The PO dashboard is your one stop for dynamic PO collaboration, risk management, and data accuracy. Based on feedback from users, our PO dashboard is designed to give you greater insight to the POs that matter to you.
Key dashboard features
- Quick action buttons
- Elevated risk management
- SourceDay intelligence
- Dynamic left side organization with default views
- Build your own view of PO lines with advanced filters
👀 To learn how to utilize these new features in our in-depth training webinar click here.
Or watch a preview in this quick video introduction (2 mins).
Key features
Quick actions: The three most common actions (Accept/Propose Change, Hot, and Message) are quick buttons in the top right. The full action menu is right next to the quick actions under the ellipsis button.
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Organized POs: We’ve organized your POs and bring those that need your attention to the top. You’ll have insight at a glance of important statuses like pending and late. With the left-side navigation you can gain better risk management and insights with views that align perfectly with your workflow.
👀 Learn more about the new views here. |
Elevated risk management: SourceDay has always identified and surfaced on-time delivery risks, but now risks are more visible and easier to manage within your dashboard. Our dashboard enables you to exactly how to respond and effectively manage potential disruptions to on-time delivery without leaving the PO Dashboard.
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SourceDay Intelligence: SourceDay Intelligence offers comprehensive insights that help illuminate blind spots, mitigate risks, and increase efficiencies across your procurement operations. Leveraging this intelligence will enable you to make more informed decisions. 👀 Learn more about risk management with SourceDay Intelligence here. |
Advanced filters: You can build robust filters of POs with multiple search criteria. This advanced filter incorporates the quick filter buttons into one comprehensive filter. Every filter is exportable and savable, allowing users to create and reuse specific filters.
Customizable PO views: Our new comprehensive filters allow you to create complex filters then save these filters as customized views of your POs.
👀 Learn more about creating custom views with filters here.
| Suggest Views: Not sure where to start building custom views? Tryout the suggested views to gain immediate insight in a group of POs. Simply follow along with the prompts to customize these suggested views. |