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Detailed presentation of the PROCUREMENT dashboard

Your PROCUREMENT dashboard will contain 18 KPIs

and 8 dashboard pages

Home

Procurement Home

Procurement Home
Procurement HomeProcurement Home
Get a Home Page for your Procurement dashboard

Cockpit

Procurement Cockpit

Procurement Cockpit
Procurement CockpitProcurement Cockpit
Get an overview on your Procurement process: Spend Under Management, Savings, Cost Reduction, Cost Avoidance, Risk Exposure...

Procurement Top KPIs Breakdown

Procurement Top KPIs Breakdown
Procurement Top KPIs BreakdownProcurement Top KPIs Breakdown
Get a transverse view on your top 6 Procurement KPIs, split by the dimension of your choice

Procurement Analytics

Contracts Under Management

Contracts Under Management
Contracts Under ManagementContracts Under Management
Get an overview on all your active contracts under management

Suppliers Under Management

Suppliers Under Management
Suppliers Under ManagementSuppliers Under Management
Get an overview of all your suppliers: Contracts, Savings, First to Last Offer Ratio...

New Contracts

New Contracts
New ContractsNew Contracts
Quickly understand our your Procurement KPIs evolve

Buyers Performance

Buyers Performance
Buyers PerformanceBuyers Performance
Get an overview of your buyers performance

Ending Contracts

Ending Contracts
Ending ContractsEnding Contracts
Easily visualize which contracts end in the next months

Creating your PROCUREMENT dashboard Step-by-Step

You want to get a clear understanding on your Procurement results? You want to build a Tableau dashboard to better understand your Procurement data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Procurement data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Procurement data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • string
    Contract # Contract Unique Identifier
  • string
    Supplier Name of the supplier
  • string
    Contract Type Contract Type
  • string
    Organization Customer organization of the contract
  • string
    Contract Owner Internal Contract Owner, Budget Owner
  • string
    Buyer Buyer / Purchaser
  • date
    Contract Start Date Contract Start Date (Date used for time-series analysis)
  • date
    Contract End Date Contract End Date
  • numeric
    Contract Amount Contract amount
  • numeric
    First Offer Contract first offer
  • numeric
    Cost Reduction Cost reduction of the contract
  • numeric
    Cost Avoidance Cost avoidance of the contract
  • numeric
    Contract Risk % Contract Risk: 0.5 for 50% (100% is the highest level of risk); Null when the risk has not been assessed

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Procurement' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Procurement dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Procurement dashboard is now ready to be used or customized!


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