Knowledge base Overview: myInsight IT Procurement Dashboards

Making the best IT investments for your business requires an efficient and informed approach. Things fall through the cracks when processes are siloed across email inboxes and paper trails — resulting in budget breaks and missing technology when you need it most.

myInsight includes customizable IT procurement dashboards that can serve as the go-to activity hub for your procurement team. These dashboards can be used to inform buying decisions, execute tasks and track orders and expenses.

The dashboard can support a variety of procurement roles at your business, including:

• Accountants: Invoicing and reporting views provide immediate access to records for fast reconciliation and budgeting.
• Purchasers: You can improve efficiency with seamless purchase tracking from requisition to approval to order shipment.
• Approver: Authorizing requests is simple in the workflow dashboard, which allows for fast approvals, denials and editing.
• Director: Whether you’re managing a small or large team, you’ll have visibility into your whole organization.

Each dashboard widget gives you the ability to view in-depth information or perform quick edits. Users can drag and drop preferred dashboards and select favorites to display upon log in.

Through the dashboards, users can also:

• Track orders from quote to shipment and arrival.
• Simplify requester and approval workflows.
• Analyze your latest spending by category, including
  • Billing and shipping country
  • Manufacturers
  • Month
  • Products
• Review upcoming software renewals and warranties.