How To Use The Tier-2 Calculator When Reporting Diversity Spend

The Tier-2 calculator is available to  help you determine how much diversity spend to allocate to each customer.

The calculator presents you with 3 options

1. Use the calculator to figure out the correct percentage

2. Enter the percentage yourself

3. Enter the exact amount (you calculate offline)

If you use option 1 or 2, the system will use the calculated or entered revenue percentage and will apply it to the total spend you enter in the reporting worksheet.

If you use option 3, the system will assume that you are calculating the diversity credit for your customer offline, and everything you enter will be credited to the selected customer.

Option 1: Use the calculator to figure out the correct percentage

The first option is to have the system calculate the diversity percentage.

1. Enter total sales for all customers.
2. Enter sales to this customer.
3. When you access the reporting worksheet, enter total spend with each diverse supplier or category and the system will allocate the correct amount to the customer.

Option 2: Enter the diversity percentage directly

The second option is to calculate and enter the diversity percentage yourself.

1. Enter diversity percentage for this customer
2. When you access the reporting worksheet, enter total spend with each diverse supplier or category and the system will allocate the correct amount to the customer.

Effect of Option 1 and Option 2 On The Worksheet

If you use either option 1 or 2, the system will provide entry fields for identifying all of the spend with the Category or Supplier (as is applicable).  You should enter your TOTAL spend with the category or supplier(s) here.  The system will automatically calculate using the revenue percentage information.

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Calculate the diversity amount offline and enter directly.

The third option is to calculate and enter the diversity amount directly.

1. Calculate the diversity spend for each supplier or category that you will be crediting to this customer.
2. When you access the reporting worksheet, enter calculated spend with each diverse supplier or category.  This customer will be credited with everything you enter.

Effect of Option 3 On The Worksheet

If you use option 3, the system will provide entry fields for identifying the spend that you are crediting to this customer.  This method assumes that you have calculated the amounts offline. ALL of the spend you enter will be credited to your customer.

Change Your Mind Or Fix Your Inputs

You may edit the values you enter anytime before you submit your report.  to make changes, click on the calculator icon in the top right hand corner of the reporting tool and make your changes.

Remember to review the sheet and make any adjustments, and always remember to SUBMIT the reports when you are done making entries