{"id":1184,"date":"2022-06-28T17:08:42","date_gmt":"2022-06-28T21:08:42","guid":{"rendered":"https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/"},"modified":"2025-03-06T16:33:38","modified_gmt":"2025-03-06T21:33:38","slug":"onglet-indicateurs","status":"publish","type":"guides_demarage","link":"https:\/\/www.aleop.ca\/en\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/","title":{"rendered":"Dashboards tab"},"content":{"rendered":"

--fr<\/p>\n\n\n\n

L\u2019onglet \u00abIndicateurs\u00bb permet d\u2019exploiter les donn\u00e9es de l\u2019entreprise \u00e0 l\u2019aide de \u00abTableau de bord\u00bb. Ceux-ci sont des espaces qui permettent de cr\u00e9er et de personnaliser 4 indicateurs \u00e0 la fois. Il existe diff\u00e9rents types d\u2019indicateurs qui peuvent repr\u00e9senter soit : des performances, de l\u2019efficacit\u00e9 ou un \u00e9tat de situation op\u00e9rationnelle. Selon le type d\u2019indicateur, diff\u00e9rents mod\u00e8les de graphiques permettent de visualiser rapidement les informations.<\/p>\n\n\n\n

Il existe quatre familles d'indicateurs, toutes accessibles \u00e0 partir du menu portant ce m\u00eame nom.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Particularit\u00e9 de chacune des familles d\u2019indicateur\u202f:<\/span><\/span> <\/span><\/p>\n\n\n\n

Familles<\/span> <\/span><\/td>Modifiable<\/span> <\/span><\/td>Pr\u00e9d\u00e9termin\u00e9<\/span> <\/span><\/td>Technico-\u00e9conomique<\/span> <\/span><\/td>Technique<\/span> <\/span><\/td><\/tr>
Personnalis\u00e9<\/span> <\/span><\/td>\u2714<\/span> <\/span><\/td> <\/span><\/td> <\/span><\/td> <\/span><\/td><\/tr>
Bilan<\/span> <\/span><\/td> <\/span><\/td>\u2714<\/span> <\/span><\/td> <\/span><\/td> <\/span><\/td><\/tr>
R\u00e9sultats d\u2019exploitation<\/span> <\/span><\/td> <\/span><\/td>\u2714<\/span> <\/span><\/td> <\/span><\/td> <\/span><\/td><\/tr>
Vaches laiti\u00e8res<\/span> <\/span><\/td> <\/span><\/td>\u2714<\/span> <\/span><\/td>\u2714<\/span> <\/span><\/td>\u2714<\/span> <\/span><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Elles sont cat\u00e9goris\u00e9es ainsi\u202f:<\/span> <\/span><\/p>\n\n\n\n

Voici un exemple<\/p>\n\n\n\n

Cat\u00e9gories<\/span> <\/span><\/td>Types d\u2019indicateur<\/span> <\/span><\/td>Caract\u00e9ristiques<\/span> <\/span><\/td><\/tr>
Modifiable<\/span> <\/span><\/td>Financier<\/span> <\/span><\/td>
- Unit\u00e9 mon\u00e9taire
- Possibilit\u00e9 de g\u00e9n\u00e9rer des indicateurs simples
<\/td><\/tr>
Pr\u00e9d\u00e9termin\u00e9<\/span> <\/span><\/td>Financier<\/span> <\/span><\/td>
- Unit\u00e9 mon\u00e9taire, %, taux, facteur ou ratio
- Impossible de les modifier
<\/td><\/tr>
Technico-\u00e9conomique<\/span> <\/span><\/td>Financier et technique<\/span> <\/span><\/td>
- Unit\u00e9 mon\u00e9taire par rapport \u00e0 une unit\u00e9 quantitative
- Impossible de les modifier <\/td><\/tr>
Technique<\/span> <\/span><\/td>Technique<\/span> <\/span><\/td>
- Unit\u00e9s quantitatives <\/span>
- R\u00e9sultats exprim\u00e9s en rapport quantitatif, ratio, facteur ou %
<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Gestion des Cockpits<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Gestion des indicateurs<\/h2>\n\n\n\n

(Modifier, supprimer et ajouter un indicateur)<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Pour la modification d\u2019indicateur, on ne peut modifier le type de graphique. Donc selon ce dernier, seul les \u00e9l\u00e9ments qui caract\u00e9risent le graphique peuvent \u00eatre modifier.
Exemple des \u00e9l\u00e9ments \u00e0 modifier avec un indicateur existant.<\/em><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u00c0 la cr\u00e9ation d\u2019un indicateur, la premi\u00e8re \u00e9tape consiste \u00e0 s\u00e9lectionner entre deux cat\u00e9gories d\u2019indicateur soit \u00abFinanciers\u00bb ou \u00abBilan\u00bb. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Configuration d\u2019indicateurs financiers<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Choix d\u2019affichage des donn\u00e9es pour les suivis<\/h4>\n\n\n\n
Suivi par compte:<\/strong> <\/span>

Les comptes propos\u00e9s sont ceux de la charte Aleop. Dans certaines pr\u00e9sentations, il est possible de choisir plus d\u2019un compte. <\/td>		\"\"<\/td><\/tr>
Suivi par regroupement:<\/strong>

Choix de regroupements pr\u00e9d\u00e9finis \u00e0 partir des comptes Aleop.<\/td>		\"\"<\/td><\/tr>
Suivi de l\u2019entreprise:<\/strong>

Possibilit\u00e9 de faire un suivi \u00e0 partir de l\u2019ensemble des comptes de revenus, de d\u00e9penses ou les deux sur un m\u00eame tableau pour une p\u00e9riode choisie.<\/span><\/td>		\"\"<\/td><\/tr>
Suivi par production:<\/strong>

Choix de regroupements pr\u00e9d\u00e9finis \u00e0 partir des comptes Aleop.<\/td>		\"\"<\/td><\/tr>
Marge d\u2019exploitation:<\/strong>

Possibilit\u00e9 de suivre la marge d\u2019exploitation cumulative et de suivre sur un m\u00eame tableau, la marge d\u2019exploitation mensuel.<\/td>		\"\"<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Apr\u00e8s le choix d\u2019affichage, il faut s\u00e9lectionner les Dates<\/strong> c\u2019est-\u00e0-dire sur quel type d\u2019intervalle que l\u2019on veut observer les donn\u00e9es.
The p\u00e9riode<\/strong> offre le choix de visualiser les donn\u00e9es de fa\u00e7on mensuelle ou hebdomadaire<\/p>\n\n\n\n

Configuration d\u2019indicateurs \u00abBilan\u00bb<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Suivi des immobilisations<\/h4>\n\n\n\n

Le choix d\u2019affichage des donn\u00e9es ne s\u2019effectue que par les principaux comptes.<\/p>\n\n\n\n

Possibilit\u00e9 d\u2019un seul compte:<\/strong>

Pour les pr\u00e9sentations par:<\/span>

\u00abVariation sur intervalle\u00bb
\u00abVentilation des r\u00e9sultats\u00bb<\/p><\/td>

\"\"<\/td><\/tr>
Possibilit\u00e9 de s\u00e9lectionner plusieurs comptes:<\/strong>

Uniquement pour la pr\u00e9sentation sur la \u00abComparaison par p\u00e9riode\u00bb<\/p><\/td>

\"\"<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Apr\u00e8s le choix d\u2019affichage, il faut s\u00e9lectionner les Dates<\/strong> c\u2019est-\u00e0-dire sur quel type d\u2019intervalle que l\u2019on veut observer les donn\u00e9es.
The p\u00e9riode<\/strong> offre le choix de visualiser les donn\u00e9es de fa\u00e7on mensuelle ou hebdomadaire.<\/p>\n\n\n\n

Pour les choix comptes \u00e0 payer, liquidit\u00e9s et fond de roulement, il n\u2019y a pas de cat\u00e9gorie \u00e0 choisir<\/strong><\/p>\n\n\n\n

Possibilit\u00e9 d\u2019un seul choix:<\/strong>\n

 <\/p>\n

Pour les pr\u00e9sentations:
\u00abComptes \u00e0 payer\u00bb
\u00abLiquidit\u00e9s \u00bb
\u00abFond de roulement \u00bb<\/p>\n<\/td>

\"\"<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Apr\u00e8s le choix d\u2019affichage, il faut s\u00e9lectionner les Dates<\/strong> c\u2019est-\u00e0-dire sur quel type d\u2019intervalle que l\u2019on veut observer les donn\u00e9es.
The p\u00e9riode<\/strong> offre le choix de visualiser les donn\u00e9es de fa\u00e7on mensuelle ou hebdomadaire.<\/p>\n\n\n\n

Repr\u00e9sentation des indicateurs<\/h2>\n\n\n\n

Aleop offre un choix de mod\u00e8les pour la repr\u00e9sentation des indicateurs sous plusieurs formes afin de mieux les personnaliser.<\/p>\n\n\n\n

Les possibilit\u00e9s d\u2019utiliser les diff\u00e9rents mod\u00e8les de repr\u00e9sentation des indicateurs selon le type de suivis.<\/strong><\/p>\n\n\n\n

Indicators<\/th>Choix de suivis<\/th> <\/th>Mod\u00e8les de repr\u00e9sentation des indicateurs<\/th><\/tr>
Variation sur intervalle<\/th>Comparaison par p\u00e9riode<\/th>Ventilation des r\u00e9sultats<\/th>Cumulatif 12 mois mobile<\/th>Comparatif Revenus \u2014 d\u00e9penses<\/th>Solde actuel<\/th><\/tr><\/thead>
Financiers<\/td>Suivi par compte<\/td>X<\/td>X<\/td>X<\/td>X<\/td> <\/td> <\/td><\/tr>
Suivi par regroupement<\/td>X<\/td>X<\/td>X<\/td>X<\/td> <\/td> <\/td><\/tr>
Suivi de l\u2019entreprise<\/td>X<\/td>X<\/td>X<\/td> <\/td>X<\/td> <\/td><\/tr>
Suivi par production<\/td>X<\/td>X<\/td>X<\/td>X<\/td> <\/td> <\/td><\/tr>
Marge d\u2019exploitation<\/td>X<\/td>X<\/td> <\/td>X<\/td>X<\/td> <\/td><\/tr>
Bilan<\/td>Suivi des immobilisations<\/td>X<\/td>X<\/td>X<\/td> <\/td> <\/td>X<\/td><\/tr>
Comptes \u00e0 payer<\/td>X<\/td>X<\/td> <\/td> <\/td> <\/td>X<\/td><\/tr>
Liquidit\u00e9s<\/td>X<\/td>X<\/td> <\/td> <\/td> <\/td>X<\/td><\/tr>
Fond de roulement<\/td>X<\/td>X<\/td> <\/td> <\/td> <\/td>X<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Les cinq mod\u00e8les de repr\u00e9sentation des indicateurs<\/p>\n\n\n\n

Variation sur intervalle<\/h4>\n\n\n\n
\"\"<\/figure>\n\n\n\n
    \n
  • Cadran circulaire<\/li>\n\n\n\n
  • Cadran vertical<\/li>\n\n\n\n
  • Cadran horizontal<\/li>\n<\/ul>\n\n\n\n

    Comparaison par p\u00e9riode<\/h4>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
      \n
    • Histogramme (b\u00e2tonnet)\n
        \n
      • Variation<\/li>\n\n\n\n
      • \u00c9volution du solde (cumulatif)<\/li>\n<\/ul>\n<\/li>\n\n\n\n
      • Ligne (courbe)\n
          \n
        • Variation<\/li>\n\n\n\n
        • \u00c9volution du solde (cumulatif)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

          Cumulatif 12 mois mobile<\/h4>\n\n\n\n
          \"\"<\/figure>\n\n\n\n
            \n
          • Histogramme (b\u00e2tonnet)\n
              \n
            • Variation
              \u00c9volution du solde (cumulatif)<\/li>\n<\/ul>\n<\/li>\n\n\n\n
            • Ligne (courbe)\n
                \n
              • Variation
                \u00c9volution du solde (cumulatif)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

                Ventilation des r\u00e9sultats<\/h4>\n\n\n\n
                \"\"<\/figure>\n\n\n\n
                  \n
                • Pointe de tarte<\/li>\n\n\n\n
                • Barre (empilement)<\/li>\n\n\n\n
                • Beigne<\/li>\n\n\n\n
                • Radar<\/li>\n<\/ul>\n\n\n\n

                  Comparatif \u00abrevenus\/d\u00e9penses\u00bb<\/h4>\n\n\n\n
                  \"\"<\/figure>\n\n\n\n
                    \n
                  • Aires\n
                      \n
                    • Variation<\/li>\n\n\n\n
                    • Cumulatif<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

                      Variation sur intervalle<\/h3>\n\n\n\n

                      Le mod\u00e8le de repr\u00e9sentation des indicateurs sous la forme \u00ab Variation sur intervalle \u00bb est possible pour tous les types de suivis.
                      Cette repr\u00e9sentation permet de visualiser l\u2019indicateur sous forme de cadrans circulaire, vertical ou horizontal. Cette forme est d\u2019autant plus utile lorsque l\u2019on veut observer une situation op\u00e9rationnelle relativement \u00e0 des objectifs d\u00e9finis. Par exemple, nous voulons suivre des frais annuels de v\u00e9t\u00e9rinaires, carburant ou un projet de construction dont nous avons \u00e9tabli un budget.<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      Exemple d\u2019une repr\u00e9sentation par intervalle pour un suivi par compte<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      Comparaison par p\u00e9riode<\/h3>\n\n\n\n

                      La repr\u00e9sentation d\u2019indicateur par la \u00abComparaison par p\u00e9riode\u00bb est possible pour tous les types de suivis.\u00bb.
                      Ce mod\u00e8le de repr\u00e9sentation permet de visualiser l\u2019indicateur sous-forme de b\u00e2tonnets (histogrammes) ou par des lignes courbes. Selon le cas o\u00f9 nous d\u00e9sirons observer une variation ou un r\u00e9sultat cumulatif (\u00e9volution du solde), l\u2019une ou l\u2019autre des formes est privil\u00e9gi\u00e9e. Pour certain, le choix des b\u00e2tonnets permet de mieux repr\u00e9senter des variations et le choix des lignes courbes s\u2019appr\u00eate mieux pour observer l\u2019\u00e9volution du solde (r\u00e9sultat cumulatif).<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      Exemple d\u2019une repr\u00e9sentation par la comparaison par p\u00e9riode avec des b\u00e2tonnets repr\u00e9sentant la variation mensuelle<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      Ventilation des r\u00e9sultats<\/h3>\n\n\n\n

                      La repr\u00e9sentation d\u2019indicateur par la \u00abVentilation des r\u00e9sultats\u00bb est possible pour tous les types de suivis\u00bb et leur composition est repr\u00e9sent\u00e9e soit par fournisseur ou par compte.
                      Ce mod\u00e8le de repr\u00e9sentation permet de visualiser l\u2019indicateur sous la forme de pointes de tarte, de barre d\u2019empilement, de beigne ou de radar. Dans bien des cas de suivis, le choix de l\u2019indicateur par une repr\u00e9sentation de pointe de tarte ou de barre d\u2019empilement permet de bien visualiser sa ventilation.<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      La composition de la ventilation des r\u00e9sultats selon le type de suivis.<\/p>\n\n\n\n

                      Indicators<\/th>Choix de suivis<\/th>Composition de la ventilation par<\/th><\/tr>
                      fournisseur<\/th>compte<\/th><\/tr><\/thead>
                      Financiers<\/td>Suivi par compte<\/td>X<\/td> <\/td><\/tr>
                      Suivi par regroupement<\/td> <\/td>X<\/td><\/tr>
                      Suivi de l\u2019entreprise<\/td> <\/td>X<\/td><\/tr>
                      Suivi par production (d\u00e9partement)<\/td> <\/td>X<\/td><\/tr>
                      Bilan<\/td>Suivi des immobilisations<\/td>X<\/td> <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

                      Exemple d\u2019une repr\u00e9sentation par ventilation des r\u00e9sultats pour un suivi par production<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      Comparatifs Revenus \u2014 d\u00e9penses<\/h3>\n\n\n\n

                      Le mod\u00e8le de repr\u00e9sentation des indicateurs sous la forme \u00ab Comparatifs Revenus \u2014 d\u00e9penses \u00bb est possible uniquement pour le suivi de l\u2019entreprise. Comme l\u2019indique le mod\u00e8le, cet indicateur met en relief les revenus et les d\u00e9penses dans un graphique de type \u00ab Aires \u00bb. Cette repr\u00e9sentation peut se faire soit en observant les variations ou le cumulatif par p\u00e9riode.<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      Exemple d\u2019une repr\u00e9sentation au cumulatif<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      -<\/p>\n\n\n\n

                      It allows access to several families of indicators expressed in the form of a graph grouped in numbers of 4 per page. <\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      They are categorized as: <\/p>\n\n\n\n

                      Categories <\/td>Indicator types <\/td>Characteristics <\/td><\/tr>
                      Editable <\/td>Financial <\/td>Monetary unit Ability to generate simple indicators <\/td><\/tr>
                      Predetermined <\/td>Financial <\/td>Monetary unit, %, rate, factor, or ratio Unable to modify them <\/td><\/tr>
                      Technical-economic <\/td>Financial and technical <\/td>Monetary unit compared to a quantitative unit Unable to modify them <\/td><\/tr>
                      Technical <\/td>Technical <\/td>Quantitative units Results expressed in quantitative report, ratio, factor or % <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

                      Special feature of each of the indicator families: <\/p>\n\n\n\n

                      Families <\/td>Editable <\/td>Predetermined <\/td>Technical-economic <\/td>Technical <\/td><\/tr>
                      Custom <\/td>\u2714 <\/td> <\/td> <\/td> <\/td><\/tr>
                      Balance <\/td> <\/td>\u2714 <\/td> <\/td> <\/td><\/tr>
                      Operation results <\/td> <\/td>\u2714 <\/td> <\/td> <\/td><\/tr>
                      Dairy production <\/td> <\/td>\u2714 <\/td>\u2714 <\/td>\u2714 <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

                      \u00ab Custom \u00bb family of indicators<\/h2>\n\n\n\n

                      The \"Custom\" indicator family makes it possible to use company data using \"Cockpits\". These are spaces that allow you to create and customize 4 indicators at a time. There are different types of indicators that can represent either: performance, efficiency, or a state of the operational situation. Depending on the type of indicator, there are different chart templates to better visualize the information you want to track.<\/p>\n\n\n\n

                      Cockpit management<\/h3>\n\n\n\n
                      \"\"<\/figure>\n\n\n\n

                      The \"Custom\" indicator family makes it possible to use company data using \"Cockpits\". These are spaces that allow you to create and customize 4 indicators at a time. There are different types of indicators that can represent either: performance, efficiency, or a state of the operational situation. Depending on the type of indicator, there are different chart templates to better visualize the information you want to track. <\/p>\n\n\n\n

                      Indicator management (Modify, delete and add an indicator)<\/em> <\/h3>\n\n\n\n
                      \"\"<\/figure>\n\n\n\n

                      At this step, the chart type is already selected. For indicator modification, only the elements that characterize the chart can be changed. <\/p>\n\n\n\n

                      Example of elements that can be changed on an existing indicator.  <\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      When creating an indicator, the first step is to select the category: \u201cFinancials\u201d or \u201cBalance\u201d. The category selected by default is \u201cFinancials\u201d. For the configuration of indicators, see modules 8.3 and 8.4 Configuring Indicators\u2026 <\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      The \"Custom\" indicator family makes it possible to use company data using \"Cockpits\". These are spaces that allow you to create and customize 4 indicators at a time. There are different types of indicators that can represent either: performance, efficiency, or a state of the operational situation. Depending on the type of indicator, there are different chart templates to better visualize the information you want to track.<\/p>\n\n\n\n

                      Configuration of financial indicators<\/h3>\n\n\n\n
                      \"\"<\/figure>\n\n\n\n

                      Choice of data display for tracking <\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n
                      \"\"<\/figure>\n\n\n\n

                      After the choice of display, you must select the Dates<\/strong>, that is to say on which type of interval that you want to view the data. <\/p>\n\n\n\n

                      The period <\/strong>offers the choice of viewing monthly or weekly data. <\/p>\n\n\n\n

                      The \"Custom\" indicator family makes it possible to use company data using \"Cockpits\". These are spaces that allow you to create and customize 4 indicators at a time. There are different types of indicators that can represent either: performance, efficiency, or a state of the operational situation. Depending on the type of indicator, there are different chart templates to better visualize the information you want to track. <\/p>\n\n\n\n

                      Configuration of \u201cBalance\u201d indicators <\/h3>\n\n\n\n
                      \"\"<\/figure>\n\n\n\n

                      Immobilization account tracking<\/strong>: The choice of what data to display is only possible for your main accounts <\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      After the choice of display, you must select the Dates<\/strong>, that is to say on which type of interval that you want to view the data.  <\/p>\n\n\n\n

                      The period <\/strong>offers the choice of viewing monthly or weekly data. <\/p>\n\n\n\n

                      For the supplier accounts, liquidities and working capital choices, there is no category to choose from.<\/strong> <\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      After the choice of display, you must select the Dates<\/strong>, that is to say on which type of interval that you want to view the data.  <\/p>\n\n\n\n

                      The period <\/strong>offers the choice of viewing monthly or weekly data. <\/p>\n\n\n\n

                      Account composition<\/strong> <\/p>\n\n\n\n

                        \n
                      • Supplier accounts:<\/strong>  Includes the sum of Aleop\u2019s \u201cAccounts payable\u201d as well as the transitory account used internally by Aleop for unpaid invoices. <\/li>\n<\/ul>\n\n\n\n
                          \n
                        • Liquidity:<\/strong> Includes the sum of petty cash accounts and bank accounts (10100 and 10200) <\/li>\n<\/ul>\n\n\n\n
                            \n
                          • Working capital:<\/strong> Includes the sum of current asset accounts minus the sum of current liability accounts. <\/li>\n<\/ul>\n\n\n\n

                            Representation of custom indicators <\/h3>\n\n\n\n

                            ALEOP offers a choice of models for the representation of indicators in several forms to better personalize them.<\/p>\n\n\n\n

                            Possible use of different indicator representation models depending on chosen type of tracking<\/p>\n\n\n\n

                            \"\"<\/figure>\n\n\n\n

                            Six models for the presentation of indicators <\/p>\n\n\n\n

                            \"\"<\/figure>\n\n\n\n
                            \"\"<\/figure>\n\n\n\n

                            \u00ab Interval variation \u00bb<\/h3>\n\n\n\n

                            The indicator representation model \u201cInterval variation\u201d<\/strong> is possible for all types of monitoring.<\/p>\n\n\n\n

                            This representation allows the indicator to be viewed in the form of circular, vertical, or horizontal <\/strong>gauges. This form is useful when one wants to observe an operational situation in relation to an objective. For example, this form can be used to keep track of annual veterinary bills, fuel, or a construction project that you have budgeted for.<\/p>\n\n\n\n

                            \"\"<\/figure>\n\n\n\n
                            \"\"<\/figure>\n\n\n\n

                            \u00abPeriod compare\u00bb <\/h3>\n\n\n\n

                            The representation of the indicator as \"Period compare<\/strong>\" is possible for all types of monitoring. <\/p>\n\n\n\n

                            This representation model allows the indicator to be viewed in the form of bars (histograms) or curved lines. The form is adapted to better suit what you wish to observe, weather it is a variation or a cumulative result (evolution of the balance). For some, the choice of bars better represents variations and the choice of curved lines is better suited to observe how the balance evolved (cumulative result). <\/p>\n\n\n\n

                            \"\"<\/figure>\n\n\n\n

                            Example of a period comparison with bars representing monthly variations<\/p>\n\n\n\n

                            \"\"<\/figure>\n\n\n\n

                            \u00abResults ventilation\u00bb<\/h3>\n\n\n\n

                            The representation of indicators by \"Results ventilation<\/strong>\" is possible for all types of monitoring and their composition is either partners or accounts.<\/p>\n\n\n\n

                            This representation model allows to view the indicator in pie charts, bars, donut, or radar charts. In many cases, the presentation of the indicator in a pie chart or a stacked bar chart makes it possible to clearly visualize how it is broken down.<\/p>\n\n\n\n

                            \"\"<\/figure>\n\n\n\n
                            \"\"<\/figure>\n\n\n\n

                            \u00ab 12 month moving sum \u00bb<\/h3>\n\n\n\n

                            The representation of indicators by \"12 month moving sum<\/strong>\" is possible for all types of financial monitoring except \u201ccompany follow-ups\u201d.<\/p>\n\n\n\n

                            This representation model allows to view the indicator in bars (histogram) or curved lines. This indicator is used to present annual results by month, basically like you were always in a end-of-year situation. For some, the choice of a histogram better represents these results.<\/p>\n\n\n\n

                            \"\"<\/figure>\n\n\n\n
                            \"\"<\/figure>\n\n\n\n

                            \u00ab Year on year compare \u00bb<\/h3>\n\n\n\n

                            The representation of this indicator puts into perspective the cumulative or monthly variations of the current year, for a defined period, compared to the two previous years.<\/p>\n\n\n\n

                            This representation model allows to view the indicator in bars for the current year and lines for the previous years.<\/p>\n\n\n\n

                            \"\"<\/figure>\n\n\n\n
                            \"\"<\/figure>\n\n\n\n

                            \u00ab Income\/Expenses compare \u00bb<\/h3>\n\n\n\n

                            The indicator representation model \"Income \u2013 Expenses compare\" is only possible for company follow-ups. This indicator highlights income and expenses in an \u201cArea\u201d chart. This representation is used to view variations or a cumulative over a certain period.<\/p>\n\n\n\n

                            \"\"<\/figure>\n\n\n\n
                            \"\"<\/figure>\n\n\n\n

                            <\/p>\n\n\n\n

                            <\/p>","protected":false},"parent":1175,"menu_order":0,"template":"","class_list":["post-1184","guides_demarage","type-guides_demarage","status-publish","hentry"],"blocksy_meta":[],"acf":[],"yoast_head":"\nOnglet \u00abIndicateurs\u00bb • Aleop<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Onglet \u00abIndicateurs\u00bb • Aleop\" \/>\n<meta property=\"og:description\" content=\"--fr L\u2019onglet \u00abIndicateurs\u00bb permet d\u2019exploiter les donn\u00e9es de l\u2019entreprise \u00e0 l\u2019aide de \u00abTableau de bord\u00bb. Ceux-ci sont des espaces qui permettent de cr\u00e9er et de personnaliser 4 indicateurs \u00e0 la fois. Il existe diff\u00e9rents types d\u2019indicateurs qui peuvent repr\u00e9senter soit : des performances, de l\u2019efficacit\u00e9 ou un \u00e9tat de situation op\u00e9rationnelle. Selon le type d\u2019indicateur, […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.aleop.ca\/en\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/\" \/>\n<meta property=\"og:site_name\" content=\"Aleop\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/SolutionAleop\/\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-06T21:33:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.aleop.ca\/wp-content\/uploads\/2022\/06\/Capture-decran-le-2023-02-28-a-19.55.03.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"12 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/guides-utilisateur\\\/guide-utilisation\\\/onglet-indicateurs\\\/\",\"url\":\"https:\\\/\\\/www.aleop.ca\\\/guides-utilisateur\\\/guide-utilisation\\\/onglet-indicateurs\\\/\",\"name\":\"Onglet \u00abIndicateurs\u00bb • Aleop\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/guides-utilisateur\\\/guide-utilisation\\\/onglet-indicateurs\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/guides-utilisateur\\\/guide-utilisation\\\/onglet-indicateurs\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.aleop.ca\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/Capture-decran-le-2023-02-28-a-19.55.03.png\",\"datePublished\":\"2022-06-28T21:08:42+00:00\",\"dateModified\":\"2025-03-06T21:33:38+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/guides-utilisateur\\\/guide-utilisation\\\/onglet-indicateurs\\\/#breadcrumb\"},\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.aleop.ca\\\/guides-utilisateur\\\/guide-utilisation\\\/onglet-indicateurs\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/guides-utilisateur\\\/guide-utilisation\\\/onglet-indicateurs\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.aleop.ca\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/Capture-decran-le-2023-02-28-a-19.55.03.png\",\"contentUrl\":\"https:\\\/\\\/www.aleop.ca\\\/wp-content\\\/uploads\\\/2022\\\/06\\\/Capture-decran-le-2023-02-28-a-19.55.03.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/guides-utilisateur\\\/guide-utilisation\\\/onglet-indicateurs\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Aleop\",\"item\":\"https:\\\/\\\/www.aleop.ca\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Guide d'utilisation\",\"item\":\"https:\\\/\\\/www.aleop.ca\\\/guides-utilisateur\\\/guide-utilisation\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Onglet \u00abIndicateurs\u00bb\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/#website\",\"url\":\"https:\\\/\\\/www.aleop.ca\\\/\",\"name\":\"Aleop\",\"description\":\"Gardez l'oeil sur vos affaires\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.aleop.ca\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-CA\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/#organization\",\"name\":\"Aleop\",\"url\":\"https:\\\/\\\/www.aleop.ca\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/eshzmn8si6u.exactdn.com\\\/wp-content\\\/uploads\\\/2021\\\/11\\\/aleop-logo-MD.png?lossy=1&ssl=1\",\"contentUrl\":\"https:\\\/\\\/eshzmn8si6u.exactdn.com\\\/wp-content\\\/uploads\\\/2021\\\/11\\\/aleop-logo-MD.png?lossy=1&ssl=1\",\"width\":784,\"height\":338,\"caption\":\"Aleop\"},\"image\":{\"@id\":\"https:\\\/\\\/www.aleop.ca\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/SolutionAleop\\\/\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/aleop\\\/?originalSubdomain=ca\",\"https:\\\/\\\/www.youtube.com\\\/channel\\\/UCa1Cq6ufhSLgAE1f8VsYWwA\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Onglet \u00abIndicateurs\u00bb • Aleop","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Onglet \u00abIndicateurs\u00bb • Aleop","og_description":"--fr L\u2019onglet \u00abIndicateurs\u00bb permet d\u2019exploiter les donn\u00e9es de l\u2019entreprise \u00e0 l\u2019aide de \u00abTableau de bord\u00bb. Ceux-ci sont des espaces qui permettent de cr\u00e9er et de personnaliser 4 indicateurs \u00e0 la fois. Il existe diff\u00e9rents types d\u2019indicateurs qui peuvent repr\u00e9senter soit : des performances, de l\u2019efficacit\u00e9 ou un \u00e9tat de situation op\u00e9rationnelle. Selon le type d\u2019indicateur, […]","og_url":"https:\/\/www.aleop.ca\/en\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/","og_site_name":"Aleop","article_publisher":"https:\/\/www.facebook.com\/SolutionAleop\/","article_modified_time":"2025-03-06T21:33:38+00:00","og_image":[{"url":"https:\/\/www.aleop.ca\/wp-content\/uploads\/2022\/06\/Capture-decran-le-2023-02-28-a-19.55.03.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"12 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/","url":"https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/","name":"Onglet \u00abIndicateurs\u00bb • Aleop","isPartOf":{"@id":"https:\/\/www.aleop.ca\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/#primaryimage"},"image":{"@id":"https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/#primaryimage"},"thumbnailUrl":"https:\/\/www.aleop.ca\/wp-content\/uploads\/2022\/06\/Capture-decran-le-2023-02-28-a-19.55.03.png","datePublished":"2022-06-28T21:08:42+00:00","dateModified":"2025-03-06T21:33:38+00:00","breadcrumb":{"@id":"https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/#breadcrumb"},"inLanguage":"en-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/"]}]},{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/#primaryimage","url":"https:\/\/www.aleop.ca\/wp-content\/uploads\/2022\/06\/Capture-decran-le-2023-02-28-a-19.55.03.png","contentUrl":"https:\/\/www.aleop.ca\/wp-content\/uploads\/2022\/06\/Capture-decran-le-2023-02-28-a-19.55.03.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/onglet-indicateurs\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Aleop","item":"https:\/\/www.aleop.ca\/"},{"@type":"ListItem","position":2,"name":"Guide d'utilisation","item":"https:\/\/www.aleop.ca\/guides-utilisateur\/guide-utilisation\/"},{"@type":"ListItem","position":3,"name":"Onglet \u00abIndicateurs\u00bb"}]},{"@type":"WebSite","@id":"https:\/\/www.aleop.ca\/#website","url":"https:\/\/www.aleop.ca\/","name":"Aleop","description":"Gardez l'oeil sur vos affaires","publisher":{"@id":"https:\/\/www.aleop.ca\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.aleop.ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-CA"},{"@type":"Organization","@id":"https:\/\/www.aleop.ca\/#organization","name":"Aleop","url":"https:\/\/www.aleop.ca\/","logo":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.aleop.ca\/#\/schema\/logo\/image\/","url":"https:\/\/eshzmn8si6u.exactdn.com\/wp-content\/uploads\/2021\/11\/aleop-logo-MD.png?lossy=1&ssl=1","contentUrl":"https:\/\/eshzmn8si6u.exactdn.com\/wp-content\/uploads\/2021\/11\/aleop-logo-MD.png?lossy=1&ssl=1","width":784,"height":338,"caption":"Aleop"},"image":{"@id":"https:\/\/www.aleop.ca\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/SolutionAleop\/","https:\/\/www.linkedin.com\/company\/aleop\/?originalSubdomain=ca","https:\/\/www.youtube.com\/channel\/UCa1Cq6ufhSLgAE1f8VsYWwA"]}]}},"_links":{"self":[{"href":"https:\/\/www.aleop.ca\/en\/wp-json\/wp\/v2\/guides_demarage\/1184","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.aleop.ca\/en\/wp-json\/wp\/v2\/guides_demarage"}],"about":[{"href":"https:\/\/www.aleop.ca\/en\/wp-json\/wp\/v2\/types\/guides_demarage"}],"version-history":[{"count":0,"href":"https:\/\/www.aleop.ca\/en\/wp-json\/wp\/v2\/guides_demarage\/1184\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.aleop.ca\/en\/wp-json\/wp\/v2\/guides_demarage\/1175"}],"wp:attachment":[{"href":"https:\/\/www.aleop.ca\/en\/wp-json\/wp\/v2\/media?parent=1184"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}