Supplier Analysis & Management
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      3. Supplier Analysis & Management

      Creating custom supplier dashboard views

      This guide shows how to create, save, and revisit your personalized dashboards.

      Introduction

      Emitwise allows you to build custom supplier dashboard views by applying filters, date ranges, and search queries, then saving or sharing the resulting URL. This guide shows how to create, save, and revisit your personalized dashboards.

      Step-by-Step Guide

      1. Open the Suppliers Overview

        • Navigate to Analyze / Suppliers Overview.

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      2. Filter and Search

        • Apply relevant filters (e.g., region, industry, decarbonization score).
        • Use the Time Range Selector to specify the reporting period.
        • Search for a specific supplier or group of suppliers.

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      3. Copy the Modified URL

        • As you apply filters or searches, the URL automatically updates to reflect your changes.
        • Copy this URL from your browser’s address bar.

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      4. Save and Share

        • Bookmark the URL for quick access, or share it with your team.
        • Each time you or your colleagues open this link, you’ll see the exact same filtered dashboard view.

      5. Use Cases for Custom Views

        • Single-Supplier Focus: Keep a custom link for each critical supplier’s performance data.
        • Category-Specific Dashboards: Filter by spend category (e.g., “Electronics”) to monitor only those suppliers.
        • Internal Stakeholder Presentations: Share a pre-filtered link with management to highlight top priorities.

      Common Issues/Tips

      • Tip: Rename your browser bookmarks with descriptive labels (e.g., “Top 10 Suppliers by Decarbonization Score”).
      • Issue: If you remove or edit filters later, you must re-copy the new URL to reflect those changes.

      Conclusion

      Custom dashboard views save you time and streamline reporting. By capturing unique filters and search criteria in the URL, you can easily revisit tailored snapshots of your supplier performance.