Your Enterprise dashboard is your home page as an Enterprise leader. It shows how your company's vendors and quote requests are doing, and where something needs your attention.
Where to find it
In the left navigation, under Overview, click Home.
Vendor Management & Compliance
This section appears if your company tracks vendor compliance.
Preferred vendors chart: shows how many vendors in your vendor list are Approved, Pending, Not approved or Invited (invited to VendorPM but not yet claimed their account). Use the menu in the chart title to switch between All vendors, Preferred vendors and Non preferred vendors. Click a part of the chart to open the Vendors page filtered to those vendors.
Pending tasks: exemption requests and other vendor requests waiting for your response. Click View pending tasks to open them on the Vendors page.
Awarded jobs at risk: jobs awarded in the past 6 months to a vendor that isn't compliant with your company or isn't cleared for that property. Click View jobs at risk to see each job, its Award date and its Creator.
If there's nothing to act on, you'll see No pending tasks. If your vendor list is empty, you'll see Browse vendors and Invite a vendor instead of the chart.
Procurement
This section covers the quote requests your users have sent. Use the time range menu at the top of the section to change the period (it starts at Past 90 days). If your company uses property groups, you can also filter by Property groups.
Preferred vendor award rate: the share of jobs awarded to your preferred vendors in the period. Click View Breakdown to download a spreadsheet of the awarded jobs, with each job's property, vendor, quote amount and whether the vendor is preferred.
Jobs by status: how many jobs are Award required, In progress, Awarded or Cancelled. Click a status to open your quote requests.
Jobs by no. of quotes received: how many jobs received 0, 1, 2 or 3+ quotes.
Budget vs. spend: the amount awarded compared with the budget, for jobs that had a budget.
Users by no. of jobs created: how many of your users created 0, 1, 2 or 3+ jobs. Click a group to see those users on the Users page.
Vendor Diversity
Categories of My Vendors shows your vendors by category of majority ownership, such as BIPOC, Women, LGBTQ+, Veterans and Disabilities & Accessibility Needs.
Good to know
The award rate only appears when jobs were awarded in the period you picked.
The time range applies to the Procurement section only.
Inactive users and properties are flagged on the Users and Properties pages.