Work with Vendor Metrics
You can define the ranges that determine if a vendor has a good, average, or poor score when calculating the insights.
Certain apps are required for some of the metrics, and if the app is not installed, those metrics cannot be enabled.
If insights have been calculated for the metric code, then you also need to update the entries.
See Vendor Metrics for a description of the different metrics.
Set up vendor metrics
Complete these steps if metrics have not been calculated for the vendor.
If you completed the assisted setup, the Vendor Metrics page will be automatically populated but you can change the values as needed.
Choose the
icon, enter Vendor Metrics, and then choose the related link.On the Vendor Metrics page, select the metric code that you want to set up.
On the Metric Card page, select the Edit icon
.In the Ranges FastTab, populate the following fields:
Note
The full range must be between 0-100, there can be no overlap, and values in the Average fields must be 1 away from the neighboring score. For example, Good: 0-10, Average: 11-20 and Poor: 21-100 are acceptable ranges but Good: 0-10, Average: 20-50 and Poor: 51-100 are not because the Good Max and Average Min values are not sequential.
Field Description Poor Min. Value Enter the minimum percentage that will assign a Poor rating to a vendor. Max. Value Enter the maximum percentage that will assign a Poor rating to a vendor. Average Min. Value Enter the minimum percentage that will assign an Average rating to a vendor. Max. Value Enter the maximum percentage that will assign an Average rating to a vendor. Good Min. Value Enter the minimum percentage that will assign an Good rating to a vendor. Max. Value Enter the maximum percentage that will assign an Good rating to a vendor. In the General FastTab, populate the following fields:
Field Description Ranges Verified Turn the toggle on to verify the values in the Ranges FastTab.
You cannot enable a code that has not been verified.Enabled Turn the toggle on to enable the metric.
Enabled metrics will be used when the Calculate Insights job is run.
Certain apps are required for some of the metrics, and if the app is not installed, those metrics cannot be enabled. A message will be displayed with a link to the app.
Change vendor metrics with entries
If you need to change the range for a metric code that has been used in a vendor insights calculation, you need to update the entries.
If entries do not exist, follow the steps in Set up vendor metrics.
Choose the
icon, enter Vendor Metrics, and then choose the related link.On the Vendor Metrics page, select the metric code that you want to change.
On the Metric Card page, select Change Metric.
On the Change Vendor Metric page, in the Ranges FastTab, populate the following fields:
Note
The full range must be between 0-100, there can be no overlap, and values in the Average fields must be 1 away from the neighboring score. For example, Good: 0-10, Average: 11-20 and Poor: 21-100 are acceptable ranges but Good: 0-10, Average: 20-50 and Poor: 51-100 are not because the Good Max and Average Min values are not sequential.
Field Description Poor Min. Value Enter the minimum percentage that will assign a Poor rating to a vendor. Max. Value Enter the maximum percentage that will assign a Poor rating to a vendor. Average Min. Value Enter the minimum percentage that will assign an Average rating to a vendor. Max. Value Enter the maximum percentage that will assign an Average rating to a vendor. Good Min. Value Enter the minimum percentage that will assign an Good rating to a vendor. Max. Value Enter the maximum percentage that will assign an Good rating to a vendor. In the General FastTab, populate the following field:
Field Description Ranges Verified Turn the toggle on to verify the values in the Ranges FastTab.
Your changes will not be saved if the ranges are not verified.Select Update Metrics & Entries > Start.
The metric code is updated and enabled, and any existing vendor scores are updated with the new range.