About This Automation
Supplier performance tracking requires manually gathering invoices, matching deliveries, and calculating fill rates and on-time percentages across multiple data sources. This repetitive work consumes significant time and introduces calculation errors that delay decision-making.
Automation consolidates supplier data from accounting and delivery systems, calculates performance metrics automatically, and flags underperformers in real time. the team receives accurate, actionable reports within minutes instead of days.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
The automation runs on a weekly schedule, typically Monday morning, to pull fresh supplier data from the prior week.
The automation queries for all supplier invoices from the past 7 days, extracting supplier name, invoice amount, and date.
The automation pulls delivery and receipt confirmations, which has been synced with supplier shipment data, and matches them to invoices by supplier and date.
The automation processes the matched invoice and delivery data, calculating fill rate (items received / items ordered) and on-time percentage (on-time shipments / total shipments) for each supplier.
The automation compares each supplier's metrics against predefined thresholds (e.g., fill rate >= 95%, on-time >= 90%) and flags any supplier falling below targets.
Results are written to a shared dashboard, including supplier name, fill rate, on-time percentage, status (pass/fail), and trend vs. prior week.
A summary message is posted to the operations channel with the count of underperformers and a link to the full dashboard, alerting the team immediately.
Most popular tool stack used
— the complete tool combinations companies use
QuickBooks Online
Google Sheets
Gmail
HubSpot
SlackWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required. It's free.
Page updated