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How do I check Program Compliance?
How do I drill down into a location to see opportunities?
How do I see Invoice detail for a location?
How do I see how Suppliers, Brands and Products are performing?
How can I see my On Program products?
Why am I not seeing my products/invoices being captured on the BPM dashboards?
I show a discrepancy between different dashboards.
How do I check Program Compliance?
- On the Compliance Summary dashboard, select the desired program
- Select the green 'Program Detail' button at top
- The default view on Program Detail is Complete summary
- Use the Invoice Date Range filter to isolate a specific timeframe
- Use the State, Region, Supplier, Brand and Category filters if you wish to isolate the data further
- Use the Location visual to see locations with low compliance by sorting the Compliance Rank column, or use the Location by Compliance Rank Group visual to isolate a group of locations by clicking on the bar graph
- Selecting a location can provide insight on its' compliance
- Use the visual in the lower right corner and select a tab to identify opportunities for improvement
How do I drill down to a location to see opportunities?
- On the Compliance Summary dashboard, select the program which the location belongs to
- Select the green 'Program Detail' button at top
- Once a location is selected, a green ‘Location Scorecard’ button
can be clicked at the top of the page to see further detail of a location - Locations Scorecard isolates a location for you to look at details (How many total products ordered, compliance rank, On Program Products not Ordered, etc.)
- You can see On Program Products ordered and Off Program Products ordered in one screen
How do I see Invoice detail for a location?
- Use the steps above to drill down to a location on the Location Scorecard dashboard
- Click on tab 9L Equivalent & Orders
- Click on Drill Down button
- Use the Invoice Date Range filter to narrow your search, then select a specific date at bottom of the visual
- The Line Item Detail button will now be active at the top of the page
- On this page, you can see the invoice detail, product mapping, and 9L Equiv. Off Program products are shaded RED, while the fields highlighted in BLUE are values that Fintech has interpreted
How do I see how Suppliers, Brands and Products are performing?
- From the Compliance Summary dashboard, select the ‘Supplier Summary’ button
at top, or select ‘Supplier Summary’ on the left - The Supplier Summary page can be filtered by Date, Program and Supplier
- The Supplier filter allow you to only display the selected supplier(s), and all other data will not be visible
- On the Program Supplier table, you can expand the Supplier to view its Brands, and expand the Brands to view its Products in specific detail
- Selecting a Supplier/Brand/Product from Program Supplier visual will only grey out other information
- If additional detail of a supplier is needed, select or filter on supplier and click the ‘Supplier Detail’ button
at the top - The Supplier Detail dashboard will display specific information such as Product Metrics, Order, Spend, and 9L Equiv
- User can filter the visuals by State, Region, Category, Program and date ranges
Can I change visuals?
- Yes, you can change the view of most visuals, but not the underlying data
- Hover over any visual and select the
icon - Click on Visual Type and select the visual (NOTE: The visual may not be visually appealing and on top of current visual)
- This allows you to change the view from a chart to a table
Can I export data?
- Yes, this is best used on tables
- Click or hover your mouse over any visual
- Select '...' and click Export Data
- Select Summarized Data
- Select a File type of .xlsx (Table format) or .csv
How can I see my On Program products?
- From the Compliance Summary dashboard, select a program and click on the green Program Details button
- At the bottom-right corner of the Program Detail dashboard, you will see a table with 3 tabs
- The first 2 tabs will display your On Program products for the selected program (separated by products ordered and not ordered)
- You are able to export the data following the steps here
Why am I not seeing my products/invoices being captured on the BPM dashboards?
The BPM dashboard is not real-time data. The products need to go through the workflow of being processed through Fintech, cleared at the bank, and the data fed into our records to be labeled. This workflow can take 30 days or more. Also note the last invoice date captured on the dashboard, which can be found by checking the Invoice Date Range filter or reviewing your Location Audit dashboard.
If you are still not seeing your products/invoices being captured after this timeframe, and it is notably impacting your compliance, you can open a ticket with our Support team at support@data.fintech.com.
I show a discrepancy between different dashboards.
Make sure the numbers you are comparing reflect the same information. In this example, the Supplier Summary Total Spend amount is showing On Program suppliers and the total spend with those suppliers. It is not necessarily the total On Program spend (found on the Compliance Summary dashboard) because you can purchase Off Program items from an On Program supplier.
