Dynamics 365 Finance & Operations

Purchase and procurement analytics for Dynamics 365 Finance and Operations

Reports and dashboards designed for critical analysis.

Metrixs purchase analytics gives Dynamics 365 Finance and Operations procurement teams ready-made Power BI reports on vendor performance, purchase orders, spend, and requisitions. Track vendor on-time delivery, purchase price variance, purchase order cycle time, spend by category, and open purchase orders. Data refreshes every 15 to 30 minutes, depending on Fabric capacity.

See if you qualify for a free 6-month trial

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.

Frequently asked questions

Procurement reports fall into four groups: vendor performance; purchase orders; spend analysis; and requisition management. They include Vendor spend analysis, Delivery performance, Open purchase orders, Spend by category, Purchase price variance, and Requisition to PO conversion. The summary dashboards are Vendor performance; Spend and cost analysis; and Requisition efficiency analysis.

Key metrics include 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, and past-due items.

Metrixs reads Dynamics 365 Finance and Operations data through Link to Microsoft Fabric or Azure Synapse Link, models it for procurement reporting, and delivers the reports in Power BI. Data refreshes every 15 to 30 minutes, depending on Fabric capacity, without slowing down ERP transactions.

Metrixs goes live in about six weeks, with Veratas running planning, configuration, deployment, and handoff. Companies on Dynamics 365 Finance and Operations can also see if they qualify for a free 6-month trial.