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Associate Suggested Orders with Invoices

Distributor guide to the OrderIQ Invoices Accepted % KPI report in Encompass, which tracks how often reps turn AI suggested orders into invoices (rolling 30 days). Requires v25.12+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.12

Steps

The OrderIQ KPIs dashboard now includes the "OrderIQ Invoices Accepted %" report, Report ID = 24557929. This key performance indicator (KPI) measures the adoption and effectiveness of AI-powered order suggestions by tracking how frequently sales representatives convert suggested orders into final, confirmed orders.
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  • The report provides a direct measure of user trust in the system's recommendations. It displays the acceptance rate as a rolling 30-day average and includes a comparison against the previous 30-day period, allowing you to easily identify trends and measure the impact of any changes.
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  • To view the report, navigate to the OrderIQ KPIs dashboard.

Fields And Definitions

This Report ID = 24557929 is based on Suggested Order History records with have Event ID populated.

  • OrderIQ Invoices Accepted %: The percentage of suggested orders that are converted into a final invoice. It is calculated as (Accepted Invoice Count / Suggested Invoice Count).
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  • Suggested Invoice Count: The total number of unique suggested orders generated for a customer each day.
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  • Accepted Invoice Count: The total number of suggested orders that had a final invoice created on the same day the suggestion was generated.

Best Practices

Regularly monitor the Invoices Accepted % trend to gauge user confidence in order suggestions. A consistent increase indicates strong adoption and trust, while a sudden decrease may highlight the need for additional sales representative training or a review of the suggestion parameters.

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