The Reports section
The Reports page offers three analytical reports. Each one opens with a date-range filter at the top: pick a custom From / To range, or use the quick presets — 1M, 3M, 6M, YTD, 12M. The end date cannot be in the future, and the start date cannot be after the end date.Procurement Cycle
Shows how efficiently RFQs move from creation to award:- KPIs: total RFQs, average cycle time (from creation to the last status change), supplier response rate, and percentage of RFQs awarded.
- Procurement funnel: a stage-by-stage view of how many RFQs progress through the process, with conversion percentages.
- RFQ detail table: every RFQ in the period with its date, days elapsed, number of quotations received, current status, and whether it was awarded.
Savings Analysis
Compares what you budgeted against what you awarded and what you actually ordered:- KPIs: total budgeted (with RFQ count), total awarded, total ordered (with PO count), savings vs. awarded, and savings vs. ordered — each with its percentage.
- Budget vs. Awarded vs. Ordered chart: a per-RFQ comparison with a savings-percentage line overlaid. When you have many RFQs, the chart shows the top entries and notes how many are included.
- Detail by RFQ: a table listing each RFQ with its category, budgeted amount, awarded amount, ordered amount, savings, and the award strategy used (single supplier, cherry picking, or fastest delivery).
Activity and Volume
Shows how busy your procurement operation is:- KPIs: counts of RFQs, quotations, POs, and supplier invitations in the period.
- Monthly timeline: a chart of RFQs, quotations, and invitations per month.
- Activity by supplier: a searchable table showing each supplier’s invitations, quotations submitted, awards won, and response rate (color-coded — green at 75%+).
- Audit trail feed: a chronological feed of recent activity across your organization, drawn from the same history shown on individual documents.
Tracker table tools
The list pages (Requests, RFQs, POs, Suppliers, Budgets, My Requests) share a common set of table tools.Column manager
- Reorder: grab a column by its grip handle in the header and drag it — columns slide apart to open a slot where it will land.
- Show / hide: the + button at the end of the header opens the column menu, where you toggle columns on or off. Some columns are hidden by default until you enable them.
- Reset: restores the default layout.
- Your column order and visibility are remembered per browser, separately for each tracker.
View toggles
Three view preferences apply to all trackers at once — change them on any page and every tracker follows:- Wide mode: expands the page beyond the standard width, giving long tables more room.
- Gridlines: adds spreadsheet-style borders on every row and column.
- Sticky header: freezes the header row so it stays visible while you scroll long lists.