The Levelpath QBR Agent provides:

Executive Summaries
Supplier Overviews
Financial Health Summaries
Competitive and Market Position
Recent News
Supplier Risk Profiles
Contract Portfolios
Contract Activity Details
Recommended Next Actions

The Executive Summary condenses critical supplier information into a high-level overview suitable for leadership. It highlights the supplier’s capabilities, sourcing portfolio, key renewals, key risks, recent news, financial updates, and relevant competitive positioning data.

The Supplier Overview section provides a detailed profile of the supplier. The Financial Health Summary assesses the supplier’s fiscal status, including revenue trends, credit ratings, and other financial metrics, giving procurement teams confidence in risk and opportunity evaluation. The Competitive and Market Position section evaluates the supplier’s standing within the broader market, identifying potential risks or advantages based on recent news. The Supplier Risk Profile evaluates operational, reputational, and strategic risks.

The Contract Portfolio provides a consolidated view of all active agreements with the supplier, including recent contracts, contract value, renewal dates, payment terms, and other key contract details. The Contract Activity Detail highlights specific actions, milestones, and historical performance against contract terms.

Finally, the Recommended Next Actions section synthesizes insights from all preceding sections, offering actionable steps to optimize the supplier relationship, drive value, and ensure a productive QBR discussion.

Levelpath Launches Third-Party Risk Management

Gartner Cool Vendor for Sourcing and Procurement Technology

GATX's Fast Track to Procurement Efficiency with Levelpath

Levelpath Raises Additional $55+M in Series B