Dashboard Purpose
Use this dashboard if you want to:
- Track and analyze all purchase activities across branches.
- Monitor purchasing cost trends over time.
- Review purchase transactions per item for accountability and reconciliation.
- Compare branch-level purchasing performance.
- Identify anomalies in costs, quantities, or supplier transactions.
Common Use Cases
| Business Question | Where to Look |
|---|
| Where can I filter different branch names? | Use the Branch Name filter to select your preferred branch (e.g., Abha, Abu Dhabi). |
| Where can I filter by business day? | Use the Business Day filter (default = last month). |
| How can I filter for specific items? | Use the Item Name filter (e.g., Almond Powder, Basmati Rice). |
| How do I check detailed purchase records per branch? | Use the Branch tab. |
| How can I view daily trends in purchase costs? | Use the Trend tab for daily purchasing cost visualization. |
| How do I track a specific transaction? | Use the Transaction Reference filter and check the Transactions tab. |
Keywords (for search functionality)
💡purchases, purchase orders, procurement, purchasing trend, branch purchases, item purchases, purchase transactions, supplier costs, daily cost trend, transaction reference
Tab / Section Overview
| Tab Name | Description | Example Case |
|---|
| Details | Shows detailed purchase information at item level. | A purchasing manager reviews how many kilos of Almond Powder were purchased this month. |
| Branch | Displays branch-level purchase details. | Finance checks total purchase spend for Abu Dhabi vs Abha. |
| Transactions | Shows purchase transactions per item. | Audit team reviews all transactions for Basmati Rice last quarter. |
| Trend | Displays daily purchasing cost trends. | An operations manager checks whether daily purchase costs are increasing over the month. |
Available Filters
| Filter Name | Description | Notes |
|---|
| Business Day | Filters data by date. Default = Last Month. | Required to align analysis with reporting period. |
| Branch Name | Filters purchases by branch. | Example: Abha, Abu Dhabi. |
| Item Name | Filters purchases by specific product/item. | Example: Almond Powder, Basmati Rice. |
| Item SKU | Filters purchases by SKU code. | Useful for items with multiple variations. |
| Transaction Reference | Filters by a specific purchase transaction reference. | Helps when searching for one transaction. |
| Creator Name | Filters purchases created by a specific user. | Useful for accountability and auditing. |
Metrics & Definitions
| Metric | Definition | Notes |
|---|
| Item Price | Formula = Total Cost ÷ Total Quantity. | Represents unit price of the purchased item. |
| Quantity | The total number of units/items purchased. | Unit type depends on item (e.g., kg, liters, pieces). |
| Cost | The total cost of purchases. | Aggregates across selected time, branch, or item. |