Gatekeeper Dashboards

When you purchase and activate the Risk Module, the Risk Dashboard provides an overview of risk management using reports and key performance indicators (KPIs)

The Risks by Supplier chart displays your top 15* Live Vendors containing risks, grouping them into colour-coded Low, Medium, and High categories. These are derived from the Probability and Impact ratings assigned to each risk.

Click on a bar to navigate to the Risk tab of the Vendor record, displaying an overview of all associated risks.

Click into an area of the report to view a detailed list and export the data if required.

The Vendor Portal Dashboard

The Vendor Portal Dashboard provides a comprehensive overview of vendor-related activities and statuses, allowing you to monitor and control the vendor engagement process.

Key features of the Vendor Portal Dashboard include:

1. Vendor Summaries: a summarised list of vendors associated with the portal.

2. Workflow Status: allows you to track the progress of workflows involving vendors. Vendors are categorised based on whether they have an ongoing workflow, are awaiting approval, have been approved, or have been rejected.

   

3. Active Workflows: displays active workflows within the user's domain that use the vendor portal. This helps you 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: Lists events that are pending approval, ensuring you are aware of any critical actions that require their attention.

   

6. Vendor Messages: Displays messages sent by vendors, therefore enhancing communication between users and vendors.

The Employee Portal Dashboard

The Employee Portal allows you to invite colleagues to a controlled and limited version of the Gatekeeper platform. The Employee Portal Dashboard provides an overview of colleague-related activities, enabling you to efficiently oversee and optimise internal processes.

Key features of the Employee Portal Dashboard include:

1. Employee Portal User Summaries: summarises colleagues who have been invited to the employee portal, categorising them based on their status as invited or active. This helps to monitor the real-time engagement of colleagues with the platform.

   

2. Active Workflows: Displays workflows that are active within the employee portal.

   

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

   

My Dashboard

This offers a view of all actions relating to Approvals, open Forms, eNegotiations, and eSignatures. It also displays the total number of Cards, allowing you to see all outstanding actions within Gatekeeper in one place. 

My Dashboard delivers a summarised 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

 Click directly on these counters to filter cards within the Dashboard.

Click the card name to review more information, allowing you to:

• view a 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
• Jump to the Form where the Card is

The Spend Dashboard

The Spend Dashboard itself provides a number of charts and KPIs relating to the Spend module. The Spend by Vendor chart includes any Vendor with Actual spend (captured from each Live contract record as Annual Value within the 12-month date range). The Forecast vs. Actual spend is indicated through colour-coded bars. This chart is automatically generated from the aggregated spend information against each Vendor.  

Additionally, there are widgets which dissect the data in various ways, e.g. direct vs. indirect spend.

The eSign Dashboard

This dashboard displays all your outstanding eSign actions in one place.

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, e.g. Draft, Completed, Declined.
• By Workflow from which they originate
  
  

You can also click on the 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.

Teams, Categories and Entities Dashboards

For users who can view all contracts within a particular Category/Team/Entity, Gatekeeper presents a Dashboard view akin to the Executive Dashboard when opening up one of the records within the relevant repository.

This provides additional ways to segment your data:

• Analysing at a Category level is great to understand your vendor base and identify any duplications.
• Teams are a natural way of analysing data across the core functions of your business such as IT, HR and Legal.
• Entities allow you to track the different obligations and budgets of your organisation when operating in different sectors/jurisdictions/countries.