How to use Dashboards

We provide pre-built dashboards on expense analytics and process control to give you valuable insights into your company's spending. These dashboards are shared with your team, enabling everyone to access and explore the same data visualizations and reports.

🥷 Spend Dashboards offer a comprehensive view of your spending, including:

• Expense/Spend Analysis: Overall spending trends, allocations, and cost optimization opportunities.

• Spend Patterns: Spending trends over time, category-specific spending, and influencing factors.

• Merchant Spend: Merchant-specific spending, category analysis, and cost management opportunities.

• Private Spend: Analysis and tracking of employee personal expenses, ensuring policy compliance.

🧑‍🔧 Process Control Dashboards provide insights into the efficiency of your expense management processes:

• Controlling Overview: Tracks the progress of expense reports through the approval and control stages.

• Controlling Cycle Times: Analyzes the time taken for expense report processing, identifying bottlenecks and delays.

• Report cycle Overview: Monitors the approval status of expense reports and tracks pending approvals.

By leveraging these dashboards, you can make data-driven decisions, optimize spending, and ensure compliance with your expense policies.