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Portfolio

Demo 23 · Reports & insight · for Procurement, Finance · 3:29 · narrated by Sarah
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The whole estate on one floor: position, spend, opportunities, the estate map, and the plan, six lenses over one ledger.

What this demo covers

The video works the four views in order: annual spend by vendor on one scale, largest first; concentration showing the share your top three vendors carry and why that changes how you negotiate; the market position read giving each benchmarked deal its discount, the peer range, and its rank; and upcoming renewals showing which of those deals reach a decision next. The lesson is sequencing: position without timing is trivia, so effort goes to the above market deals that can still be moved.

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Chapters

Transcript
The whole floor

All your software spend, on one floor. Five pages became six lenses over one ledger.

The estate in figures

The masthead reads the whole estate at once. Every lens agrees with it.

Overview

The first lens is the read: where spend concentrates, what is benchmarked, and the savings banked.

Concentration and position

Concentration is the risk finance worries about, so it sits in the open, beside your market position.

Renewals and savings

Position without timing is trivia, so the renewals landing next sit here, next to the savings you have verified against invoices. Effort goes where a deadline can still move the number.

Vendors

The second lens is the ledger every other lens draws from. Every vendor on one scale, largest first, with the spend, the share, the market position, and the money on the table. A row opens that vendor's page.

Spend

The third lens is finance: spend over time, the categories beneath it, and a forecast that prices your renewals into next year's budget.

Exports

Every export the estate can produce sits in one card, so the board sees numbers from the same ledger you read.

Opportunities

The fourth lens is the money on the table, ranked. Once a benchmark shows a vendor over market, the gap lands here, priced and ordered by what is worth working first, with the renewal window on each.

Estate map

The fifth lens draws the estate to scale. Every vendor is a tile sized by spend and colored by where it sits against the market, so the biggest bills and the worst positions catch your eye first.

Strategy

The sixth lens is the year, sequenced. Every category sized by spend and shaded by how locked in you are, its next renewal on the tile, so the plan for the quarters ahead exports straight to a board brief.

Wrap

Six lenses, one ledger. The story you tell the board is the story on the screen.