Gatekeeper Dashboards

When you purchase and activate the Risk Module, the Risk Dashboard seamlessly integrates into your Dashboard section, providing you with an enhanced perspective on risk management.

When you click on 'Risk' within the Dashboard sections, the Risk Dashboard comes to life, unveiling a plethora of insightful reports and key performance indicators (KPIs). Just like all reports in Gatekeeper, we employ a vibrant use of colour to convey warnings and allow you to delve deeper into the underlying data.

At the heart of the Risk Dashboard lies the 'Risks by Supplier' chart. This chart shows every supplier with at least one open or accepted risk, categorizing these risks into clear, colour-coded distinctions of Low, Medium, and High. These designations are dynamically derived from the Probability and Impact ratings assigned to each risk, ensuring a concise representation of your risk landscape.

Upon selecting a specific supplier's bar, you will seamlessly transition to the Supplier section of Gatekeeper, where you will gain immediate access to a comprehensive overview of all associated risks.

Furthermore, the Risk Dashboard hosts a set of Risk Widgets. These widgets offer different angles to dissect your data, delivering crystal-clear visual representations tailor-made for reporting needs. And just like the other charts, these widgets are readily expandable to explore finer details and insights.

Last but not least, the Risk Dashboard offers the Risk Heat Map. This report consolidates all risks, mapping them across Probability and Impact ratings, providing users with a quick, comprehensive view of the current risk profile spanning the entire supplier base.

The Risk Heat Map is calculated based on the Probability multiplied by the Impact

By drilling into the relevant section of the report, a detailed view is provided:

The Vendor Portal Dashboard

The Vendor Portal Dashboard serves as a centralized hub for vendor users, specifically designed for effective management of vendor interactions within various workflows. This module enables you to invite your vendors to the portal, facilitating streamlined collaboration. The Vendor Portal Dashboard provides a comprehensive overview of vendor-related activities and statuses, allowing you to monitor and control the entire vendor engagement process.

Key features of the Vendor Portal Dashboard include:

1. Vendor Summaries: The dashboard displays a summarized list of vendors associated with the portal. This provides users with a quick snapshot of the vendors currently engaged through the portal.

2. Workflow Status: Users can easily track the progress of workflows involving vendors. The dashboard categorizes vendors based on whether they have an ongoing workflow, are awaiting approval, have been approved, or have been rejected.

   

3. Active Workflows: The dashboard provides visibility into active workflows within the user's domain that utilize the vendor portal. This helps users stay informed about the ongoing vendor-related processes.

   

4. Open Forms: For each active workflow, the dashboard highlights any open forms that indicate a vendor's current involvement. This serves as a real-time indicator of vendor activity within a particular workflow.

   

5. Pending Events: Users can review events that are pending approval. This feature ensures that users are aware of any critical actions that require their attention within the vendor engagement context.

   

6. Vendor Messages: The dashboard also acts as a communication centre, displaying messages sent by vendors. This enhances communication between users and vendors, promoting a collaborative atmosphere.

The Vendor Portal Dashboard streamlines vendor management by providing an intuitive and consolidated view of vendors' roles and statuses. This enables users to efficiently oversee vendor interactions, monitor progress, make informed decisions, and maintain effective communication throughout the vendor engagement lifecycle. Overall, the dashboard contributes to enhanced vendor relationship management and smoother workflow execution.

The Employee Portal Dashboard

The Employee Portal serves as a tailored platform for users to effectively manage internal collaboration among colleagues. This module allows Gatekeeper's customers to seamlessly invite their colleagues to this specialized employee portal, offering a controlled and limited version of the Gatekeeper platform. The Employee Portal Dashboard provides an insightful overview of colleague-related activities, enabling users to efficiently oversee and optimize internal processes.

Key features of the Employee Portal Dashboard include:

1. Employee Portal User Summaries: The dashboard offers a consolidated view of colleagues who have been invited to the employee portal. This feature presents users with a clear count of colleagues who have accepted the invitation and are actively engaging with the platform. Users can monitor the status of invitations sent to colleagues. The dashboard categorizes colleagues based on their invitation status, specifically highlighting those with a pending "invited" status. The dashboard also provides a snapshot of colleague users who are currently active within the employee portal. This feature assists users in understanding the real-time engagement of colleagues with the platform.

   

2. Active Workflows: Users gain visibility into workflows that are active within the employee portal. The dashboard showcases workflows that are specifically designed to operate within this restricted environment.

   

3. Open Forms: For each active workflow, the dashboard highlights any open created by your user. This feature indicates ongoing processes and actions within workflows, helping users stay informed about the various Workflows within your tenant.

   

In summary, the Employee Portal Dashboard serves as a valuable tool for managing internal collaboration, offering an interface tailored to the specific needs of you and your colleagues. It empowers users to efficiently coordinate interactions, monitor workflow progress, and maintain effective communication within a controlled and restricted environment.

My Dashboard

This area in Gatekeeper offers a view of all actions relating to Approvals, open Forms, eNegotiations and eSignatures at a glance. It also displays the total number of Cards with filtering options to adjust ownership visibility and a dynamic interface for easy navigation.

With this view, you can quickly see all your outstanding actions within Gatekeeper in one place, making it faster and easier to action those essential items. 

My Dashboard delivers a summarized view of all Cards across all Workflows:

• My Cards - the total number of cards the user has
• My Approvals - the total number of outstanding Approvals the user has
• My Forms - the total number of cards the user raised through the submission of a form
• My eNegotiate - the cards the user owns of an eNegotiate phase
• My eSigns - the number of cards the user is assigned to as an eSign Signatory

At the top of the screen, there is an interactive report available for each of the above filters. You can click directly on these counters to filter cards within the Dashboard.

Select the Card within the My Dashboard by clicking the card name to review more information. A modal will pop where you can:

• View card details (Card Summary)
• Reject and Approve Cards
• Mark Checklist items as done
• Download contracts associated with a card
• Cancel eSign 
• Jump to the Workflow where the Card is by clicking on the 'View in workflow' link
• Jump to the Form by clicking on the 'View Form' button

The Spend Dashboard

Selecting this navigates you to the Spend Dashboard itself, where a number of charts and KPIs are presented. As with all charts within Gatekeeper the use of colour is prevalent to depict warnings etc. and all charts can be drilled into to see more of the data beneath. 

Within the centre of the Spend Dashboard is the Spend by Supplier chart. This includes any Supplier with Actual spend, which is captured from each Live contract record as Annual Value within the 12-month date range. The Forecast vs. Actual spend is indicated clearly through colour-coded bars. This chart is automatically generated from the aggregated spend information against each Supplier.  

Additionally, within the Spend Dashboard are the following spend widgets. These provide a view of various cuts of the data, offering a clear visual representation for reporting purposes. These charts can be drilled into for further detail. 

eSign Dashboard

You can see all your outstanding eSign actions in one place, making it quicker and easier to view and manage all eSignatures within Gatekeeper.

The eSign dashboard allows you to Filter by Access:

• You Sign - the cards you need to sign (waiting for your signature)
• You Requested - The card you have requested
• All - all the cards

You can also choose to view cards:

• By Status, for example, Draft/Awaiting Both/Awaiting Internal/Awaiting External/Completed/Declined, OR
• By Workflow from which they originate
  
  

At the top of the screen, there is a counters widget for each of the above filters. Users can click on these counters to filter cards within the Dashboard:

• All - All open eSign cards
• I Need to Sign - cards you are required to complete,
• I Requested - eSign requests you have made,
• I Signed - those that you have already completed.