Overview
The Supplier Spend dashboard provides valuable insight into supplier purchasing expenditure by analysing invoice totals, purchase order activity, spending trends, and supplier performance over time. It enables users to monitor supplier spend, compare purchasing patterns, review purchase order history, and identify spending trends to support procurement and financial decision-making.
To access the dashboard:
Navigate to the Self Service module from the main navigation menu.
Open the All Standard Dashboards folder.
Locate Supplier Spend.
Click Preview to open the dashboard.
Users may apply any of the available dashboard filters. All visualisations automatically refresh based on the selected filter values.
Dashboard Pages
The Supplier Spend dashboard consists of four pages:
Spend Breakdown
Invoicing
Spend Trend
PO History
Page 1 – Spend Breakdown
This page provides an overview of supplier expenditure, allowing users to compare invoice totals across suppliers and analyse spending over different time periods.
Dashboard Filters
Filter | Description |
Supplier | Filters the dashboard by supplier name and supplier number. |
Pivot Table 1 – Total Spend by Supplier
Values - Sum of Invoice Total (Excluding VAT)
Rows
Supplier Name
Invoice Total (Excluding VAT)
Columns - Invoice Date (Year → Month)
Description
Displays the total amount spent with each supplier, broken down by invoice year and month, allowing users to monitor spending trends over time.
Pivot Table 2 – Total Spend by Supplier
Values - Sum of Invoice Total (Excluding VAT)
Rows - Supplier Name
Columns - Invoice Date (Year → Month)
Description
Summarises supplier expenditure by month and year, providing a simplified comparison of invoice totals for each supplier.
Pivot Table 3 – Total Spend by Supplier
Values - Sum of Invoice Total (Excluding VAT)
Rows - Supplier Name
Description
Provides an overall summary of total expenditure for each supplier without additional date grouping, allowing users to quickly identify suppliers with the highest overall spend.
Page 2 – Invoicing
This page analyses supplier invoice values and purchase order invoice status.
Dashboard Filters
Filter | Description |
Supplier Account No. | Filters the dashboard by supplier account number. |
Supplier Name | Filters the dashboard by supplier name. |
Column Chart – Invoice Total (Excl. VAT) by Supplier Invoice Date
Values - Sum of Invoice Total (Excluding VAT)
Axis (Category)
Supplier Name
Invoice Date (Year)
Invoice Date (Month)
Description
Displays invoice totals for each supplier over time, enabling users to compare supplier spending across different months and years.
Column Chart – Invoice Total (Excl. VAT) by Supplier
Values - Sum of Invoice Total (Excluding VAT)
Axis (Category) - Supplier Name
Description
Compares the total invoice value for each supplier, making it easy to identify suppliers with the highest purchasing spend.
Stacked Column Chart – PO Invoice Status
Values - Distinct Count of Purchase Orders
Axis (Category) - Invoice Status
Legend (Series) - Closed Date (Year)
Description
Displays the number of purchase orders grouped by invoice status and closed year, providing insight into purchase order completion and invoicing trends.
Page 3 – Spend Trend
This page focuses on supplier spending trends and compares invoice values with purchase order activity over time.
Dashboard Filters
Filter | Description |
Invoice Date | Filters records based on the supplier invoice date. |
Supplier Account No. | Filters the dashboard by supplier account number. |
Supplier Name | Filters the dashboard by supplier name. |
Column Chart – Invoice Total (Excl. VAT) by Supplier Invoice Date
Values - Sum of Invoice Total (Excluding VAT)
Axis (Category) - Supplier Name
Legend (Series) - Invoice Date (Year)
Description
Displays annual supplier invoice totals, allowing users to compare supplier expenditure across different years.
Combined Chart – Invoice Total vs PO Count
Left Value Axis - Total Spend (Sum of Invoice Total Excluding VAT)
Right Value Axis - Distinct Count of Purchase Orders
Axis (Category)
Supplier Name
Supplier Account
Description
Compares total supplier spend alongside the number of purchase orders, helping users evaluate purchasing volume against overall expenditure.
Column Chart – Total Spend Trend by Month
Values - Sum of Invoice Total (Excluding VAT)
Axis (Category) - Invoice Date (Month)
Description
Displays monthly supplier spending trends, allowing users to identify seasonal purchasing patterns and expenditure fluctuations.
Column Chart – Total Spend
Values - Sum of Invoice Total (Excluding VAT)
Axis (Category)
Supplier Name
Supplier Account
Description
Compares total spending across suppliers to help identify the highest-value supplier relationships.
Line Chart – Total Spend Trend
Values - Sum of Invoice Total (Excluding VAT)
Axis (Category)
Invoice Date (Year)
Invoice Date (Quarter)
Legend (Series) - Supplier Name
Description
Illustrates supplier spending trends over multiple years and quarters, making it easier to monitor long-term purchasing patterns.
Page 4 – PO History
This page provides detailed purchase order history and supplier order status information.
Dashboard Filters
Filter | Description |
Supplier | Filters the dashboard by supplier name and supplier number. |
KPI Charts
Suppliers
Description
Displays the total number of suppliers included within the selected filters.
Open PO's
Calculation - Distinct Count of Purchase Orders
Filter - Order Status = Open
Description
Displays the number of purchase orders that remain open.
Closed PO's
Calculation - Distinct Count of Purchase Orders
Filter - Order Status = Closed
Description
Displays the number of completed purchase orders.
Back Orders
Calculation - Distinct Count of Purchase Orders
Filter - Back Orders
Description
Displays the number of purchase orders that currently contain back-ordered items.
Data Table – Supplier PO's – Order Status
Columns
Supplier
Supplier No.
PO No.
Order Date
SKU
Description
Ordered
Received
Invoice Status
Back Order
Description
Displays detailed purchase order information for each supplier, including ordered quantities, received quantities, invoice status, and back-order information.
Column Chart – Purchase Orders per Supplier
Values - Distinct Count of Purchase Orders
Axis (Category)
Supplier Name
Supplier Account
Description
Displays the number of purchase orders raised for each supplier, helping users compare supplier purchasing activity.
Stacked Column Chart – PO Invoice Status
Values - Distinct Count of Purchase Orders
Axis (Category) - Invoice Status
Legend (Series) - Closed Date (Year)
Description
Displays purchase orders grouped by invoice status and year of closure, allowing users to monitor invoicing progress and purchasing activity over time.
Final Remarks
The Supplier Spend dashboard provides a comprehensive overview of supplier expenditure, invoice values, purchase order activity, and purchasing trends. It enables users to monitor supplier performance, analyse spending patterns, compare supplier costs, and review purchase order history. By consolidating procurement and financial information into a single dashboard, users can make more informed purchasing decisions, identify opportunities for cost control, and effectively manage supplier relationships.