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 Trends
Purchasing Top KPIs Trends
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
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 11 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 Trends
Purchasing Top KPIs Trends
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
Purchasing Analytics
Top 10 Items - Pricing Analysis
Top 10 Items - Pricing Analysis
Purchasing performance of 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
Overview of the evolution of Average Buying Price by Product compared to the evolution of Total Purchase Quantity over the same period
Product Analysis
Product Analysis
Get an efficient overview of the purchasing history of a given item/product: Min/Max Prices, Vendors, evolution of Prices, evolution of Volume...
Behavioral Analytics
Purchasing Adhoc Analysis
Purchasing Adhoc Analysis
Perform simple ad-hoc analysis on your Purchasing data set: analyze any of your KPIs across any dimension
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
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Sales Planning
Digital Marketing
Procurement
Finance
Profit & Loss
Balance Sheet
Supply Chain
Quality & Production
General Services
Service Desk / Call Center
Project Management
Sentiment Analysis
Classification
Specific to a Business Sector
Retail
Healthcare
Medical Visits
Fundraising
Education
Insurance
Banking
Telecommunications
Start-up
Specific to a Data Source
Salesforce
ServiceNow
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!
