New Orders Cost by Vendor

Modified on Thu, 12 May, 2022 at 11:20 AM



The New Orders Cost by Vendor dashboard offers a look at your orders by vendor, the associated quantity & cost and how they are allocated by street date (or date to start selling). This report will be helpful to buyers working with budgets or needing to understand volumes & costs of current orders. It allows a compressed view with only totals by vendor, or can be expanded to included details such as individual items, order / due / expiration dates, purchase order # and order status. The column charts at the top of the dashboard allow a quick look at how the volumes compare by vendor or street date - these charts can be used as filters for the dashboard, simply click on the area of the column chart you want to see in more detail and the dashboard will filter to that.


The scope of the analysis here is fairly limited and is purpose specific - managing orders against budgets, and seeing the projected flow of cost and orders by vendor is the primary function of the report. It will also give some insights into the schedule of new releases coming up. You can use the filters on the right side of the dashboard to narrow the focus of your results.


Below the graphics is a pivot data table that shows the quantity & cost of the orders. You are able to interact with the pivot table by adding, or removing fields that will help you focus on the specific data you need. By right clicking on a header or row, you will see a list of fields that can be added to or removed from the pivot table. Simply click on them to add or remove. Adding fields such as purchase order number or and of the associated dates will expand the pivot to give you more details of your orders. By simply removing these fields from the pivot, you can have a compressed listing with a single (or more) of the available values.




The data table can be exported to work with the data outside the dashboard. Do this by clicking on the 3 dots at the top right corner of the widget, choose Download and export an image or file.  The recommended file type for a spreadsheet is CSV.

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