Your UI Console - The Dashboard





Dashboard - Before an Enrichment Request is Submitted

 

Until your organization’s first enrichment request is submitted - either via direct API call or flat file upload - the Dashboard page will not be populated with any data. Instead, it provides some key information and quick links to help you get started.

 

Dashboard - with Enrichment Request Data

 

Once your organization has run at least 1 enrichment request, the dashboard will begin to populate with data.

 

The Dashboard has 3 key sections:

  1. Cumulative Enrichment Statuses: provides a quick snapshot of the statuses of all of your enrichment requests.
  2. Cumulative Record Metrics: provides a cumulative view of record-level metrics across all of your organization’s enrichment requests.
  3. Enrichment Request Table: provides a breakdown of all of your organization’s enrichment requests including the status, pipeline_id, cumulative match rate (of eligible records), number of records, the user that created the request, and the date the request was created.

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You can click into any enrichment request row in the table to open the overview page for that request:

  1. View the metrics associated with that specific request.
  2. Export the matched and unmatched records for that request.

An explanation of each metric can be found in the glossary.


Request Overview Page and Exporting Data

The Request Overview Page provides more in-depth metrics related to a specific enrichment request. A description of each metric can be found in the glossary.

 

You may notice that the percentages on the pipeline overview page do not appear to add up to 100%. This is because the matched and no match found values are based on a denominator of eligible records only. So, the percentages for matched records and no match found records will add to 100%, and the percentages for eligible for matching, duplicates removed, manual matching, failed, dropped due to data error, and processing will also add up to 100%.

 

Screen Shot 2024-02-02 at 2.19.45 PM.png

Also on this page, you can choose to export any of the following output for this enrichment request:

  1. Original Load File: the original vendor master data provided in this enrichment request. If the request was submitted via API, this output will be the original JSON payload. 
  2. Matched Suppliers: all of the records from this request that have been matched so far, included the recommended values based on your organization’s business rules.
  3. Unmatched Suppliers: all of the records from this request that cannot be matched, including the reasons why they are unable to be matched. This includes records in the following states: No Match Found, Dropped Due to Data Error, and Record Failed (due to system error).

Notes on the Matched Output:

  1. We process your data record-by-record. This means that you can export your matched results at any time (you don’t need to wait for the request to reach Complete status).
  2. The output returned will depend on the current configuration of your organization’s business rules. If you export this output and then change your business rules configuration, the output may look different the next time you export it.