Introducing the Customer Value Dashboard
We're excited to announce the launch of the Customer Value Dashboard – a comprehensive new tool that provides complete visibility into the value our partnership delivers to your organization.
What's Inside?
We’ve brought together six powerful views to help you understand and communicate the full impact of our collaboration:
Total Value Summary
Instantly see your impact with a snapshot of your cumulative and recent value delivery across all categories. See your total savings, revenue share, and overall value at a glance, with quarterly and monthly breakdowns.
Revenue Share Earned
Track the revenue share you've earned through Virtual Card and Finexio Express programs. Monitor month-over-month performance and identify trends in your earnings.
Cost Savings
Dive deep into savings by type – from ACH and check savings and supplier change management. Understand exactly where your cost reductions are coming from.
Time Saved
Quantify the operational efficiency gains from automated payment processing, status inquiries, and bank information updates. Every hour saved is time your team can redirect to strategic initiatives.
Payments Managed
See the volume of payments we process on your behalf, track your human touch rate, and understand how automation is streamlining your payables operation.
Supplier Change Management
Monitor supplier updates across contact changes, payment preferences, and delivery methods. Stay informed about the ongoing optimization of your supplier network.
Key Benefits
● Comprehensive Value Tracking: All partnership benefits in one centralized location
● Flexible Filtering: View data by partner/entity, buyer/location, and time period
● Cumulative & Recent Views: Understand both your total lifetime value and recent performance trends
● Actionable Insights: Identify opportunities and demonstrate ROI to stakeholders
● Executive Reporting: Export-ready views perfect for board presentations and internal reporting
Ready to check it out?
The Customer Value Dashboard is now available in our Portal. We encourage you to login and begin exploring your partnership value.
Have questions? Our User Guide and FAQ is available to help you get the most from your new dashboard.
