Table of Contents

View Vendor Insights

Once vendor insights have been calculated, you can view the scores for the selected vendor.

  1. Choose the icon, enter Vendors, and then choose the related link.

  2. On the Vendors page, open a vendor record.

  3. On the Vendor Card page, select Vendor > Vendor Insights.

    The Vendor Insights page displays the vendor insights that were calculated.

    The date filter determines which records are displayed. The default date range is defined in the Date Filter field on the Vendor Insights Setup page but can be changed if needed.

    The Vendor Insights Description FactBox displays a summary of the selected line. The numbers may differ from the Total fields if the date filter range is shorter than the duration used to calculate the insights.

  4. Select the value in the Total Occurrences column to see the scores by month.

    The Vendor Insights Entries page shows the number of metric occurrences in a month.

  5. Select the value in the Occurrences column to see a list of the records that caused the metric occurrence.