Understanding the Analytics Dashboard

The Analytics module consolidates data across Vendor Registration, Purchase Requisitions, Auctions, ASN, Gate Entry, Store Certification, and Visitor Management into performance dashboards — helping teams spot trends and make decisions without manually cross-checking every individual module.

Typical insights and metrics available through Analytics:

• Vendor onboarding trends — how many new vendors registered and were approved over a given period, and how long approval typically takes.
• PR-to-PO conversion time — how long it takes, on average, for a Purchase Requisition to move all the way to a finalized Purchase Order, helping identify process bottlenecks.
• Auction savings insight — aggregated view of how much price savings (below the average benchmark) auctions are generating across different auction types.
• Gate entry and rejection rates — the percentage of incoming shipments approved vs. rejected at the gate, which can highlight recurring vendor or transporter issues.
• Store certification rejection trends — the volume and percentage of materials rejected or put on hold during store certification, useful for quality trend monitoring.
• Complaint volume and resolution trends — how many complaints are being raised, against which vendors or processes, and how quickly they're being resolved.
• Visitor traffic patterns — check-in volume trends and average visit duration over time.

Why this matters for dealer relationship management specifically: Analytics turns operational data — spread across many separate modules and hard to see holistically day-to-day — into a single, decision-ready view for management. Instead of relying on memory or anecdotal impressions of "which vendors are reliable," decisions can be grounded in actual delivery time, rejection rate, and pricing consistency data.

How different roles typically use Analytics:

• Purchase Heads — reviewing overall procurement efficiency, negotiating leverage from auction savings data, and identifying underperforming vendors.
• Store/Warehouse managers — monitoring quality trends via store certification rejection rates.
• Facility managers — reviewing visitor traffic and complaint volume trends to plan staffing and process improvements.
• Admin/leadership — getting a cross-functional summary view without needing to log into every individual module.

Connecting Analytics back to the everyday screens you already use: Every number in Analytics traces back to real records you've already seen elsewhere in this help center — a "PR-to-PO conversion time" metric is calculated from the same RFQ Date and Award Amount fields found in Purchase Requisition History; a "Gate rejection rate" is calculated from real Approve/Reject decisions made on the Gate Entry Check Form. Analytics isn't separate data — it's the same operational data, aggregated and visualized for faster decision-making.

Frequently Asked Questions

Does Analytics show data in real time, or is it periodically updated? 

This depends on your specific configuration, but Analytics dashboards are generally designed to reflect recent activity closely, giving a near-real-time operational picture.

Can I drill down from a summary metric into the underlying individual records? 

Most well-designed analytics dashboards support drill-down from summary charts into the specific PRs, POs, or vendor records behind a given metric — check the specific chart/report for this capability.

Is Analytics access restricted to certain roles? 

Yes, typically — given the sensitivity of pricing, vendor performance, and complaint data, Analytics access is usually limited to management, purchase heads, and admin roles.

Can Analytics data help identify which auction type works best for my organization? 

Yes — by comparing Savings Insight and outcomes across different auction types (Reverse, Sealed Bid, Dutch, etc.) used historically, you can identify patterns in what works best for your specific procurement scenarios.

How does Analytics relate to the Sourcing List? 

Analytics provides the performance evidence (delivery reliability, rejection rates, pricing trends) that should logically inform which vendors remain on, or get added to, your Sourcing List for specific materials.

Can Analytics highlight which internal purchasers are handling the highest workload? 

Yes — since Assigned Purchaser is tracked consistently across PR, RFQ, and Auction records, Analytics can aggregate this into workload distribution insight across your procurement team.