Turnover monitoring — calendar, position, and reports¶
Beyond the turnover dashboard, the spend module has tools for chasing missing figures and reporting on turnover: a reminder calendar, a spend-position view, and a report builder.
The turnover calendar¶
The turnover calendar (/spend/calendar) is a supplier × month grid of
recorded turnover over a rolling 12 months, with projected values
overlaid. Gaps in the actuals show where figures are missing; the
projections show expected values. It draws only currency streams, and
non-member (supplier) users see only their own company.
This is not the rebate calendar — that shows rebate income and is permission-filtered by rebate visibility; this shows raw turnover, scoped by supplier ownership. A companion view can replay what the projection looked like months ago (from projection snapshots) to overlay historical forecasts.
Spend position (who is behind)¶
Spend position (/spend/position) is a how-far-behind view: for each
active deal it computes how many months of figures are missing,
grouped by team/category, so administrators can see and chase overdue
turnover. Deals with no figures at all still appear as behind. A chart
buckets deals as up to date / due / late / one month late / two-plus
months late. It is a missing-figures position, not a
versus-target/versus-last-year comparison.
From here (and the calendar) you can send reminders: a bulk action that emails each selected deal's figures contact a link straight to the figures-entry screen for that deal. The position report itself respects each deal's view permission.
The report builder¶
The turnover report builder (/spend/builder) is an ad-hoc pivot over
turnover: choose a primary dimension (member, supplier, deal, category,
sub-category, product range), an optional secondary dimension (usually
period), a date range, and filters (category, input type, rebateable,
stock/direct, tags, supplier/member selection). It can pivot actual or
projected turnover, compare against a previous period, and export
(client-side). Supplier users are scoped to their own company. There is
also an NMBS-oriented variant for internal users.
Projection accuracy¶
A projection-accuracy report compares past projections against the actuals that followed: overall accuracy (within ±5%), how accuracy degrades the further ahead the forecast was, and accuracy by month. It's a check on how well the forecasting is performing (see the forecasting system reference).
Why do these views look off¶
- The calendar shows gaps — figures are missing for those supplier-months; that's the point (chase them via reminders).
- A deal shows as behind with no figures — deals with no turnover at all are counted as behind so they aren't missed.
- Projected and actual disagree — projections are derived estimates; the accuracy report quantifies how far off past ones were.
What these tools are not¶
- Not figures entry — they monitor and report on figures, not capture them.
- Not the turnover dashboard — that is the figure-level review/query/ERP surface.