Purchase Dashboards

Question

Hello,
I am currently a junior buyer, and my mission is to create performance indicators as well as an appropriate and readable dashboard.
I would like to create it in Excel, with the ability to consult previous years, input supplier evaluations, and calculate buyer performance based on volume and market price...
I would like to know if anyone has an example of a dashboard that has already been used for purchasing, because I am not an Excel expert :/
Thank you in advance for anyone who can save me and help me in my mission :)

Configuration: Windows XP / Chrome 40.0.2214.111

Raymond PENTIER · Answer

No, that is not the right way to proceed!
You write a document outlining your needs, your constraints, your conditions, your formulas...
You submit that to us, and we'll help you transcribe it into an Excel file.

--
Retirement is great! Especially in the Caribbean... :-)
Raymond (INSA, AFPA, CF/R)

nauzia45 · Answer

Hello,

Before responding to you, I went on Google and typed "purchase management software"; the list of responses is very long and you should find examples, then refine to meet your needs. You can add "with Excel" to your query.

Good luck - Jean-Jacques

Raymond PENTIER · Answer

Lolo, do you already have a draft, a rough sketch, an essay? If so, send it by going to https://www.cjoint.com/ to create the link, and then come back to paste it here.  -- Retirement is great! Especially in the Caribbean... :-) Raymond (INSA, AFPA, CF/R)

Raymond PENTIER · Answer

Hello, lolo.  In your message #5, you said "Today, I established purchasing families and determined the % of each family on the overall purchasing volume. I would like to create an Excel file, with the first tab being a summary of the overall purchasing performance". However, in the file you kindly sent us, I don't see who these purchasing families are, nor where their percentages are calculated... Furthermore, I still do not understand what you mean by "performance": is it the purchasing volume, yearly trend, customer satisfaction, supplier evaluation, or something else?  I'm also wondering why you are reaching out to us, since you already have a file that apparently contains all the charts you need! Is it protected? -- Retirement is great! Especially in the Caribbean... :-) Raymond (INSA, AFPA, CF/R)

Raymond PENTIER · Answer

Re-hello, lolo.  A graph is merely an illustration of a data table. For now, if we stick to your file, only the tables K2:M6 and K14:O26 on the Data sheet seem likely to provide graphs (3 or 4). The table C3:H103 with its 606 data points cannot provide a readable graph (unless we added totals by agency in row 104, which would allow for a graph): https://www.cjoint.com/c/EBssdjv1en5  But my help will have to stop here, since you obstinately refuse to reveal what a purchase family is, from which we must calculate the percentages, and how to determine the performance!  Really sorry ... Retirement is nice! Especially in the Caribbean ... :-) Raymond (INSA, AFPA, CF/R)

Raymond PENTIER · Answer

I suspect so!

But precisely, when building a project, you must start by specifying the objectives, then the variables, followed by the types of expected results, and finally the calculation methods; only at the end do you concern yourself with the formatting and layout.
You asked twice if your request was clear; that means you are well aware that you have not yet conducted this preliminary analysis.
And that is why I recommended from my very first message, "You should write a document outlining your needs, your constraints, your conditions, your formulas..."
In any case, we can only help you efficiently when you know exactly what you want. Otherwise, you can ask us to conduct the audit and carry out this operation for you; but that will be outside of CCM and it won't be free! Do we agree?

I still offered you some graphs, with the little information you provided, so you could see that it is possible. But a dashboard is not something fixed; it is never the same from one file to another, as it must describe, synthesize, and illustrate each file, which is particular and original by definition. You won't find a ready-made one that meets your expectations; and we cannot guess what you need. You need to take the time to think about your issue, as it is the task that has been assigned to you.
We will gladly help you if you provide us with the necessary tools.

--
Retirement is great! Especially in the Caribbean... :-)
Raymond (INSA, AFPA, CF/R)

Purchase Dashboards

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