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How To Search For Supplier Earnings in Insights

A step by step guide to help you view buying authorities spend with suppliers in Insights

 

Step 1: Log in with your credentials 🔑

First things first, use your login details to sign in to your account. This ensures you can access all the amazing features we have for you.

Step 2: Look for the Suppliers tab 📑

Once logged in successfully, look for the Suppliers tab at the top of the page in the navigation menu.

Step 3: Apply filters to narrow down your search 📝

Now, you'll see a list of filters available on the left-hand side of the page, each allowing you to refine your search with various options:

Date: Select a specific date range to focus on earnings within a particular time frame (e.g. last financial year or current financial year).

Supplier name: Enter the name of the supplier you are interested in. (Note: You can add multiple suppliers if you would like to build a supplier analysis).

Sector: Filter by specific sector or industry to focus on particular types of suppliers.

Once you select a buyer, you’ll also be able to see the Markets & Categories they operate in. Select a specific market/ markets and category/ categories to narrow your results.

Step 4: Customise your dashboard settings ⚙️

At the top of the search results page, you’ll also have the ability to select:

Items: You can select how many items you’d like to see on your dashboard (5,10, 25, 50, 100).

Favourite: Use the star to save the analysis to your favourites for easy access.

Export button: You can also export the data based on your search results. Click on the Export button to download the data in your preferred format (Excel or PDF).

Step 5: Review supplier earnings data 📊

Once you’ve selected a supplier, on this page you’ll find key data and infographics, including:

Top buyers and their spend: View which buyers are working with the supplier and how much they spent with them.

Monthly & Annual breakdown: The payment breakdown based on the date range selected in the filter panel. Great for identifying trends and patterns.

Markets & categories: Discover the markets and categories the supplier is involved in. Tip: You can always check the definitions of the markets and categories in our Help Hub section for more details.

PRO TIP: You can also export the data based on your search results. Click on the Export button to download the data in your preferred format (Excel)

 

Step 6: Wallet information 💰

As you scroll down the page, you’ll gain access to the Wallet feature, which provides a breakdown of:

Buyer associated with the supplier.

Total spend by the buyer with the supplier.

Percentage of the total spend attributed to the supplier.

PRO TIP: You can filter by market and category to show wallet share based on relevant buyer spend—making comparisons more accurate

Step 7: Supplier overview & key details 🏢

Further down the page, if you have the Spend+ add-on, you’ll find key supplier details, such as earnings, turnover, credit rating and company information, giving you a deeper understanding of the supplier’s financial health and status.

Curious to see how much buyers are spending? Check out our Buyer Insights Guide 📊