Review Opportunities: Opportunity Scoreboard Follow
Review Opportunities is where you review and track all the savings opportunities recommended by LevaData, new and old. You can look for the most compelling savings opportunities, accept or reject them, automate these reviews with business rules, and then persist past review status so you can focus on new opportunities each time. This article covers the Opportunity Scoreboard which is a live board that displays an integrated and holistic view of reviewed opportunities.
This Scoreboard will always have the following summary statistics available and up to date:
- Total Offered: Displays the sum of all LevaData recommended opportunities for the time period.
- Accepted: Displays the sum of all accepted opportunities.
- On Hold: Displays the sum of all opportunities placed in On Hold Status.
- Rejected: Displays the sum of all rejected opportunities.
- Not Reviewed: Displays the total opportunity value pending user review.
- By default, the table is filtered to opportunities you have not reviewed.
- If you remove that filter by clicking either of the Xs you will see all opportunities:
Expanding the Scoreboard
Once you open the Scoreboard, numerous additional filtering capabilities exist (Commodity, Sub Commodity, etc.), and you can filter on any of the Selection dropdown list of values.
Below the Scoreboard filters, all of the following metrics are available in interactive graphs:
Total Offered Opportunity
This acts as a sorted opportunity type with different colors for each type to make them more visually distinguishable. They are ranked High-Moderate-Potential on the Y-axis which is the confidence level they can be attained. Each of these segments can be drilled into individually which filters the rest of the lower charts. In the example screenshot below, Internal MPN Lowest Cost is hovered over and highlighted with a tooltip, if clicked into it will lock in as filter and transform the lower charts to only indicate Internal MPN Lowest Cost Opportunities.
Top 25 Commodities and Sub-Commodities
A Global Commodity Manager (GCM) will usually have a narrow commodity focus and these graphs will display which commodities and sub-commodities have the largest opportunities. They will be pre-filtered to the commodities assigned to the GCM if they have a focus area. (1) Hovering over them will prompt a tooltip of the savings and (2) clicking into a segment will filter the rest of the charts on that value. If you have a lot of sub-commodities visible, then (3) clicking the arrow can scroll the legend.
Top 25 Suppliers and Manufacturers
This section displays opportunities with specific Suppliers of Manufacturers, if you filter on the previous charts to a specific commodity or subcommodity, you can isolate the opportunities to your suppliers or manufacturers in that specific target (sub)commodity.
Commodity Manager and Component Controls
Commodity Manager: If you login as a tenant administrator you are going to see opportunities for all global commodity managers (GCMs); however, if you are a GCM, you will only see opportunities for commodities for which you are responsible as the assigned owner/manager. If that is not the case, you can return to the top and filter to yourself:
Component Controls: A GCM will likely want to focus on your controlled parts (which in the right graph in the below image would replace LevaData with your own company name) as those are the parts for which the GCM is directly responsible for buying and procuring. Manufacturer Partner parts are not directly managed by the customer, and any cost savings would need to be passed through that partner to your company to realize the benefit.
Product (Families)
If your organization has loaded data on their products by product number and product family will see those opportunities here. Clicking on any of the slices of the graph will filter the rest of the graphs and so the user can drill into opportunities associated with the parts, commodities, and suppliers associated with the product.
Removing Filters from Graphs
There are several ways to remove/reset the filters back to the default view and it depends on what you want to do. This example is filtered to High Leverage, Commodity: Semiconductors, Sub-Commodity: Memory. If you want to (1) remove all filters you can click reset; however, if you want to (2) remove some of the filters (i.e. clear Commodity: Semiconductors) you can drill into that filter specifically and clear it.
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