Understanding the Dashboard

The Dashboard is your control centre for monitoring requests, supplier compliance, and tasks that require action.

By reviewing the dashboard regularly, you can quickly identify issues that require attention and keep your supply chain up to date.

The My tasks section shows actions that require immediate attention.

This task prompts you to review link recommendations and connect organisations in your network.

Linking organisations enables:

For detailed instructions, see the article Linking organisations.

This item shows how many supplier responses are waiting for your review.

When you open these requests, you can:

For more information, see the article Understanding Requests.

This section shows document requests sent to you by buyers or partners.

To complete these requests:

For detailed instructions, see the Incoming requests guide.

The Summaries section provides a status overview of requests and compliance.

This summary shows document compliance based on your active requirement rules.

Statuses may include:

For more detailed compliance monitoring, see Understanding the Compliance Overview.

This summary highlights outgoing requests that require attention, such as:

See Understanding Requests for more information.

This section displays the status of requests sent to you.

Common statuses include:

This graph visualises document compliance based on your requirement rules.

Each bar represents a requirement rule and shows the document status across your supply chain.

If inactive requirement rules are not visible, adjust the filters to include them.

For more details about requirement rules and compliance tracking, see Understanding the Compliance Overview.

To keep your dashboard clear and useful:

Regularly reviewing the dashboard helps prevent delays and keeps your supply chain information up to date.