Supplier Dashboard
With a Coupa Advanced subscription to the Coupa Supplier Portal (CSP) you can access the dashboard, with a near real-time overview of cash flows and payment trends from approved invoices across all your Coupa buyers.
Click on the More > Supplier Dashboard tab on the main menu to view financial metrics across all approved invoices for all your customers (buyers), including buyers that do not use Coupa Pay for payments.
If you don't have the Advanced subscription, from the Supplier Dashboard screen you can use the Start Free Trial or Purchase Coupa Advanced button to get access to the dashboard. For more information, see Coupa Advanced.
You also must have the Supplier Dashboard permission in the CSP to see and use the dashboard. For more information, see Manage Users.
The Supplier Dashboard integrates data from all invoice-backed payments across all your buyers in the CSP. You see financial metrics and can use configurable graphics, based on the current date and most recent payment data. As a supplier, you can select all or individual buyers to see all payments and outstanding receivables in the system.
Select Customers and Currency
Use the following dropdown menus to configure the graphics on your dashboard:
- Select Customer generates metrics for All customers or an individual buyer. Payment data may not be shown for some buyers due to their data privacy preferences, such as FedRAMP, HIPAA, or from legacy Coupa Core systems.
- Currency generates metrics based on selected currency. If you receive payments in multiple currencies, select one to see its respective values. The amounts are displayed in the Pay To currency.
See and Configure Graphics
The default dashboard overview shows the total receivables for all buyers, plus a detailed time line of all overdue payments.
You see the data in the following graphics, categorized according to the payment channels:
- Pay through Coupa Pay: Buyers using Coupa Pay's payment solution from the Coupa Core platform
- Pay outside Coupa Pay: Buyers not using Coupa Pay and that remit payments through enterprise resource planning (ERP) or other external systems
| Dashboard graphic | Description |
|---|---|
| Total Outstanding Receivables |
The total amount due from buyers across all unpaid invoices, including approved invoices, payments in progress, and those with processing errors. Credit notes are included and deducted from the total. |
| Total Payments Received |
The total value of payments that have been successfully completed and received from buyers. |
| Aging Analysis of Overdue Receivables |
Bar graph with total overdue amounts and number of invoices and credit notes for selected buyer(s), grouped by aging brackets between 0 and 90+ Days Overdue. Credit notes are included as deductions from the amounts due. The Total Net Overdue Amount shows the percentage of the value of all overdue invoices against your total outstanding receivables for the selected currency. |
Send Feedback
You can select the Feedback button at the bottom of the page to open the Tell us what you think message screen. Use this to send Coupa your suggestions, comments, and ideas for improvement for the Supplier Dashboard.
If you have the Advanced subscription, you can also request access to strategic views for your payments in the CSP, with consolidated payments data across all Coupa Pay buyers from a single overview. The strategic view is available on the Invoice Payments and PO Payments screens from the Payments tab. For more information, see View and Manage Payments.