Governance

Report Library & Definitions

The platform is built report-first: adding a new Oracle BI report extends the same model without redesigning any dashboard.

Source reports

Active reports feed the dashboards; planned reports are ready to be mapped.

Daily Update
active
Oracle BI daily operating report: invoicing, new orders, backlog, MTD and YTD sales by segment.
Oracle BI · daily
Sales Report
planned
Not yet uploaded.
Oracle BI · monthly
Inventory Report
planned
Not yet uploaded.
Oracle BI · daily
Working Capital Report
planned
Not yet uploaded.
Oracle BI · monthly
Margin Analysis
planned
Not yet uploaded.
Oracle BI · monthly
Branch Performance
planned
Not yet uploaded.
Oracle BI · monthly

Ingestion history

Each reporting date held in the platform.

August 14, 2026
Daily Update · seed
7/19 fields

Metric definitions

What each figure means and exactly how it is calculated.

Metric	Definition	Calculation	Drill dimensions
Today's WHS Invoicing	Total warehouse invoicing recognised on the reporting date.	Sum of warehouse invoice lines dated on the reporting date.	Segment, Customer, Product, Project, Sales Rep, Geography
Today's PC Invoicing	Protective Coatings invoicing recognised on the reporting date.	Sum of Protective Coatings invoice lines dated on the reporting date.	Segment, Customer, Product, Project, Sales Rep, Geography
Today's Project Invoicing	Project invoicing recognised on the reporting date.	Sum of project billing lines dated on the reporting date.	Segment, Customer, Product, Project, Sales Rep, Geography
Today's E-Commerce Invoicing	E-Commerce originated invoicing on the reporting date.	Sum of invoice lines with order source = E-Commerce dated on the reporting date.	Segment, Customer, Product, Project, Sales Rep, Geography
MTD E-Commerce Invoicing	E-Commerce invoicing from the first of the month through the reporting date.	Cumulative sum of daily E-Commerce invoicing within the calendar month.	Segment, Customer, Product, Project, Sales Rep, Geography
YTD E-Commerce Invoicing	E-Commerce invoicing from the first day of the fiscal year through the reporting date.	Cumulative sum of daily E-Commerce invoicing within the fiscal year.	Segment, Customer, Product, Project, Sales Rep, Geography
Project Backlog	Open, unbilled project value as of the reporting date.	Sum of awarded project value less amounts already billed.	Segment, Customer, Product, Project, Sales Rep, Geography
Warehouse Backlog	Open warehouse orders not yet shipped or invoiced as of the reporting date.	Sum of open warehouse order lines less shipped quantity value.	Segment, Customer, Product, Project, Sales Rep, Geography
MTD Industrial Warehouse Sales	Industrial Warehouse sales month-to-date.	Cumulative Industrial Warehouse invoiced sales in the month.	Segment, Customer, Product, Project, Sales Rep, Geography
MTD Protective Coatings Sales	Protective Coatings sales month-to-date.	Cumulative Protective Coatings invoiced sales in the month.	Segment, Customer, Product, Project, Sales Rep, Geography
MTD Total Warehouse Sales	Total warehouse sales month-to-date.	Industrial Warehouse MTD + Protective Coatings MTD.	Segment, Customer, Product, Project, Sales Rep, Geography
MTD Finishing Project Sales	Finishing Projects sales month-to-date.	Cumulative Finishing Projects billings in the month.	Segment, Customer, Product, Project, Sales Rep, Geography
YTD Industrial Warehouse Sales	Industrial Warehouse sales year-to-date.	Cumulative Industrial Warehouse invoiced sales in the fiscal year.	Segment, Customer, Product, Project, Sales Rep, Geography
YTD Protective Coatings Sales	Protective Coatings sales year-to-date.	Cumulative Protective Coatings invoiced sales in the fiscal year.	Segment, Customer, Product, Project, Sales Rep, Geography
YTD Total Warehouse Sales	Total warehouse sales year-to-date.	Industrial Warehouse YTD + Protective Coatings YTD.	Segment, Customer, Product, Project, Sales Rep, Geography
YTD Finishing Project Sales	Finishing Projects sales year-to-date.	Cumulative Finishing Projects billings in the fiscal year.	Segment, Customer, Product, Project, Sales Rep, Geography
Industrial Warehouse New Orders	Industrial Warehouse orders booked on the reporting date.	Sum of order lines booked on the reporting date.	Segment, Customer, Product, Project, Sales Rep, Geography
Protective Coatings New Orders	Protective Coatings orders booked on the reporting date.	Sum of order lines booked on the reporting date.	Segment, Customer, Product, Project, Sales Rep, Geography
Total New Orders	All new orders booked on the reporting date.	Industrial Warehouse + Protective Coatings orders.	Segment, Customer, Product, Project, Sales Rep, Geography