Providea workbookcontaining at least7 attributes
Geta ready-to-use,best-in-marketPURCHASING dashboard
Purchasing Home
Purchasing Home
Get a Home Page for your Purchasing dashboard
Purchasing Cockpit
Purchasing Cockpit
Gain full spend visibility on your purchasing process
Purchasing Top KPIs Breakdown
Purchasing Top KPIs Breakdown
Get a transverse view on your top 6 Purchasing KPIs, split by the dimension of your choice
Purchasing Top KPIs Evolution
Purchasing Top KPIs Evolution
Visualize how your Purchasing KPIs are evolving (Month-to-Date, Year-to-Date)
7 required attributes
Date
Supplier- Item / Product
- Purchasing Category
- Buyer / Purchaser
Purchase Amount- Purchase Quantity
10 KPIs
13 dashboard pages
- Purchasing Home
- Purchasing Cockpit
- Purchasing Top KPIs Breakdown
- Purchasing Top KPIs Evolution
- Purchasing Performance Cockpit
- Top 10 Items - Pricing Analysis
- Supplier Dependencies
- Price Volume Mix Analysis
- Price vs Volume
- Purchasing KPI Performance
- Purchasing Trends Analysis
- Purchasing Segmentation Analysis
- Purchasing Pareto Analysis
Detailed presentation of the PURCHASING dashboard
Your PURCHASING dashboard will contain 10 KPIs
- Purchasing VolumeSum of purchase amount over the period
- SuppliersNumber of distinct suppliers having a purchase transaction over the period
- New SuppliersNumber of new suppliers (first transaction over the period)
- Total Purchase QuantitySum of purchase quantity over the period
- Items PurchasedNumber of distinct items purchased over the period
- New Items PurchasedNumber of new items purchased (first transaction over the period)
- Average Buying PriceAverage price at which items have been bought (expressed in currency)
- BuyersNumber of distinct active buyers over the period
- Volume per SupplierAverage Purchasing Volume per Supplier (expressed in currency)
- Volume per BuyerAverage Purchasing Volume per Buyer (expressed in currency)
and 13 dashboard pages
Home
Purchasing Home
Purchasing Home
Get a Home Page for your Purchasing dashboard
Cockpit
Purchasing Cockpit
Purchasing Cockpit
Gain full spend visibility on your purchasing process
Purchasing Top KPIs Breakdown
Purchasing Top KPIs Breakdown
Get a transverse view on your top 6 Purchasing KPIs, split by the dimension of your choice
Purchasing Top KPIs Evolution
Purchasing Top KPIs Evolution
Visualize how your Purchasing KPIs are evolving (Month-to-Date, Year-to-Date)
Purchasing Performance Cockpit
Purchasing Performance Cockpit
Visualize the performance on your top 4 Purchasing KPIs, how this performance evolves over time and who contributes to this performance
Supplier Analytics
Top 10 Items - Pricing Analysis
Top 10 Items - Pricing Analysis
Quickly figure out your purchasing performance for your top 10 items
Supplier Dependencies
Supplier Dependencies
Optimize your procurement strategy by quickly figuring out the number of distinct suppliers you have for the items your purchase
Price Volume Mix Analysis
Price Volume Mix Analysis
Price Volume Mix variance analysis enhances standard variance analyses by decomposing how volume or pricing changes of our product assortment contributed to the difference in performance between the Actual and Reference values
Price vs Volume
Price vs Volume
Quickly figure out which products you are not buying at the right price compared to previous year
Behavioral Analytics
Purchasing KPI Performance
Purchasing KPI Performance
Visualize the overall performance of any of your Purchasing KPIs: what is the performance, how does this performance evolve, who contributes to this performance
Trends Analytics
Purchasing Trends Analysis
Purchasing Trends Analysis
Visualize the evolution of any of your Purchasing KPIs: Trends, Performance & Year over Year
Distribution Analytics
Purchasing Segmentation Analysis
Purchasing Segmentation Analysis
Visualize the value of any of your Purchasing KPIs, split by the dimension you selected (market share analysis)
Purchasing Pareto Analysis
Purchasing Pareto Analysis
Perform a Pareto Analysis on any of your Purchasing KPIs: the 80/20 rule.
Creating your PURCHASING dashboard Step-by-Step
You want to get a clear understanding on your Purchasing results? You want to build a Tableau dashboard to better understand your Purchasing data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Purchasing data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your Purchasing 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):
-
Date Date (Date used for time-series analysis)
-
Supplier Name of your supplier
-
Item / Product Purchased item: product, service…
-
Purchasing Category Purchasing category
-
Buyer / Purchaser Buyer name, Buying unit...
-
Purchase Amount Amount of the purchase
-
Purchase Quantity Quantity purchased
2nd STEP: Upload your Tableau workbook file
On LinPack-for-Tableau.com, select 'create dashboard from template: Purchasing' and upload your Tableau workbook (note: your data is NOT uploaded).
Dashboard Template
- Predefined (and customizable) KPIs
- Predefined DataViz
Transverse Functions
Sales
Sales Planning
Digital Marketing
Social Media
Procurement
Finance
Profit & Loss
Balance Sheet
Cash Flow
General Services
Service Desk / Call Center
Project Management
Sentiment Analysis
Specific to a Business Sector
Retail
Fundraising
Education
Insurance
Banking
Telecommunications
Start-up
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your Purchasing dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Purchasing dashboard is now ready to be used or customized!
