(available with the full Supplier Portals Agent product)
The Agent Performance Dashboard provides comprehensive insights into how your Supplier Portal Agent is performing. Access this dashboard by navigating to the Supplier Portals Agent Performance section in the nav bar.
Key Features
Needs Attention Now Section At the top of the dashboard, you'll see a summary of invoices that require immediate action:
Review Submission: Invoices with discrepancies that need approval
Failed Submission: Invoices that couldn't be submitted automatically
Disputed: Invoices that have been disputed in the portal
Draft: Invoices saved as drafts in the portal
Manual Submit: Invoices marked for manual handling
Each status shows the number of invoices and total dollar amount, allowing you to quickly prioritize your attention.
Performance Metrics
Submissions Section
Date Range Selector: Choose your reporting period (default: This Month, maximum: 1 year)
Total Submitted: Track the total number and value of invoices successfully submitted
Match Rate: See the percentage of invoices successfully matched to purchase orders
Fully Automated: Monitor the percentage of submissions that required no manual intervention either before or after the Agent submission
Submissions Over Time: Visual chart showing submission trends by portal provider (Coupa/Ariba)
Status Monitoring Section
Actively Monitoring: View the number of invoices currently being monitored across all portals with their total value. This section is not based on the date range selected, it includes all open invoices being monitored.
Interactive Features
Click-through Details: Click on any metric to drill down and view the specific invoices
Tooltip Information: Hover over info icons for detailed explanations of each metric
Portal Breakdown: Visual representation of submission volume by portal provider over time
Best Practices for Using the Performance Dashboard
Review daily to identify trends and potential issues
Monitor match rates to ensure PO matching accuracy
Track automation rates to measure efficiency gains
Use date ranges to compare performance across different periods
Click through metrics to investigate specific invoices when needed