Overview
The KPI Analysis gives you an overview of your purchasing volume, your terms, delivery performance and the structure of your portfolio.
"Overview" tab
Metrics (above the chart) – depending on the selected transaction type:
Orders: Order volume, Contract coverage, Delivery reliability, Lead time
Invoices: Invoice volume, Active categories, Active suppliers, Active articles
Goods Receipts: Goods receipt volume, Number of goods receipts, On time, Early or delayed
For each metric, the previous year's value and the relative change are displayed.
Metrics in the chart:
General: Volume (e.g. order or invoice volume), Quantity
Terms: Early Payment Discount Potential, Net Payment Period, Contract coverage
Delivery performance: Delivery reliability, Quantity reliability, Lead time, Open order value
Portfolio: Number of order positions, Number of transactions (e.g. Orders), Number of suppliers, Number of categories, Number of articles
Some metrics (e.g. Open order value) are only available for Orders and are grayed out for other transaction types.
Top 10 Categories, Suppliers and Articles (below the chart): based on the selected metric.
Typical use cases:
Purchasing volume development: How has the purchasing volume developed over a certain period?
Active Articles: Has the number of active Articles, and thus complexity, increased or decreased?
Active Suppliers: Has the number of active Suppliers increased or decreased – is there potential for Supplier consolidation?
Top Suppliers for top Categories: Who are the main Suppliers in the most important Categories?
Top Categories of the top Suppliers: Which Categories are supplied by the most important Suppliers?
Top Articles in top Categories: What are the top Articles in the most important Categories, and which Suppliers deliver them?
"Categories" tab
Category-based analyses: development of the Category portfolio, comparisons of selected Categories and individual analyses.
Typical use cases:
Top Categories: Which Categories are of great importance, and has their weighting (by purchasing volume) increased or decreased?
Category structure: How many Articles and active Suppliers does a Category contain? Should large Categories be split up or small ones merged?
Category analysis: Which Categories have a high purchasing volume as well as many Articles and Suppliers? Right-click to open the Category profile or the underlying transactions.
Category responsibility: Does the allocation of buyers to Categories match the Category strategy?
Dependencies & risks: Are important Categories heavily dependent on individual Suppliers, or are they mainly sourced from high-risk countries?
"Suppliers" tab
Supplier-based analyses: analysis of the Supplier portfolio, comparisons of selected Suppliers and individual analyses, e.g. before a Supplier negotiation.
Typical use cases:
Top Suppliers: current top Suppliers (by Category, if applicable) and their development by purchasing volume
Dependency on Suppliers: Which Suppliers deliver a particularly large number of different Articles with a high purchasing volume?
Supplier negotiation: analysis of the order development (purchasing volume, order frequency, number and distribution of Articles) – has the importance of the Supplier in certain Categories increased or decreased?
Order frequency/optimization: Do the development of purchasing volume and the number of Orders match?
Distribution across buyers: Is a Supplier ideally managed by just one person?
Supplier consolidation: With which Suppliers have hardly any Orders been placed, and could other Suppliers take these over?
Group volume: What is the total purchasing volume of a group across all linked companies and duplicates? Use the "Supplier structure" filter for this.
Category strategy: How many Categories does a Supplier serve?
Payment terms & Incoterms: Which terms are stored for which Suppliers, and are they appropriate?
"Articles" tab
Article-based analyses: development of the Article portfolio, comparisons of selected Articles and individual analyses, e.g. whether Supplier consolidation is possible.
Typical use cases:
Top Articles: What are the top Articles, and how have they developed by purchasing volume and quantity?
Single sourcing: Which Articles have been supplied by only one Supplier in recent years?
Distribution across buyers: Have Articles been ordered by more than one person? This can be an indication of suboptimal or inconsistent prices.
Country risks: Which important Articles are sourced from high-risk countries, and how many Suppliers deliver these Articles?
Distribution across plants: Which Articles are sourced at several plants, and are the prices identical or can differences be explained?
Payment terms & Incoterms: Are there several terms from several Suppliers, and were these taken into account in the award decision?
Order bundling: Were some Articles ordered disproportionately often? Could quantities be bundled?
"Other entities" menu
Analyses along additional entities, including buyers, plants, countries, company codes, purchasing organizations, order texts, transaction currencies, payment terms, Incoterms, order types, Supplier article numbers, Article units, delivery date and quantity status as well as Article properties. Which entities are displayed depends on the selected transaction type and your data.
Typical use cases:
Buyers: Is the purchasing volume managed sensibly distributed? Does too much negotiation effort depend on individual people? Do Categories overlap between buyers?
Plants: Are certain plants supplied disproportionately? Is there potential for better distribution or bundling?
Countries: Are important Articles concentrated in high-risk countries?
Company code: How are costs distributed within the organization?
Purchasing organization: Evaluation of procurement performance per purchasing organization
Order texts: Is there a need to standardize descriptions?
Transaction currencies: Is there a concentration risk due to dependency on individual currencies?
FAQ
How is the open order value defined – and what should be considered in the evaluation?
Definition: Sum of all Orders that have been ordered but not yet delivered – in each case at the end of the period under consideration.
For an evaluation over a longer period, the display starts with the accumulated open amount since the first Order recorded in Tacto. This starting value is only of limited significance for period-accurate reporting – for a period-accurate picture, look at individual periods.
If there is more order data than goods receipt data, the open amount may be overstated.
Service orders that, depending on the ERP system, are not posted as goods receipts remain permanently included in the open amount.
What does the "Quantity" metric show?
Quantity = sum of the ordered quantities in the base unit of measure of the respective Article. Example: 3,500,000 screws are displayed as 3,500,000, but are counted as only "1" under "Number of articles".
Useful mainly at Article level.
Caution: If Articles with different base units (e.g. pieces + kg) are combined, for example at Category level, the values are added up, which can lead to distortions. If necessary, use the breakdown by "Article unit".