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Purchase Orders (Dashboard)

The Purchase Orders Dashboard is an out-of-the-box SharePoint dashboard for procurement and finance teams who need to see committed spend, approval delays, and over-budget orders without waiting on a report. The data lives in a standard SharePoint list of purchase orders, and Microsoft 365 Copilot turns that list into a single interactive page - a request-to-receipt funnel, a spend tile with period comparison, an approval time trend, weekday order patterns, and an over-budget insight card. Clicking a funnel stage filters the whole page.
Author
SharePoint Maven
Built with
Features
Copilot in SharePoint
Keywords
Supply Chain, Vendor
Category
Dashboards

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Overview

  • A date range picker with a second comparison range, so every headline figure carries a change against the previous period
  • Five filters for Department, Category, Vendor, Status, and Over Budget, each built from the values actually present in the list
  • A five-stage funnel from Requested through Approved, Ordered, and Received to Over Budget, with conversion and drop-off on hover and click-to-filter on any stage
  • A total spend tile with a period-on-period change and the top three departments ranked beneath it
  • An approval time area chart showing average days to approve over the most recent eighteen dated points, with the worst day named in a peak chip
  • Weekday dot matrices for orders raised and vendors used, so the rhythm of the request queue is visible and any single weekday can be isolated
  • A sortable seventeen-column purchase order table with status pills and its own search, beside an insight card that states the over-budget share and trends it by month

Benefits

  • Replaces the procurement export that gets rebuilt every month for the same four questions
  • Shows where requests stall between raising and receipt, which is where procurement cycle time is actually lost
  • Makes over-budget spend visible as a share and as a trend, not just as a line item
  • Gives every department its own committed-spend view without a separate report
  • Turns a list the procurement team already maintains into reporting, with no new system to buy or roll out
  • Serves the finance director and the buyer from one page, because the filters change who the page is for
  • Opens in any browser and can be embedded directly into a SharePoint page

Details

  • Build Method: Copilot Dashboard
  • Chart Types: KPI card, Funnel chart, Area chart, Waffle chart, Bar chart, Column chart, Table

Common Questions About the Purchase Orders Dashboard

What is this purchase orders dashboard built with?

It is built on a standard SharePoint list of purchase orders, with Microsoft 365 Copilot generating the dashboard page from that list. There is no third-party reporting tool and nothing to license beyond Microsoft 365. The funnel, charts, filters, and order table all live on one page that can be embedded in a SharePoint site – the kind of clean, maintainable reporting Greg Zelfond builds for procurement and finance teams.

What is included on the purchase orders dashboard?

A five-stage funnel from requested through approved, ordered, and received to over budget, a total spend tile with period comparison and department ranking, an approval time trend, weekday dot matrices for orders and vendors, a sortable order table, and an over-budget insight card. Filters cover date range, department, category, vendor, status, and over budget.

Where does the dashboard data come from?

A single SharePoint list with seventeen columns – PO number, requester, department, vendor, category, description, quantity, unit price, total value, request and approval dates, days to approve, expected delivery, received date, status, budget code, and an over-budget flag. Most procurement teams already keep a version of this list.

Does the dashboard refresh automatically from the SharePoint list?

This example carries its data with it, so it opens instantly and works offline, and it is refreshed by regenerating the page from the current list. When a live-refreshing view is the requirement instead, the same numbers can be charted with the Quick Chart web part directly on a SharePoint page, or with Power BI when scheduled refresh is needed.

Should we use Copilot, the Quick Chart web part, or Power BI?

It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.

Can Greg build this dashboard for our organization?

Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the charts are worth drawing, and builds the dashboard around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.

Purchase Orders Dashboard Homepage
Purchase Orders Dashboard Homepage
Purchase Orders Dashboard Filters
Purchase Orders Dashboard Filters
Purchase Orders Dashboard Funnel
Purchase Orders Dashboard Funnel
Purchase Orders Dashboard Total Spend
Purchase Orders Dashboard Total Spend
Purchase Orders Dashboard Approval Time
Purchase Orders Dashboard Approval Time
Purchase Orders Dashboard Orders
Purchase Orders Dashboard Orders
Purchase Orders Dashboard Vendors
Purchase Orders Dashboard Vendors
Purchase Orders Dashboard
Purchase Orders Dashboard
Purchase Orders Dashboard Budget controls holding
Purchase Orders Dashboard Budget controls holding