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Creating & Managing Cohorts
Creating & Managing Cohorts

Learn how to create a cohort to manage and interact with multiple suppliers more effectively.

Jason Arraj avatar
Written by Jason Arraj
Updated over 2 weeks ago

The Cohorts component allows you to create a grouping suppliers based on your own criteria, such as a cohort of your top 10 highest-emitting suppliers or a cohort of suppliers within a certain industry, to manage and track their data collectively.

Creating and Managing Cohorts:

1. Create a New Cohort:

  • Click Create New Cohort.

  • Input a Cohort Name (e.g., Top 10 Suppliers).

  • Click Create New Cohort to save the group.

2. Adding Suppliers to a Cohort:

  • Click View Supplier Cohort to navigate to that cohort's page.

  • From there, click the Add Suppliers button in the top left hand corner to open a dropdown of all the suppliers within your supply chain.

  • From here, you can select one or multiple suppliers and click Add to Cohort to populate the group.

3. Managing Suppliers in a Cohort:

  • To remove suppliers, click the Trash Icon on the right side of a supplier’s name.

  • From here you can also view a supplier’s profile by clicking the supplier’s name.

4. Search and Delete Cohorts:

  • Use the Search Box in the top left corner to search for specific suppliers within a cohort.

  • To delete a cohort, go back to the main Cohorts Page, click the three dots on the cohort card, and select Delete. You will then be asked to confirm deletion of the cohort.

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