Analytics Executive Dashboards
Analytics Executive Dashboards were created to provide highlevel information about the success of your AP Automation Process. Through these dashboards we provide insight to understand the benefits and challenges of your AP Automation Process and where improvements can be made.
Summarized information includes:
 Average Days to Complete
 Number of Touches to Complete
 Aging Summary
 PO/nonPO % + Total Amount
 AutoVouch Success
 AutoVouch Exception Reasons
 Discounts Taken vs. Available
We have added three new dashboards to both the Standard Dashboards and the Distribution Dashboards
 Past 30 days  allows you to look at the current value (for past 30 days) vs the prior 30 days at any point in time as the Prior month report is static for a month and then changes.
 Prior month – ability to review reporting metrics monthly providing easy access to the number instead of having to read it off a graph on the trends report.
 Trends – ability to review over the prior 12 months to determine if things are changing over time
Note: The Executive Dashboard widgets do not impact other widgets like they do on the other dashboards.
Standard Dashboards:
Distribution Versions:
Note: The distribution versions are the same reports just formatted to look better on 8.5x11 paper
30Day
Monthly
Trends
Snapshot Metrics
AutoVouch  
Metric  Calculation 
# of AutoVouched Invoices  Number of invoices that AutoVouched 
AutoVouch Success % of AutoVouch Candidates Only  (Number of invoices that AutoVouched) divided by the (Number of AutoVouch Candidates) 
AutoVouch Success % of ALL PO Invoices  (Number of invoices that AutoVouched) divided by the (Number of PO Invoices) 
AutoVouch Exceptions  (Number of invoices that had an AutoVouch Exception) by (Exception as a percentage of all invoices that had an exception) 
Touchless AutoVouch % of AutoVouch Candidates Only  (Number of invoices that AutoVouched with 0 Touches) divided by the (AutoVouch Candidates) 
Touchless AutoVouch % of ALL PO Invoices  (Number of Invoices that AutoVouched with 0 Touches) divided by the (Number of PO invoices) 
# of AutoVouched Invoices  Number of invoices that AutoVouched 
PO & NonPO  
Metric  Calculation 
PO + NonPO Invoice Volume  Number of PO and NonPO invoices 
PO + NonPO Invoice Total Amount  Sum of invoice amount for PO and NonPO invoices 
PO / NonPO % by Amount  Sum of invoice amount for PO and NonPO invoices as a percentage of the total 
Capture Type % by Amount  Sum of invoice amount by Capture Type as a percentage of all invoices 
Aging Liabilities  PO and NonPO invoice total by due date range 
PO  
Metric  Calculation 
PO Invoice Volume  Number of PO invoices 
PO Invoice Total Amount  Sum of invoice amount for PO invoices 
Average Days to Complete PO  Average days between indexed data and completion date for PO invoices 
Average # of Touches  PO  (Total number of Touches) divided by the (number of invoices) for PO invoices that were completed 
NonPO  
Metric  Calculation 
NonPO Invoice Volume  Number of NonPO invoices 
NonPO Invoice Total Amount  Sum of invoice amount for NonPO invoices 
Average Days to Complete NonPO  Average days between indexed data and completion date for NonPO invoices 
Average # of Touches – NonPO  (Total number of Touches) divided by the (number of invoices) for NonPO invoices that were completed 
Trends Metrics
AutoVouch  
Invoice Volume & AutoVouch Trend  
Metric  Calculation 
All Invoices  Combined Total of umber of PO and NonPO invoices 
PO Invoices Volume  Number of PO invoices 
AutoVouch Candidate 
Number of PO invoices that meet AutoVouch Candidacy rules Typically this includes:

AutoVouched  Number of invoices that AutoVouched 
Touchless AutoVouch  Number of invoices that AutoVouched with 0 Touches 
AutoVouch Success % of AutoVouch Candidates Only  
Metric  Calculation 
AutoVouch Success  (Number of invoices that AutoVouched) divided by the (Number of AutoVouch Candidates) 
Touchless AutoVouch  (Number of invoices that AutoVouched with 0 Touches) divided by the (Number of AutoVouch Candidates) 
# of Invoices AutoVouched  Number of invoices that AutoVouched 
AutoVouch Success % of ALL PO Invoices  
Metric  Calculation 
AutoVouch Success  (Number of invoices that AutoVouched) divided by the (Number of PO Invoices) 
Touchless AutoVouch  (Number of invoices that AutoVouched with 0 Touches) divided by the (Number of PO invoices) 
# of Invoices AutoVouched  Number of invoices that AutoVouched 
AutoVouch Exceptions  
Metric  Calculation 
AutoVouch Exceptions  (Number of invoices that had an AutoVouch Exception) by Exception as a percentage of all invoices that had an exception. 
AutoVouch Exception Trends  
Metric  Calculation 
AutoVouch Exception Trends  (Number of invoices that had an AutoVouch Exception) by Exception over time 
PO  
Metric  Calculation 
Total Invoice Amount  
Invoice Amount  Sum of invoice amount for PO invoices 
# of Invoices  Number of PO invoices 
Average Day to Complete  
Metric  Calculation 
# of Days  Average days between indexed data and completion date for PO invoices 
# of Invoices Completed  Number of invoices that were completed 
Number of Touches  
Metric  Calculation 
# of Touches  (number of invoices that were completed) by Number of Touches 
Average # of Touches  (Total number of Touches) divided by the (number of invoices) for PO invoices that were completed 
Aging Liabilities  
Metric  Calculation 
Aging Liabilities  Total by due date range for PO invoices 
Discounts  
Metric  Calculation 
Taken  Number of invoices that we assume the discount was taken because the invoice was paid by the discount date. 
Available  Number of invoices that had a discount offered according to the payment terms 
NonPO  
Metric  Calculation 
Total Invoice Amount  
Invoice Amount  Sum of invoice amount for NonPO invoices 
# of Invoices  Number of NonPO invoices 
Average Days to Complete  
Metric  Calculation 
# of Days  Average days between indexed data and completion date for PO invoices 
# of Invoices Completed  Number of invoices that were completed 
Number of Touches  
Metric  Calculation 
# of Touches  (number of invoices that were completed) by Number of Touches 
Average Number of Touches  (Total number of Touches) divided by the (number of invoices) for PO invoices that were completed 
Aging Liabilities  
Metric  Calculation 
Aging Liabilities  Total by due date range for NonPO invoices 
Discounts  
Metric  Calculation 
Taken  Number of invoices that we assume the discount was taken because the invoice was paid by the discount date. 
Available  Number of invoices that had a discount offered 
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