Finance & Procurement
Perfex Insight Purchase
Purchase orders, vendor spend, invoices, payments and contracts.
Requires Perfex Insight Pro What is Perfex Insight Pro?
What this add-on brings to Insight
Perfex Insight Purchase reports the Purchase module: what has been ordered, what has been billed, what is still owed and who you buy from. Committed spend and billed spend are reported separately, because an order raised is not the same as an invoice received.
Who it is for: Procurement and finance teams tracking vendor spend and the purchasing pipeline.
Dashboards
These are the boards the shared demo builds from this add-on's widgets, and the layouts its documentation walks through. Every one is editable — rearrange, extend or trim it like any Insight dashboard.
Purchase Analytics
Purchase Operations
Board totals count placements. Some widgets sit on both boards and some are available in the Widget Library only, so these figures are not meant to sum to the 21-widget total.
What you can report on
The 21 widgets group into these areas. Every one is an ordinary Insight widget: it obeys the dashboard filter bar and the viewer's own Perfex permissions.
- Spend and pipeline KPIs
- Purchase Orders, Purchase Order Value, Purchase Invoice Value, Payments Made, Unpaid Invoices, Vendors, Purchase Requests, Quotations, Debit Notes Value and Active Contracts.
- Charts
- POs by Approval Status, POs by Progress, Invoices by Payment, Monthly Billed Spend and Committed Spend by Vendor.
- Leaderboards and lists
- Top Vendors by Billed Spend, Recent Purchase Orders, Recent Purchase Invoices, Draft Purchase Requests, Unpaid Invoices and Expiring Contracts.
Requirements
Required. Perfex Insight Purchase is a provider that plugs into the Pro dashboard system — it does not run on its own and is sold separately at $69.
Required. Reads Purchase, which must be installed and active. The add-on reports on that module's data; it does not replace it or modify Perfex core files.
More of the real product
See it and read it
Live demo
The shared Perfex Insight demo runs the platform with all 13 add-ons installed, so it shows Perfex Insight Purchase alongside the rest of the ecosystem rather than on its own. All data in it is fictional and it is reset on a schedule.
Open the live demoDocumentation
The product's own documentation section covers installation, every widget, the dashboards, permissions, settings and troubleshooting.
Read the documentationAlso in Finance & Procurement
Related products in the same business area. Each is a separate add-on with its own parent module — not an integration with this one.
Perfex Insight Purchase
$49. Requires Perfex Insight Pro and the Purchase module.