Vendor Dashboard

Have a real-time view of data and operations related to a vendor.

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Create your Vendor Dashboard
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By

AnyDB

The Vendor Dashboard template transforms AnyDB into a real-time vendor relationship management tool. It provides a comprehensive, centralized view of all key data, operational activities, contracts, and performance metrics related to a specific vendor in a single, easy-to-digest spreadsheet interface.

Suitable for

Operations & Logistics

Description

This template is designed to act as a master record for a vendor. It aggregates and displays vital information, connecting individual records for onboarding, offboarding, contracts, audits, and performance reviews into one dynamic dashboard. The layout is structured logically, starting with core vendor information, followed by key performance indicator (KPI) summaries, and then sections that track related business objects like contracts, compliance, and need assessments. The dashboard uses calculated fields (summaries, counts, and averages) to provide immediate, actionable insights without requiring the user to navigate to multiple sub-records.

Key Data Stored

  • Vendor Information: Company Name, Company Logo, Industry/Category, Number of Employees, Years in Business, Address, City, State/Province, Website, Email, Phone Number, Sourcing Channel, Sourced By, and Initial Contact Date.
  • Contract Summary Metrics: Number of Contracts, Number of Active Contracts, Number of Pending Contracts, and Total Cost of active contracts.
  • Performance Metrics: Compliance Rate, Not Approved Audits count, On-Time Delivery (OTD) percentage, Average Freight Cost per Unit, Order Cycle Time, and Scrap Rate.
  • Related Objects (Child Records): References to separate checklists and records for Onboarding, Offboarding, Contracts, Compliance & Performance, Audits, and Need Assessments (RFP).

Business Use Cases

  • Vendor Relationship Management (VRM): Serves as the single source of truth for all interactions, agreements, and history with a vendor.
  • Contract Management: Provides immediate visibility into the status and total financial commitment for all contracts linked to the vendor.
  • Performance Monitoring: Offers a real-time, quantitative view of vendor compliance (audits) and operational performance (delivery, scrap rate).
  • Onboarding and Offboarding: Links directly to standardized checklists, ensuring a consistent and documented process for vendor lifecycle management.
  • Sourcing and Procurement Oversight: Tracks the initial sourcing channel and contact date, providing a foundation for supplier segmentation and strategic sourcing decisions.

Why This Template is Powerful

  • Unified Operational View: It moves beyond simple data entry by compiling and presenting live, cross-functional data (contracts, audits, performance) from multiple dependent records onto one screen, which is critical for making informed decisions.
  • Embedded Analytics (KPI Badges): Key performance indicators (KPIs) like Total Cost, Number of Active Contracts, and Compliance Rate are highlighted as prominent badges, giving users an at-a-glance health check of the vendor relationship.
  • Consolidated Workflow: By linking to Onboarding and Offboarding checklists, as well as managing Contracts and Audits as child objects, it ensures all associated business processes for a vendor are contained and traceable within the primary record.
  • Customizable Dashboarding: Leveraging the spreadsheet interface, users can easily modify the layout, add new calculated fields, or integrate other related business records as their vendor management requirements evolve.