Performance Dashboard

This dashboard is designed to help communities monitor the performance of their procurement and approval processes.

The dashboard is visible to users with the Community Administrator, Create Invoice or View Transactions role and community users where Sharing is enabled.

Pending Requisitions

This widget shows the community's number of pending requisitions and the total value of those requisitions exclusive of tax and shipping.

Requiring Attention

This widget shows the community's pending requisitions that have had an approval reminder or they have been escalated.

Cycle Time

This widget shows the average time taken from the creation of a requisition until it is fully approved and an order is created over the last 30 days. There are also sections that show how many of those were under or over the average time, a section which shows if any requisitions were declined and a small up/down arrow to the right of the time indicating whether this time has gone up or down from the previous 30 days cycle time.

Approvers Activity

This graph shows the approver with the most approvals or the slowest approvers (hours on average) over a specified period of time; Last 30 Days, Previous 30 Days, Last 60 Days or Last 365 Days. You can switch between the most approvals and the slowest approvers using the drop down menu in the top left of the graph and the time period is selecting using the drop down menu to the left of that.

Approvals Per Order

This graph shows the number of approvals tasks completed on requisitions before they become orders over a specified time period. You can select Last 30 Days, Previous 30 Days, Last 60 Days or Last 365 Days from the drop down menu above and to the right of the graph.

To view the total amount of orders in a section of the graph, hover your mouse over that section.

Orders

This widget shows the number of orders placed in the last 30 days and the total value of those orders. The small up/down arrow next to the orders number indicates whether that total is up or down versus the previous 30 days.

Open Orders

This widget shows the total number or open and partially partially received orders and their total value.

By clicking on this widget you will be directed to the Orders page with the filtering already predefined to show all of your open and partial orders.

Old Open Orders

This widget shows the total number of orders that are open or partially received and are older than 90 days.

By clicking on this widget you will be directed to the Orders page with the filtering already predefined to show all of your open and partial orders older than 90 days.

GRNI

This widget shows the number of orders that contain order lines that have a greater received quantity versus invoiced quantity and the total value of the lines that have been received but not invoiced.

By clicking on this widget you will be directed to the Orders page with the filtering already predefined to show all of your Goods Received Not Invoiced.