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Dashboard

The Dashboard tab provides real-time insights into procurement activities using summary cards, charts, and analytics. It helps you monitor spend, track operational efficiency, and identify areas that require attention.

You can use the Date Range filter at the top of the dashboard to view procurement data for a specific period, such as This Year, Previous Year, This Quarter, or Previous Quarter. All metrics and charts on the dashboard update based on the selected date range.

Spend Summary

The Spend Summary section provides a visual overview of your organization’s procurement spend for the selected period using a bar chart, along with summary metrics for quick reference. The metrics displayed are:

  • Total Spend: The overall amount spent through procurement, calculated from all bills recorded during the selected period.
  • PO Spend: Spend recorded from bills created against purchase orders.
  • Non-PO Spend: Spend recorded from bills created directly.

The Attention Required section highlights procurement transactions and activities that need immediate action from you. This may include transactions awaiting approval or those that require follow-up to move them forward.

Attention Required

The Attention Required section highlights transactions and activities that need immediate action from you. This may include transactions awaiting approval or those that require follow-up to move them forward.

Key Procurement Metrics

This section displays high-level metrics to help you track procurement activity and efficiency. The available metrics are:

  • Orders Issued: Total purchase orders issued
  • Bills Processed: Number of bills recorded
  • New Items: Items added during the selected period
  • New Vendors: Vendors added during the selected period
  • RFQs Closed With Less Than Three Vendors: Request for Quotes finalized with limited vendor participation.
  • Average Order to Receive Time: Average time taken to receive items after placing an order
  • Autoscanned Bills: Percentage of bills processed using autoscan Order to Bill Compliance Percentage: Percentage of bills matched to purchase orders
  • Bills Associated With Purchase Orders%: The percentage of total bills that are created against purchase orders.

Payables Summary

The Payables Summary section provides a visual overview of your organization’s outstanding payables using a Donut chart, along with a breakup of amounts based on due status.

  • Current Due: Amount that is due for payment but has not yet passed the due date.
  • Overdue by 1–15 days: Amount overdue by up to 15 days.
  • Overdue by 16–30 days: Amount overdue between 16 and 30 days.
  • Overdue by 31–45 days: Amount overdue between 31 and 45 days.
  • Overdue by above 45 days: Amount overdue for more than 45 days.

Budget Consumption Summary

The Budget Consumption Summary section shows how much of the allocated budget has been consumed for the selected budget.

  • Budget Name: The name of the configured budget.
  • Budget Amount: The total amount allocated for the budget.
  • Consumption Percentage: The percentage of the budget that has been used based on recorded transactions.

A progress indicator visually represents the budget utilization, helping you quickly assess how much budget remains available.

Top Spend

This section provides insights into where your procurement spend is concentrated.

  • Top Vendors: Vendors with the highest spend
  • Top Items: Most frequently purchased items
  • Top Accounts: Accounts with the highest spend

Most Requested Items

The Most Requested Items section shows items that are frequently requested through purchase requests. This helps identify commonly procured items and supports better planning and inventory decisions.

Payment Modes

The Payment Modes section displays a visual breakdown of payments made using different payment methods, such as:

  • Bank Transfer
  • Cash
  • Card
  • Others

This helps you understand payment preferences and trends across your organization.