Build Custom Dashboards

Leverage Spend Visibility features and learn how to develop custom dashboards that help your organization's reporting.

Track and measure your procurement goals with customizable dashboards

Business Analytics helps Amazon Business customers research, create, save, and download reporting on your organization's Amazon purchasing based on your business needs. Spend Visibility enables you to take analytics a step further. Customers can rapidly uncover purchasing insights and analyze goals through interactive, visual, ready-to-use dashboards. 

 

Using the 'Analyses' feature simplifies the process of creating a custom dashboard. It allows you to slice and dice data as needed, making it easy to create visuals that meet your specific requirements.

 

It's available for Business Prime Essentials, Small, Medium, and Enterprise plans. Learn more about Business Prime plans here.

 

Get started with Spend Visibility

  1. Log into your account and hover over 'Hello'.
  2. From the drop-down menu, select 'Business Analytics'. 
  3. Hover over 'Spend Visibility' and click 'Dashboards'.

 

Build custom dashboards 

  1. Ensure you have 'Author' permissions in Spend Visibility, which can be configured in the 'Manage Access' dropdown    
  2. From the Dashboard page, select the Quicksign icon in the top left corner
  3. Select 'Analyses' on the side bar
  4. Click the '+' button and 'Add visual'
  5. Drag and drop fields from the sidebar to populate your desired visual
  6. Once published, all readers in your organization will have the ability to view your custom dashboard.

 

Navigating default and pre-built dashboards

Your default Procurement Dashboard displays total spend, average order size, number of orders, number of items, spend by group, and more, for the trailing twelve months. Hovering over the top right of each data card reveals a menu box, allowing you to maximize the chart, drill up or down, view summary data, or export data to CSV. Hovering over the chart area displays a list of items and their values, while hovering over a specific part of the chart shows the name and value of that item.

 

To access pre-built dashboards, click the Quicksight icon to browse popular configurations including the Supplier Diversity Dashboard, Policy Adherence Dashboard, and Savings Dashboard. Spend Visibility grants access to highly visual, pre-built dashboards, and the ability to customize your own to support smarter buying decisions.

 

Managing permissions for custom dashboards

As a user of Spend Visibility, you'll either be a reader or an author. In order to build custom dashboards, you must have author permissions.

  • A reader can view all dashboards, set favorites, and filter or drill down into dashboard data, whereas an author can do all this plus create new dashboards and analyses.
  • Author roles are only available on Business Prime Small, Medium, and Enterprise plans.

Get started with Spend Visibility today