Manage sales orders" as a "Manage sales orders" allocated to overhead and other costs * Percentage of total cost of the process "Manage sales orders" allocated to internal cost *.01 233.0210c * 233.0200a *.01 101831 Percentage of active customers that are profitable Percentage of active customers that are profitable 104802 Personnel cost of the process "Manage sales orders" as a 104803 Systems cost of the process "Manage sales orders" as a 233.0310 "Manage sales orders" allocated to personnel cost * Percentage of total cost of the process *.01 233.0210a * 233.0200a *.01 "Manage sales orders" allocated to systems cost * Percentage of total cost of the process *.01 233.0210b * 233.0200a *.01 About APQC's Open Standards Benchmarking APQC is the steward of the open standard benchmarking content. Content is developed and reviewed by various subject matter experts. Participation in APQC's Open Standards Benchmarking is complimentary for APQC Enterprise Members. APQC Functional Members can benchmark in their functional membership at no cost. By participating, you will receive a detailed table comparing your responses with those of your peers. In essence, you ll get a row-by-row comparison of your responses versus those of your peers. The data tables will feature your answers as well as indicate the high, median and low performance ranges. Past participants have used open standards benchmarking research reports to set baselines for process improvement projects, to build a business case for new initiatives, to prioritize high-impact opportunities, and even to validate success or return on investment from efforts. For more information, call +1-713-681-4020 or visit www.apqc.org/osb. 5 of 5 10/19/2015 2015 APQC