Agency Profile

Agency Profile Page

Across the entire GovSpend platform, you can click any Agency link to navigate to the Agency Profile page.This is where you can view general and enriched data about the agency as well as associated data available for that agency across the various modules.

General Agency Info & Enriched Data:

The top section of the Agency Profile page includes the following information:

• Associated data across modules: For each module, we show a count of available records for that agency. Click any of those numbers to navigate directly to the module filtered by the specific Agency.

• General Agency Information: The next section includes general Agency information that is displayed for every agency (Agency Type, Agency Phone, etc.). If we don't have a particular piece of data for that agency, the field will be left null.

• Agency Enriched Attributes: For Agency Types where we have additional enriched attributes, we'll show those below the general fields. For example K-12 Districts will have fields like Enrollment Count, NCES ID, and more.

Spending Analytics:

For Agencies with associated spending, we show some highlighted spend metrics like the total purchased item amount, quarterly spend over time, and the top companies that Agency has purchased from.

Related Items Table:

For a deeper dive into the available data for that agency, you can use this table to view associated Bids, Contracts, Meetings, Contacts, and Purchase Orders for that Agency.

Agency Profile Actions:

We support various actions on the Agency Profile page that you'll find in the top right of the page. These include the following:

• Tags/Tasks/Notes/Lists - Each of these features are broken out into their own buttons on the Agency Profile page. The underlying functionality of all these features remains the same.
  • Tags - Click to open a pop up and add any tag on the record you would like. Tags added by others at your organization will also be visible. Note that in the Agencies module you can also filter by your tags by adding the "Agencies Tags" filter as a custom filter.

• • Lists - Click to add the agency to a list. You can either add to an existing list or create a new list and add the agency.
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  • Notes - Click to open a pop up to add any notes you'd like for future reference about the agency. Notes added by others at your Organization will also be visible to you.

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  • Tasks - Click to add a task for the agency. This will open up a panel on the right where you can add and track tasks associated with the agency. You can also access your tasks on the Tasks page. 

• Share - Click to generate a link to the Agency Profile page that you can share with colleagues. Note that you must be a GovSpend user to open the link.