Reports & Analytics
The Supplier Performance report
Rates each supplier on delivering on time, delivering in full and how long its orders take to arrive, over a period you choose.
The Supplier Performance report answers one question: which suppliers deliver what you order, when they said they would? It gives each supplier a score from 0 to 100 and a rating.
Supplier Performance is included in the Pro plan and above. On another plan, the page shows what the report does and an invitation to upgrade.
Open and filter the report
- Open Reports in the top navigation bar.
- Choose Supplier Performance.
- Choose a period in Quick Dates, or set Start Date and End Date yourself. The page opens on This Year.
- Narrow the report with Supplier and Category if you need to.
What the report counts
The report looks at approved purchase orders dated in the period. Drafts, orders waiting for approval and refused orders were never sent to the supplier, so they do not count.
Only lines whose product is active, shown in inventory and not deleted are counted. The Category filter narrows the lines further.
| Column | What it shows |
|---|---|
| Orders | Approved orders dated in the period with at least one line counted |
| Received Value | The value of goods received from the supplier in the period, by delivery date, as the Received Value report counts it |
| On-Time % | The share of orders whose first delivery arrived on or before the expected delivery date. Orders with no expected delivery date are left out |
| Fulfillment % | Units delivered against units ordered on those orders, at most 100% |
| Lead Time | The average number of days from the order date to its first delivery |
| Score | A figure from 0 to 100 built from the three above |
| Rating | Excellent, Good, Average, Poor or Not rated |
Scores and ratings
The score counts on-time delivery and fulfilment for 40% each and lead time for 20%. For lead time, shorter is better: 7 days or less scores in full and more than 60 days scores least. A figure that cannot be measured is left out and the others are weighed without it.
A score of 90 or more is Excellent, 75 or more Good, 50 or more Average, and anything lower Poor.
A supplier is Not rated when nothing on its approved orders has been delivered yet: an order still on its way says nothing about the supplier. A figure that cannot be measured shows n/a, never 0. Pointing at it tells you why, for example that no order had an expected delivery date.
A supplier that delivered in the period without an approved order dated in it is still listed, with 0 orders and n/a for Fulfillment %.
Filter by rating and view totals
Above the table, Performance Distribution counts the suppliers in each rating. Click a rating to show only those suppliers, and click it again to show them all.
Beside it are the average on-time rate, the average fulfilment rate and the average lead time, then Active Suppliers, Total Orders, Ordered value (approved purchase orders dated in the period) and Received value (goods received in the period).
View supplier details
Click a supplier's row to open Supplier Performance Details: its orders and received value, on-time and late deliveries, ordered and delivered units, the average lead time with a Delivery Time Breakdown, the number of products and the number of deliveries. The supplier's name is a link and opens the supplier instead.
Export the report
Export offers two files: Rows shown (rating filter applied) or Every supplier (all ratings). Both follow your dates, Supplier and Category.
Department access and permissions
If your account is restricted to certain departments, the report counts only the orders you can see and the lines of products in your departments.
The reports permission opens this report but not the money in it. Without the View Inventory Value permission (an owner always has it), every amount shows as a dash; quantities and dates still show.