Procurement Team Performance Dashboard

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Procurement Team Performance Dashboard

    The Procurement Team Performance Dashboard enables ServiceNow customers to visually analyze key performance metrics related to sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes over a selected time period. It provides actionable insights to help procurement specialists, managers, and administrators monitor and improve procurement operations. This dashboard requires installation of the Performance Analytics for Sourcing and Procurement Operations application.

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    Key Features

    • Role-Based Access:
      • Procurement Specialist Manager: Views overall organizational performance and accesses manager-level dashboards.
      • Procurement Specialist: Focuses on individual procurement activities.
      • Procurement Administrator: Manages and configures dashboard widgets.
    • Performance Indicators: Tracks metrics such as total negotiations, closed purchase requisitions, negotiated savings, average cycle times, and negotiation outcomes.
    • Breakdowns: Data can be filtered by assignee for negotiations, purchase requisitions, and sourcing requests, facilitating individual performance reviews.
    • Configurable Timeframes: The year-to-date (YTD) calculations default to January but can be adjusted to start from any month to suit reporting needs.
    • Interactive Reports and Visualizations:
      • Average sourcing request and purchase requisition cycle times displayed via bar and line charts, with the ability to set target benchmarks for comparison.
      • List views showing cycle times and counts of open or closed requests by buyer, supporting detailed performance analysis.
      • Negotiated savings and negotiation outcomes summarized by buyer on a YTD basis, including categories such as contract renewals and different negotiation types.

    Practical Benefits for ServiceNow Customers

    • Quickly identify bottlenecks in sourcing and purchase requisition processes by measuring cycle times against targets.
    • Monitor individual and team negotiation effectiveness through detailed savings and outcome tracking.
    • Enable procurement administrators to tailor dashboard widgets to organizational needs, enhancing reporting relevance.
    • Support data-driven decision-making to optimize procurement workflows and improve cost-saving initiatives.

    Visually analyze how your team is performing on sourcing requests, purchase requisitions, negotiated savings, and negotiation outcomes, over a given period of time, with the help of the Procurement Team Performance Dashboard.

    Note:
    This dashboard is available only if you install the Performance Analytics for Sourcing and Procurement Operations application.

    End user and roles

    Table 1. End user goals and associated roles
    End user and goal Required role
    Procurement Specialist Manager: View your organization's overall performance. This role has the same access as a procurement specialist, except that they have access to the manager dashboards. sn_shop.procurement_specialist_manager
    Procurement Administrator: View and make configuration changes to the widgets. sn_shop.procurement_administrator

    Indicators

    • Number of Total Cost Avoidance Negotiations
    • Number of Total Negotiations
    • Number of Closed Purchase Requisitions - Monthly
    • Number of All Purchase Requisition - Monthly
    • Purchase Line Total Negotiated Savings
    • Purchase Requisition - Avg Cycle Time (Days) - Monthly
    • Number of Closed Sourcing Requests - Monthly
    • Purchase Line Negotiated Savings
    • Number of Total Contract Terms Negotiations
    • Number of Total Negotiation Unsuccessful
    • Sourcing Request - Avg Cycle Time (Days) - Monthly
    • Number of All Sourcing Request - Monthly
    • Parent Line Negotiated Savings
    • Number of Total Standard Savings Negotiations

    Breakdowns

    • Negotiation - AssignedTo
    • PurchaseRequisition - AssignedTo
    • SourcingRequest - AssignedTo

    Reports

    Note:
    By default, YTD is configured to start from January. However, this can be configured to start from any month if need be.

    For a detailed analysis on each component, select the respective widget or chart.

    Table 2. Components of Procurement Team Performance dashboard
    Title Type Description
    Average Sourcing Request Cycle Time Bar with line

    View the average time from when a sourcing request is created to when its state is Closed Complete or Closed No Decision.

    The report pulls all the sourcing requests across the organization that went into Closed Complete or Closed No Decision state for the last five months, and takes the cycle time from when they were opened. This data is retrieved from the Duration field on the sourcing request.

    You can set a target cycle time that serves as a benchmark for the organization, and easily visualize how current cycle times compare against it.
    Sourcing Request Cycle Time - Last Month List

    View the average cycle time for sourcing requests by buyer across the organization.

    You can also view the number of open sourcing requests that were assigned to the buyer as of last month, which were either closed last month or open throughout the duration of the month.
    Average Purchase Requisition Cycle Time Bar with line

    View the average purchase requisition cycle time from when a purchase requisition is created to when its state is Closed Complete, Closed Rejected, or Closed Canceled.

    The report pulls all the purchase requisitions across the organization that went into Closed Complete, Closed Rejected, or Closed Canceled status for the last four months, and takes the cycle time from when they were opened. This data is retrieved from the Duration field on the purchase requisition.

    You can set a target cycle time that serves as a benchmark for the organization, and easily visualize how current cycle times compare against it.
    Purchase Requisition Cycle Time - Last Month List

    View the average cycle time for purchase requisitions by buyer across the organization.

    You can also view the number of open purchase requisitions that were assigned to the buyer as of last month, which were either closed last month or open throughout the duration of the month.
    Negotiated Savings by Buyer - YTD List View the sum of the year-to-date negotiated savings across all closed complete purchase lines across the organization.
    Negotiation Outcomes by Buyer - YTD List

    View the list of buyers across the organization along with their corresponding year-to-date negotiation outcomes, where the corresponding negotiation state is either Closed Complete or Closed Canceled.

    Some of the possible negotiation outcomes are contract renewal, quote, RFx, and so on. Negotiation types can be cost avoidance, standard savings, contract terms negotiations, or unsuccessful negotiations.

    For information on how to work with dashboards in configurable workspaces, see Dashboards in Platform Analytics.

    For information on how to work with widgets and data visualizations in configurable workspaces, see Data visualizations in Platform Analytics.