Management Dashboard

Management Dashboard

The Management Dashboard (menu Analytics → Management Dashboard) shows your organization's purchasing status in four chapters: Operations (what is stuck), Team (workload and speed per buyer), Suppliers (competition and market) and Results (spend, savings, KPIs). All amounts are normalized to USD. Every widget has an info icon explaining what it measures, how it is calculated and what it excludes.

Spot purchases and tenders, always apart

No number adds a spot purchase and a tender together. Tender widgets carry "Tenders" in their title and live in the same chapter as their spot counterpart. Orders awarded through tenders do count toward total spend.

What counts as open, overdue or resolved

• Open: a spot purchase that is not closed, cancelled or resolved. A partial award whose balance was closed (remaining lines cancelled) counts as resolved: it leaves open and overdue and enters awarded and cycle times.
• Overdue: the offer deadline has passed and the process is not ready to award yet. It splits into with quotes (some supplier replied: there is a decision to make) and no reply (nobody quoted: the process found no market). Two different problems.
• Ready to award: all quotes finished, waiting for the decision.

Current snapshot versus period

Workload (open, overdue, ready, tenders in progress, pending lines) is the situation right now and does not depend on the chosen period. Times and volumes (medians, awarded, launched) follow the period. Snapshot KPIs show their trend against the start of the period ("vs Sep 5"): the value is rebuilt as it was that day. "Ready to award" has no trend because that flag keeps no date.

Process bottleneck map

Three stages, with the median days of processes awarded in the period and the comparison with the previous period. The stage with the most days is marked as the bottleneck.

• Requisition → PR wait: from the requisition import from the ERP until its line is launched into a purchase or tender. Measured per line. If the period includes today, lines still waiting in triage enter at their current age (a floor: it can only get worse once launched) and the queue is shown next to it: how many lines wait and how old the oldest is. For a closed past period the stage uses launched lines only. It only appears in organizations with imported requisitions and cannot be filtered by department.
• Quoting window: from the first request for quotation sent to the offer deadline.
• Deadline → award: from the offer deadline to the award.

Each stage can be opened: it leads to triage, to the history with quoting processes, or to the ones ready to award.

Team: operations by buyer

Workload counts processes from launch: what waits in triage has no Sourced buyer yet (see Demand backlog). Each cell opens the history filtered by that buyer: open, overdue (and its with / without quotes split) and ready to award. Awarded and times (median and 75th percentile of the cycle, requisition, quoting, decision) follow the period.

Executive briefing

At the top, the executive briefing reads the situation and proposes up to four priorities sorted by severity: buyer to step in on, stuck tender, awards to resolve and stage to reduce. Each priority opens the process, tender or list that explains it.

Customizing it

• Choose the period using the date buttons (this month, last 90 days, this year, custom…).
• Use Customize to drag, resize, remove or add widgets from the catalog, and filter each widget (by department, category or buyer).
• Save keeps your personal view; Restore default reverts to the original layout. Each user has their own configuration. When the dashboard gains new widgets they are added once at the end of their chapter; you can remove them and save.

How savings are calculated

• Competitive: chosen proposal vs. the median of the other comparable offers. Offers differing from the awarded one by orders of magnitude are dropped, because those are not expensive offers but bad data. It can be negative if a more expensive offer was chosen than the median.
• Negotiation / 2nd round: difference between the original quoted price and the final price after negotiating.
• Vs. historical: comparison against historical purchases of the same item.

Commercial agreements in the dashboard

If your company has Agreements enabled, you can add two indicators from the add-widget button (in the Management Dashboard and in the Organization chapter of Home):

• Savings from agreements: savings on purchases made through commercial agreements. They are computed when the agreement order is issued, against the material's last purchase before the agreement started and, if the agreement came from a tender, against the median of that tender's other offers.
• % of spend within agreements: of the spend on materials with an active agreement, how much respected the agreement (in USD). If there were no purchases of those materials in the period, it shows “—”.

Agreement savings are reported separately from spot savings, like tenders: they are never added together. That's why spot savings no longer include agreement orders. Spend still includes them. The savings-by-type breakdown shows a line with spot and agreement savings.