This new dashboard provides strategic procurement insights around spend through a dashboard of graphs and widgets.
The dashboard is visible to users with the Community Administrator, Create Invoice or View Transactions role and community users where Sharing is enabled.
Spend By Purchasing Method
This graph provides a breakdown of the method by which buyers are purchasing:
- Catalog - This includes items from Hosted catalogs and Roundtrip catalogs.
- Non-Catalog - Excluding non-catalog items from an RFQ or Quote.
- Quote - Including items from Bid Request's, RFQ's and Quote's.
You can view either the 12 months prior today's date or you can select the previous year from the drop down menu in the top right of the graph instead. So if today is 26 October 2016, "This Year" will be 1 November 2015 - 12 October 2016, "Last Year" will be 1 November 2014 - 31 October 2015. You can then view the totals for each month by hovering your mouse over that part of the graph.
To view the data for different individual Org Units select them from the Organistation Unit drop down menu in the top right of the graph. If there is no Org Unit selected you will see data for all Org Units you have access to.
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To view only Quote, Non-Catalog or Quote data click on the the name underneath the graph that is not needed to deselect that option and that data will drop off the graph. To bring the data back up just click the name to select it again.
Top 10 Suppliers
This graph provides data on the top 10 suppliers based on either amount spent or number of transactions. This can be used by procurement managers to see whom they are spending their money with and which suppliers have high transactions and may therefore provide opportunities for process improvement and/or savings.
You can select amount spent or number of transactions data by using the drop down menu on the top left of the graph. The drop down menu on the top right of the graph is where you select the time period you would like to see data for; Last 30 Days, Previous 30 Days, Last 60 Days or Last 365 Days.
Low Value Orders
This graph displays orders under a specified value and which supplier those orders were for. It allows communities to identify if they are raising lots of small low value orders that can potentially cause higher costs around shipping and processing time.
You can choose to view orders under $50, $100 or $500 by using the drop down menu in the top left of the graph. The drop down menu right next to this is where you select the time period you would like to see data for; Last 30 Days, Previous 30 Days, Last 60 Days or Last 365 Days.
Spend By Category
This graph shows the top 10 product categories (UNSPSC codes) based on the amount spent. This allows the community to understand what they are spending money on.
You can select the time period you wish to see data for by selecting either Last 30 Days, Previous 30 Days, Last 60 Days or Last 365 Days from the drop down menu in the top right of the graph.
Suppliers By Category
This graph shows the number of unique suppliers who have orders in the top 10 categories for the selected period of time. This allows communities to see how many suppliers they are using in each category and may therefore provide opportunities for savings.
You can select the time period you wish to see data for by selecting either Last 30 Days, Previous 30 Days, Last 60 Days or Last 365 Days from the drop down menu in the top right of the graph.
