Portfolio Insights — Feature Overview Follow

What Is Portfolio Insights?

Portfolio Insights is a live summary of the parts currently filtered or configured on the Benchmark screen. Rather than a separate report you have to build, it opens as a panel from the Benchmarking screen and reads whatever you've already filtered — a saved view, benchmark selection, part status, spend threshold, manufacturer, commodity, or business unit — and instantly summarizes that slice of your portfolio.

Filter to any manufacturer, commodity, or team, and Portfolio Insights recalculates automatically around that view.

What Is Portfolio Insights?

• See savings at a glance for any filtered view — Avg Discount, Opportunity Savings, and Coverage — without building a separate report.
• Separate price from noise by seeing whether a change in spend is coming from price, volume, or mix — and whether it's driven by new parts entering the portfolio.
• Know exactly who controls the spend — Internal, Partner, or jointly (Both) managed — and how well each is negotiating, down to variance, single-source exposure, and lead time.

• Walk into QBRs with data, not opinions — pinpoint the exact MPNs or part series where a partner is paying more than the distributor benchmark.

   

Key Capabilities

1. Enhanced Benchmark Variance Insights Bar

Easier and cleaner view to select Benchmark types and Views and understand associated metrics.

At the top of the Benchmarking screen, the Benchmark Variance Highlights bar sets the context for everything below it, including Portfolio Insights. Choose a Benchmark Reference — Distributor, Alternate, LevaData, Internal, or All Benchmarks — to control which price references you're comparing against, and toggle Viewing between Discounts needed, Discounts achieved, or All to control which parts are in scope. Every metric in Portfolio Insights reflects whatever is set here.

2. Portfolio Insights Panel: Snapshot, Performance & Spend Trend

Open Portfolio Insights from the Benchmarking screen for a live read of whatever is currently filtered. The panel opens with a portfolio snapshot — Parts, Spend, Products, Manufacturers, and Commodities in view — plus the active filter chips driving it (saved view, benchmark selection, part status, spend threshold, and more).

Performance summary

• Avg Discount — the net discount achieved across all parts vs. the selected benchmark.
• Opportunity Savings — the dollar total still available across parts with better benchmark prices, with a count of affected MPNs.
• Coverage — the percentage of the filtered parts that are matched to a benchmark.

Spend Trend

• New Parts vs Existing Parts — a count of parts new to the portfolio in the period vs. already-existing parts, and how much spend is tied to each.
• Spend Movement — the period-over-period change in spend, split into Price, Volume, and Mix — separating price-driven inflation from volume growth and mix shift.
• Timeline / Readout chart — spend by quarter, color-coded Increase, Decrease, or Flat, so pricing direction is visible at a glance.

3. Procurement Ownership: Internal vs. Partner-Managed vs. Both

Scroll further down the same panel to see who controls the spend:

• Internal Managed — spend under customer/internal procurement control.
• Partner-Managed — spend controlled by a manufacturing or purchasing partner.
• Both Managed — spend under shared control or influence.

For each of the three, Procurement ownership breaks out:

• Capturable savings breakdown — how much of the total Opportunity Savings sits with each owner.
• Avg variance — the average percentage difference between your price and the selected benchmark price, across selected parts. A red value means your price is above the benchmark; a green value means it's below.
• Single-source exposure — the percentage of the portfolio, by CPN, that has only one MPN assigned.
• Median lead time — the median of all component manufacturer factory-reported lead times across the selected parts.

This is where negotiation leverage usually shows up: if a partner's Avg variance is worse than your own internally managed spend, or their single-source exposure is high, that's a concrete, data-backed reason to open a conversation.

Use Case Scenario: From Insight to Negotiation

Illustrative example for training purposes — figures are composite, not tied to a specific customer's live data.

The scenario below walks through how a commodity manager might use Portfolio Insights end-to-end, from spotting an opportunity to walking into a partner conversation with a specific ask.

1. Start with a filter

Morgan, a commodity manager at a mid-size electronics OEM, filters the Benchmarking screen down to a single manufacturer — a key capacitor supplier. Portfolio Insights immediately summarizes that slice: 142 parts, $1.4M in spend, used across 28 products. Against the Distributor Benchmark, Coverage is 100%, Avg Discount is 24%, and Opportunity Savings sits at $76K across 9 MPNs. That 24% becomes the baseline for everything that follows.

2. Check what's actually driving the spend

Before assuming a spend increase means inflation, Morgan checks Spend Trend. New Parts vs Existing Parts shows 6 new parts entered the mix this quarter. Spend Movement confirms the story: of the quarter-over-quarter change, Volume accounts for most of it, Price is close to flat, and Mix is negligible. The headline "spend is up" turns out to be mostly new parts and volume, not the supplier raising prices.

3. Compare who's managing the spend well

Morgan clears the manufacturer filter and scrolls to Procurement Ownership. Of the total portfolio, Internal Managed spend is $4.8M and Partner-Managed spend is $6.9M, with a small amount Both Managed. The Capturable savings breakdown shows $310K in Opportunity Savings sits almost entirely on the Partner side. Avg variance confirms why: Internal is averaging a 56% discount off distributor pricing, while Partner is averaging only 47%.

4. Drill into the underperforming partner

That 9-point gap is the trigger for a closer look. Filtering to the partner alone, Morgan also notices Single-source exposure sitting at 68% for that segment — most of these parts have no qualified second source, which raises the stakes on getting pricing right. Sorting the underlying part list by MPN shows the partner paying 8.2% above the distributor benchmark on a spend-weighted basis — worth roughly $95K to close. Sorting the same list by part series narrows it further: on one connector series, the partner is paying 41% above the distributor benchmark, while performing well everywhere else in the portfolio.

5. Bring a specific, fact-based ask to the partner

Instead of a general "your pricing seems high" conversation, Morgan goes into the next partner review with one page: a single part series, a specific benchmark gap, and a dollar figure. Because the partner is clearly capable of hitting distributor-level pricing elsewhere in the portfolio, the ask isn't confrontational — it's a straightforward "you're already at this rate on similar parts, let's match it here too."

Outcome: Portfolio Insights took Morgan from "spend went up" to a specific, defensible negotiation point in a few filtered clicks — without pulling data from three different systems first.