Analyse Purchases

This workbook provides analysis of purhcase and bill information using several dashboards and reports. These can be used as and filters changed. You can copy the Workbook is or copied and changed to suit you

Headline Purchases - Dashboard

The Headline tab  shows purchasing history using a dashboard with multiple elements (widgets) including KPI panels, and tablular lists by Item, Supplier and State. The company and date range can be filtered.

If you don't maintain stock you won't see much here.

Screenshot 2025-04-07 at 8.54.26 am.png

Who - Dashboard

This Who tab is a dashborad to provide further detail on Who you are buying stock from.

  • Filter suppliers left panel provides a visual filter on the left for Suppliers and you can serach and click to select. You can use this to compare two or more suppliers.
  • List Suppliers centre panel list supplier purchase amounts ranked by amount and uses a bar chart overlay (blue) on the purchase amounts to visually show relativity.
  • Pie We include a pie chart to show how it conveys visual clarity of supplier volumes and because we all like some pie.

Screenshot 2025-04-07 at 9.05.05 am.png

YOY

The report show purchcase comparisons Year-over-Year with $ and % variation.

Note the icons and colours on % Var. These are controlled by Formatting Rules that you can copy and set thresholds yourselfto meet your needs .

Screenshot 2025-04-07 at 9.22.56 am.png

Item Purchases

This tab show the Items purchased.

Screenshot 2025-04-07 at 9.27.50 am.png

Invoice Line Detail

Lists the Invoice Line Detail.

Screenshot 2025-04-07 at 9.30.18 am.png

 

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