Analytics Supplier Dashboard
We're thrilled to introduce the Unified Supplier Dashboard – a game-changing analytics experience that brings together supplier data from Financials and Expense modules into one comprehensive view. This is the Evolve Suite advantage in action.
Many insights in the Supplier Dashboard offer interactive drilldown functionality, allowing you to click on charts or pie insights to access detailed underlying data. This enables you to move seamlessly from high-level overview to transaction-level detail.
Your new dashboard provides 360-degree supplier intelligence through multiple integrated insights.
Getting Started
To access the Supplier Dashboard, please follow the steps below.
Navigate to Analytics within your Evolve Suite, then select Dashboards from the main menu and then click on Supplier Dashboard.
In the sections below, we will point out to you the key features of the Evolve Suite.
1. Financial Performance & Spend Analytics
Combining cross-module transaction data from Financials and Expense, this group provides comprehensive visibility into supplier spending patterns, helping procurement teams identify strategic supplier relationships and uncover cost-saving opportunities.
Example:
The dashboard shows Current Year Spend versus Last Year Spend, giving immediate year-over-year performance comparison.
The Supplier Spend by Year and Period column chart reveals spending trends and seasonality patterns, helping identify unusual fluctuations.
Top Claimants from Expense provide visibility into employee spending with suppliers.
2. Cash Flow & Payables Management
Real-time transaction data and aging analytics deliver working capital intelligence, enabling AP (Accounts Payable) teams to optimise payment timing and maintain healthy supplier relationships.
Example:
The dashboard shows Payable Amount as a key metric, providing instant visibility into current payment obligations.
The Aged Creditor - By Age column chart breaks down payables by aging buckets (30, 60, 90+ days), highlighting where attention is needed.
With Overdue Invoices bar chart displaying late payments by supplier, managers can prioritize relationship-critical payments.
3. Expense Claims Processing & Efficiency
Integrated expense workflow data enables finance operations to optimize reimbursement cycles, identify high-value claims requiring scrutiny, and track claim quality metrics.
Example:
The dashboard shows Average Approval Time metric, providing immediate visibility into processing efficiency.
The Count of Pending Claims and Total Pending Claims Value metrics reveal backlog size and associated financial obligation.
With Rejected Claims showing quality issues, finance teams can identify training needs or policy clarification requirements.
4. Operational Performance & Activity Tracking
Through real-time transaction monitoring, this group helps operations teams understand transaction volumes, identify seasonal patterns, and ensure consistent operational performance.
Example:
The dashboard shows Active Suppliers metric, providing visibility into supplier base size and engagement.
Expense Processing Funnel bar chart visualizes conversion rates through each processing stage, highlighting where claims drop off or stall.
5. Approval Workflow & Governance
Workflow orchestration data enables finance leadership to identify approval bottlenecks, track approver performance, and maintain audit trail integrity.
Example:
The dashboard shows Approval Pipeline pie chart, displaying the distribution of claims across approval stages (Pending, Awaiting Approval, Rejected).
With Approval Bottlenecks table showing which approval stages or individuals create delays, process improvement teams can take targeted action.
Budget Performance & Variance Analysis
Integrating budget planning and actual spending data, this group enables financial controllers to track spending against budgets and ensure financial discipline.
Example:
The dashboard shows Expense Budget Vs Actuals smart chart, providing immediate visual variance analysis.
Integration Integration with Supplier Spend by Year and Period enables comprehensive budget tracking across both AP invoices and employee expenses for complete cost visibility.
Supplier Dashboard Intelligent Drilldown Functionality
Available drilldowns:
Click any period in the Supplier Spend by Year and Period chart to see all invoices and credit notes for that timeframe.
Click on any data point in Average Invoice Value to view individual invoices that contribute to the average, or drill into spend patterns over time for specific suppliers.
Click on Supplier Spend - Analytics Level 1 to access detailed transaction data (Invoices & Credit Notes). Navigate from Supplier Spend - Analytics Level 1 to Analytics Level 2, 3, and 4 for deeper segmentation.
Click any aging bucket on Aged Creditor - By Age to see which suppliers have balances in that range, then drill down to individual transaction details.
Click any overdue aging bucket in Overdue Invoices to see the specific invoices requiring attention.
Click any bucket on Invoices Paid to view detailed payment history, including payment dates and amounts for all successfully processed invoices.
Click through Approval Pipeline or Approval Status Distribution to view individual expense claims requiring action with full approval chain visibility.
Navigate from Top Claimants to detailed expense claim history by employee.
Supplier Insights Reference Table
Insight Name | Type | Description |
Current Year Spend | Metric | Total supplier spending in the current financial year. |
Last Year Spend | Metric | Total supplier spending in the previous financial year for year-over-year comparison. |
Active Suppliers | Metric | Count of active suppliers. wirh recent transactions or open balances. |
Payable Amount | Metric | Sum of all unpaid supplier invoices across your portfolio. |
Largest Claim in Past Year | Metric | Highest individual expense claim amount submitted in the trailing twelve months. |
Highest No. of Claims in Past Year | Metric | Maximum number of expense claims submitted by a single employee. |
Rejected Claims | Metric | Count of expense claims rejected. |
Count of Pending Claims | Metric | Number of expense claims awaiting approval action. |
Total Pending Claims Value | Metric | Pound value of all claims currently in the approval process. |
Average Approval Time | Metric | Mean time from claim submission to final approval across all claims. |
Supplier Spend by Year & Period | Column Chart | Visualisation of supplier spending trends across fiscal periods showing seasonal patterns. |
Supplier Transaction Detail - Invoices & Credit Notes | Table | Detailed transaction-level listing of all supplier invoices and credit notes. |
Supplier Spend - Analytics Level 1, 2, 3, 4 | Pie Chart | Distribution of supplier spending by primary category or analysis dimension, with the ability to drill down into Analytics Level 2, 3, 4. |
Average Invoice Value | Column and Line Chart | Trend analysis of average invoice amounts over time to identify pricing changes or order consolidation patterns. |
Supplier Invoices | Table | Complete supplier invoice history for payment tracking. |
Supplier Spend Summary | Table | Supplier spending summary for analysing supplier transaction patterns and identifying spend concentration. |
Aged Creditor by Age | Column Chart | Breakdown of outstanding payables by aging buckets (current, 30, 60, 90+ days). |
Aged Creditor - Supplier Detail | Table | Detailed aging breakdown of supplier payables by aging buckets. |
Aged Creditor Transaction Detail | Table | Transaction-level aging detail for granular payables analysis. |
Invoices Paid | Bar Chart | Volume and value of supplier payments processed over time for cash flow tracking. |
Supplier Payment Performance Detail - Paid Only | Table | Detailed payment performance tracking to analyse payment cycle efficiency and identify late payment trends by supplier. |
Overdue Invoices | Bar Chart | Count and value of invoices past their due date requiring immediate attention. |
Supplier Payment Performance Detail - Overdue Invoices | Table | List of overdue invoices to prioritize late payments and manage supplier relationship risks. |
Supplier Credit Notes | Table | Detailed listing of credit adjustments, returns, and corrections by supplier. |
Latest Supplier Transactions - Last 30 Days | Table | Real-time view of recent supplier activity for reconciliation and issue resolution. |
Top Claimants | Bar Chart | Ranking of employees by total expense claim value. |
Expense - Claim Details | Table | Detailed expense claim line items for comprehensive expense transaction tracking and audit trail visibility. |
Approval Pipeline | Pie Chart | Distribution of expense claims across approval stages for workflow visibility. |
Approval Status Distribution | Table | Breakdown of approval outcomes (Approved, Rejected, Pending) with percentages. |
Approval Time Trend | Multiple Line Chart | Historical tracking of approval cycle times to identify process improvements or degradation. |
Approval Speed | Table | Comparison of individual approver performance showing average approval times. |
Approval Bottlenecks | Table | Identification of approval stages or individuals causing processing delays. |
Expense Processing Funnel | Bar Chart | Visualisation of claim progression through processing stages with conversion rates. |
Expense Budget Vs Actuals | Smart Chart | Variance analysis comparing planned expense budgets to actual spending. |