Insights Essentials

This selection of videos will guide you through the key dashboards of Basware Insights. Please note that the different offerings grant access to different dashboards. We will be adding more videos as we go forward.

Insights Essentials Dashboards

This content gives you an initial idea of the some of the dashboards that are included in the Essentials package. These are similar to what you would find in the original Analytics suite.

General tutorial

This general tutorial will provide you an overview of the common functionalities in insights dashboards.

AP KPI Overview

The AP KPI overview serves as a centralized resource for monitoring performance indicators, which are crucial for effectively managing your accounts payable. It provides a clear view of your financial metrics, including invoice processing performance, automation levels, and payment effectiveness.

 

AP Matching Overview

The AP matching overview provides a snapshot of the matching metrics allowing you to monitor performance of invoices matching for example in relation to purchase orders and spend plans. In addition, it provides information on matching exceptions.

 

Invoice origin discovery

Invoice origin discovery offers an in-depth analysis of the invoice receiving channels. In addition considering the total volumes, it identifies which suppliers are effectively using the preferred channels and highlights those that may need further attention. You'll get insights on invoice origin like what is the proportion of e-invoices or smart invoices and on supplier level as well.

 

Supplier overview

Supplier overview provides a comprehensive analysis of supplier performance relative to accounts payable KPIs. You can access detailed outcomes for any supplier, measured by a selected metric.

 

Process overview

The dashboard offers an overview of key performance indicators related to invoices, along with analytics on task cycle times. Its primary goal is to assist you in pinpointing the bottlenecks that are responsible for the majority of delays in the invoice processing workflow.

 

Invoice processing time discovery

The dashboard provides an overview of the invoice processing workflow, focusing specifically on time utilization. The first sheet analyzes invoice lead times, while the second sheet examines task cycle times. The main objective is to help you identify the bottlenecks that cause the majority of delays.

 

Purchase data discovery

The Purchase data discovery dashboard offers a comprehensive way to explore and analyze purchase data from multiple perspectives. Unlike other purchase dashboards, it grants you greater flexibility regarding the data fields used in the charts.This interactive platform enables you to analyze purchasing trends, monitor order statuses, and assess processing times.

 

Purchase overview

The Purchase Overview dashboard provides key performance indicators related to invoices, along with analytics on task cycle times. Its primary goal is to help identify bottlenecks that contribute most to delays in the invoice processing workflow.

 

Purchase process discovery

The Purchase process discovery dashboard offers an in-depth performance analysis of purchase processes. The first sheet presents a summary of key figures at the order and requisition levels. The second sheet delves into the specifics of order line details, particularly from the lead time perspective.

 

Open spend discovery

The Open Spend Dashboard gives AP clerks real-time visibility into upcoming payments, cash needs, and forecasts. It breaks down open spend plans, requisitions, orders, and invoices. It helps AP, treasury, and cash payment teams track due dates, assess late payment risks, and review spend details across invoice processing stages and plans. The dashboard includes 4 sheets in total.