Vendor Dashboards
You can view a real-time dashboard for each of your vendors. The vendor dashboard enables you to see vendor data pulled from vendor records at a glance without having to search records individually. Vendor dashboards show Key Performance Indicators (KPIs), trend graphs, report snapshots and reports pertaining to each vendor.
To view a vendor dashboard, click the View Dashboard icon above the vendor name on the vendor record. You can also open the vendors list, then hover to the left of the vendor’s name and click the View Dashboard icon.
To go directly to a vendor dashboard through global search, enter a name of a vendor in the global search field. This field is at the top of any page. Point to the suggested vendor, and then click Dash.
By default, a vendor dashboard includes the following portlets:
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The Vendor portlet displays summary information about the vendor record and includes buttons to View or Edit update details on the vendor record.
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The Key Performance Indicators portlet displays important summary data for the vendor.
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The Vendor Dashboard Links portlet shows links to reports related to the vendor, and links to create a new activity or transaction for the vendor.
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The Transactions portlet displays information about recent vendor transactions.
You can also personalize the content and setup of the vendor dashboard portlets.