11.1.1.7.1 ProcSpendAnalyticsProductGuide

The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The following is intended to outline our general

product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
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Procurement & Spend Analytics Product Guide

BI Apps are more than
Dashboards and Reports!
• Do not base your decisions and judgments on
capabilities of the BI Applications on this content alone
• The following slides provide a sample of the out-of-the-
box BI Applications content; the BI Applications offer
much more
• The rich subject areas of the BI Applications enable our
customers to build thousands of additional reports and
dashboards very quickly, with little incremental effort
More than just dashboards and reports
Much more lies under the surface
DASHBOARDS&
REPORTS
• Prebuilt best
practice library
• “One size does
NOT fit all”
SUBJECT AREAS
• Many metrics and dimensional attributes
not surfaced by prebuilt dashboards and
reports
• Possibilities are endless
• Incremental work to build more content
from this foundation
Answers unlocks limitless combinations
• Oracle Answers together with prebuilt
Subject Areas = unlimited analytical
possibilities
• Almost limitless combinations of analysis
entities aligned with business objectives
• Many metrics and dimensional attributes
not surfaced by prebuilt dashboards and
reports but in Subject Areas – simplified
views provided according to usability best
practices
One Subject Area, Unlimited Possibilities
• Procurement and Spend – Purchase Cycle Lines Subject Area
• Same Subject Area, Different Analyses
Report showing On-time Receipt Performance
Report showing % Accepted
Derived calculation in Oracle Answers
One Subject Area, Unlimited Possibilities
Derived calculations can be created in 99 standard ANSI SQL

Oracle Answers with simple expression functions can be
builder leveraged
Several additional metrics under the
surface!
Metrics used in Not all measures in
presentation layer
Reports & used in reports &
Dashboards dashboards
Metrics in Subject Subset of logical measures are

Areas exposed in presentation layer
Metrics in Logical Aggregations, time series calculations and derived

Layer calculated measures extend physical measures
Measures from physical

Metrics in Physical
columns in data
Warehouse warehouse
Typical Effort & Customization balance
Additional dashboards and
Dashboards & Reports Easy reports, guided and conditional
navigations, iBots, etc.
Additional derived metrics,
OBIEE Metadata Moderate custom drill paths, exposing
extensions in physical, logical and
presentation layer, etc.
Extension of DW Schema for
DW Schema Intermediate extension columns, additional
tables, external sources,
aggregates, indices, etc.
Extension of ETL for
ETL Involved extension columns,
descriptive flexfields,
additional tables, external
Degree of sources, etc.
Level of Effort
Customization
What’s in Procurement and Spend
Analytics
• No. of dashboards 6
• No. of dashboard pages 35
• No. of reports 421
• No. of metrics 616
Spend Analyzer Procurement Supplier Performance Employee Expenses Sourcing

• Overview Performance • Overview • Overview • Overview
• Spend by • Overview • Trends • Manager - • Negotiations
Category • Current Status • Exceptions Expenses • Supplier
• Spend by • Requisition • Supplier Payables • Cost Center - Responses
Supplier Processing Expenses • Awards
• Quality
• Spend by • Procurement Performance • Submissions
Organization Effectiveness
• Delivery
• Item Details • PO Price and Performance
Contract Leakage
• Price Performance
• Receipt Performance
• Project
Commitments
Roles Benefiting from Procurement and
Spend Analytics
Spend Analyzer Procurement Supplier Employee Sourcing
Performance Performance Expenses
Primary: Primary: Primary: Primary: Primary:
• VP of Procurement • VP of Procurement • VP of Procurement • Line Managers • Category Managers
• Commodity Manager • Procurement Manager • Commodity Manager • Cost Center Managers • Procurement Managers
• Business Analyst • Procurement Analyst • Business Analyst • Executives • Commodity Managers
• Purchasing Lead • Sourcing Manager • Sourcing Manager
• Buyer
Secondary: Secondary: Secondary: Secondary: Secondary:

• CFO • Commodity Manager • Buyer • Controller • Controller
• General Manager • Buyer • Purchasing Lead • Payables Analyst • CFO
• Controller • Purchasing Lead • CFO
• Line Managers
Employee Expenses Dashboard
The Employee Expenses Dashboard provides visibility into organizations employee related
expenditures and the overall submission and approval process.
Overview Manager - Expenses Cost Center - Expenses

Submissions
The Manager - Expenses The Submissions dashboard

dashboard page provides page provides a historical
managers with visibility into view of the timing and size of
how their team is managing employee related
the employee related expenditures.
expenditures and the
associated submission and
approval process.
The Overview dashboard The Cost Center - Expenses

page provides users with a dashboard page provides cost
broad perspective on how the center owners with visibility into
organization is managing the how their cost center is
employee expense managing the employee related
submission and approval expenditures and the
process and overall employee associated submission and
related expenditures. approval process.
Spend Analyzer Dashboard
The Spend Analyzer Dashboard provides complete insight to the spend patterns of the
company that helps to systematically identify opportunities for cost-savings, and execute
sourcing programs to improve procurement's contribution to organizational objectives.
Overview Spend by Category Spend by Supplier Spend by Organization Item Details
This page provides the This page provides group Item Details page provides
information about the top of reports where the Spend, Performance and trend
spending areas and the measures are analyzed details for the items for the
top savings potential. by the Supplier or specified report filter criteria.
Supplier Geography. This is set up as dashboard
with links from overview
dashboard.
This page provides the group of
reports where the measures are
analyzed by the Category or This page provides group of
Product dimension. New reports reports where the measures
using UNSPSC commodity can are analyzed by the Business
also be created and placed in this Unit, Cost Center, Buying
page, if the external data feeds are Geography, or Buyer
available to populate the UNSPSC dimensions.
commodity.
Procurement Performance Dashboard
The Procurement Performance Dashboard can be leveraged to understand Procurement
effectiveness, and monitor the procurement performance on regular basis, to identify the
bottlenecks, and to pro-actively take correct actions before they become issues.
Requisition Procurement PO Price and Receipt Project
Overview Current Status
Processing Effectiveness Contract Leakage Performance Commitments
Provides Provides the Provides the analysis This page is designed to

overview of analysis of how the of price performance provide Open Requisitions,
procurement purchase and contract Open POs and Open
performance and requisitions are compliance. Invoices (commitments) and
effectiveness. processed. as well as historical
purchasing transactions of
the project or program.
Provides current status of Provides the analysis of This page is used to

purchase requisitions and how effectively the analyze the price,
purchase orders that require procurement is quality, and schedule
immediate attention. functioning. performance of
suppliers of goods.
Supplier Performance Dashboard
The Supplier Performance Dashboard can be leveraged to understand and track cycle
times, supplier score-carding, price performance, delivery performance, and product receipt
quality performance.
Supplier Quality Delivery Price
Overview Trends Exceptions
Payables Performance Performance Performance
This page provides This page offers analysis This page provides an
trending analysis of on how much as well as overview of how well the
supplier how efficiently payments supplier base has
performance. are made to suppliers. performed in the area of
delivery timeliness.
This page provides a
comprehensive overview of
current supplier base and This page highlights areas This page provides an This page provides
supplier performance. The that are performing out of overview of how well the analysis on how well
insight on supplier the ordinary, and requiring supplier base has suppliers have performed
performance can enable prompt corrective actions performed in terms of in terms of price
strategic actions to better align to bring supplier acceptance and rejection competitiveness, as well
suppliers with corporate performance back in line rates. as the level of spend
objectives to improve sourcing with corporate objectives. incurred across suppliers.
efficiency and reduce spend.
Sourcing Dashboard
The Sourcing Dashboard provides complete insight into the Procurement Sourcing
Programs of the company and all aspects of the Procurement Negotiations which helps to
systematically identify opportunities for cost-savings and the ability to make effective
sourcing decisions to improve procurement's contribution to organizational objectives.
Overview Negotiations Awards Savings Performance
This page provides This page provides Item Details page provides
overview of the top detailed information on all detailed information regarding
Negotiation measures Award decisions by Average Negotiation Cycle
and their trends Outcome document type, times and the overall
Negotiation type and Negotiation Life cycle trends
Negotiation Revisions across Categories and
Procurement Business Units
This page provides detailed
information about Negotiations
that are on-going and awarded by This page provides detailed
Document type, Negotiation type , information about the
Negotiation Status and Supplier projected savings compared to
Response visibility realized savings for a
Category, Procurement
Business Unit or a Buyer
Procurement and Spend Analytics
Subject Areas (1 of 4)
Procurement and Spend - This is a summary subject area that provides the ability to do comparative analysis and report on
Procure to Pay requested spend, committed spend and actual spend and receipts across business units, buying
locations, suppliers, products, item categories and associated hierarchies for both direct and
indirect spend (indirect spend being MRO and employee expenses) in detail to allow complete
visibility of spending across your organization.
Procurement and Spend - This is a detailed subject area that combines the information from Purchase Orders, Purchase
Purchase Orders Order Costs and Purchase Schedules with the ability to report on committed spend, contract
compliance and Purchase orders of the suppliers of an organization across suppliers, company,
products, item categories and associated hierarchies at purchase order line level.
Procurement and Spend - This is a summary subject area that provides the ability to report cycle time performance, such as
Purchase Cycle Lines requisition to purchase order lead time, purchase order to receipt lead time, P2P lead time of the
suppliers of an organization.
Procurement and Spend - This is a detailed subject area that provides the ability to report on requested spend and purchase
Purchase Requisitions requisitions (including cyclic requisitions) of the suppliers of an organization across suppliers,
company, products, item categories and associated hierarchies at purchase requisition line level.
Procurement and Spend - This is a detailed subject area that provides the ability to report on actual spend and purchase
Purchase Receipts receipts of the suppliers of an organization across suppliers, company, location, products, item
categories and associated hierarchies at purchase receipt line level, including reporting based on
receiving time.
Procurement and Spend - Invoice This is a detailed subject area that provides the ability to report on total spend of an organization
Lines across suppliers, products, item categories, business units, cost centers, buying locations,
supplier locations and associated hierarchy. In addition, this subject area also provides detailed
information at invoice distribution level.
Employee Expenses - Overview This is a detailed subject area that provides the ability to report on employee spend of an
organization across employees, company, cost center and associated hierarchies, including
Approvers and cycle time measurements related to Approval, and Employee Expenses by various
expense types.
Employee Expenses – Credit This subject area contains Credit Card transactions and the related measures like outstanding
Cards credit card transaction amounts, number of days outstanding analyzed by Business Units,
Employee and Expense type.
Employee Expenses – Violations This subject area reports all Expense Violations by Expense status, Employee, Business units
and Violation type
Supplier Performance - Supplier This subject area (built on Purchase Cycle Lines) contains targeted metrics that allow users to
Performance analyze the timeliness, reliability, cost, and quality of goods provided by the suppliers. It helps you
to understand how well suppliers are contributing to success of your organization.
Supplier Performance - Supplier This is a summary subject area that provides the ability to analyze payment performance and
AP Transactions payment due analysis of the suppliers of an organization across suppliers, company, location,
products, commodities and associated hierarchies.
Procurement and Spend – This subject area provides Purchase Order cycle time measures. These measures can be
Purchase Orders BU Summary analyzed by Procurement Business Unit, Requisition Business Unit, Procurement Item and
Suppliers. This subject area is a subset of the Purchase Orders subject area.
Procurement and Spend – This subject area provides Requisition cycle time measures. These measures can be analyzed by
Purchase Requisitions BU Procurement Business Unit, Requisition Business Unit, Procurement Item and Suppliers. This
Summary subject area is a subset of the Requisitions subject area.
Procurement and Spend – Change This subject area contains measures related to Purchasing Change Orders. These measures can
Orders be analyzed by Procurement Business Unit, Suppliers and Procurement Items.
Procurement and Spend – This subject area covers Purchasing agreement measures like consumed amount, count of
Purchase Agreements agreements, day to expire analyzed by Supplier, Procurement item and Business Units.
Procurement and Spend – This subject area contains information which can be used to report on the Performance Scorecard
Scorecard of a Procurement Business Unit. This subject areas contains both actual and target values for
each measure.
Sourcing - Overview This is a detailed subject area that provides the ability to report on aspects of Negotiation like
Supplier Responses and Award decisions.
Sourcing - Negotiation This subject area contains measures related to a Negotiation like count of Negotiation or
Negotiation Amount for a particular Procurement item compared with the same measures a year
or quarter ago. This subject area can be analyzed by Time, Procurement Business Unit and
Negotiation Style for e.g. RFP or Auction
Sourcing - Awards This subject area provides information about Negotiation Awards like awarded quantity, awarded
amount compared with the same measures a year ago. This subject area can be analyzed by
Supplier, Procurement Item and Procurement Business Unit
Sourcing - Responses This subject area provides measures to analyze responses received from a Supplier towards a
published Negotiation. The measures covered by this subject area give count of Supplier
participating, count of Negotiation responded by a particular supplier and number of supplier
invited to the Negotiations.
Oracle Procurement and Spend Analytics
Example Oracle Procurement and Spend Analytics Metrics
Spend Analyzer Procurement Performance Supplier Performance Employee Expenses Sourcing
• # of Suppliers • Contract PO Amount • Supplier Score • Total Expense Amount • Negotiation Line Awarded
• # of Supplier Sites • Off-Contract PO Amount • % Received Late • Expense Approval Cycle Amount
• # of Buyers • Contract Leakage • % Received On Time Time • Negotiation Current
• Spend • Others Off-Contract PO • % Received Early • Approved Expense Amount
• Year Ago Spend Amount • Received Late Quantity Amount • Negotiation Projected
• Addressable Spend • Year Ago Contract PO • Received Early Quantity • Requested Expense Savings
• Non-Addressable Amount • Received On Time Amount • Negotiation Realized
Spend • Year Ago Off-Contract Quantity • Outstanding Expense Savings
• Chg Year Ago Spend PO Amount • % Accepted Amount • Approved PO Amount
• % Chg Year Ago • Year Ago Contract • % Rejected • Airfare Expense Amount • Negotiation Awarded
Spend Leakage • Average Purchase • Accommodation Quantity
• Payables Leakage • Year Ago Others Off- Cycle Time Expense Amount • Approved PO Quantity
Amount Agreement PO Amount • Average Receipt Cycle • Meal Expense Amount • Average Negotiation Line
• Payables Leakage • Contract Purchase Rate Time • Other Expense Amount Price Awarded
Rate • Off-Contract Purchase • Average Approval Cycle • Total Expense Year Ago • # of Suppliers Awarded
• Invoiced Amount Rate Time • Total Expense YTD • # of Business Units
• Invoiced Quantity • Contract Leakage Rate • Cancelled Amount • # of Approved Expense Awarded
• Invoice Price Variance • Others Non-Agreement • Cancelled Quantity Reports • # of Awarded
Amount (IPV) Purchase Rate • Received Quantity • Expense Reimbursement Negotiations
• Average Invoice Unit • PO Matched Spend • Approved PO Amount Cycle Time • # of Awarded Negotiation
Price • Year Ago PO Matched • Approved PO Quantity • Expense Filing Cycle Lines
• Min Invoice Unit Price Spend Time • # of Published
• Max Invoice Unit Price • Avg Purchase Unit Price • Mileage Expense Amount Negotiations
• Benchmark Price • # of Negotiations
Spend Analyzer Reports
Total Spend,Total Payables Leakage, Off-
Contract Spend and Contract Leakage
• Purpose: • Location:
• Displays the Key Performance • Dashboard – Spend Analyzer
Indicators such as Total Spend, Off-
Contract Spend, Contract-Leakage • Page – Overview
and Payables Leakage satisfying the • Source:
report filter criteria. • Procurement and Spend - Invoice
• User Focus: Lines subject area
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Spend by Top Categories
• User Focus:
• Purpose: • VP of Procurement, Category/Commodity Manager,
• Displays, Total Spend and Total Purchasing Lead, Buyer
Spend % for Top 10 categories and • Location:
aggregated spend for the remaining
• Dashboard – Spend Analyzer
categories into "Other Categories",
segment. This report is not drillable. • Page – Overview
Please use guided navigation links to • Source:
view details or trend. • Procurement and Spend - Invoice Lines subject area
Spend by Top Suppliers
• User Focus:
• Location:
• Purpose: • Dashboard – Spend Analyzer
• Displays, Total Spend and Total • Page – Overview
Spend % for Top 10 Suppliers, and • Source:
aggregated Spend for the remaining
• Procurement and Spend -
Suppliers into, "Other Suppliers",
Invoice Lines subject area
segment satisfying the report filter
criteria.This report is not drillable and
follow the guided navigation links to
viewcontained
The information furtherindetails.
this document is subject to change without notice. This document is not warranted to be error free.
Savings Potential by Top 10 Items
• Purpose:
• Supports analysis of spend where an organization
is buying the same item from multiple suppliers at
different prices. Savings Potential by Item
represents the potential savings opportunity to the
company if the organization were to always
purchase the item from the supplier with the
lowest price, or renegotiate contracts with the
higher cost suppliers to the price offered by the
lowest cost supplier.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Page – Overview
• Source:
• Procurement and Spend - Invoice Lines subject
area
Top Categories by Supplier Count
• Purpose:
• Displays the Spend by Top Level
Category and the number of the suppliers
from whom these categories are sourced
from, for the top categories by sorting on
supplier count.
• User Focus:
• Location:
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Trend by Top Categories
• Purpose:
• Displays the sequential Spend trend
by quarter for the top categories
satisfying the report filter criteria.
• User Focus:
• Location:
• Page – Spend by Category
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend Year Over Year Trend by Top
Categories
• Purpose:
• Displays the year over year changes
in Spend for the Top 10 Categories
• User Focus:
• Location:
• Source:
Lines subject area
Off-Contract Spend by Top Categories
• Purpose:
• Displays the Spend, PO Matched
Spend, Off-Contract Spend, and Off-
Contract Spend Rate as percentage of
PO Matched Spend for Top Categories
• User Focus:
• Location:
• Source:
subject area
Contract Leakage by Top Categories
• Purpose:
• Displays the Spend, PO Matched Spend,
Contract Leakage Amount, and Contract
Leakage Rate as percentage of PO
matched Spend for Top 10 Categories
• User Focus:
• Location:
• Source:
subject area
Spend Composition by Top Categories
• User Focus:
• Purpose: Category/Commodity Manager,
• Displays the spend and the
breakdown of spend into on-contract • Location:
spend, off-contract spend, contract • Dashboard – Spend Analyzer
leakage, PO not required spend, and • Page – Spend by Category
payables leakage by the top level • Source:
category satisfying the report filter
criteria.
Lines subject area
Invoice Price Variance by Item
• Displays the invoice price variance, • Dashboard – Spend Analyzer
invoice price variance %, and
associated dimension counts by the
item dimension. • Source:
• User Focus: • Procurement and Spend - Invoice
Lines subject area
Spend Trend by Top Suppliers
• Purpose:
• Displays the Spend Trend by Quarter • Location:
for Top Suppliers satisfying the report • Dashboard – Spend Analyzer
filter criteria. • Page – Spend by Supplier
• User Focus: • Source:
• VP of Procurement, • Procurement and Spend - Invoice
Category/Commodity Manager, Lines subject area
Suppliers
• Purpose:
• Displays year over year changes in
Spend for Top 10 Suppliers satisfying
the report filter criteria.
• User Focus:
• Location:
• Page – Spend by Supplier
• Source:
Lines subject area
Off-Contract Spend by Top Suppliers
• Purpose:
Spend, Off-Contract Spend, Off-
contract Spend rate as percentage of • Location:
PO Matched Spend for Top Suppliers
• Page – Spend by Supplier
• User Focus:
• Source:
Category/Commodity Manager, • Procurement and Spend - Invoice
Purchasing Lead, Buyer Lines subject area
Contract Leakage by Top Suppliers
• Purpose:
Spend, Contract Leakage Amount and
• Location:
Contract Leakage Rate for Top 10
Suppliers satisfying the report filter • Dashboard – Spend Analyzer
criteria. • Page – Spend by Supplier
Top 10 Savings Potential by Supplier and
Item
• Purpose: • User Focus:

• Supports analysis of spend where multiple • VP of Procurement, Category/Commodity
business units within an organization are Manager, Purchasing Lead, Buyer
buying the same item from the same • Location:
supplier at different prices. This report • Dashboard – Spend Analyzer
represents the potential savings opportunity
to the organization if they were to align all • Page – Spend by Supplier
contracts with that supplier to the price • Source:
offered in the contract with the lowest price. • Procurement and Spend - Invoice Lines
subject area
Spend by Top Business Units
• User Focus:
• Displays, Total Spend and Total Purchasing Lead, Buyer
Spend % for Top Business Unites, • Location:
and aggregated spend for the • Dashboard – Spend Analyzer
remaining Business Units into
• Page – Spend by Organization
"Others", segment. This report is not
drillable. Please use guided • Source:
navigation links to view details for all • Procurement and Spend - Invoice
Business Units. Lines subject area
Spend by Top Cost Centers
• User Focus:
• Purpose: Purchasing Lead, Buyer
• Displays, Total Spend and Total • Location:
Spend % for Top Cost Centers, and
aggregated spend for the remaining
Cost Centers into "Others", segment. • Page – Spend by Organization
This report is not drillable. Please use • Source:
guided navigation link to view details • Procurement and Spend - Invoice
for all cost centers. Lines subject area
Spend Trend by Top Business Units
• Displays the Spend Trend for top 10 • Dashboard – Spend Analyzer
Business Units. • Page – Spend by Organization
Business Units
• Displays the year over year changes in Spend • Dashboard – Spend Analyzer
for the Top 10 Business Units. • Page – Spend by Organization
• VP of Procurement, Category/Commodity • Procurement and Spend - Invoice
Manager, Purchasing Lead, Buyer Lines subject area
Off-Contract Spend by Top Business
Units
• Purpose:
Spend, Off-Contract Spend and Off-
Contract Spend Rate as percentage • Location:
of PO Matched Spend for Top • Dashboard – Spend Analyzer
Business Units satisfying the report • Page – Spend by Organization
filter criteria.
• Source:
• User Focus:
• VP of Procurement, Lines subject area
Contract Leakage by Top Business Units
• Purpose:
Contract Leakage Rate as percentage • Location:
of PO Matched Spend for top • Dashboard – Spend Analyzer
Business Units satisfying the report • Page – Spend by Organization
filter criteria.
• Source:
• User Focus:
• VP of Procurement, Lines subject area
Contract Compliance - Year Over Year
Performance Trend by Organization
• Purpose:
Contract Leakage Amount and Contract
Leakage Rate as percentage of PO
Matched Spend for top Business Units
• User Focus:
• Location:
• Page – Spend by Organization
• Source:
subject area
Spend Details by Item
• Purpose:
• Location:
• Displays Spend, Invoice Price and
Contract compliance details for the item
satisfying the report filter criteria. • Page – Item Details
Spend Trend by Item
• Displays the sequential trend, and year • VP of Procurement, Category/Commodity
over changes for the spend by item Manager, Purchasing Lead, Buyer
satisfying the report filter criteria. This • Location:
report support the analysis of spend for a • Dashboard – Spend Analyzer
given item that includes how the spend is • Page – Item Details
changing in co-relation to price and
• Source:
quantity changes.
subject area
Spend by Invoice Distribution Type
• Purpose:
• This report displays Spend
Distribution by Invoice Distribution
Type (Item, Freight, Tax etc).
• User Focus:
• Location:
• Additional reports in catalog
• Source:
Lines subject area
Spend by Invoice Type
• Purpose:
• Total Spend includes all the
transactions generated by AP
invoices. This report displays
Spend Distribution by Invoice
Type.
• User Focus:
• Location:
• Source:
Lines subject area
Spend by Level 2 Category
• Displays the Spend and Spend % for the Level 2 • Dashboard – Spend Analyzer
categories satisfying the report filter criteria. Level 2 • Additional reports in catalog
category is the item category that is set up as part of Item
category hierarchy in the source system. • Source:
Lines subject area
• VP of Procurement, Category/Commodity Manager,
Spend by Invoice (Non-Item) Distribution
Type
• Purpose:
• This report displays the Spend
distribution by Invoice Distribution
Type for all the distribution types
excluding the type "item". This
report is used to identify non-
addressable Spend
• User Focus:
• Location:
• Source:
Lines subject area
Spend by Top 10 Suppliers
• Purpose:
• Displays the Spend and Spend %
for the Top 10 Suppliers
• User Focus:
• Location:
• Source:
Lines subject area
Spend Distribution By Spend Type
• Purpose:
• Location:
This report displays Spend Distribution by
Spend Type (Addressable Spend and Non-
Addressable Spend). • Additional reports in catalog
Total Contract Leakage - Year Over Year
Trend
• Purpose:
• Location:
Displays year over over changes in Contract
leakage amount satisfying the report filter
criteria. • Additional reports in catalog
Total Contract Leakage Trend
• Purpose:
Displays the trend for Total Leakage Amount • Location:
and and Total Leakage Rate satisfying • Dashboard – Spend Analyzer
report filter criteria. • Additional reports in catalog
Total Off-Contract Spend - Year Over Year
Trend
• Purpose:
• Location:
Displays the year over year changes in Total
Off-Contract PO Amount satisfying the
report filter criteria. • Additional reports in catalog
Total Off-Contract Spend Trend
• Purpose:
• Displays the Total Off-Contract
PO Amount, Total Off-Contract
PO Amount % for all the POs
whether or not they are Invoice
matched.
• User Focus:
• Location:
• Source:
Lines subject area
Total Payables Leakage Amount Year
Over Trend
• Purpose:
• Location:
Total Payables Leakage Amount
satisfying the report filter criteria. • Additional reports in catalog
Total Payables Leakage Rate Trend
• Purpose:
• Location:
• Displays total Payables Leakage Rate
• User Focus:
• Source:
Total Spend - Trend
• Purpose:
• Location:
• Displays the total Spend trend by
Quarter satisfying the filter criteria.
• User Focus:
• Source:
Total Spend - Year Over Year Trend
• Purpose:
• Location:
• Displays the year over year changes in
Spend by Quarter satisfying the report
filter criteria. • Additional reports in catalog
Approved PO Spend Composition by
Category • User Focus:
• Displays the Total Approved PO Amount, Purchasing Lead, Buyer
Off-Contract Amount, Contract Leakage • Location:
Amount, Others Off-Contract Amount for by • Dashboard – Spend Analyzer
Category satisfying the report filter criteria. • Additional reports in catalog
Off-Contract PO Amount is sum of Contract
• Source:
Leakage Amount and Others-Non Contract
Amount. • Procurement and Spend - Purchase
Orders subject area
Approved PO Spend Composition by Top
Categories
• User Focus:
Category/Commodity
Manager, Purchasing Lead,
Buyer
• Location:
• Purpose: • Dashboard – Spend
• Displays the Total Approved PO Amount, Analyzer
Off-Contract Amount, Contract Leakage • Additional reports in catalog
Amount, Others Off-Contract Amount for • Source:
all the Approved POs for Top 10
• Procurement and Spend -
categories. Off-Contract PO Amount is
Purchase Orders subject
sum of Contract Leakage Amount and
area
Others-Non Contract Amount.
Category Spend by Supplier Count
• Purpose:
• Location:
• Displays Spend, Supplier Count Count
for all the Top Level Categories.
• User Focus:
• Source:
Category/Commodity Manager, • Procurement and Spend - Invoice Lines
Purchasing Lead, Buyer subject area
Contract Leakage by Category
• Purpose:
• Location:
• Displays Contract Leakage Amount and
Contract Leakage Rate by Category
Contract Leakage Year Over Year Trend
by Category
• Purpose:
• Location:
Contract Leakage amount by the category • Dashboard – Spend Analyzer
• VP of Procurement, Category/Commodity • Procurement and Spend - Invoice Lines
Manager, Purchasing Lead, Buyer subject area
Invoice Price Variance by Buyer
• Purpose:
• Location:
• Displays the invoice price variance, invoice
price variance %, by the Buyer
dimension.This report is only applicable to • Additional reports in catalog
spend transactions associated with PO • Source:
matched Invoices. • Procurement and Spend - Invoice
• User Focus: Lines subject area
Invoice Price Variance by Supplier
• Purpose:
• Displays the invoice price variance, invoice price • Location:
variance %, by the Supplier dimension.This • Dashboard – Spend Analyzer
report is only applicable to spend transactions • Additional reports in catalog
associated with PO matched Invoices.
• Source:
• User Focus:
• VP of Procurement, Category/Commodity Lines subject area
Invoice Price Variance Trend
• Purpose:
• Location:
• Displays the sequential trend and year-
over-year changes in invoice price variance
by item satisfying the report filter criteria. • Additional reports in catalog
Off-Contract Spend by Category
• Purpose:
• Location:
• Displays Off-Contract Amount by Category
• User Focus:
• Source:
Manager, Purchasing Lead, Buyer • Procurement and Spend - Invoice
Lines subject area
Off-Contract Spend Year Over Year Trend
by Category
Off-Contract Spend by the Category.
• User Focus:
• Source:
Category/Commodity Manager, • Procurement and Spend - Invoice Lines
Purchasing Lead, Buyer subject area
Payables Leakage by Category
• Displays the payables leakage, payables • Dashboard – Spend Analyzer
leakage %, and associated dimension • Additional reports in catalog
counts by the category dimension.
• Source:
• User Focus:
• VP of Procurement, subject area
Payables Leakage Year Over Year Trend
By Category
• Purpose:
Payables Leakage amount by the
category satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
subject area
Spend by Category
• Purpose:
• Displays the Spend and Spend %, and
associated dimensional counts with the drill
downs from item category or dimensional
counts. This report also has a filter that
allows to see top 10 categories, or non-top
10 categories or all categories.
• User Focus:
• Location:
• Source:
subject area
Spend Composition by Category
• Purpose:
• Displays the spend and the breakdown
of spend into on-contract spend, off-
contract spend, contract leakage, PO not
required spend, and Payables Leakage
by the top level category satisfying the
report filter criteria.
• User Focus:
• Location:
• Source:
subject area
Spend Trend by Category
• Displays the sequential trend by quarter for • Dashboard – Spend Analyzer
the Spend and Change Year Ago Spend
• Source:
• User Focus:
• VP of Procurement, Category/Commodity subject area
Top Categories by Supplier Count
• Displays the Spend by Top Level Category • Dashboard – Spend Analyzer
and the number of the suppliers from whom
these categories are sourced from, for the
top categories by sorting on supplier count. • Source:
• User Focus: • Procurement and Spend - Invoice Lines
subject area
Year Over Year Spend Trend by Category
• Purpose:
• Displays Spend, Year Ago Spend, and year
over year changes in spend for all the
Categories satisfying the report filter
criteria.This report also has a filter that
allows to filter on top 10 categories, non-top
10 categories or all categories.
• User Focus:
• Location:
• Source:
subject area
Approved PO Spend Composition by
Supplier
• User Focus:
• Purpose:
• Displays the Total Approved PO Amount, Purchasing Lead, Buyer
Off-Contract Amount, Contract Leakage
• Location:
Amount, Others Off-Contract Amount by
Supplier satisfying the report filter criteria.
Off-Contract PO Amount is sum of Contract • Additional reports in catalog
Leakage Amount and Others-Non Contract • Source:
Amount. • Procurement and Spend - Purchase Orders subject area
Contract Leakage by Supplier
• Purpose:
Contract Leakage Amount, Contract
Leakage Rate by Supplier satisfying the
• User Focus:
• Location:
• Source:
subject area
Contract Leakage by Supplier and
Supplier Geography
• Purpose:
Contract Leakage Spend, Contract
Leakage Rate by Supplier and Supplier
Country satisfying the report filter criteria.
• User Focus:
• Location:
• Source:
subject area
Contract Leakage by Supplier Site
• Purpose:
Contract Leakage Spend, Contract
Leakage Rate by Supplier Site satisfying
• User Focus:
• Location:
• Source:
subject area
Contract Leakage Rate by Supplier and
Supplier Geography
• Purpose:
Contract Leakage Amount and Contract
Leakage Rate for Suppliers or Supplier
Geography (Country).
• User Focus:
• Location:
• Source:
subject area
by Supplier and Supplier Geography
• Purpose:
Contract Leakage amount by the Supplier
or Supplier Country.
• User Focus:
• Location:
• Source:
subject area
Invoices Summary By Supplier
• Purpose:
• Displays the total invoiced amount, total
number of invoices, paid Invoices and open
invoices for each supplier.
• User Focus:
• Location:
• Source:
subject area
Off-Contract Spend by Supplier
• Purpose:
Off-Contract Spend, Off-Contract Spend %
by Supplier satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
subject area
Off-Contract Spend by Supplier and
Supplier Geography
• Purpose:
Off-Contract Spend, Off-Contract Spend
Rate as percentage of PO Matched
Spend, by Supplier by Supplier
Geography satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
subject area
Off-Contract Spend by Supplier Site
• Purpose:
Off-Contract Spend, Off-contract Spend
rate as percentage of PO Matched Spend
by Supplier Site satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
subject area
by Supplier and Supplier Geography
• Purpose:
Off-Contract Spend by the Supplier
and Supplier Country.
• User Focus:
• Location:
• Source:
Lines subject area
By Supplier and Supplier Geography
• Purpose:
Payables Leakage amount by
Supplier or Supplier Country
• User Focus:
• Location:
• Source:
Lines subject area
Spend by Supplier
• Purpose:
• Displays the Spend and Spend %, and
associated dimensional counts with the
drill downs from Supplier or dimensional
counts. This report also has a filter that
allows to analyze top 10 Suppliers, or
non-top 10 Suppliers or all Suppliers.
• User Focus:
• Location:
• Source:
subject area
Spend by Supplier Diversity
• Purpose:
• Displays the distribution of Spend
Amount by Supplier Diversity in
comparison with Total Spend for all the
suppliers.
• User Focus:
• Location:
• Source:
subject area
Spend Composition by Supplier
• Displays the spend and the breakdown of • Dashboard – Spend Analyzer
spend into on-contract spend, off-contract • Additional reports in catalog
spend, contract leakage, PO not required
• Source:
spend, and payables leakage by the
Supplier satisfying the report filter criteria. • Procurement and Spend - Invoice Lines
subject area
• User Focus:
Spend Summary by Supplier
• Purpose:
• Displays the Spend and Spend % by
Supplier. This report also has a filter that
allows to analyze top 10 Suppliers, or
• User Focus:
• Location:
• Source:
subject area
Spend Summary by Supplier Site
• Purpose:
Supplier Site satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
subject area
Spend Trend by Supplier
• Displays the Spend Trend by Quarter by • Dashboard – Spend Analyzer
Supplier satisfying the report filter criteria. • Additional reports in catalog
• VP of Procurement, Category/Commodity • Procurement and Spend - Invoice Lines
Manager, Purchasing Lead, Buyer subject area
Spend Year Over Year Trend by Supplier
• Purpose:
spend satisfying the report filter criteria.
This report also has a filter that gives an
option to analyze top 10 Suppliers, or
• User Focus:
• Location:
• Source:
subject area
Supplier Spend Detail
• Purpose:
• Displays the Spend details by Supplier
and Supplier Geography satisfying the
• User Focus:
• Location:
• Source:
subject area
PO Transaction Details by Item
• Displays PO Amount, Contract Amount, Off- • Dashboard – Spend Analyzer
Contract Amount and Leakage Amount and • Additional reports in catalog
other PO details at Purchase Order
• Source:
transaction level.
• Procurement and Spend - Purchase
• User Focus:
Orders subject area
Savings Potential by Business Unit and
Item
• Displays the savings potential by supplier and
item and savings potential by supplier and
item % by business unit, satisfying the report • Additional reports in catalog
filter criteria. • Source:
• VP of Procurement, Category/Commodity subject area
Savings Potential by Buyer and Item
• Displays the savings potential, savings • Dashboard – Spend Analyzer
potential % and Invoice Price details, by • Additional reports in catalog
Buyer and item satisfying the report filter
• Source:
criteria.
• User Focus:
subject area
Savings Potential by Buying Location and
Item
• Displays the savings potential by supplier • Dashboard – Spend Analyzer
and item and savings potential by supplier • Additional reports in catalog
and item % by buying location satisfying
• Source:
• User Focus:
subject area
Savings Potential by Cost Center and
Item
• Displays the savings potential by supplier • Dashboard – Spend Analyzer
and item and savings potential by supplier • Additional reports in catalog
and item % by cost center satisfying the
• Source:
• User Focus:
subject area
Savings Potential by Item
• User Focus:
• Purpose:
• Displays Savings Potential and Savings Potential % and Category/Commodity Manager,
Invoice Price details for the all the items.Supports Purchasing Lead, Buyer
analysis of spend where an organization is buying the
• Location:
same item from multiple suppliers at different prices.
Savings Potential by Item (including multiple Business • Dashboard – Spend Analyzer
Units and Cost Centers) represents the potential savings • Additional reports in catalog
opportunity to the company if the organization were to • Source:
always purchase the item from the supplier with the • Procurement and Spend - Invoice
lowest price, or renegotiate contracts with the higher cost Lines subject area
suppliers to the price offered by the lowest cost supplier.
Savings Potential by Supplier and Item
• Displays the savings potential, savings potential % and • VP of Procurement,
Invoice Price details, by the supplier and item.Supports Category/Commodity Manager,
analysis of spend where multiple business units within Purchasing Lead, Buyer
an organization are buying the same item from the
• Location:
same supplier at different prices. Savings Potential by
Supplier and Item represents the potential savings • Dashboard – Spend Analyzer
opportunity to the organization if they were to align all • Additional reports in catalog
contracts with that supplier to the price offered in the • Source:
contract with the lowest price. • Procurement and Spend - Invoice
Lines subject area
Savings Potential by Top 10 Items
• Displays Savings Potential and Savings Potential % • VP of Procurement,
and Invoice Price details for the top 10 items.Supports Category/Commodity Manager,
analysis of spend where an organization is buying the Purchasing Lead, Buyer
same item from multiple suppliers at different prices.
• Location:
Savings Potential by Item (including multiple Business
Units and Cost Centers) represents the potential • Dashboard – Spend Analyzer
savings opportunity to the company if the organization • Additional reports in catalog
were to always purchase the item from the supplier • Source:
with the lowest price, or renegotiate contracts with the • Procurement and Spend - Invoice
higher cost suppliers to the price offered by the lowest Lines subject area
cost supplier.
Spend by Item
• Purpose:
• Displays Spend and Spend % by Item
• User Focus:
• Location:
• Source:
subject area
Spend Transactions
• Displays Invoiced Amount, Contract Amount, Off- • Dashboard – Spend Analyzer
Contract Amount and Leakage Amount, PO Matched
Amount and other Invoice details at Invoice transaction
level. • Source:
Lines subject area
Top 10 Savings Potential by Supplier and
Item
• Displays the Top 10 savings potential, savings potential • VP of Procurement,
% and Invoice Price details, by the supplier and item Category/Commodity Manager,
.Supports analysis of spend where multiple business Purchasing Lead, Buyer
units within an organization are buying the same item
• Location:
from the same supplier at different prices. Savings
Potential by Supplier and Item represents the potential • Dashboard – Spend Analyzer
savings opportunity to the organization if they were to • Additional reports in catalog
align all contracts with that supplier to the price offered • Source:
in the contract with the lowest price. • Procurement and Spend - Invoice
Lines subject area
Contract Leakage by Business Unit
• Purpose:
Contract Leakage Rate as percentage of • Location:
PO Matched Spend by Business Unit • Dashboard – Spend Analyzer
• User Focus:
• Source:
subject area
Contract Leakage by Buyer
• Purpose:
• Location:
Contract Leakage Rate as percentage of
PO Matched Spend by Buyer satisfying • Dashboard – Spend Analyzer
the report filter criteria. • Additional reports in catalog
• VP of Procurement, • Procurement and Spend - Invoice Lines
Category/Commodity Manager, subject area
Contract Leakage by Buying Location
• Purpose:
• Location:
Contract Leakage Rate as percentage of • Dashboard – Spend Analyzer
PO Matched Spend by Buying Location • Additional reports in catalog
satisfying the report filter criteria. • Source:
• VP of Procurement, subject area
Contract Leakage by Cost Center
• Purpose:
Contract Leakage Rate as percentage of • Location:
PO Matched Spend by Cost Center • Dashboard – Spend Analyzer
• VP of Procurement, • Procurement and Spend - Invoice Lines
Category/Commodity Manager, subject area
by Organization
• Purpose:
Contract Leakage amount by Business
Unit, Cost Center, Buying Location and
Buyer satisfying the report filter criteria.
• User Focus:
• Location:
• Source:
subject area
Off-Contract Spend by Business Unit
• Purpose:
PO Matched Spend by Business Unit
• User Focus:
• Location:
• Source:
subject area
Off-Contract Spend by Buyer
• Purpose:
PO Matched Spend by Buyer satisfying
• User Focus:
• Location:
• Source:
subject area
Off-Contract Spend by Buying Location
• Purpose:
PO Matched Spend by Buying Location
• User Focus:
• Location:
• Source:
subject area
Off-Contract Spend by Cost Center
• Purpose:
PO Matched Spend by Cost Center
• User Focus:
• Location:
• Source:
subject area
by Organization
• Purpose:
Off-Contract Spend by Business Unit,
Cost Center, Buying Country or Buyer
• User Focus:
• Location:
• Source:
Lines subject area
By Organization
• Purpose:
Payables Leakage amount by Business
Unit, Cost Center, Buying Geography
or Buyer satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
Lines subject area
Spend by Business Unit
• Purpose:
• Displays the Spend, Spend %, and
associated dimensional counts by
Business Unit with the ability to drill
down from the dimensional counts.
• User Focus:
• Location:
• Source:
Lines subject area
Spend by Buyer
• Purpose:
Buyer with the ability to drill down from
the dimensional counts.
• User Focus:
• Location:
• Source:
Lines subject area
Spend by Buying Geography
• Purpose:
Buying Location with the ability to drill
down from the dimensional counts.
• User Focus:
• Location:
• Source:
Lines subject area
Spend by Cost Center
• Purpose:
associated dimensional counts by Cost
Center with the ability to drill down from
the dimensional counts.
• User Focus:
• Location:
• Source:
Lines subject area
Spend Summary by Business Unit
• Purpose:
Business Unit satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
Lines subject area
Spend Summary by Buyer
• Purpose:
Buyer satisfying the report filter criteria.
• User Focus:
• Location:
• Source:
Lines subject area
Spend Summary by Buying Geography
• Purpose:
Buying Geography satisfying the report
filter criteria.
• User Focus:
• Location:
• Source:
Lines subject area
Spend Summary by Cost Center
• Purpose:
Cost Center satisfying the report filter
criteria.
• User Focus:
• Location:
• Source:
Lines subject area
Spend Trend by Business Unit
• Purpose:
• Displays the Spend Trend by Quarter
by Business Unit.It provides
aggregated information by quarter for
all the Business Units or detailed
information by Business Unit and
Quarter for a given Business Unit.
• User Focus:
• Location:
• Source:
TheLines subject
information areain this document is subject to change without notice. This document is not warranted to be error free.
contained
Spend Trend of Top 10 Cost Centers
• Purpose:
• Location:
• Displays the Spend Trend for top 10
Cost Centers.
• User Focus:
• Source:
Year over Year Spend Trend by Business
Unit
• Purpose:
Spend by Business Unit.
• User Focus:
• Location:
• Source:
Lines subject area
Year Over Year Spend Trend of Top 10
Cost Centers
• Purpose:
• Location:
• Displays the year over year Spend
Trend for the Top 10 Cost Centers.
• User Focus:
• Source:
Procurement Performance
Reports
Procurement Performance - Key
Performance Indicators
• Purpose:
• Shows the Key Performance Indicators for a given combination of filter criterion
(e.g. Business Unit, Product, Time etc) that provides overall performance of the
organization related to Procurement.
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Source:
• Procurement and Spend - Purchase Orders subject area
• Report – PO KPI
• Procurement and Spend - Purchase Cycle Lines subject area
• Report - Cycle Line Based KPI
PO Amount Trend
• Purpose:
• Shows monthly trend of PO purchase
amount.
• User Focus:
• Location:
• Dashboard – Procurement Performance
• Source:
• Procurement and Spend - Purchase Orders
subject area
Trailing 12-month Trend of Requisition
Lines Fulfilled Past Expected Date
• Purpose:
• This report enables users to evaluate if
requisitions are are being filled on time.
• User Focus:
• Location:
• Source:
Requisitions subject area
Non-Agreement Rate and Agreement
Leakage Rate Trend
• Purpose:
• Trailing 12-month trend of Non-
agreement
rate and Agreement leakage rate.
• User Focus:
• Location:
• Source:
Orders subject area
PO Amount, Non-Agreement Amount and
Leakage Amount Trend
• Purpose:
• Trailing 12-month trend of PO amount,
non-agreement amount, and agreement
leakage amount. Use this to identify rogue
buying and its impact.
• User Focus:
• Location:
• Source:
subject area
Requisition Line Status Report
• Purpose:
• This report provide details to identify the
requisition lines that require immediate
attention.
• User Focus:
• Location:
• Page – Current Status
• Source:
Outstanding POs by Purchase
Organization
• Purpose:
• This report provides the details to identify the
PO's that are outstanding.
• User Focus:
• Location:
• Source:
subject area
Top 20 Outstanding Quantities by
Purchasing org and Purchase Category
• Purpose:
• Displays the Top 20 Outstanding
Quantities by Purchasing org and
Purchase Category.
• User Focus:
• Location:
• Source:
Orders subject area
Requisition Lines by Status by
Purchasing Organization
• Purpose:
•
• User Focus:
• Location:
Performance
• Page – Requisition Processing
• Source:
Requisition Amount by Status by
• Purpose:
• Requisition Amount by Status by
Purchasing Organization. Use this
report to determine the amount of
requisition by stages of requisition.
• User Focus:
• Location:
Performance
• Source:
Requisition Processing Age by
• Purpose:
• Requisition Processing Age by
Purchasing Organization. Use this
report to analyze how fast requisitions
are being processed by the
purchasing organizations.
• User Focus:
• Location:
Performance
• Source:
Past Expected Date Requisition
Processing by Purchase Organization
• Purpose:
• Past Expected Date Requisition
Processing by Purchase Organization.
Use this report to identify requisition
lines that are late.
• User Focus:
• Location:
Performance
• Source:
Manual Requisition Processing by
Procurement organization
• Purpose:
• Manual Requisition Processing by
Procurement organization. Use this
report to identify what percent of
requisitions are processed manually.
• User Focus:
• Location:
Performance
• Source:
Requisition Fulfillment Rate by Purchase
Organization
• Purpose:
• Requisition Fulfillment Rate by
Purchase Organization. Use this
report to determine if purchasing
organizations are keeping up with
procurement deadlines.
• User Focus:
• Location:
Performance
• Source:
PO Amount Compared to Year Ago by
• Purpose:
• PO Amount Compared to Year Ago by
Purchasing Organization.
• User Focus:
• Location:
Performance
• Page – Procurement Effectiveness
• Source:
Orders subject area
PO Input Ratio by Purchasing
Organization
• Purpose:
• PO Input Ratio by Purchasing
Organization. Use this report to
assess what fraction of PO's are
generated through requisitions.
• User Focus:
• Location:
Performance
• Source:
Orders subject area
Monthly Trend of Non-Agreement
Amounts Compare to Year ago
• Purpose:
• Monthly Trend of Non-Agreement
Amounts Compare to Year ago.
• User Focus:
• Location:
Performance
• Source:
Orders subject area
Non-Agreement and Leakage Amounts
and rates by Purchase Organization
• Purpose:
• User Focus:
• Location:
Performance
• Source:
Orders subject area
Change in PO Amount Compared to Year
Ago by Item Category
• Purpose:
• Change in PO Amount Compared to
Year Ago by Item Category. use this
report to assess if you are buying
more or less compared to previous
year.
• User Focus:
• Location:
Performance
• Source:
• Page – PO Price and Contract
Leakage • Procurement and Spend -
Purchase Orders subject area
Non-Agreement rate and Leakage Rate by
Purchase Organization
• Purpose:
• Non-Agreement rate and Leakage
Rate by Purchase Organization. Use
this report to identify leakage rate.
• User Focus:
• Location:
Performance
Leakage
• Source:
Orders subject area
Non-Agreement rate and Leakage Rate by
Item Category
• Purpose:
• Non-Agreement rate and Leakage
Rate by Item Category. Use this
contract to identify items that are
most frequently bought outside of
available purchase agreements.
• User Focus:
• Location:
• Dashboard – Procurement • Source:
Performance
• Procurement and Spend - Purchase Orders subject area
Leakage
Non-Agreement rate and Leakage Amount
by Purchase Organization
• Purpose:
• Use this report to identify
purchasing organizations that are
not using available purchasing
contracts.
• User Focus:
• Location:
Performance
• Page – PO Price and Contract • Source:
Leakage • Procurement and Spend - Purchase Orders subject area
On-time receipt performance by purchase
organization
• Purpose:
• This report shown % distribution of
on-time receipt performance by
purchase organization. This report
can be used to identify which
organizations are not receiving
goods/services on time.
• User Focus:
• Location:
• Source:
• Procurement and Spend - Purchase Cycle Lines
Performance
subject area
• Page – Receipt Performance
Top 10 Late Receipt Performing Purchase
Organization
• Purpose:
• This report identifies top 10
purchase organizations that have
the worst on-time receipt
performance.
• User Focus:
• Location:
Performance • Source:
• Page – Receipt Performance • Procurement and Spend - Purchase Cycle Lines
subject area
Top 10 Late Receipt Performance by
Product Category
• Purpose:
• This report identifies top 10 on-time
delivery delinquency by Product
category.
• User Focus:
• Location:
Performance
• Page – Receipt Performance
• Source:
Cycle Lines subject area
Project Commitments Summary
• Displays the Summary of Commitments by • Dashboard – Procurement
Project. This report includes aggregated Performance
amount from all Open Requisitions, all Open
• Page – Project Commitments
Purchase Orders and all Open Purchase
Invoices satisfying the report filter criteria. • Source:
• User Focus: • Procurement and Spend - Purchase
Orders, Purchase Requisitions,
Invoice Lines subject areas
Project Commitments Details
• Purpose:
• Location:
• Displays the all the open POs, open
PRs, and open Invoices by Project • Dashboard – Procurement Performance
satisfying the report filter criteria. • Page – Project Commitments
• VP of Procurement, • Procurement and Spend - Purchase Orders,
Category/Commodity Manager, Purchase Requisitions, Invoice Lines subject areas
All Purchase Requisitions by Project
• Purpose:
• Displays the summary of
requisition amount, number of
requisitions for all the requisitions
by project satisfying the filter
criteria.
• User Focus:
• Location:
• Dashboard – Procurement • Source:
Performance
• Page – Project Commitments Requisitions subject area
All Purchase Orders by Project
• Purpose:
• Displays the Summary of
Purchase Order Amount and
number of POs for all the
Purchase Order transactions by
Project satisfying the report filter
criteria.
• User Focus:
• Location: • Source:
• Dashboard – Procurement • Procurement and Spend - Purchase
Performance Orders subject area
All Invoices by Project
• Purpose:
• Displays the summary of
requisition amount, number of
requisitions for all the requisitions
by project satisfying the filter
criteria.
• User Focus:
• VP of Procurement, • Source:
Purchasing Lead, Buyer • Procurement and Spend - Purchase
• Location:
Performance
Monthly Trend of Purchase Order Amount
• Provides monthly trend of PO amount, and • Dashboard – Procurement
the % change in the amount from a year ago Performance
for the last 12 months. • Additional reports in catalog
• VP of Procurement, Category/Commodity • Procurement and Spend -
Manager, Purchasing Lead, Buyer Purchase Orders subject area
Past Expected Date Requisition
•
Processing by Purchase Organization
Purpose: • Location:
• Displays the Past Expected Date Requisition • Dashboard – Procurement
Processing by Purchase Organization. This report can Performance
be used to identify the requisition lines that are late. • Additional reports in catalog
• VP of Procurement, Category/Commodity Manager, • Procurement and Spend -
Purchasing Lead, Buyer Purchase Requisitions subject
area
PO Amount Monthly Trend
• Purpose:
• Displays the Monthly Trend of PO
Purchase Amount.
• User Focus:
• Location:
• Source:
Orders subject area
Requisition Processing Trend
• Displays the trailing 12-month trend of requisitions • Dashboard – Procurement Performance
that have remained unprocessed, or were
processed past their expected date.
• Source:
• User Focus:
Unfulfilled Requisition Lines by Purchase
Category • Location:
• Purpose:
• This report helps you to identify the • Dashboard – Procurement Performance
requisition lines that are unfulfilled past • Additional reports in catalog
required date. • Source:
• VP of Procurement, Category/Commodity Requisitions subject area
Unprocessed Requisition - Urgent by
Purchase Category
• Purpose:
• This report helps to identify requisition
lines that require urgent attention.
• User Focus:
• Location:
• Source:
Requisition Line Detail report: Lines
•
Pending Buyers Workbench
Purpose:
• This report details the list of requisition lines • Location:
pending Buyers Workbench. • Dashboard – Procurement Performance
• User Focus: • Additional reports in catalog
• VP of Procurement, Category/Commodity • Source:
Pending PO Approval
• Purpose:
• This report details the list of requisition lines • Location:
pending PO approval. • Dashboard – Procurement Performance
Manager, Purchasing Lead, Buyer • Procurement and Spend - Purchase
Pending Sourcing
• This report details the list of unprocessed • Dashboard – Procurement Performance
requisition details pending sourcing. • Additional reports in catalog
• VP of Procurement, Category/Commodity • Procurement and Spend - Purchase
Manager, Purchasing Lead, Buyer Requisitions subject area
Requisition Line report: Unfulfilled
• Purpose:
• This report details the list of Unfulfilled • Location:
requisition lines, that are not canceled, • Dashboard – Procurement Performance
rejected, returned and or not fully received. • Additional reports in catalog
Requisition Line report: Unfulfilled Past
Expected date
• This report details the list of Unfulfilled • Dashboard – Procurement Performance
requisition lines past expected date. • Additional reports in catalog
Requisition Line report: Unprocessed
Requisition - Urgent
• This report details the list of unprocessed • Dashboard – Procurement Performance
requisitions that needs immediate attention. • Additional reports in catalog
Unprocessed Requisition Line Status
Report • Location:
• Purpose: • Dashboard – Procurement Performance
• This report helps you to identify the • Additional reports in catalog
bottleneck stages in requisition processing. • Source:
Requisition Processing Age: Monthly
Trend
• Purpose:
• This report displays the monthly
trending of requisition Processing Age.
• User Focus:
• Location:
• Source:
Unprocessed Requisition Lines Detail
Report
• Purpose:
• This report displays the list of • Location:
requisitions that require immediate • Dashboard – Procurement Performance
attention. • Additional reports in catalog
• VP of Procurement, • Procurement and Spend - Purchase
Category/Commodity Manager, Requisitions subject area
Agreement Leakage Detailed Report
• Purpose:
• This report displays the Agreement • Location:
Leakage Details. This report can be
used to identify PO's that have
contributed to the leakage. • Additional reports in catalog
Category/Commodity Manager, Orders subject area
Non-Agreement Purchase and Agreement
Leakage by Buyer
• Purpose:
• This report displays the Non-Agreement • Location:
Purchase and Agreement Leakage by • Dashboard – Procurement Performance
Buyer. This report can be used to identify • Additional reports in catalog
rogue spend by buyer.
• Source:
• User Focus:
• VP of Procurement, Category/Commodity Orders subject area
Non-Agreement Purchase Detailed Report
• Purpose:
• This report displays the Non-Agreement
Purchase Details.This report can be used • Location:
to identify PO's that have non-agreement • Dashboard – Procurement Performance
purchases. • Additional reports in catalog
Manager, Purchasing Lead, Buyer Orders subject area
PO Amount Compared to Year Ago
Detailed Report
• Purpose:
• This report displays the details of the
year over year changes in PO Amount.
This report can be used to identify how
purchase amounts have changed
compared to year ago.
• User Focus:
• Location:
• Source:
Orders subject area
PO Detail Report
• This report displays the details of the • Dashboard – Procurement Performance
POs.
Category/Commodity Manager, Orders subject area
Suppliers and Agreement by Purchasing
organization
• Purpose:
• This report displays the # of Suppliers
and # of Agreement by Purchasing
organization.
• User Focus:
• Location:
• Source:
Orders subject area
Leakage by Buyer
• Purpose:
• This report displays the Purchasing • Location:
agreement leakage by Buyer.This report
can be used to identify the buyers who are
not using available purchase contracts. • Additional reports in catalog
Manager, Purchasing Lead, Buyer Orders subject area
Non-Agreement Purchase Details By
•
Buyer
Purpose: • Location:
• Displays the details of Agreement Leakage • Dashboard – Procurement Performance
by Buyer. This report can be used to assess
how non-agreement and leakage rates have
changed compared to previous year. • Source:
• User Focus:
Orders subject area
Open Purchase Requisitions by Top Cost
Centers
• Purpose:
• This report details the open
requested spend for all approved
requisitions by top Cost Centers.
• User Focus:
• Location:
Performance
• Source:
Requested Spend, Committed Spend and
Actual Spend by Top Categories
• Purpose:
• This report provides analysis of
Purchase Requisition, Purchase
Order, and Invoices amounts by top
suppliers, top categories and top
buying locations. Report is filtered on
Invoice amount.
• User Focus:
• Location: • Source:
• Dashboard – Procurement • Procurement and Spend - Procure to Pay subject
Performance area
Requested Spend, Committed Spend and
Actual Spend Trend
• Purpose:
• This report provides trending analysis
of spend categories by Quarter or by
Month.
• User Focus:
• Location:
• Source:
• Procurement and Spend - Procure to
Pay subject area
Requisition Activity By Top Cost Centers
• Purpose:
• This report details Requisition Activity by • Location:
top 20 Cost Centers, and allows user to see • Dashboard – Procurement Performance
the volume of the requisition processed and • Additional reports in catalog
pending to be processed.
• Source:
Supplier Performance Reports
Supplier Performance - Key Performance
Indicators
• Purpose:
• Shows the Key Performance Indicators for a given • Source:
combination of filter criterion (e.g. Business Unit, Product,
Time etc) that provides overall performance of the • Supplier Performance - Supplier Performance
organization related to Procurement. subject area
• User Focus: • Report – Supplier Performance Key
Metrics -1
Purchasing Lead, Buyer • Supplier Performance - Supplier Performance
subject area
• Location:
• Report - Supplier Performance Key
• Dashboard – Supplier Performance Metrics -2
Supplier Scorecard - Top 20 Performing
Suppliers
• Purpose:
• Shows the performance of the
organization's Top 20 suppliers in
terms of adherence to quality,
scheduled delivery performance,
lead time, and the overall score that
is computed for each supplier
• User Focus:
• Location:
• Dashboard – Supplier Performance
• Source:
• Supplier Performance - Supplier
Performance subject area
Current Total Supplier Base
• Purpose:
• Shows the current supplier base in its
entirety, by product type or by purchasing
organization. This provides insights for
opportunities to either reduce or expand the
supplier base
• User Focus:
• Location:
• Source:
Top 10 Average Receipt Cycle Times By
Supplier
• Provides the details of those suppliers • Dashboard – Supplier Performance
that have a high receipt cycle time • Page – Overview, Delivery
• User Focus: Performance
• VP of Procurement, • Source:
Category/Commodity Manager, • Supplier Performance - Supplier
Purchasing Lead, Buyer Performance subject area
Supplier Performance Trends
• Purpose:
• Provides analysis of supplier performance
across multiple metrics over time. Provides the • Location:
ability to select the analysis for the metrics such • Dashboard – Supplier Performance
as Supplier Score, % Received on Time, %
• Page – Trends
Received Early, % Received Late,% Accepted,
% Rejected, % PO Cost Variance, and Average • Source:
Receipt Cycle Time. • Supplier Performance - Supplier Performance
• User Focus: subject area
Top 10 Off-Contract Spend by
Supplier
• Purpose:
• Displays the top 10 Off- Contract Spend by
supplier satisfying the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity • Location:
Manager, Purchasing Lead, Buyer • Dashboard – Supplier Performance
• Source: • Page – Exceptions
subject area
Top 10 Rejection Rates by Supplier
• Purpose:
• Provides the details of the top 10 suppliers • Location
with the highest product rejection rates. This
report is useful to identify potentially
problematic suppliers whose products have • Page – Exceptions, Quality Performance
consistently high quality issues • Source:
• User Focus: • Supplier Performance - Supplier
• VP of Procurement, Category/Commodity Performance subject area
Bottom 10 Received On Time Rates By
Supplier
• Location:
• Purpose:
• This report details those suppliers that
have the 10 worst received on time rates. • Page – Exceptions, Supplier Payables
• VP of Procurement, Category/Commodity • Supplier Performance - Supplier
Manager, Purchasing Lead, Buyer Performance subject area
Top 10 Outstanding Payments To
Suppliers
• Purpose:
• Provides the details of the suppliers that
have the top 10 outstanding invoice
amounts.
• User Focus:
• Location:
• Page – Supplier Payables
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
Supplier Payment Analysis
• Purpose:
• Provides the analysis of the past payments
to suppliers, and the number of payments
made with and without invoices.
• User Focus:
• Location:
• Source:
AP Aging Analysis
• Purpose:
• Provides the analysis of the supplier
payment aging analysis
• User Focus:
• Location:
• Source:
Top 10 Payment Amounts By Purchasing
Organization
• Purpose:
• Provides the analysis of 10 highest supplier • Location:
payment amounts made by purchasing • Dashboard – Supplier Performance
organization • Page – Supplier Payables
• VP of Procurement, Category/Commodity • Supplier Performance - Supplier AP
Manager, Purchasing Lead, Buyer Transactions subject area
Top 10 Numbers Of Supplier Payments
• Purpose:
• Provides the analysis of the suppliers with 10
highest numbers of payments
• User Focus:
• Location:
• Source:
Top 10 Order Acceptance Rates By
• Purpose:
• Provides the analysis of the purchasing
organizations or the suppliers with best order
acceptance rates
• User Focus:
• Location:
• Page – Quality Performance
• Source:
Top 10 On Time Performance By Supplier
• Purpose:
• Provides the analysis of the suppliers who have the best PO on-time delivery rate
• User Focus:
• Location:
• Page – Delivery Performance
• Source:
Top 10 Late Purchase Order Deliveries
• Purpose:
• Provides the analysis of the
purchase orders with the 10 most
late receipt quantities. This
information is listed by receiving
plant or supplier and is useful to
identify potential disruptions to an
organization's business process
due to the lack of required
resources
• User Focus: • Location:
• VP of Procurement, • Dashboard – Supplier Performance
Category/Commodity Manager, • Page – Delivery Performance
Purchasing Lead, Buyer • Source:
• Supplier Performance - Supplier Performance
subject area
Top 5 Products That Have Been Delivered
Early By Supplier
• Purpose:
• Provides the details the top 5 products that were delivered early, as well as the suppliers
responsible for selling the products. This report will tell us any problematic issues in the
supply chain such as the build up of inventories in a location
• User Focus:
• Location:
• Page – Delivery Performance
• Source:
Invoice Price Variance (IPV) by Top
Products
• Purpose:
• Location:
• Displays invoice price variance in
percentage by top products satisfying
the filter criteria. • Page – Price Performance
Invoice Price Performance by Top
Suppliers
• Purpose:
• Displays the comparison
of invoice price
performance for top 10
suppliers for satisfying
the filter criteria.
• User Focus:
Category/Commodity
• Location:
Manager, Purchasing
Lead, Buyer • Dashboard – Supplier Performance
• Page – Price Performance
• Source:
• Procurement and Spend - Invoice Lines subject area
PO and Receipt Amount Comparison by
Top 20 Suppliers
• Purpose:
• Displays year over year changes for PO
Amount and Receipt Amount by To 20
Suppliers
• User Focus:
• Location:
• Source:
• Procurement and Spend - Procure to Pay
subject area
Purchase Order to Purchase Receipt
Variance
• User Focus:
Category/Commodity
Manager, Purchasing Lead,
Buyer
• Location:
• Dashboard – Supplier
Performance
• Source:
• Purpose: • Procurement and Spend -
• Provides the details of the variance between what was committed toPurchase
be Cycle Lines
purchased by a given Purchasing Organization through and what was
actually received from the Supplier
Supplier Scorecard - Bottom 20 Performing
Suppliers
• This report details the performance of the • Dashboard – Supplier Performance
organization's supplier base in terms of • Page – Overview
adherence to quality, scheduled delivery • Go Navigation Link from Supplier
performance, lead time, and the overall score Scorecard - Top 20 Performing Suppliers
that is computed for each Supplier. report
• VP of Procurement, Category/Commodity • Supplier Performance - Supplier
Manager, Purchasing Lead, Buyer Performance
Supplier Payment Performance
Source:
• Purpose:
• Provides analysis on amounts paid
Transactions
as well as number of payments made
to suppliers and helps to monitor
timeliness of payments to suppliers
• User Focus:
• Location:
• Page – Trends - Go Navigation Link
from Supplier Payment Trends report
• Page – Supplier Payables - Go
Navigation Link from Supplier
Payment Analysis report
Top 10 Payment Amounts By Supplier
• Purpose:
• Provides the analysis of the 10 highest
amounts paid to suppliers.
• User Focus:
• Location:
• Go Navigation Link from Top 10 Payment
Amounts By Purchasing Organization
• Source:
Transactions
Invoice Price Performance by Supplier
by Item Category
• Location:
• Purpose:
• Displays the comparison of invoice
price performance for all suppliers for • Page – Price Performance
a selected top level item category • Go Navigation Link from Invoice
satisfying the filter criteria. Price Performance by Top Suppliers
PO Amount by Top 20 Suppliers by
Product
• Purpose:
• This report details an organization's top 20 PO
spend by Supplier and the top products that
are being purchased from that supplier. This
report is useful to identify areas where it could
be possible to consolidate purchases.
• User Focus:
• Location:
• Go Navigation Link from Invoice Price
Performance by Top Suppliers
• Source:
Top 10 PO Lead Times By Supplier
• Purpose:
• This report details those suppliers that
have a high average PO lead time. This
report is populated only with SAP data.
• User Focus:
• Location:
• Additional Report in Catalog
• Source:
Performance
Current Supplier Base By Purchasing
Organization
• Purpose:
• Provides the details of the number of
suppliers that are currently used by
purchasing organizations
• User Focus:
• Location:
• Source:
Performance
Top 5 Rejection Rates By Supplier
• Purpose:
• Provides the details of the top 5
suppliers with the highest product
rejection rates. This report is useful to
identify potentially problematic suppliers
whose products have consistently high
quality issues
• User Focus:
• Location:
• Source:
Cycle Lines
Early Purchase Order Deliveries By Plant
Location • Source:
• Purpose: • Supplier Performance - Supplier Performance
• This report details, by receiving
plant, all purchase order deliveries
that are early. It is useful to use this
report to identify problematic
vendors and potential disruptions to
internal business processes (e.g.,
not having the warehouse space to
store the early received materials,
etc.)
• User Focus:
• Location:
• Additional report in catalog
Late Purchase Order Deliveries By
• Purpose:
• Provides the details of all purchase
order deliveries that are late listed by
Purchasing Organization. It is useful to
use this report to identify problematic
internal business processes
• User Focus:
• Location:
• Source:
Cycle Lines
Supplier Payment Trends
• Purpose:
• Provides analysis of supplier payment
performance across multiple metrics over
time. Provides the ability to select the
analysis for the metrics such as AP Times
Paid Before Due, AP Times Paid After Due,
AP Average Invoice Days Overdue, AP
Average Supplier Payment Days.
• User Focus:
• Location:
• Source:
Supplier On Time Performance
• Purpose:
• Provides the details of all suppliers and
their PO on-time receipt rate
• User Focus:
• Location:
• Source:
Performance
Supplier Payment Performance
• Purpose:
• Provides the analysis of the timeliness of • Location:
payments to suppliers • Dashboard – Supplier Performance
Transactions
Top 10 Outstanding Supplier Balances
• Purpose:
• Provides the analysis of outstanding
balances to suppliers. This additional
information, together with DPO analysis, can
help the organizations to maintain good
credit ratings with suppliers
• User Focus:
• Location:
• Additional report in catalog
• Source:
Transactions
Supplier Rejection Rates
• Purpose:
• Provides the details of the monthly
product rejection rates listed by
Supplier. This report is useful in
identifying potentially problematic
product quality and source of supply
issues
• User Focus:
• Location:
• Source:
Orders
Early Purchase Order Deliveries By
• Purpose: • Source:
• Provides the details, by purchasing • Supplier Performance - Supplier Performance
organization, all purchase order
deliveries that are early. It is useful to
use this report to identify problematic
internal business processes (e.g., not
having the warehouse space to store
the early received materials, etc.)
• User Focus:
• Location:
Bottom 10 Received On Time Rates By
Supplier
• Purpose:
• Location:
• Provides the details of those products
that have the 10 worst received on
time rates • Page – Exceptions
• Procurement Manager, Supply Chain • Supplier Performance - Supplier
Executive, Supplier Performance Performance subject area
Manager
Employee Expenses Reports
Total Expenses Trend
• Purpose:
• Displays the last 6 months of total
expense compared to the year ago
six month period.
• User Focus:
• Executives / Finance & Accounting
Managers
• Location:
• Dashboard – Employee Expenses
• Source:
• Employee Expenses Subject Area
Top Cost Centers by Expenses
• Purpose:
• Displays Top 10 Cost Centers Total
Expense , Year Ago Expense and
directional change.
• User Focus:
Managers
• Location:
• Source:
Expense Breakdown by Type
• Purpose:
• Displays the Employee Expense by
Type as compared to the Year Ago
Expense by Type
• User Focus:
Managers
• Location:
• Source:
Top Employee Organization by Expenses
• Purpose:
• Displays Top Employee
Organizations Total Expense ,
Year Ago Expense and
directional change.
• User Focus:
• Executives / Finance &
Accounting Managers
• Location:
• Dashboard – Employee
Expenses
• Source:
• Employee Expenses Subject
Area
Top Operating Unit by Expenses
• Purpose:
• Compares the Top 10 Operating Unit
Total Expenses with the Year Ago
Total Expenses.
• User Focus:
Managers
• Location:
• Source:
Expenses Exposure
• Purpose:
• Displays the Total Outstanding
Expenses by Month
• User Focus:
Managers
• Location:
• Source:
Number of Expense Reports by Business
Unit • Purpose: • Location:
• Compares the Number of Expense
Reports and Total Expense by
Business Unit. • Page – Overview
• Executives / Finance & Accounting • Employee Expenses Subject Area
Managers
Number of Expense Reports Filed Late by
Business Unit
• Purpose:
• Compares the Average Expense
Filing Cycle Time, Number of
Expense Reports and Number of
Late Expense Reports by Business
Unit.
• User Focus:
Managers
• Location:
• Source:
Team – Total Expenses Trend
• Purpose:
• Compares the Total Expense vs.
the Total Expense Year Ago for a
Team.
• User Focus:
• Executives and Managers
• Location:
• Page – Manager - Expenses
• Source:
Recent Employee Expense Reports
• Purpose:
• Displays the 15 most recent
Expense reports submitted for a
Team.
• User Focus:
• Location:
• Source:
Expenses by Type
• Purpose:
• Shows the Breakout of the Teams
Employee related expenses by
Type.
• User Focus:
• Location:
Expenses
• Source:
Area
Top Spenders
• Purpose:
• Lists the top 10 Employees by
Total Employee Expense. The
report shows totals for each
Expense Type.
• User Focus:
• and Executives
• Location:
Expenses
• Source:
Area
Open Expense Reports
• Shows all of the open Expense • Dashboard – Employee
Reports for team members. Expenses
• User Focus: • Page – Manager - Expenses
• Executives and Managers • Source:
Area
Most Expensive Employee Expense
Reports
• Highlights the top 10 most Expensive Expense • Dashboard – Employee Expenses
Reports for the Team. • Page – Manager - Expenses
• Executives and Managers • Employee Expenses Subject Area
Employee • Location:
• Purpose:
• Displays the number of Expense • Dashboard – Employee Expenses
Reports Filed Late and The Average • Page – Manager - Expenses
Filing Cycle time by Employee • Source:
• User Focus: • Employee Expenses Subject Area
Total Expenses Trend
• Purpose:
• Displays the last 6 months of total
expense compared to the year ago
six month period for a selected Cost
Center.
• User Focus:
• Cost Center Owners / Managers
• Location:
• Page – Cost Center - Expenses
• Source:
Highest Expensing Cost Centers
• Shows the top 15 Cost • Dashboard –
Centers by Total Employee Expenses
Expense • Page – Cost Center -
• User Focus: Expenses
• Cost Center Owners / • Source:
Managers • Employee Expenses
Subject Area
Average Expense Cycle Times by Cost
Center
• Purpose:
Reports and associated Cycle
Times by Cost Center.
• User Focus:
• Location:
• Source:
Cost Center Year over Year Comparison
• Purpose:
• Compares the top 15 Cost
Centers Total Expense vs. The
Prior Year Total Expense.
• User Focus:
• Location:
• Source:
Open Expense Reports by Cost Center
• Purpose:
• Shows all of the open
Expense Reports by Cost
Center.
• User Focus:
• Cost Center Owners /
Managers
• Location:
Expenses
• Page – Cost Center -
Expenses
• Source:
Area
Cost Center
• Purpose:
Reports Filed Late with the Number
of Filed Expense Reports and the
Average Expense Filing Cycle Time
by Cost Center.
• User Focus:
• Location:
• Source:
Largest Expense Reports by Cost Center
• Displays the 15 largest expense reports • Dashboard – Employee Expenses
and the associated Cost Center.
• User Focus:
• Source:
Expense Report Submissions by Day of
Week
• Purpose:
• Displays The Number of Expense
Reports Filed and Associated
Expense for each day of the week
for a given month.
• User Focus:
• Financial Planning / Accounting
Analyst
• Location:
• Page – Submissions
• Source:
Expense Report Submissions by Week of
Quarter
• Purpose:
• Displays The Number of Expense
Reports Filed and Associated
Expense for each week of the
Quarter.
• User Focus:
• Financial Planning / Accounting
Analyst
• Location:
• Page – Submissions
• Source:
Sourcing Reports
Sourcing Key Performance Metrics
• Shows the key Negotiation • Dashboard – Sourcing
metrics • Page – Overview
• Category/Procurement Managers • Sourcing – Negotiations
Overview
Top 10 Projected Savings by Category
• Purpose:
• Displays the % share of Projected
Savings by Top categories with
Projected Savings amount
compared with the Projected
Savings from the rest of the
categories.
• User Focus:
• Category/Procurement Managers
• Location:
• Dashboard – Sourcing
• Source:
• Sourcing - Overview
Top 20 Awards Trend
• Purpose:
• This report compares the Award
amount till date with Year ago
Award Amount for Awards with
award amounts in Top 20 by
Category, Time , Buyer and
Procurement BU
• User Focus:
• Location:
• Source:
• Sourcing - Award
Top 20 Negotiations by Response Visibility
• Purpose:
• Display the number of
Negotiations by Response
Visibility i.e. Sealed or Open for
Negotiations with Line Amount in
top 20
• User Focus:
• Location:
• Page – Negotiations
• Source:
• Sourcing - Negotiations
Top 20 Negotiations by Document Type
• Purpose:
• Displays the total number of
Negotiations and Negotiated
Amount by Document Type for
e.g. RFQ, Auction etc., for
Negotiations with Line Amount in
top 20
• User Focus:
• Location:
• Source:
Top 20 Negotiations Cycle Time Trend
• Purpose:
• Displays the Cycle time metrics (in
number of days) for Top 20
Negotiation by Negotiation Line
Amount created in a particular
quarter
• User Focus:
• Location:
• Source:
Top 20 Negotiations by Status
• Purpose:
• Displays number of Negotiations
in a particular status for
Negotiations with Negotiation line
amount in Top 20
• User Focus:
• Location:
• Source:
Top 20 Awards Analysis
• Purpose:
• Displays Awarded Amount and
number of Awards by Document
Type for e.g. Auction for a
Procurement BU filtered by
Awards with Awarded Amount in
Top 20
• User Focus:
• Location:
• Page – Awards
• Source:
• Sourcing - Awards
Top 20 Awards by Revisions
• Purpose:
• Display Amount Awarded by
Outcome document type for a
Supplier by the Auction
Amendment Number for all
Awards with Award Amount in Top
20
• User Focus:
• Location:
• Page – Awards
• Source:
Top 20 Awards by Outcome
• Purpose:
• Displays % share of Award
Amounts or number of Awards by
Outcome type for Awards
completed in a Quarter and in top
20 by Award Amount
• User Focus:
• Location:
• Page – Awards
• Source:
Top 20 Awards – Negotiation Type Analysis
• Purpose:
• Displays the % share of number of
Awards or Award Amount by
dimensions like Procurement BU,
Time etc., for Awards with Award
Amount in top 20
• User Focus:
• Location:
• Page – Awards
• Source:
Top 20 Projected Savings
• Purpose:
• Displays the Projected Savings
and Projected Savings percentage
for awards completed in a quarter
and filtered by Negotiations with
Projected Savings Amount in top
20.
• User Focus:
• Location:
• Page – Savings
• Source:
Top 20 Realized Savings
• Purpose:
• Displays the realized savings and
realized savings percentage for
awards completed in a quarter and
filtered by Negotiations with
Realized Savings amount in top
20.
• User Focus:
• Location:
• Source:
Top 20 Savings Analysis
• Purpose:
• Compare the Projected Savings
with Realized Savings by
Category, Buyer and Procurement
BU for Negotiations with Projected
Savings amount in Top 20
• User Focus:
• Location:
• Source:
Top 20 Savings – Share of Auction Analysis
• Purpose:
• Displays the share of Projected
Savings with Realized Savings
from Auction with the overall
savings by Category, Buyer and
Procurement BU for Negotiations
with Projected Savings amount in
Top 20
• User Focus:
• Location:
• Source:
Sourcing Cycle Time
• Shows the Average Cycle Time • Dashboard – Sourcing
for Negotiations created in a
• Page – Performance
Business Unit
• Source:
• User Focus:
Negotiation Lines Trends for Top 20
Categories
• Purpose:
• Displays the number of
Negotiation lines by Document
type for e.g. RFQ by category and
Procurement BU
• User Focus:
• Location:
• Source:
Supplier Negotiation Activity for Top 20
Categories
• Purpose:
• Displays the share of suppliers
participating per document type by
Category and Purchasing
Business Unit
• User Focus:
• Location:
• Source:
Cycle Time Comparison
• Purpose:
• Compare the Preparation, Bidding
and Award Cycle times by
Document type, Buyer and
Procurement BU
• User Focus:
• Location:
• Source:

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The information contained in this document is subject to change without notice. This document is not warranted to be error free.

The following is intended to outline our general

Procurement & Spend Analytics Product Guide

Report showing On-time Receipt Performance

Report showing % Accepted

Derived calculations can be created in 99 standard ANSI SQL

Metrics in Subject Subset of logical measures are

Metrics in Logical Aggregations, time series calculations and derived

Measures from physical

Spend Analyzer Procurement Supplier Performance Employee Expenses Sourcing

Secondary: Secondary: Secondary: Secondary: Secondary:

Overview Manager - Expenses Cost Center - Expenses

The Manager - Expenses The Submissions dashboard

The Overview dashboard The Cost Center - Expenses

Overview Spend by Category Spend by Supplier Spend by Organization Item Details

Provides Provides the Provides the analysis This page is designed to

Provides current status of Provides the analysis of This page is used to

Overview Negotiations Awards Savings Performance

Spend Analyzer Reports

• Purpose: • User Focus:

Supplier Performance Reports

Employee Expenses Reports

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