Purpose of the Report
The Supplier Analysis dashboard provides a comprehensive overview of supplier performance, purchasing activity, invoice trends, and stocked inventory. It enables purchasing teams, finance users, and management to analyse supplier spending, monitor purchase order activity, review supplier growth trends, and examine supplier-related stock information from a single reporting solution.
The dashboard is divided into five pages:
Summary – Provides an executive overview of supplier purchasing and invoice activity.
Drill Down – Allows users to interactively filter and analyse the summary data.
Sales and Growth – Analyses supplier invoice values and spending trends over time.
Stock Supplier – Shows how stocked items are distributed across suppliers.
Supplier Stock – Displays detailed stock information and supplier contact details.
Together, these pages provide valuable insight into supplier relationships, purchasing performance, inventory management, and procurement trends.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Supplier Analysis.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the selected filter values.
Dashboard Overview
The dashboard contains five pages:
Page 1 – Summary
Provides a high-level overview of supplier activity, purchase orders, invoices, and supplier spending.
Page 2 – Drill Down
Provides the same visualisations as the Summary page while adding interactive filters, allowing users to analyse specific suppliers and reporting periods.
Page 3 – Sales and Growth
Focuses on supplier spending trends, invoice growth, and year-over-year comparisons.
Page 4 – Stock Supplier
Provides an overview of inventory distribution across suppliers.
Page 5 – Supplier Stock
Displays detailed stock records together with supplier contact information.
Summary
KPI Indicators
Open PO's
Displays the number of purchase orders that remain open.
Applied Filter - Order Status <> Closed
Closed PO's
Displays the number of purchase orders that have been completed and closed.
Applied Filter - Order Status = Closed
Invoices
Displays the distinct number of supplier invoices currently associated with issued transactions.
Applied Filter - Job State = Issued
Invoice Total
Displays the total value of all supplier invoices included in the report.
Calculation - Sum of Invoice Total
Suppliers
Displays the total number of active suppliers.
Applied Filter - Archived Suppliers are excluded.
Pivot Table – Total Spend by Supplier
Displays the total amount spent with each supplier.
How It Works
Values - Sum of Invoice Total
Rows - Supplier Number & Name
This pivot table helps identify which suppliers account for the highest purchasing expenditure.
Stacked Bar Chart – Invoice Total (ExcVAT) by Supplier Invoice Date
Displays invoice totals for each supplier across different reporting periods.
How It Works
Values: Sum of Invoice Total
Category Axis: Supplier Name
Trellis Columns: Invoice Date (Year → Month)
This chart enables users to compare supplier expenditure across months and years.
Column Chart – Total Spend
Displays total supplier expenditure.
How It Works
Values: Sum of Invoice Total
Category Axis: Supplier Name → Supplier Account
This visual highlights suppliers with the highest purchasing spend.
Column Chart – Purchase Orders per Supplier
Displays the number of purchase orders created for each supplier.
How It Works
Values: Distinct Count of Purchase Order Number
Category Axis: Call Date → Supplier Name → Supplier Account
This chart helps identify purchasing activity across suppliers.
Drill Down
Dashboard Filters & Descriptions
Supplier
Type: Drop-down selector
Description: Filters the dashboard by supplier account number and supplier name, allowing users to focus on a specific supplier.
Invoice Date
Type: Date range selector
Default Value: Current Year
Description: Filters supplier invoices based on the invoice date.
PO Order Date
Type: Date range selector
Description: Filters purchase orders according to their order date.
Page Overview
The Drill Down page contains the same KPIs and visualisations as the Summary page but introduces interactive slicers that allow users to analyse supplier activity for specific suppliers and date ranges without affecting the overall dashboard structure.
Sales and Growth
Dashboard Filters & Descriptions
Invoice Date
Type: Date range selector
Description: Filters supplier invoice data using the invoice date.
Supplier
Type: Drop-down selector
Description: Filters all visualisations by supplier account number and supplier name.
Column Chart – Growth
Displays supplier spending growth over multiple years.
How It Works
Values: Sum of Invoice Total
Category Axis: Supplier Number & Name
Legend: Invoice Date (Year)
This chart allows users to compare supplier expenditure between reporting years.
Stacked Column Chart – Sales by Month Year Comparison
Displays monthly supplier spending comparisons.
How It Works
Values: Sum of Invoice Total
Category Axis: Supplier Name → Supplier Account
Legend: Invoice Date (Month)
This visual helps identify seasonal purchasing trends and monthly spending patterns.
Column Chart – Invoice Total (ExcVAT) by Supplier
Displays the total invoice value for each supplier.
How It Works
Values: Sum of Invoice Total
Category Axis: Supplier Name
This chart provides a clear comparison of supplier expenditure.
Column Chart – Invoice Total (ExcVAT) by Supplier Invoice Date
Displays supplier invoice totals across reporting periods.
How It Works
Values: Sum of Invoice Total
Category Axis: Supplier Name
Trellis Columns: Invoice Date (Year → Month)
This visual helps users monitor supplier spending over time.
Stock Supplier
Dashboard Filters & Descriptions
Supplier No.
Type: Drop-down selector
Description: Filters inventory using the supplier account number.
Supplier Name
Type: Drop-down selector
Description: Filters inventory by supplier name.
SKU Description
Type: Drop-down selector
Description: Filters inventory by SKU description, making it easier to locate specific stocked items.
Pie Chart – No. of Items per Supplier
Displays the proportion of stocked items supplied by each supplier.
How It Works
Values: Distinct Count of Items
Legend: Supplier Name
Column Chart – No. of Items per Supplier
Displays the total number of stocked items supplied by each supplier.
How It Works
Values: Distinct Count of Items
Category Axis: Supplier Name
This chart helps identify suppliers with the largest product ranges.
Column Chart – Items Stocked Supplier
Displays the number of suppliers associated with each stocked SKU.
How It Works
Values: Distinct Count of Suppliers
Category Axis: SKU Item
This visual helps identify products that have multiple supplier options.
Supplier Stock
Dashboard Filters & Descriptions
Supplier Account No.
Type: Drop-down selector
Description: Filters stock records by supplier account number.
Supplier Name
Type: Drop-down selector
Description: Filters stock information by supplier name.
SKU Description
Type: Drop-down selector
Description: Filters stock records using the SKU description.
Find by Lead Time
Type: Filter selector
Description: Filters stock records according to supplier lead time, helping users identify suppliers based on delivery expectations.
Column Field Definitions (Data Table) – Supplier Stock
Column | Description |
Supplier | Name of the supplier. |
Supplier No. | Unique supplier account number. |
SKU Description | Description of the stocked inventory item. |
Stocked Unit | Unit of measure used for stocking the item. |
Product Group | Product category or classification. |
Stock Status | Current inventory status of the item. |
On Hand | Quantity currently available in stock. |
On Order | Quantity currently on purchase order. |
Cost | Purchase cost of the inventory item. |
List | Standard list price of the item. |
Selling Price | Selling price configured for the item. |
Column Field Definitions (Data Table) – Supplier Details
Column | Description |
Supplier | Name of the supplier. |
Supplier No. | Supplier account number. |
Address | Supplier business address. |
Postcode | Postal or ZIP code. |
Supplier email address. | |
Telephone | Supplier contact number. |
Contact | Primary supplier contact person. |
Notes | Additional notes or information relating to the supplier. |
Final Remarks
The Supplier Analysis dashboard provides a comprehensive view of supplier performance, purchasing activity, invoice trends, and inventory management. By combining financial summaries, purchasing analysis, stock information, and supplier details into a single dashboard, it enables users to make informed procurement decisions and maintain effective supplier relationships.
Regular use of this dashboard helps organisations monitor supplier spending, identify purchasing trends, analyse supplier growth, optimise inventory sourcing, and maintain accurate supplier records. Whether reviewing procurement performance at a high level or investigating individual suppliers and stocked items, the Supplier Analysis dashboard serves as a valuable tool for supporting purchasing, finance, and inventory management.