Dashboard

Users can track sourcing events and keep an eye on key metrics by accessing the Dashboard, which is located on the main navigation tab in Keelvar. On the Dashboard, users can view a comprehensive overview of their sourcing activities, including ongoing events, and performance metrics in both Sourcing Optimizer and Automation.


Figure 1. Dashboard access from the main navigation tab

Metrics

Users can track the following metrics about the sourcing events:

  • Events: total number of events created over the specified time range
  • Spend: cumulative spend over these events based on the most recently awarded round
  • Bidders invited: total number of Bidder Organizations invited across these events
  • Cycle time: average duration from creation to close
  • Event status: tracks the current state of your event
  • Event type: Distinguishes between RFQ and Auctions
  • Bidders: shows the proportion of invitees that have accepted, rejected, and bid on these events

Event filtering

The Dashboard allows users to apply various filters based on their preferences. These filters allow users to customize the displayed metrics according to different criteria. Users can choose from a range of standard filters to refine the results and focus on specific aspects that are most relevant to them:

  • Sourcing Optimizer vs Automation: switch between events were created manually or by a Bot
  • Created Time: specify a date range
  • Event Name: choose individual events by name
  • Event Status: view events based on their current state
  • Event types: view events based on their type, such as auction vs RFQ

Figure 2. Cross event reporting dashboard

Event data presented in the Dashboard does not occur in realtime, and will only update when an action is triggered within Sourcing Optimizer, such as event creation, event publish, round progression, and round close.

Tag filtering

Event data can also be filtered according to your organization tags. These tags are specific to your organization and can be found on the right-hand side of the filter panel. When filtering event data based on organization tags, you can easily categorize and sort through the information that is most relevant to your specific organizational needs. 

Screenshot 2024-05-13 at 10.43.10.png
Figure 3. Event tag filters

Currency

The spend information displayed in the Dashboard is considered to be the default currency of the organization. In cases where event currency differs from the default organizational currency, it is necessary to convert the event spend and savings back to the default currency of the organization for accurate and standardized reporting. 

Configure the primary currency for the organization. The specified value will be used in the conversion of the event spend or savings to a value that is displayed on the Dashboard. 

Events displayed in the Dashboard have been back-filled until January 2023. Where an event required an exchange rate conversion, the average published rate was used for that calendar year. The rate can be modified in individual events. Please contact your CSM if you have any questions.