Purchases Quote Overview (Power BI Report)
APPLIES TO: Business Central 2025 release wave 2 and later.
The Purchase Quote Overview report provides detailed information on your organization's purchase quote activities for vendors. The report visualizes the number of quotes, purchase quantities and purchase amount over time. Additionally, this report provides insights into purchase quotes by vendor, and purchase amount by purchaser and item category, to help you anticipate upcoming purchases.
Use the report
This report is designed for purchasing managers and purchasers to track ongoing purchase quotes and predict purchasing impacts on profit figures.
As a purchase manager, you might want to monitor the performance of purchasers or proactively adapt to purchasing requirements or supply chain conditions. With these insights, you can compare purchase quotes by vendor and anticipate purchase contributions to profit figures, before accepting a vendor's quote. Meanwhile, through reviewing purchaser activities, you can delegate accordingly to optimize and diversify purchasing strategies.
As a purchaser, you can use the report to review your upcoming purchase impacts and prioritize purchasing operations. For example, analyzing the purchase quote value over time or by item category, might give you insights into anticipating purchasing requirements for a particular period or item category.
Key Performance Indicators (KPIs)
The Purchase Quote Overview report includes the following KPIs and measures:
Click on the link for a KPI to learn more about what it means, how it is calculated, and what data was used in the calculations.
Tip
Tip:
You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.
Data used in the report
The report uses data from the following tables in Business Central:
- Purchase Line
- Vendor
- Item
- Salesperson/Purchaser
Try the report
Try the report here: Purchases quote overview
Tip
Tip:
If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.
Related information
Track KPIs with Power BI metrics
Power BI Purchasing app
Ad hoc analysis of purchasing data
Built-in purchasing reports
Purchasing analytics overview
Purchasing overview