Procurement dashboard
The Procurement dashboard summarizes key purchase order data in six panes. It is designed to enable organizations to monitor how well their suppliers meet delivery commitments. Four of the panes relate to orders and two to deliveries. Each pane is linked to detailed reports.
- Order Information
-
The metric displays values for the selected quarter, and sparklines that represent values for the last six quarters. That is, for the current quarter and the five quarters prior to it.
The metric displays the number of orders and the order amount. It also displays the number of suppliers, item, purchase office and buyers. Canceled orders are not included in the order amount.
- These are the linked reports:
- Order information by supplier
- Order information by Item
- Order information by purchase office
- Order information by buyer
To access a linked report, click the heading of the metric and select from the menu. Or click Suppliers, Items, Purchase Offices or Buyers in the metric.
- Order Amount by Status
- A bar chart shows order amounts for orders, by status.
- These are the linked reports:
- Status report by item
- Status report by supplier
- Status report by purchase office
- Status report by buyer
To access a linked report, click the heading of the metric and select from the menu.
- Top Suppliers (5 of [n])
- This metric shows from which five suppliers the greatest amounts have been ordered for the selected quarter. The heading of the metric indicates how many suppliers there are in total.
- A bar chart shows the suppliers, ranked by order amount. A pie chart shows the percentage of the total order amount that is with the top five suppliers.
- Linked report: Order information by supplier.
- Click the heading of the metric.
- Order Reference
- This metric shows what percentage of the total order amount, and of the total number of order lines, is linked a contract, a sales order, a requisition, or a dropshipment.
- The values are for the selected month Year to Date.
- These are the linked reports:
- Order reference by item
- Order reference by supplier
- Order reference by purchase office
- Order reference by buyer
To access a linked report, click the heading of the metric and select from the menu.
- Delivery Information
-
The metric displays values for the selected quarter, and sparklines that represent values for the last six quarters. That is, for the current quarter and the five quarters prior to it.
The metric displays the number of orders delivered and the number of order lines delivered. It also displays the number of lines undershipped, overshipped, and shipped complete, and the average lead time for each order. That is, the average time, in hours, that elapsed between creation of the order and the receipt of the purchased goods or services.
- These are the linked reports:
- Delivery information by item
- Delivery information by supplier
- Delivery information by ship-from
To access a linked report, click the heading of the metric and select from the menu.
- On-Time Delivery - Order Lines
- A bar chart shows the percentages of order lines that were delivered early, on time and late.
- You can filter the data with these options:
- Actual vs. confirmed date
- Actual vs. planned date
- Confirmed vs. required date
Note: The on-time delivery percentages do not necessarily total 100% of all order lines because not all order lines have a promised or required delivery date specified. - These are the linked reports
- On-time delivery by Item
- On-time delivery by supplier
- On-time delivery by ship-from
To access a linked report, click the heading of the metric and select from the menu.