Dynamics 365 Finance & Operations

Procurement analysis

Reports and dashboards designed for critical analysis.

Key dashboards

  • Vendor performance Monitor supplier reliability, efficiency, and overall contribution to procurement success.
  • Spend and cost analysis Provide visibility into procurement spend, pricing trends, and cost-saving opportunities.
  • Requisition efficiency analysis Track procurement cycle efficiency and bottlenecks in purchase order processing.

Key metrics

  • Vendor on-time delivery rate
  • Purchase order cycle time
  • Requisition approval lead time
  • Procurement discounts
  • Purchase price variance
  • Received in-full rate
  • Invoice matching accuracy
  • Total spend amount
  • Spend by product
  • Past due items

Vendor performance reports

  • Vendor performance Evaluates vendors based on delivery reliability, quality, and responsiveness.
  • Vendor spend analysis Analyzes total spend per vendor to identify procurement patterns and cost-saving opportunities.
  • Delivery performance Measures vendors' adherence to delivery schedules and quantities.
  • Contract compliance Assesses adherence to procurement contracts and identifies off-contract spending.

Purchase orders reports

  • Purchase order summary Provides an overview of all purchase orders, including status and key details.
  • Open purchase orders Lists all purchase orders that are yet to be fulfilled or invoiced.
  • Purchase variance Compares ordered quantities and prices against received and invoiced amounts.
  • Lead time analysis Evaluates the time taken from order placement to receipt of goods.

Spend analysis reports

  • Spend by category Breaks down procurement spend across different categories or departments.
  • Purchase price variance Analyzes differences between standard costs and actual purchase prices.
  • Purchase cycle time Measures the efficiency of the procurement process from requisition to payment.
  • Procurement cost analysis Breaks down procurement-related costs, including shipping, handling, and taxes.

Requisition management reports

  • Requisition status Monitors the approval and fulfillment status of purchase requisitions.
  • Requisition to PO conversion Analyzes how many approved requisitions successfully convert into purchase orders.
  • Recurring requisition trends Identifies frequently requested items to streamline procurement planning and approvals.
  • Requisition processing time Measures the average time taken from requisition submission to approval.