Procurement tracking is the process of monitoring the supply of materials, equipment, and services across projects. By connecting Dashpivot procurement forms to Power BI through Flowsite, teams can automatically consolidate purchase orders and site requests into live dashboards for real-time visibility over spending, supplier activity, and inventory status.
How it works
Flowsite transfers data from Dashpivot procurement templates — such as Purchase Orders and Site Requests — into Power BI on a scheduled basis. This data is structured into procurement and supplier dashboards that update automatically, giving teams a centralised view across projects without manual reporting.
Key features
1. Procurement spend overview
Monitor total spend by supplier, cost code, project, or date range in a single dashboard.
2. Purchase order tracking
Track the status of purchase orders — including quantities ordered, delivered, and outstanding — across all active projects.
3. Supplier performance visibility
Filter and compare supplier data to identify trends, delays, or cost variances over time.
4. Site request register
Consolidate site requests from field teams into a live register with filtering by item, requestor, location, and date.
5. Inventory status
Track stock levels, usage, and movement with low stock and overstock indicators built into your dashboard.
How to set up the integration
1. Connect Dashpivot to Flowsite
Log in to Flowsite.
Go to Connections.
Find Dashpivot and click Connect.
Enter your Dashpivot credentials and authenticate.
Confirm the connection appears in your Connections table.
2. Create flows for procurement data
Create a flow for your Purchase Order template.
Create a second flow for your Site Request template.
Choose Power BI as the destination for both.
Set the sync schedule (e.g. hourly or daily).
Enter required fields: URL, username, and password.
3. Connect to Power BI
Open Power BI Desktop.
Select Get Data → Web.
Enter the Flowsite flow URL.
Select Basic authentication and enter your Flowsite credentials.
Load the data and build your procurement and supplier dashboards.
4. Test the workflow
Submit a sample Purchase Order and Site Request in Dashpivot.
Trigger the flows manually.
Confirm the data appears correctly in Power BI.