Stampli Dashboards
Real-time insights into AP for data-driven decisions on team productivity, spend, and vendor relationships.
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Stampli's dashboard views
Stampli Dashboards provide visual, interactive insights that give AP teams and finance leaders real-time visibility into key metrics across the invoice lifecycle. These customizable dashboards enable users to track KPIs, optimize workflows, and align accounts payable with strategic business objectives, transforming AP into a data-driven, strategic function.
The problems that AP teams face
AP and finance leaders struggle to gain timely, comprehensive visibility into key AP metrics and KPIs across the invoice lifecycle. With data often fragmented across multiple systems, many companies resort to manual methods for gathering the data they need. This process is time-consuming, error-prone, and fails to provide the true insights needed for strategic decision-making. Without a unified view of AP performance, leaders face challenges in identifying process inefficiencies, managing spend effectively, and optimizing working capital.
Stampli’s approach
Only Stampli provides deep strategic insight into AP, without the steep learning curve experienced with other providers. Our dashboards offer a real-time command center view of AP health and performance, with self-serve access for all stakeholders. Users can easily identify bottlenecks and root causes, driving continuous process improvement. With Stampli Dashboards, finance leaders can make proactive, data-driven decisions to optimize working capital and profitability, and align AP operations with the broader organizational objectives.
Key features
KPIs
Each dashboard displays a set of fixed KPIs for high-level insights.
Interactive Widgets
Visualize your AP data in various formats.
In Process Dashboard View
Real-time data on invoices currently being processed, including KPIs like Pending Routing, Pending Approval, and Urgent Invoices. Widgets show metrics such as Days Pending Routing and Open Invoices by Amount.
Invoice Lifecycle Dashboard
Visualize user productivity data across different stages of the invoice lifecycle. KPIs include Invoices Created and Average Lifecycle Time, while widgets display data like Average Time by Invoice Stage and Top Reasons for Rejections.
User Productivity Dashboard
Gain insights into employee workload and productivity with widgets showing Approval Time trends, Number of Invoices Routed, and Coders/Routers With Most Invoices Rejected.
Customization and sharing
Create custom views with a drag-and-drop UI, apply dashboard-wide filters, drill down into underlying data, and easily share insights by exporting to PDF or spreadsheet formats.
FAQ
How does Stampli Dashboards help improve AP efficiency?
Stampli Dashboards provides real-time visibility into invoice processing stages, allowing you to identify bottlenecks, track KPIs, and optimize workflows for improved efficiency.
Can I customize the dashboards for different team members?
Yes, Stampli Dashboards feature a drag-and-drop UI that allows individual stakeholders to create and save custom layouts tailored to their specific needs.
How do the dashboards help with financial planning?
By providing real-time insights into invoice data and AP performance, Stampli Dashboards enable more accurate forecasting, budgeting, and strategic financial decision-making.
Can I track individual employee performance with these dashboards?
Yes, the User Productivity dashboard allows you to visualize data on employee workload and productivity, helping you identify top performers and areas for improvement.
How do Stampli Dashboards help with vendor management?
The dashboards provide insights into vendor-specific metrics, such as invoice lifecycle times and cancellation rates, allowing you to optimize vendor relationships and payment strategies.
Can I export data from the dashboards for further analysis?
Absolutely. You can export entire dashboards to PDF, or download specific widget data to CSV or XLSX formats for deeper analysis and reporting.
Learn More about Stampli Dashboards
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