Spend Dashboard

 

The spend dashboard gives a complete view of spend activity based on approvals, risk, and Unauthorized activities. The charts will give a high level view of spend and also a more detailed view of spend across organizations, cost centers, expense types, merchants and more. The top charts give a summary of total spend which is using the chart type of "Big Number". Charts include:

Approvals, Risk, and Unauthorized activities

  • Total Spend - Complete view of overall spend across all cost centers, organizations..etc.

  • High-Risk Spend - Total high risk spend that that is not low and medium

  • Cash Spend - Total spend of cash

  • Personal Spend - Personal spend by employee

  • Auto Approved Spend - All spend that is either low and medium expenses, if auto approve does not include a medium for a customer's specific configuration, make a copy of the chart from the original and modify it to remove "medium" under the current risk filter.

Please note: If you require a "credit spend" chart create a new chart or copy an existing one and make sure that your query is set up as below, with IS_CASH = FALSE

Additional charts within the spend dashboard include:

Chart Name

Visualization Type

Description

High Risk by Cost Center

Pie

Identify cost centers with poor spending habits.

High Risk Spend by Expense Type

Pie

Identify process gaps based on spend and expense types.

High Risk Spend by Organization

Vertical Bar

Identify organizations with poor spending habits

High Risk spend by Audit Model

Bar Chart

Identify process gaps based on Audit Model

Number of High-Risk lines by Expense Type

Multiple Vertical Bar

Identify process gaps based on the expense type

Number of Manually reviewed lines versus Auto Approved lines

Multiple Vertical Bar

Ensure that the audit models are configured to have a good balance between efficiency and effectiveness 

Percentage of Manual reviewed lines versus Auto Approved lines

Multiple Vertical Bar

Ensure that the audit models are configured to have a good balance between efficiency and effectiveness which is broken down by percentage

Spend by Cost Center

Horizontal Bar

Spend broken down by cost center

Spend by Expense Type

Pie

Identify which good areas for spend reduction 

Spend by Organization

Nations Map

Use this to monitor if T&E is utilized by the right cost center.

Spend by Top Merchants

Horizontal Bar

Identify good areas for spend by merchants.

Spend by Unauthorized Category

Vertical Bar

Find potential areas for policy change

Spend by Unauthorized Category, by Organization

Multiple Vertical Bar

Spot organizations with poor spending habits or potential areas for policy change

Top Spenders (Employees)

Vertical Bar

Identify the weekly trend of spend

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