Transaction or Invoice Date
- Requirement
- Required
- Example
- 2025-07-01
- Purpose
- Needed for the core workflow
Upload purchasing transactions to analyze supplier spend, category concentration, buyer and department activity, regional patterns, and payment terms.
Supports structured .csv and .xlsx files. Public examples use synthetic data. Review VizMint’s current privacy and retention policy before uploading sensitive information.
Use the fixed preview below to switch between the source spreadsheet and a dashboard sample. Open the full demo in a new tab for every KPI and chart used in the procurement spend workflow.
Procurement Spend Dashboard
Interactive preview from the sample procurement spend dataset
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Total Records
48
rows in sample
Total Spend Amount
3,436,772
sum of Spend Amount
Total Approved Spend
3,196,198
sum of Approved Spend
Bin width 5,000 · 48 observations
Full dashboard with all KPI details and 6 charts is on the demo page.
Open full demoThe sample aggregates $3,436,772 across 4 suppliers, 4 categories, and 12 months of purchasing activity.
Sample results: 30.9% with CloudGrid Systems, 58% in CloudGrid Systems and Northstar Supplies, and 14.6% non-contracted spend.
Find supplier concentration, category leakage, fragmented purchasing, and payment-term exposure.
Operational exports reveal delays, concentration, backlog, exceptions, and process variation. The content should make the next management action clear after the exception is found.
The sample shows 58% of spend concentrated in the top two suppliers and highlights Software & IT as the largest category with 14.6% non-contracted spend.
The workflow is designed around summary metrics connected to the suppliers, orders, tasks, or records that explain them.
Procurement files often contain enough information to understand supplier concentration, category growth, buyer activity, and payment terms, but the data is difficult to review in raw transaction form. This workflow helps create transparent spend views without inventing savings or compliance claims.
The result brings the most important metrics, trends, and exceptions into one view, while keeping the supporting records available for review.
Use the downloadable sample to follow the source rows, field mapping, validation, and final output as one reproducible workflow.
The source preview highlights the exact columns and representative rows used by the workflow.
| Date | Quarter | Supplier | Category | Spend Amount |
|---|---|---|---|---|
| 2025-07-01 | Q3 2025 | Northstar Supplies | Office Supplies | 61,425 |
| 2025-07-01 | Q3 2025 | CloudGrid Systems | Software & IT | 74,679 |
| 2025-07-01 | Q3 2025 | TransLogix | Logistics | 58,075 |
| 2025-07-01 | Q3 2025 | AdSphere Media | Marketing | 41,355 |
| 2025-08-01 | Q3 2025 | Northstar Supplies | Office Supplies | 75,227 |
The finished output includes the KPI cards, charts, tables, and report views described below.
VizMint works best when every column has one clear heading and each row represents one consistent record. Fields that are not available should not be invented; dependent outputs should be hidden or clearly marked as unavailable.
| Column | Requirement | Example | Purpose |
|---|---|---|---|
| Transaction or Invoice Date | Required | 2025-07-01 | Needed for the core workflow |
| Supplier | Required | Northstar Supplies | Needed for the core workflow |
| Amount | Required | 61425.00 | Needed for the core workflow |
| Category | Recommended | Office Supplies | Adds an important comparison or breakdown |
| Buyer | Recommended | Priya Das | Adds an important comparison or breakdown |
| Department | Recommended | Operations | Adds an important comparison or breakdown |
| Region | Recommended | North America | Adds an important comparison or breakdown |
| PO Number | Optional | PO-1042 | Adds detail when present |
| Payment Terms | Optional | Net 30 | Adds detail when present |
| Currency | Optional | USD | Adds detail when present |
| Contract Status | Optional | Contracted | Adds detail when present |
| Cost Center | Optional | CC-4200 | Adds detail when present |
$3,436,772 summed across 48 valid supplier-month records in the sample scope.
4 distinct suppliers with spend in the selected reporting period.
$2,652 per transaction after dividing total spend by 1,296 transactions.
30.9% of spend with CloudGrid Systems, with numerator and denominator shown beside the result.
100% of spend in the top ten suppliers using the documented top-N rule.
Category totals across 4 categories, with Software & IT leading spend in the sample.
Buyer comparisons across 4 buyers when the buyer field is present in the upload.
14.6% of spend flagged as non-contracted when contract-status fields are mapped.
| Chart or Output | Required Fields | Business Question |
|---|---|---|
| Supplier Spend Ranking | Supplier, spend amount, date | Shows supplier spend ranking for the selected records and reporting scope. |
| Category Spend Breakdown | Category, spend amount, date | Shows category spend breakdown for the selected records and reporting scope. |
| Spend by Buyer | Buyer, spend amount, date | Shows spend by buyer for the selected records and reporting scope. |
| Regional Spend | Region, spend amount, date | Shows regional spend for the selected records and reporting scope. |
| Monthly Purchasing Trend | Date or month, spend amount | Shows monthly purchasing trend for the selected records and reporting scope. |
| Supplier Concentration | Supplier, spend amount, total spend | Shows supplier concentration for the selected records and reporting scope. |
| Payment-Term Analysis | Payment terms or contract status, spend amount | Shows payment-term analysis for the selected records and reporting scope. |
Upload the workflow-specific sample or a user file with clear headers and one record per row.
Select the correct worksheet when the workbook contains multiple sheets.
Confirm the detected header row and field mapping before generation.
Review the data preview, exclusions, and validation warnings.
Generate the dashboard, chart, report, presentation, or answer.
Review KPI values, calculations, charts, and source traceability.
Save, share, or export using capabilities available on the active plan.
| Metric | Formula or Method | Required Fields | Important Rule |
|---|---|---|---|
| Supplier Concentration | Top supplier or top-N supplier spend ÷ total spend × 100 | Supplier and spend amount | Use a documented top-N rule and show the supporting denominator. |
| Average Transaction Value | Total spend ÷ valid transactions | Spend amount and transaction count | Exclude cancelled or rejected records according to the workflow rule. |
| Category Spend | Sum of spend by category | Category and spend amount | State currency, aggregation level, and treatment of credits or negative values. |
| Non-Contracted Share | Non-contracted spend ÷ total spend × 100 | Contract status or contracted flags | Hide when contract fields are missing or cannot be mapped safely. |
| Problem | Recommended Fix |
|---|---|
| Duplicate invoices | Use a stable identifier, review repeated rows, and remove or reconcile duplicates before calculation. |
| Supplier-name variations | Standardize labels so the same entity or category uses one consistent value. |
| Missing categories | Add the missing field when available; otherwise hide dependent metrics and explain the limitation. |
| Credit notes entered as positive spend | Document the rule, standardize the source data, and validate the corrected result before generation. |
| Mixed currencies | Keep currencies separate or convert them with a verified exchange-rate method before aggregation. |
Available sharing and export options depend on the live VizMint plan. Publish only capabilities confirmed in production, such as saving the analysis, downloading images or PDF files, exporting PowerPoint, creating private links, refreshing a saved report, or removing branding on eligible plans.
Do not hardcode plan limits, file-size limits, privacy promises, or export features until product and billing owners confirm them.
VizMint analyzes exports; it does not replace the accounting, CRM, help-desk, HR, warehouse, advertising, or project-management system that produced them.
Upload a structured CSV or Excel file to generate the supported metrics, charts, and comparisons for this workflow.