Purchasing

The Purchasing dashboard provides visibility into procurement activity, including purchase order (PO) amounts, vendor performance, and historical purchasing and return trends. It helps businesses optimize purchasing strategy and track return amounts.

Benefits of this dashboard

• Optimize procurement spending: Identifies key suppliers and high‑impact items to strengthen purchasing control.
• Track vendor performance: Evaluates supplier reliability based on order volume and fulfillment behavior.
• Control purchasing costs: Monitors purchase trends to prevent overspending and support budget discipline.
• Analyze historical procurement trends: Tracks fluctuations in purchasing and returns over time to guide planning.
• Enable data‑driven purchasing decisions: Supports stronger procurement strategies and supplier negotiations through timely insights.

Visual components

Title	View type	Description
Top 5 Items Ordered	Pie	Shows the most frequently ordered items.
PO Amount by Company	Funnel	Shows purchase order amounts by company.
Purchase Order Amount by Period	Vertical Bar	Tracks purchase order amounts by period.
Quantity Ordered by Vendor	Horizontal Bar	Ranks vendors by quantity ordered.
Historical PO vs. Return Amounts	Combination	Compares purchase order amounts and return amounts over time.

Filters

You can filter the dashboard with these panels:

• Year
• Company