bpa-vendor-performance

name	bpa-vendor-performance
description	Analyzes vendor and procurement performance from Dynamics 365 Business Performance Analytics. Covers vendor spend analysis, purchase order trends, on-time delivery, invoice accuracy, top/bottom vendor ranking, procurement category spend, and payment terms compliance. Use when asked: "vendor spend analysis", "top vendors by spend", "procurement analysis", "which vendors are we spending the most with", "purchase order volume by vendor", "vendor performance ranking", "on-time delivery rate", "invoice accuracy", "procurement category breakdown", "tail spend analysis", "vendor consolidation", "payment terms by vendor", "how many vendors do we use", "single-source suppliers".
license	MIT
metadata	{"author":"Dynagile Consulting","version":"1.0","domain":"Finance / Procurement / CFO","bpa-coverage":"Procure-to-Pay"}

BPA Vendor & Procurement Performance Analysis

What This Skill Does

Queries BPA Procure-to-Pay data to analyze procurement efficiency and vendor relationships:

• Vendor spend ranking: Top N vendors by total spend, with trend
• Procurement category analysis: Spend distribution by category/commodity
• Purchase order metrics: PO count, average PO value, PO cycle time
• On-time delivery rate (OTIF): Percentage of deliveries on time and in full
• Invoice accuracy: Match rate between PO, receipt, and invoice (3-way match)
• Payment terms compliance: Are we paying within agreed terms?
• Tail spend: Number of vendors with low spend (consolidation opportunities)
• Vendor diversification: Single-source risk assessment

Prerequisites

• BPA connector active (uses get_bpa_dataset_schema and execute_dax_query tools)
• Requires Procure-to-Pay data coverage in BPA
• BPA User role in Power Platform environment

Workflow

Step 1 — Discover schema

Call get_bpa_dataset_schema to identify:

• Vendor and purchase order tables/measures
• Procurement category dimensions
• Date dimensions for trend analysis
• On-time delivery and OTIF measures

Step 2 — Clarify scope

Ask for:

• Time period: Fiscal quarter, fiscal year, or rolling 12 months
• Focus: Spend analysis, OTIF performance, invoice compliance, or full view
• Top N: How many vendors to show (default: top 10)
• Legal entity: All entities or specific company

Step 3 — Execute DAX queries

Top 10 vendors by spend:

EVALUATE
TOPN(
    10,
    SUMMARIZECOLUMNS(
        'Vendor'[VendorName],
        'Vendor'[VendorGroup],
        FILTER('Date', 'Date'[FiscalYear] = 2024),
        "Total Spend", [Total Purchase Amount],
        "PO Count", [Purchase Order Count],
        "Avg PO Value", DIVIDE([Total Purchase Amount], [Purchase Order Count]),
        "Invoice Count", [Vendor Invoice Count]
    ),
    [Total Spend],
    DESC
)

Procurement category breakdown:

EVALUATE
SUMMARIZECOLUMNS(
    'ProcurementCategory'[CategoryName],
    FILTER('Date', 'Date'[FiscalYear] = 2024),
    "Total Spend", [Total Purchase Amount],
    "Spend %", DIVIDE([Total Purchase Amount], CALCULATE([Total Purchase Amount], ALL('ProcurementCategory'))),
    "Vendor Count", DISTINCTCOUNT('Vendor'[VendorID]),
    "PO Count", [Purchase Order Count]
)
ORDER BY [Total Spend] DESC

Vendor performance (OTIF + invoice accuracy):

EVALUATE
SUMMARIZECOLUMNS(
    'Vendor'[VendorName],
    FILTER('Date', 'Date'[FiscalYear] = 2024 && 'Date'[FiscalPeriodNumber] <= 9),
    "Total Spend", [Total Purchase Amount],
    "On-Time Delivery %", [OTIF Rate],
    "Invoice Match Rate %", [3-Way Match Rate],
    "Avg Invoice Amount", [Avg Vendor Invoice Amount],
    "Invoice Count", [Vendor Invoice Count]
)
ORDER BY [Total Spend] DESC

Tail spend analysis (vendors with low spend):

EVALUATE
SUMMARIZECOLUMNS(
    'Vendor'[VendorName],
    FILTER('Date', 'Date'[FiscalYear] = 2024),
    "Total Spend", [Total Purchase Amount],
    "PO Count", [Purchase Order Count]
)
-- After retrieving results, identify vendors where Total Spend < [threshold, e.g., €10,000]
-- These are tail spend consolidation candidates
ORDER BY [Total Spend] ASC

Quarter-over-quarter vendor spend trend (top 5 vendors):

EVALUATE
SUMMARIZECOLUMNS(
    'Vendor'[VendorName],
    'Date'[FiscalYear],
    'Date'[FiscalQuarter],
    "Spend", [Total Purchase Amount]
)
-- Filter to top 5 vendors by prior year spend, then show quarterly trend
ORDER BY 'Vendor'[VendorName], 'Date'[FiscalYear], 'Date'[FiscalQuarter]

Adapt measure and dimension names using get_bpa_dataset_schema output if needed.

Step 4 — Present results

Top vendor spend table:

Rank	Vendor	Category	Total Spend	PO Count	OTIF %	Invoice Match %
1	Acme Supplies	Raw Materials	2,450,000	48	94.2%	98.1%
2	TechParts Ltd	IT Hardware	1,830,000	22	87.5%	95.4%

Include procurement KPI summary:

Total spend: €12.4M across 143 active vendors | Avg OTIF: 91.3% | Tail spend vendors (<€10K): 67 (47%)

Flag:

• Vendors with OTIF < 85% (delivery risk)
• Vendors with invoice match rate < 90% (AP processing inefficiency)
• Top 5 vendors represent > 60% of spend (concentration risk)

Key Procurement KPIs

KPI	Description	Benchmark
OTIF Rate	On-Time In-Full delivery %	> 95%
3-Way Match Rate	PO–Receipt–Invoice match	> 95%
Tail Spend %	% spend with low-value vendors	< 20%
Vendor Concentration	Top 10 vendors as % of total spend	< 70%
PO Cycle Time	Days from PO creation to goods receipt	< 14 days

Example Prompts That Trigger This Skill

• "Who are our top 10 vendors by spend this year?"
• "Show me procurement spend by category for Q3 2024"
• "Which vendors have the worst on-time delivery rate?"
• "Analyze vendor invoice accuracy — who has the most mismatches?"
• "How much tail spend do we have and which vendors can we consolidate?"
• "Show me vendor spend trends over the last 4 quarters"
• "Are we at risk of vendor concentration?"
• "What is our total procurement spend YTD?"