Entering aggregate spend data for Tier 2 Diversity reporting

TealBook's Tier 2 Diversity solution encourages strategic partnerships between buyers and suppliers to boost supplier diversity programs. It takes traditional diversity reporting a level deeper by examining the suppliers' diversity spend and enabling suppliers to allocate percentages of their diverse spend to their buyers.

If you've received an invitation to Tier 2 Diversity reporting, start by accepting your customer's invitation then proceed to the Load tab where you can add your spend data and publish your Tier 2 diverse spend for buyer allocation.

To add your spend data, you can either upload a spend file for the selected quarter using the provided spend template or enter your total spend amount for each diversity category for the selected quarter.

If you choose to manually enter your spend amounts per diversity category for each quarter, the amounts you entered will automatically be published to the Share tab for customer allocation when you Save your entries.

To add your aggregate spend:

Navigate to the Load tab and click the + icon or Get started button.
From the Buyer dropdown, select the buyer whom you would like to add spend data for.
Select the Year and Quarter.
From the Data type dropdown, choose Aggregate.
From the Spend type dropdown, select Direct if you're entering aggregate direct spend amounts for the selected buyer or Indirect if you're entering aggregate indirect spend amounts.

Note: When you enter aggregate direct spend for a buyer within a specific quarter, you will not be able to enter Indirect spend type for any of your buyers within that quarter.
Click New Category and select the diversity category you'd like to enter amount for from the Certification dropdown.

If the selected diverse category has a subtype, select the appropriate option from the Subtype dropdown.
Enter your spend amount in USD for the specified category in the amount field.
Repeat this process for each category that you'd like to enter spend amount for in the specified quarter.
When you've finished entering spend amounts, click Save.

When you click Save, your diversity spend amounts are automatically published to the Share tab. This does not share the information with your customers yet, it simply generates a summary of your diverse spend report for the quarter and makes the information available to your organization to allocate to your customer.

Reporting $0 Diverse Spend

If your company does not have any Tier 2 diverse spend to report for a specific quarter, you can still report $0 spend. To do this, follow the same steps to enter your aggregate spend data, but when you click 'New Category', select the appropriate diverse certification and enter '0' in the 'Spend in USD' field. This will allow you to publish your $0 diverse spend for the given quarter.

The Tier 2 Diversity Guide includes the following articles:

What is Tier 2 Diversity reporting

Accepting invitations to Tier 2 Diversity reporting

Uploading full spend data for Tier 2 Diversity reporting

Entering aggregate spend for Tier 2 Diversity reporting — you are here

Reviewing and editing supplier mapping for Tier 2 Diversity reporting

Publishing spend data for Tier 2 Diversity reporting

Allocating and sharing Tier 2 diverse spend to customers

Linking published indirect Tier 2 diverse spend to multiple buyers

What happens to the data uploaded for Tier 2 Diversity reporting