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4 | Order planning

Order planning dashboards showing a general order overview, details on service levels, order planning and order consistency.

An Broekmans avatar
Written by An Broekmans
Updated over a week ago

Order planning lets you monitor and analyze detailed information for all orders created and processed through Lab Portal. This includes orders from one or multiple customers, viewed across different time periods. All metrics can be easily filtered by time period and by customer in the top bar:

Orders appear in Metrics from the moment they receive the status “Results authorized”.

For each datacard, the average value of the parameter is shown prominently. Beneath this, the trend is calculated and indicated in green for improvement or red for regression. The trend compares the selected period with the immediately preceding period of the same length, as defined in the Metrics filter. Selecting “see detail” allows you to zoom in on the underlying data for each parameter.

Order overview

For the selected period and customer(s), the total number of orders and the total number of datapoints linked to those orders are displayed.

In Metrics, a datapoint represents the combination of one assay and one sample. Sample bags are not yet included. This means that a single sample processed with 20 assays results in 20 datapoints. Controls are excluded from these calculations. Sample and assay information is taken from the order’s sampling page, where samples and assays are assigned to a plate.

Service level

How is your laboratory performing against the deadlines defined in each order? This overview shows the difference in days between the results deadline set when the order is created and the moment the order receives the status “Results authorized”. Each order is displayed on the date it was authorized.

The detailed view shows the calculated best and worst deadline performance for the selected data, grouped into daily, weekly, or monthly buckets.

Order planning

The number of orders that were shipped immediately, before being planned by the laboratory, is shown under Unplanned orders.

Both the actual turnaround time and the estimated turnaround time are displayed. Each represents the time difference between the statuses “arrived” and “results authorized”.

Estimated and actual timings for each process step are shown in the detailed view.

  • Shipped: number of days between shipped and arrived

  • Arrived: number of days between arrived and processing

  • Processing: number of days between processing and results authorized

The detailed view also provides additional insight into planning behavior. It shows how far in advance orders are registered, calculated as the day difference between the creation date and the planned date, and how quickly the laboratory plans orders, calculated as the day difference between the registered and planned statuses.

Order consistency

This section provides insight into how customers complete their orders, focusing on shipping dates and the comparison between estimated and actual numbers of samples and markers.

The Late shipping card shows the number of orders where the actual shipping date is later than the estimated shipping date.

Consistent orders represents the number of orders that remain within the estimated scope. Sample and marker consistency are evaluated separately and shown as distribution curves in the detailed view.

An order is considered consistent when both the actual number of samples and the actual number of markers are less than or equal to the estimated values.

Clicking on a bar in the chart opens a fly-over with a direct link to the corresponding order details.

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