Dashboards in the CSP
With a Coupa Advanced subscription to the Coupa Supplier Portal (CSP) you can access dashboards with a near real-time overview of invoices, purchase orders, and receivables across all your Coupa buyers.
Transaction Dashboard
Click on the tab on the main menu to view the Transaction Dashboard.
The dashboard uses financial metrics across all approved invoices for all your customers (buyers), including buyers that do not use Coupa Pay for payments. As an Advanced subscriber, you see your complete transaction history across all linked Coupa buyers from six months prior to your Advanced subscription sign-up date.
Select Customers and Currency
Configure your dashboard to see strategic views across all customers, or for individual customers and currency. Use the following dropdown menus to configure the graphics on your dashboard:
- Select Customer generates metrics for All customers or an individual buyer. Payment data may not be shown for some buyers due to their data privacy preferences, such as FedRAMP, HIPAA, or from legacy Coupa Core systems.
- Currency generates metrics based on selected currency. If you receive payments in multiple currencies, select one to see its respective values. The amounts are displayed in the Pay To currency.
Invoices & Purchase Orders
In the Invoices & Purchase Orders section, the bar graphs for Disputed Invoices and PO Created show you these trends for your buyers, broken down by month.
| Dashboard graphic | Description |
|---|---|
| Disputed Invoices |
Click on the table to open a list of disputed invoices. Click an invoice number to link directly to the individual invoice. You must have the Invoices permission to view invoices. |
| PO Created |
Active by default. Click on PO Created to see the number of purchase orders (POs) created over your selected time frame. |
Receivables
The Receivables section integrates data from all invoice-backed payments across all your buyers in the CSP. You see financial metrics and can use configurable graphics, based on the current date and payment data. As a supplier, you can select all or individual buyers to see all payments and outstanding receivables and early payment opportunities for approved eligible invoices.
The default dashboard overview shows the total receivables for all buyers, plus a detailed time line of all overdue payments.
You see the data in the following graphics, categorized according to the payment channels:
- Pay through Coupa Pay: Buyers using Coupa Pay's payment solution from the Coupa Core platform
- Pay outside Coupa Pay: Buyers not using Coupa Pay and that remit payments through enterprise resource planning (ERP) or other external systems
| Dashboard graphic | Description |
|---|---|
| Total Outstanding Receivables |
The total amount due from buyers across all unpaid invoices, including approved invoices, payments in progress, and those with processing errors. Credit notes are included and deducted from the total. |
| Total Payments Received |
The total value of payments that have been successfully completed and received from buyers. |
| Overdue & Within Due | Pie chart with proportions of approved invoices that are either overdue or within their payment due dates. Hover over each pie section to see percentage and amount totals, and click Within Due Total or Overdue Total to see the selected graphic view. |
| Early Payment Opportunities | Shows the total amount from approved invoices that are eligible for early payments. These are for Coupa buyers that have invited you to accept early payment in return for a discount in an Early Payment Discount (EPD) program. Select all or a specific customer to see smart recommendations with your best early payment opportunities, including the total amount eligible for early payment. All customers highlights the 1-2 Coupa buyers with the highest outstanding invoices and your best early payment opportunities. From a recommendation, click Create Early Payment Request to open the Early Payments screen filtered for the eligible invoice(s), where you can create and submit the request. For more information, see Use EPD: After Invoice Approval. |
| Aging Analysis of Overdue Receivables |
Bar graph with total overdue amounts and number of invoices and credit notes for selected buyer(s), grouped by aging brackets between 0 and 90+ days overdue. Credit notes are included as deductions from the amounts due. The bar graph shows the percentage of the value of all overdue invoices against your total outstanding receivables for the selected currency. Adjust the views of the buyer data for your overdue receivables by selecting a pay channel for Overdue Grand Total at the bottom of the graph. By default, the graph shows buyers that pay through both Coupa Pay and outside of Coupa Pay. Select the number of invoices above the bar graph for an aging bracket to open the Invoices Overdue table, with all overdue invoices and credit notes sorted by the earliest due date. The table has a search function, and if you have the Invoices permission, you can click the invoice number to open the detail view and leave a comment for a buyer. |
Growth Dashboard
The page is currently behind a setup key. For more information, see Availabilty.
Send Feedback
You can select the Feedback button at the bottom of the page to open the Tell us what you think screen. Use this to send Coupa your suggestions, comments, and ideas for improvement for the dashboards.
If you have the Advanced subscription, you can also request access to strategic views for your payments in the CSP, with consolidated payments data across all Coupa Pay buyers from a single overview. The strategic view is available on theInvoice Payments and PO Payments screens from the Payments tab. For more information, see View and Manage Payments.
Availability
The dashboards are part of Coupa Advanced in the CSP. Dashboard access is on by default for Advanced subscribers, and is configurable. The Growth Dashboard is only available when the setup key is enabled and you have a growth app configured.
If you don't have the Advanced subscription, from the Dashboardscreen you can use the Start Free Trialor Purchase Coupa Advanced button to get access to the dashboards.
For more information, see Coupa Advanced.
Permissions
You must have the Supplier Dashboard permission in the CSP to see and use the dashboards.
Viewing specific content within the dashboards requires associated role in the CSP. For example, invoice information is only visible to users with the Invoices permission.
For more information, see Manage Users.