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Intelligence Portal

Guides and FAQ's

Table of Contents

1. What is Partly's Intelligence Portal?

2. Total Part Opportunity

3. Total Opportunity Value

4. Conversion Rate

5. Average Price Per Part

6. Conversion Funnel

7. Part Drop-off Analysis

8. Trends over time

9. Part Level-Breakdown

10. How to use the intelligence portal?

 

1. What is Partly's Intelligence Portal?

Partly’s Intelligence Portal is a reporting & analysis dashboard for suppliers that helps you:

  • See how many part opportunities you received (and their potential value)

  • Understand what converted into orders vs what was missed

  • Identify why opportunities were lost (price, shipping time, supply type/grade, etc.)

  • Drill down from summary metrics into part-level details and actions

It’s designed to help you increase conversion by finding the biggest drop-offs and fixing the root causes.

 

2. Total Part Opportunity

What it means: The total number of parts you had the chance to sell during the selected time period. This includes parts you could sell Instantly (if you have live inventory), and/or through responses an Offer Request.

How to use it: Treat it as your “top of funnel” volume.

3. Total Opportunity Value

What it means: The total potential $value of your Total Part Opportunity for the selected time period.

How to use it: Use this to understand “how much revenue was on the table” before wins/losses.

 

4. Conversion Rate

What it means: Conversion Rate = Number of Won Opportunities ÷ Number of Opportunities

Note: If you respond to fewer offer requests, your conversion rate may look artificially high/low. Use it together with the funnel and part-level breakdown to interpret it correctly.

 

5. Average Price Per Part

What it means: The average selling price per part, calculated from all opportunities.

How to use it: Track pricing performance over time and compare against reasons like “Lost to cheaper price.”

 

6. Conversion Funnel

What it means: The funnel groups every opportunity into an outcome bucket:

  • Ordered

  • Lost to supply type/grade

  • Lost to cheaper price

  • Lost to shipping time

  • Reason Unknown

How to use it:

  • The funnel shows where value is dropping off

  • Clicking a bar takes you to a part-level breakdown filtered to that outcome (e.g., all parts “Lost to cheaper price”)

Quick interpretation tips:

  • High Lost to cheaper price -> focus on pricing, alternates, minimums, or competitiveness

  • High Lost to shipping time → adjust SLAs/shipping rules, stock positioning, carrier options, or lead times

  • High Lost to supply type/grade → improve part condition accuracy, grading, or compatibility mappings

  • High Reason Unknown → inspect part-level notes/history; data may be missing or inconclusive

 

7. Part Drop-off analysis

What it means: This tab expands the funnel by adding:

  • $ value

  • % of value

  • Average $/part

    …per drop-off reason.

How to use it:

  • Prioritise fixes by value, not just count

    Example: A small number of parts might represent a large % of missed value.

 

8. Trends over time

What it shows: A time series (smooth line) for:

  • Daily/Weekly conversion rate

  • Daily/Weekly opportunity value

How to use it:

  • Spot spikes/drops and correlate them with operational changes (pricing updates, shipping delays, stock changes)

  • Validate whether fixes/changes you made actually improved performance 

 

 

9. Part-Level breakdown

What it is: A detailed list of parts behind the summary numbers filterable by:

  • Date range

  • Provider

  • Site

  • Part details

  • Dropoff / lost reason

  • Part Category

 

How to use it:

  • Drill down from funnel bars into the exact parts affected

  • Identify patterns (specific part categories, sites, or providers causing drop-off)

  • Build an action list (repricing, lead-time updates, inventory corrections)

 

10. How to use the Intelligence Portal?

  1. Open Intelligence Portal 

  2. Set your date range (start with the last 7–30 days)

  3. Apply filters as needed:

    • Provider

    • Site

    • Part details (e.g., part number/description depending on what’s available)

     

  4. Review top-line KPIs:

    • Total Part Opportunity, Total Opportunity Value, Conversion Rate, Avg Price/Part

     

  5. Use the Conversion Funnel:

    • Find the largest “lost” bar (count or value)

    • Click it to open the part-level breakdown for that reason

     

  6. Use Part Drop-off Analysis:

    • Prioritise the highest $ value loss reasons

     

  7. Check Trends Over Time:

    • Confirm whether performance is improving or slipping

  8. Use Part-Level breakdown:

    • Identify trends, use filters to narrow down issues by Dropoff Reason or part category.

     

  9. Take action:

    • Pricing updates, shipping SLA changes, stock corrections, grading improvements

     

Re-check weekly:

  • Compare trends and funnel distribution after changes

 

As always, please don’t hesitate to reach out with feedback, issues, or just to say hello.

 

Many thanks,

Team Partly!!