This month is all about turning visibility into action. We've extended AI summaries to more of your records, brought compliance reporting to Contract Management, added powerful new trend charts and milestone reporting, and made your compliance tables something you can act on directly — request or upload documents without ever leaving the page. Add in a smarter profile area, more flexible imports, and a batch of fixes, and it's never been easier to see what matters and act on it.

🎉 New Features

🤖 AI-Powered Insights — now in Sourcing & Savings

Following last month's launch for supplier and contract records, AI-generated summaries are now available across more of your work.

• Instant AI summaries for sourcing and savings activities
• Quickly understand key information without manual review
• Consistent summaries now span suppliers, contracts, sourcing and savings

📋 Contract Compliance

Contract Management now has its own dedicated compliance view, mirroring Supplier Compliance for your contracts.

• New Contract Compliance page shows approved, in-date documentation for every contract in one place
• Filter by category, location, department, managed by, contract status and state, type, supplier and end date, then customise your columns to build a preferred view
• Export your view with a single click
• Contract Management is now organised into Contracts and Contract Compliance for easier navigation

⚡ Actionable Compliance Tables

Your Supplier and Contract Compliance tables are now interactive — every cell tells you a document's status and lets you act on it instantly.

• 🟧 Orange + Upload / Request button where no document exists yet
• ❌ Red Expired – Renew Document button for expired documents
• 🔵 Blue Unapproved or awaiting upload button for documents pending approval or supplier upload (opens the supplier record in a new tab)
• Clicking Upload / Request or Expired opens a quick action modal to either request the document directly from the supplier or upload it yourself — the same flows you already use from the supplier record
• Exports now display "Expired" instead of "Yes" for expired documents, so your reports read clearly

🎯 Milestone Reporting

Savings Management now includes a dedicated reporting view for milestones across all of your initiatives.

• New Milestone Reporting page brings every savings milestone into one exportable table
• Filter by milestone dates, status, category, parent initiative, created by, location, department, currency, savings type and supplier
• Customise columns to focus on projected vs realised savings, baselines, approvals and more
• Jump straight to the linked savings record from any milestone name
• Savings Management is now organised into Savings Initiatives and Milestone Reporting

📈 Scorecard Score Trends

Each scorecard tab now opens with an interactive trend chart, so you can see how a supplier's performance is moving over time.

• New Average [Tab Name] Score Trend chart above each of the four scorecard tables
• Tracks the supplier's average score across all completed scorecards in that tab (scorecards not yet scored are excluded)
• View by month, zoom in and out, and switch time ranges using the quick-select buttons

📊 Supplier Onboarding Trends

The Supplier Onboarding page now leads with a clear month-by-month view of your onboarding pipeline.

• New Supplier Onboarding: Starts vs Completions by Month chart above the main table
• Compare suppliers who started onboarding (blue) against those who completed it (green) each month
• Zoom in and out to focus on the period you care about

✨ eSourcing Record Improvements

We've reformatted tables and refined the interface across eSourcing records, with several targeted upgrades to make analysis and supplier evaluation faster and clearer.

• Cleaner questionnaire responses — the questionnaire response table now drops the Questionnaire Name column and shows just the question itself. Two new linked filters (choose a Questionnaire Name, then a Questionnaire Area) let you view the answers for one area of one questionnaire at a time. Before any filter is applied, the table prompts "Please select a questionnaire and questionnaire area from the filters above."
• Supplier-by-supplier financials — the first table on the Financials tab now reads with suppliers as columns and the financial lines as rows, under a new Financial Totals column. Side-by-side comparison across suppliers is far easier.
• Clearer scoring context — opening a questionnaire or supplier section response now shows the supplier and scorer in the title, e.g. Commercial & Pricing Questionnaire – [Supplier] ([Scorer]).
• Score-by-scorer detail — on the Scoring Analysis tab, both Score by Scorer tables now include an 👁️ eye icon beside each % score. Clicking it opens the full scoring breakdown — each scorer's individual scores and any comments they left — and updates dynamically with the scorer selected in the filter.
• Reopened activity banner — when an activity is reopened, a purple banner now appears at the top noting who reopened it and when. It clears automatically once the activity passes its closing date or is awarded, when the relevant status banner takes over.

🔗 Sourcing Supplier & Invitation Improvements

It's now easier to work with suppliers and their contacts directly from a sourcing record.

• Supplier names in the sourcing supplier table are now clickable links to the supplier record
• New Email Address column added after the Email Invite Status column
• Supplier contact email addresses now show in the invite dropdown, matching the experience when you first create an activity
• Create a brand-new supplier contact directly from the invite dropdown, without leaving the modal

👤 Profile & My Records

Your profile is now a richer home for everything you're responsible for.

• New My Records tab (after Notifications) listing every supplier, contract, sourcing activity and savings record where you're an Owner or Manager
• Record titles link straight to the record (new tab), green ticks show whether you're the Owner, Manager or both, and you can filter by module to focus your view
• Full-screen mode added to the Recent Sessions, My Records and Notifications tables
• Export added to My Records
• Admins can now view any user's My Records from their profile under Settings, to see exactly what each user is responsible for

📥 Import Enhancements

Contract imports are more flexible, and templates are now on hand to get you started faster.

• Include any currency in your contract import — if it isn't active in the system yet, oboloo will activate it automatically with a 0.0 exchange rate for you to update
• Downloadable import templates now available for both suppliers and contracts on the Import Data page
• Prefer your own file? You can still upload a custom CSV and map fields as usual

👥 Duplicate Supplier Contacts Across Suppliers

Contacts who work across more than one supplier can now be added to each.

• The same contact email address can now be used across multiple suppliers (for example, a shared contact for both Supplier 1 and Supplier 2)
• Removes blockers when the same person represents several suppliers

🐛 Bug Fixes

• Sourcing supplier dropdown: New suppliers added via Invite a New Supplier on a sourcing activity are now immediately selectable from the supplier dropdown, fixing a regression where the supplier was created in Supplier Management but couldn't be selected.

🔮 Coming Next Month

🗂️ Latest Activity — your record's whole story in one place

Our biggest upgrade to record pages yet. We're replacing the separate Notes and Recent Notifications cards with Latest Activity: a single, Salesforce-style timeline that captures everything that happens on a record.

• One chronological feed across your Supplier, Contract, Sourcing and Savings records
• Log Notes, Emails, Calls, Meetings, Tasks and Documents — each with its own purpose-built form
• Assign Tasks to colleagues with due dates and automatic emails when they're assigned and completed
• Paste in meeting transcripts and email threads as readable text, keeping records searchable and ready for AI summaries
• System events like approvals and status changes appear automatically
• Filter by activity type, expand to full screen, and see who did what at a glance with avatars and timestamps

🔒 Record-Level Access

Take control of who can see and change individual records — a standardised, opt-in setting built once and applied consistently across all four modules.

• Choose from three access levels when creating or editing a record: open to everyone, view-all with owner-only editing, or owners-only
• View-restricted records are hidden from tables for non-owners, while still counting towards your dashboard totals
• A clear lock icon flags read-only records, and administrators always keep full access

⭐ Primary Supplier Contact

Designate a primary contact for each supplier — the groundwork for automated onboarding and compliance requests further down the line.

• Mark any contact as primary when creating or editing them
• The primary contact is clearly flagged and always listed first in the supplier contacts table
• Every supplier keeps exactly one primary contact at all times

➕ Also on the Way

• eSourcing CSV export — export the main eSourcing table to CSV for external analysis
• More Milestone Reporting — further enhancements to the new Savings Milestone Reporting page
• Multi-supplier filtering — filter by several suppliers at once on the Supplier and Supplier Compliance dashboards

…and much more to come. 🚀

💡 Summary

This release is all about visibility you can act on. From AI summaries and a new Contract Compliance view to interactive trend charts, Milestone Reporting and one-click document actions, oboloo continues to evolve around how you work — making it faster to see what matters and do something about it.

❤️ Built on Your Feedback

At oboloo, our roadmap isn't driven by us—it's driven by you. Almost every update in this release, from the full-screen tables to the sourcing flexibility, started as a suggestion from our user community.

Thank you for your continued contribution and for helping us shape the future of procurement. Please keep the feedback coming via our new feedback page or the in-app chat!

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