Analytics & Reports

Analytics

Open Procurement -> Analytics for the manager control tower. It separates historical performance from work that needs attention now.

1. Choose MTD, QTD, Fiscal YTD, Rolling 12 months, or a custom range.
2. Narrow the analysis by supplier, department, buyer, purchase-order status, or original currency when required.
3. Confirm the active and comparison ranges shown below the filters. Fiscal YTD begins on the business fiscal-year start date.
4. Review committed spend, average fulfilment cycle, invoice match rate, and quantity-weighted supplier fill rate.
5. Resolve Current Exceptions before using the trend and scorecard panels for deeper analysis.

Committed spend includes approved, sent, partially received, and received purchase orders. Draft, pending, rejected, and cancelled orders are excluded. Amounts are displayed in the business base currency; the currency filter refers to each document's original currency.

Current Exceptions are live. Approval steps past SLA, overdue purchase orders, match exceptions, closed RFQs awaiting award, and expiring agreements represent today's operational state. They do not change when you select a historical period.

The supplier scorecard groups records by supplier identity rather than supplier name. Limited data means the supplier has too few completed delivery samples for a dependable health rating. Colour is always paired with a written health label.

Every chart has a text or table alternative. When a period has no activity, use View rolling 12 months or reset the filters instead of interpreting an empty chart as zero performance.

Analytics data is cached for up to five minutes and invalidated after relevant Procurement records are committed.

Reports