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StructShare Analytics

Picture of Grace Tucker

Reporting: StructShare Analytics - We are excited to share the StructShare Analytics reporting dashboard live in all customer accounts. Users have 6 different views available - Executive View, Project View, Pricing Analysis, Accounting View, Warehouse View, and Usage View, that will highlight information based on various personas that interact with the StructShare platform. 

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The dashboards will update daily and 'Admin' level permissions are needed for access. For more information on how to use and access the new 'Analytics', follow this link to our Support Article found on the StuctShare Help Center.

Jump to view:

ExecViewimage-2

Executive View - Account overview at the top that includes Active Projects (not including Warehouses), Total POs, Total Spend, Active Suppliers, Total Invoices. View can be filtered by 'Project', 'Supplier', 'Year' and/or 'Period'.

Projects Overview- Gives you quick access to a high-level overview based on filter selection. Pulls data from the 'Line Items' with insights based on filters applied.
  • Total Spend- Committed Cost, based on filters
  • Estimate Spend- Estimated Cost, based on filters
  • Unique Items- Number of 'Unique Items' ordered, based on filters
  • Invoices- based on filters
  • POs- based on filters
  • Insights- Main expenses, % of budget used (when applicable)

Spend Analysis- Committed cost analysis over time. Separate filter for 'Year' and 'Period'. Ability to multi-select 'Year' and 'Period' for comparison. Allows you track and compare commitment trends based on selected filters.

project+spendanalysis

Spend by Supplier - Highlights the committed cost by Supplier according to the 'Supplier' filter applied above. Ability to further filter this section by 'Budget Category' allowing you to breakdown the material spend per Supplier.

Actual vs. Estimated Spend by Project - Shows the 'Committed Cost' vs. 'Estimated Cost' comparison based on the 'Project' filter selected. Pulling data from the 'Estimated Cost' column of the Project 'BoM'. Ability to further filter this section by 'Budget Category' allowing you to breakdown the material 'Committed Cost' vs. 'Estimated Cost' on a project by project basis. Can view 'Spend' or 'Quantity'.

supplieractualvsestimated

Top Items- Shows top items by aggregated quantity ordered, spent, or number of orders based on selection and filters applied. This graph allows you to track your most frequently ordered materials so you can be ahead of your purchasing whether that includes ordering in bulk for better pricing or keeping on hand for future project use.

 

Spend by Category- Shows committed cost distribution by 'Budget Category' based on the selected 'Project', Supplier', 'Year' and/or 'Period' filter applied above. Ability to further filter this section by Project 'Phase'.

Spend by Cost Code- Shows committed cost distribution by 'Cost Code' based on the selected 'Project', Supplier', 'Year' and/or 'Period' filter applied above. Ability to further filter this section by Project 'Phase'.

Both sections allow you to quickly see how much of the selected 'Budget Category' or 'Cost Code' is part of your 'Project' and/or 'Supplier' spend by 'Phase'.

spendbybcandcc

 

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Project View - View can be filtered by 'Project' and 'Supplier'.

Projects Overview- Includes insights based on the 'Project' and/or 'Supplier filter above.
  • Total Spend- Committed Cost, based on filters
  • Estimate Spend- Estimated Cost, based on filters
  • Unique Items- Number of 'Unique Items' ordered, based on filters
  • Invoices- based on filters
  • POs- based on filters
  • Insights- Top item ordered, Main expenses, % of budget used (when applicable)
Committed vs Billed Cost by Supplier- Highlights the 'Committed Cost' vs. 'Billed Cost' by Supplier based on the selected 'Project' filter above.
  • Balance- Committed Cost minus your Billed Cost, will show in red for discrepancies.

projectoverviewcommittedvsbilledsup

Top Items- Shows top items by aggregated quantity ordered, spent, or number of orders based on selection and 'Project' and/or 'Supplier' filter applied. This graph allows you to track your most frequently ordered materials so you can be ahead of your purchasing whether that includes ordering in bulk for better pricing or keeping on hand for future project use.

Item Life Cycle- Project specific quantities based on 'Project' and/or 'Supplier' filter applied. List of items in the 'Item Name' dropdown will be based on selected filters. Additional Project 'Phase' filter can also be applied. This screen allows you to see how many times a specific item was Estimated, Ordered, Received, Returned and Billed for. Insights provided based on selected filters give you additional information of the percentage an item was ordered compared to what was originally estimated, percentage received vs. ordered, and total spend on the selected item.

 

itemlifecycl

 

Spend by Category- Shows committed cost distribution by 'Budget Category' based on the selected 'Project' and/or 'Supplier' filter applied. Ability to further filter this section by Project 'Phase'.

Spend by Cost Code- Shows committed cost distribution by 'Cost Code' based on the selected 'Project' and/or 'Supplier' filter applied. Ability to further filter this section by Project 'Phase'.

Spend by Phase- Shows committed cost distribution by Project 'Phase' based on the selected 'Project' and/or 'Supplier' filter applied. Ability to further filter this section by 'Budget Category' and/or 'Cost Code'. Hovering over a section of the graph will show the 'Phase' and 'Spend' (committed cost, dollar amount and percentage).

spendbypahase

 

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Pricing Analysis - Multi-select Year, Period, Project, Item, Category [Budget Category], Cost Code and Supplier.

Spending Overview- Highlights the 'Committed Cost' of item(s) based on filters applied at the top of the screen.
  • Items Total Spend- 'Committed Cost' of item(s) according to filters applied at the top of the screen
  • Items Estimated Spend- 'Estimated Cost' of item(s) according to filters applied at the top of the screen
  • Items Average Spend- Shows the average 'Committed Cost' of selected item(s) per PO.
  • Related POs- Number of POs with selected item(s).
  • Insights- Total Spend, Top Supplier and Percent to Budget Used.

Item Unit Price- Shows average unit cost (Unit Price on PO) analysis over time. Option to view by 'Price' or 'Price vs. QTY' and ability to filter by 'Unit'. You can hover over a single months data point for additional information showing the 'Average Unit Price', 'Quantity Ordered' and 'Last Related PO #'.

totalspendalaysis

All Purchases- Showing last purchases from 'Line Items' based on applied filters. Section includes 'Item Name', 'QTY', ''Unit Price', 'Total Spend', 'Date' and 'PO Number'.

All Purchases

 

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Accounting View - Data pulls from the ‘Invoices’ page. View can be filtered by 'Project' and 'Supplier'.

Invoice Life Cycle- *Invoices that are not parsed with Project/Supplier, are NOT included in this view. Please reach out to your Customer Success Manager if you have questions.
  • Total Invoices
  • Approved
  • Recorded
  • Average Approval Day- Business days, excluding weekends
  • Rejected
  • Deleted
  • Insights- Based on 'Project' and/or 'Supplier' filter applied. Percentage of invoices deleted. rejected, approved invoices left to record.

Invoices by Status- Shows invoices by status over the selected Year/Period. Select a 'Year' and/or 'Period' in addition to the 'Project' and/or 'Supplier filter applied above. View the 'Total', 'Approved' or 'Recorded' invoices based on selected filters. Ability to view 'Deleted' invoice data.

invoicesanalysis

Invoices Volume by Supplier- Shows the distribution of invoice volume by 'Supplier'. Based on 'Supplier' filter applied above.

Invoices Volume by Project- Shows the distribution of invoice volume by 'Project'. Based on 'Project' filter applied above.

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Invoices Volume- This section shows invoice volume over a selected 'Year' and/or 'Period'. Additional 'Project' and/or 'Supplier' filters can be applied above. invoice 'Total Volume' includes the 'Total Amount' with 'Tax'. Totals are rounded on the graph and you can hover over a specific data point for exact numbers. This allows you to compare invoice volume over time for a selected 'Project' and/or 'Supplier'.


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Warehouse View - This view includes data where the Warehouse is the Project, 'Ship To', and where the Warehouse is a Supplier, 'Ship From' via a toggle. Users can select a specific Warehouse to view and adjust the 'Year' and/or 'Period'.

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The 'Ship To' view includes the below sections:
  • Warehouses Overview
    • Total Spend
    • # of Unique Items
    • # Orders
    • Insights based on the above filters highlighting top Item by Spend and top Supplier
  • Spend Analysis- Shows the 'Purchasing Volume' based on filters. 'Invoices Volume' has a separate Year/Period filter showing the total amount of invoices based on applied filters.
  • Orders Analysis by Supplier- Spend and Order view based on the above filters, by Supplier.
  • Item Unit price- Shows average 'Item Unit Price' based on above filters and 'Unit' selection. 'Price vs. Quantity' view shows 'Average Price' vs. 'Average Quantity' based on above filters.
  • All Purchases- Shows all individual Item Names, Quantities, Unit Price, Total Spend, Date and Associated PO based on above filters.
  • Item Life Cycle- Ability to select a specific 'Item Name' based on the above filters and view Ordered vs. Received, Returned, and Billed with insights highlighting the percent Received vs. Ordered, Supplier breakdown and Total Spend.

The 'Ship From' view includes the below sections:
  • Orders by Project- Number of Orders sent from a Warehouse, to the Project
  • Item Life Cycle- Ability to select a specific 'Item Name' based on the above filters and view Ordered vs. Sent and Returned with insights highlighting the percent of items Ordered vs. Sent and Return percentage of selected item back to a Warehouse from a Project.
  • Top Items Ordered from WH- Ability to view top items by total quantity and top items by number of orders based on above filters.
  • All Items Ordered from WH- Shows all individual Item Names, Date and Associated PO based on above filters.

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Usage View - Shows the total usage data of StructShare's main features. Ability to filter usage on a Project by Project basis.

Company Usage- Highlights All Orders, # POs, # Rentals, # RFQs, # Requisitions, # Requisitions Fulfilled, Total Invoices, and # Approved Invoices based on Project filter above. Data can be viewed for the last 7 days, month to date, last 3 months, year to date, all data or by selecting 'Any' and applying a date range.

Usage Analysis- Usage analysis of Orders, Requisitions, RFQs and Approved Invoices. Ability to filter by 'Year' and 'Period' in addition to 'Project' filter above.

Top Usage- Shows the number of actions (Orders, Requtions, RFQs, Approved Invoices) by specific user name. Can filter by 'Year' and 'Period' in addition to 'Project' filter applied above. Includes an average,

Active Users- Shows the number of active users who created Orders, Requisitions, RFQs, or Approved Invoices over the selected 'Year' and 'Period' and based on the 'Project' filter applied above. Includes an average.

UsageAnalysis

 

Support Article - If you are craving more information on how to use and access the new 'Analytics', follow this link to our Support Article found on the StuctShare Help Center. Additionally, you can reach out to support with any questions!