Procurement analytics on the CBS dashboard
The Procurement tab on the Core Business Suite Analytics dashboard tracks open case volume and resolution trends for procurement requests, helping managers monitor purchasing activity and identify staffing gaps.
Today's snapshot
Procurement Analytics dashboard showing today's snapshot and performance trends metrics.
The Today's snapshot section tracks open case volume and current assignment status at a point in time. Use this section to assess workload distribution, spot triage gaps, and determine whether staffing coverage is meeting current demand. Unassigned cases are the signal to act on first.
| Metric | Description |
|---|---|
| Total open cases | Total number of procurement cases currently open. Example value: 24. |
| Cases unassigned | Number of open procurement cases not yet assigned to an agent. Example value: 8. |
| Cases assigned | Number of open procurement cases currently assigned to an agent. Example value: 16. |
Performance trends
The Performance trends section tracks case volume, resolution rates, and self-service deflection over a selected period. Use this section to identify trends, spot emerging bottlenecks, and evaluate whether process changes are having an effect. Adjust the date range filter to compare periods and surface patterns that a daily snapshot does not show.
| Metric | Description |
|---|---|
| Total cases created | Total number of procurement cases created in the selected date range, with a comparison to the previous period. Example value: 35 cases created \(up 31, or 775.0%, from the previous period, March 28 – April 26\). |
| Total cases resolved | Total number of procurement cases resolved in the selected date range, with a comparison to the previous period. Example value: 3 cases resolved \(up 3 from the previous period\). |
| Self solved using KB | Number of procurement cases resolved by employees using knowledge base articles, without agent involvement, and raising a service request 24 hours from consuming the data. Example value: 8 \(up 8 from the previous period\). |
| Mean time to resolve | Average number of days to resolve a procurement case over the selected period. Example value: 7.0 days \(average for April 27 – May 26\). |
| Total cases created by case type | Chart shows case volume broken down by procurement case type. - Inquiry - Edit a purchase - Edit a receipt - GL coding review - Budget review - Contract review - Send NDA for signature - Return a purchase - Replace a purchase - Request a corporate card - Delivery address review - Request a copy of contract - Due diligence |
Parent Topic:Core Business Suite Analytics overview