Procurement Dashboard

The Procurement Dashboard dashboard tracks purchase order activity, vendor procurement volumes, and backorder status with KPIs for key quantity metrics. It shows how much has been ordered, received, invoiced, and what remains open, alongside vendor rankings and spending trends by month. Use this dashboard to monitor procurement progress, review backordered items, and track purchase order spending over time.

The KPIs summarize the overall procurement status with totals for purchase order value, quantities ordered, received, invoiced, and still open. The charts break this down further by vendor, product line, and month, while the worksheet lists all open orders grouped by expected delivery timeframe.

How to use this dashboard

• Review top vendors by procurement volume to see who you're ordering the most from.
• Check purchase order distribution by product line to understand where spending is allocated.
• Monitor backordered items to identify the products with the largest outstanding quantities.
• Track purchase order amounts by month to spot trends in procurement spending.
• Review open order status by delivery timeframe to follow up on overdue or upcoming deliveries.

Key performance indicators (KPIs)

Key performance indicators (KPIs) are displayed at the top of the dashboard. They give you an at a glance summary of the current cost situation and update based on the filters you apply.

KPI	What it measures
Purchase Order	Total purchase order value placed during the selected period.
Quantity Ordered	Total quantity requested from vendors.
Quantity Invoiced	Total quantity invoiced by vendors.
Quantity Open	Total quantity still pending fulfillment.
Quantity Received	Total quantity received from vendors.

Visual components

View	Type	What it shows
Top 10 Vendor Procurement	Vertical Bar	Ranks the top 10 vendors by procurement quantity, showing who accounts for the most ordering volume.
Product Lines by Purchase Order	Pie	Shows purchase order value split by product line as a proportion.
Top 10 Items Back Ordered	Stacked Bar	Ranks the top 10 items by backordered quantity, showing which products have the most outstanding orders.
Purchase Order Amount by Month	Line	Plots purchase order value by month to show procurement spending trends over time.
Open Order Status	Worksheet	Lists open purchase orders grouped by delivery timeframe, including orders that are overdue and orders coming due.

Filters

Use the filtering panel at the top of the dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.

• Year
• Month
• Vendor