NHS Procurement Dashboard Reporting Template

Version 1 October 2013

Name of organisation Trust name here

Period Insert data / reporting period here

This template has been created to support the collation of data and reporting on the NHS
procurement dashboard core metrics.
It is designed for use by a single organisation.

The name of the organisation using this template should be inserted above, in the yellow
highlighted box, as indicated.
Data collated by the organisation, in line with the core metric specification, should be entered
into yellow highlighted cells on the 'Data Entry' worksheets.
This will generate the performance charts shown on the "Summary" and "Dashboard"
worksheets.

On the "Summary" worksheet, space is provided against each chart for free text narrative to
be entered, to support reporting. This might include a description of trends, rationale for
outlying data points, assumptions or estimations applied to data, or data quality issues.
Additional charts are provided on the "Summary" worksheet that might be helpful for internal
reporting.

The "Dashboard" worksheet provides a pre formatted presentation of charts for all 7 core
metrics, that can be printed out on one sheet.

Note that no cells have been locked in this spread sheet. This allows users greater flexibility
over data collation and reporting intervals, however, it does mean that formula or formatting
may inadvertently be changed. In view of this, it is recommended that back up copies of the
spread sheet are made on a regular basis to avoid losing work or information becoming
corrupted.

You may re-use the text of this document (not including logos) free of charge in any format or
medium, under the terms of the Open Government Licence. To view this licence, visit
www.nationalarchives.gov.uk/doc/open-government-licence/
© Crown copyright
Published to gov.uk, in MS Excel format only.
www.gov.uk/dh
 here

ng on the NHS

e, in the yellow

should be entered

Dashboard"

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rationale for
uality issues.
helpful for internal

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NHS Procurement Dashboard Reporting Template

Trust name here

Dashboard - Core Metric Summary

Doing it Well

Metric C1

Number of instances where patient outcome, experience or safety

has been adversely effected by a lack of product or service avail-
0 ability
pr y n ul g p c t v c n b ar
-0.2A Ma Ju J Au Se O No De Ja Fe M

-0.4 Insert narrative here

No. of cancelled
operations Notes on interpretation:
-0.6 Target should be zero, lowe
-0.8 Target
-1

Metric C2

Percentage of non pay expenditure captured electronically

through purchase to pay systems
100.0%
90.0%
80.0%
70.0% Percentage of non
60.0% pay expenditure Insert narrative here:
50.0% Notes on interpretation: Hig
40.0% Target Target to be determined by
30.0%
20.0%
10.0%
0.0%
r y n l g p t v c n b r
Ap Ma Ju Ju Au Se Oc No De Ja Fe Ma

Doing it Efficiently

Metric C3

Contribution to cost improvement as a percentage of non pay

expenditure (cumulative)
100.0%
90.0%
80.0%
70.0%
Insert narrative here
 Contribution to cost improvement as a percentage of non pay
expenditure (cumulative)
100.0%
90.0%
80.0%
70.0%
60.0% Percentage of non pay Insert narrative here
50.0% expenditure (cumula- Notes on interpretation: Hig
40.0% tive) Cumulative data is used to
30.0% Target to be determined by
% Target
20.0%
10.0%
0.0%
r y n ul g p t v c n b r
Ap Ma Ju J Au Se Oc No De Ja Fe Ma

Metric C4

Cost to procure as a percentage of non pay expenditure (cumula-

tive)

100.00%
Insert narrative here
80.00% Notes on interpretation: low
Percentage of non pay
60.00% expenditure (Cumula- performance however, sign
tive) investment and performanc
40.00% consequence. Cumulative d
Target period selected.
20.00% Target to be determined by
0.00%
r y n ul g p t v c n b r
Ap Ma Ju J Au Se Oc No De Ja Fe Ma

Metric C5

Percentage of non pay expenditure through national and/or col-

laborative purchasing arrangements
60.0%
50.0%
Percentage of non pay
40.0% expenditure
Insert narrative here.
30.0% Target Notes on interpretation: Tar
though the optimum propor
20.0%
10.0%
0.0%
r y n ul g p t v c n b r
Ap Ma Ju J Au Se Oc No De Ja Fe Ma
Doing it Right

Metric C6

Progress Against the NHS Standards of

Procurement

1.1
4.2 1.2
4.1 3 1.3

3.4 2 1.4 Insert narrative here:

Notes on interpretation: Tar
1 4.2). Achieving Level 2 repr
3.3 1.5 Target of Level 3 represents 'world
0 Progress against
standards
3.2 1.6

3.1 2.1

2.6 2.2
2.5 2.3
2.4

Metric C9

Percentage of recognised procurement staff with an appropriate

formal procurement qualification(s)
100.0%

80.0%
Percentage of recog-
60.0% nised procurement staff Insert narrative here:
Notes on interpretation: Hig
40.0% Target to be determined by
Target
20.0%

0.0%
r y n ul g p t v c n b r
Ap Ma Ju J Au Se Oc No De Ja Fe Ma
 Insert data / reporting period here

Additio

0
-0.1 pr l
A ay Ju
n
Ju Au
g
Se
p
M

Number
-0.2
-0.3
-0.4
Insert narrative here -0.5
Notes on interpretation:
Target should be zero, lower numbers indicate better performance. -0.6
-0.7
-0.8
-0.9
-1

100.0%
90.0%
80.0%
70.0%
60.0%
Insert narrative here: 50.0%
Notes on interpretation: Higher percentages represent better performance.
40.0%
Target to be determined by organisation, but ultimate target should be 100%.
30.0%
20.0%
10.0%
0.0%
r l
Ap ay Ju
n
Ju Au
g
Se
M

100.0%
90.0%
80.0%
70.0%
60.0%
Insert narrative here
 100.0%
90.0%
80.0%
70.0%
60.0%
Insert narrative here
Notes on interpretation: Higher percentages represent better performance. 50.0%
Cumulative data is used to show progress over the reporting period selected. 40.0%
Target to be determined by organisation.
30.0%
20.0%
10.0%
0.0%
r l
Ap ay Ju
n
Ju Au
g
Se
p
M

100.00%
90.00%
80.00%
70.00%
Insert narrative here
Notes on interpretation: lower cost to procure will generally represent better 60.00%
performance however, significantly lower cost to procure may represent under 50.00%
investment and performance against other core metrics may suffer as a
40.00%
consequence. Cumulative data is used to show progress over the reporting
period selected. 30.00%
Target to be determined by organisation. 20.00%
10.00%
0.00%
r l
Ap ay Ju
n
Ju Au
g
Se
p
M

60.0%

50.0%

40.0%

Insert narrative here. 30.0%

Notes on interpretation: Target band should be between 50% and 70%,
though the optimum proportion will vary.
20.0%

10.0%

0.0%
r l
Ap ay Ju
n
Ju Au
g
Se
M
 Additional C

1
4.2
4.1

3.4

3.3
Insert narrative here:
Notes on interpretation: Target should be Level 2 against all standards (1.1. to
4.2). Achieving Level 2 represents strong procurement practice. Achievement
of Level 3 represents 'world class' procurement practice. 3.2

3.1

2.6
2.5
2

Target Pro

100.0%
90.0%
80.0%
70.0%
60.0%
Insert narrative here: 50.0%
Notes on interpretation: Higher percentages indicate better practice.
40.0%
Target to be determined by organisation.
30.0%
20.0%
10.0%
0.0%
r l
Ap ay Ju
n
Ju Au
g
Se
M
 Additional Charts

l ct ar
ay Ju
n
Ju Au
g
Se
p
O No
v
De
c
Ja
n
Fe
b
M
M

%
%
%
%
%
%
%
%
%
%
%
r l ct ar
Ap ay Ju
n
Ju Au
g
Se
p
O No
v
De
c
Ja
n
Fe
b
M
M

Additional Charts

Value of contribution to cost

GBP 000's

1
0.9
0.8
0.7
 Value of contribution to cost
GBP 000's

1
0.9
0.8
0.7
0.6
0.5
0.4
0.3
0.2
0.1
0
r y n ul g p t v c
Ap Ma Ju J Au Se Oc No De
r l ct ar
Ap ay Ju
n
Ju Au
g
Se
p
O No
v
De
c
Ja
n
Fe
b
M
M

%
Cost to procure (cumulative)
%
GBP 000's
%
% 1
% 0.8
% 0.6
%
0.4
%
% 0.2

% 0
r y n ul g p t v c
% Ap Ma Ju J Au Se Oc No De
r l ct ar
Ap ay Ju
n
Ju Au
g
Se
p
O No
v
De
c
Ja
n
Fe
b
M
M

%
r l ct ar
Ap ay Ju
n
Ju Au
g
Se
p
O No
v
De
c
Ja
n
Fe
b
M
M
 Additional Charts

1.1
4.2 1.2
4.1 3 1.3

3.4 2 1.4

1
3.3 1.5

3.2 1.6

3.1 2.1

2.6 2.2
2.5 2.3
2.4

Target Progress against standards

%
%
%
%
%
%
%
%
%
%
%
r l ct ar
Ap ay Ju
n
Ju Au
g
Se
p
O No
v
De
c
Ja
n
Fe
b
M
M
 Additional Charts

Value of contribution to cost improvement (cumulative) Contribution to cost improvement as a

s expenditure (cumula
100.0%
90.0%
80.0%
70.0%
Value of contribution
 Value of contribution to cost improvement (cumulative) Contribution to cost improvement as a
s expenditure (cumula
100.0%
90.0%
80.0%
70.0%
Value of contribution
(Cumulative)
60.0%
50.0%
Value Target 40.0%
30.0%
20.0%
10.0%
0.0%
r l t r r y n ul g p t v c n b
ay un Ju Aug Sep Oc Nov Dec Jan Feb Ma Ap Ma Ju J Au Se Oc No De Ja Fe Ma
M J

Cost to procure (cumulative)

s

Cost to procure (Cumu-

lative)

r l t r
ay un Ju Aug Sep Oc Nov Dec Jan Feb Ma
M J
bution to cost improvement as a percentage of non pay
expenditure (cumulative)
1
0.9
0.8
0.7
bution to cost improvement as a percentage of non pay
expenditure (cumulative)
1
0.9
0.8
0.7
0.6 Percentage of non pay
0.5 expenditure (cumula-
0.4 tive)
0.3
0.2 % Target
0.1
Value of contribution
0
(Cumulative)
ul ug ep ct ov ec an eb ar
A S O N D J F M
Value Target
NHS Procurement Dashboard Trust name here Insert data / reporting period here
Doing it Well Doing it Efficiently Doing it Right
C1 - Impact on Patient Care RAG C3 - Cost Improvement RAG C6 - Standards of Procurement RAG
Number of instances where patient outcome,
Value of contribution to cost improvement as a
experience or safety has been adversely affected by a R G Progress against the NHS Standards of Procurement A
percentage of non pay expenditure
lack of product or service availability
100.0%
0
l
90.0%
ct
Number

pr ay n
Ju
g p ov ec n b ar 80.0% 1.1
Ju Au Se Ja Fe 4.2 1.2
-0.2A M O N D M
70.0% 3
60.0% 4.1 1.3
-0.4
50.0%
40.0% 3.4 2 1.4
-0.6
30.0%
20.0% 1
-0.8 3.3 1.5
10.0%
-1 0.0% 0
r l ct
Ap ay n
Ju
g p ov ec n b ar
M Ju Au Se O N D Ja Fe M 3.2 1.6
C2 - Spend Control RAG C4 - Cost to Procure RAG
3.1 2.1
Percentage of non pay expenditure captured
R Cost to procure as a percentage of non pay expenditure G
electronically through purchase to pay systems
2.6 2.2
100.0% 100.00% 2.5 2.3
90.00% 2.4
90.0%
80.0% 80.00%
70.00% Target Progress against standards
70.0%
60.0% 60.00%
50.0% 50.00%
40.0% 40.00%
30.0% 30.00%
20.0% 20.00% Enter notes on NHS Standards of Procurement
10.0% 10.00%
0.0% 0.00%
r l ct l ct
Ap ay n
Ju
g p ov ec n b ar Ap
r
ay n
Ju
g p ov ec n b ar
M Ju Au Se O N D Ja Fe M M Ju Au Se O N D Ja Fe M

Commentary C5 - Collaboration RAG C7 - Staff Qualification RAG

Percentage of non pay expenditure through national Percentage of recognised procurement staff with an
G G
and/or collaborative purchasing arrangements appropriate formal procurement qualification(s)

60.0% 100.0%
50.0% 90.0%
80.0%
40.0% 70.0%
Enter notes to assist interpretation of dashboard 60.0%
30.0% 50.0%
40.0%
20.0%
30.0%
10.0% 20.0%
10.0%
0.0% 0.0%
r l ct
Ap ay n
Ju
g p ov ec n b ar r
ay n
Ju
l g p ct ov ec n b ar
M Ju Au Se O N D Ja Fe M Ap M Ju Au Se O N D Ja Fe M

Notes on Use:
RAG boxes, colour and letter, need to be adjusted manually based on actual performance and local definitions of 'RAG' performance

Charts are automatically generated from the Data Entry worksheets

Trust name and data / reporting period information in the top row, are populated from information entered on the "Intro" worksheet
NHS Procurement Dashboard Reporting Template

Trust name here

Reporting Period Insert data / reporting period here

Notes:

Data collated by the organisation, in line with the core metric specification, should be entered into yellow highlighted ce

Target values should be entered into highlighted cells, in line with locally agreed targets.

Quarterly reporting - if you are only collating and reporting data on a quarterly basis (as opposed to monthly), you can
columns H to O (on this worksheet only). Then replace the remaining 'Month' labels with the required quarterly notation
metrics. Charts shown on the "Summary" and "Dashboard" worksheets will automatically adjust to these changes.

This spread sheet is not set up to support data collation and reporting in a mixture of monthly and quarterly formats ac
corresponding chart(s) would need reformatting individually.

Generic Data Input Unit Apr May Jun Jul

GBP (£)
0 0 0 0
Non pay expenditure 000's
GBP (£)
0 0 0 0
Non pay expenditure (Cumulative) 000's
Note: Non pay expenditure applies to metrics, C2, C3, C4 and C5

Doing it Well

Metric C1 Number of instances where patient outcome, experience or safety h

Data Input Unit Apr May Jun Jul

Target Number 0 0 0 0
No. of cancelled operations Number 0 0 0 0

Metric C2 Percentage of non pay expenditure captured electronically through

Data Input Unit Apr May Jun Jul

Target % 0.0% 0.0% 0.0% 0.0%
Value of non pay expenditure
GBP (£)
captured electronically through 0 0 0 0
000's
purchase to pay systems
Percentage of non pay expenditure % #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Doing it Efficiently

Metric C3 Value of contribution to cost improvement as a percentage of non p

Data Input Unit Apr May Jun Jul

Value of contribution to cost GBP (£)
0 0 0 0
improvement 000's
As a percentage of non pay
% #DIV/0! #DIV/0! #DIV/0! #DIV/0!
expenditure
GBP (£)
Value Target 0.0 0.0 0.0 0.0
000's
GBP (£)
Value of contribution (Cumulative) 0 0 0 0
000's
% Target % 0.0% 0.0% 0.0% 0.0%
Percentage of non pay expenditure
% #DIV/0! #DIV/0! #DIV/0! #DIV/0!
(cumulative)

Metric C4 Cost to procure as a percentage of non pay expenditure

Data Input Unit Apr May Jun Jul

GBP (£)
0 0 0 0
Cost to procure 000's
As a percentage of non pay
% #DIV/0! #DIV/0! #DIV/0! #DIV/0!
expenditure
Target % 0.00% 0.00% 0.00% 0.00%
GBP (£)
0 0 0 0
Cost to procure (Cumulative) 000's
Percentage of non pay expenditure
% #DIV/0! #DIV/0! #DIV/0! #DIV/0!
(Cumulative)

Metric C5 Percentage of non pay expenditure through national and/or collabor

Data Input Unit Apr May Jun Jul

Target % 50.0% 50.0% 50.0% 50.0%
Value of non pay expenditure through
GBP (£)
national and/or collaborative 0 0 0 0
000's
purchasing arrangements
Percentage of non pay expenditure % #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Doing it Right

Metric C6 See separate Data Entry worksheet - click tab below

Metric C7 Percentage of recognised procurement staff with an appropriate for

Data Input Unit Apr May Jun Jul

Target % 0.0% 0.0% 0.0% 0.0%
Number of recognised procurement
Number 0 0 0 0
staff
Number of recognised procurement
staff with appropriate formal Number 0 0 0 0
qualification(s)
Percentage of recognised
% #DIV/0! #DIV/0! #DIV/0! #DIV/0!
procurement staff
 mplate

be entered into yellow highlighted cells

gets.

s (as opposed to monthly), you can adjust this worksheet to accommodate this by deleting
s with the required quarterly notation (e.g. Q1, Qtr1, Jun, Apr-Jun, etc.), for each of the
tically adjust to these changes.

of monthly and quarterly formats across the metrics. To achieve this metric input tables and

Aug Sep Oct Nov Dec Jan Feb Mar Total

0 0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

ent outcome, experience or safety has been adversely effected by a lack of product or service availability

Aug Sep Oct Nov Dec Jan Feb Mar Total

0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0

ure captured electronically through purchase to pay systems

Aug Sep Oct Nov Dec Jan Feb Mar Total

0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%

0 0 0 0 0 0 0 0 0

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

rovement as a percentage of non pay expenditure

Aug Sep Oct Nov Dec Jan Feb Mar Total

 0 0 0 0 0 0 0 0 0

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0

0 0 0 0 0 0 0 0
0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

of non pay expenditure

Aug Sep Oct Nov Dec Jan Feb Mar Total

0 0 0 0 0 0 0 0 0

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
0 0 0 0 0 0 0 0

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

ure through national and/or collaborative purchasing arrangements

Aug Sep Oct Nov Dec Jan Feb Mar Total

50.0% 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% 50.0%

0 0 0 0 0 0 0 0 0

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

worksheet - click tab below

rement staff with an appropriate formal procurement qualification(s)

Aug Sep Oct Nov Dec Jan Feb Mar Average

0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
0 0 0 0 0 0 0 0 0.0

0 0 0 0 0 0 0 0 0.0

#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Notes

Notes

Notes

Notes
Notes

Notes

Notes
NHS Procurement Dashboard Reporting Template

Trust name here

Metric C6 - Progress Against the NHS Standards of Procurement

Notes:

The level that the organisation is assessed to have fully achieved, for each of the 18 standards, should
corresponding month in which assessment took place.
To generate the radar charts, paste values from the month that you want to report on, into the "Report"

Target values should be entered into highlighted cells, in line with locally agreed targets. All organisatio

Domain Standard Ref Target Report Apr May Jun Jul

1.1 2 0
1.2 2 0
1.3 2 0
Leadership
1.4 2 0
1.5 2 0
1.6 2 0
2.1 2 0
2.2 2 0
2.3 2 0
Policy
2.4 2 0
2.5 2 0
2.6 2 0
3.1 2 0
3.2 2 0
Partnerships
3.3 2 0
3.4 2 0
4.1 2 0
People
4.2 2 0
↑
To generate the radar charts, paste values from the month that you want to report on, into the "Report"

Progress Against the NHS Standards of Procurement

1.1
4.2 1.2
4.1 3 1.3

3.4 2 1.4

1
3.3 1.5

3.2 1.6
 4.1 3 1.3

3.4 2 1.4

1
3.3 1.5

3.2 1.6

3.1 2.1

2.6 2.2
2.5 2.3
2.4

Target Progress against standards

 Insert data / reporting period here

18 standards, should be entered into yellow highlighted cells under the

on, into the "Report" column.

argets. All organisations are encouraged to achieve Level 2 as a minimum.

Aug Sep Oct Nov Dec Jan Feb Mar

on, into the "Report" column.

urement 1.1
4.2 1.2
3
4.1 1.3

3.4 2 1.4

1
3.3 1.5

3.2 1.6

3.1 2.1
 1
3.3 1.5

3.2 1.6

3.1 2.1

2.6 2.2
2.5 2.3
2.4