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Dashboard & Analytics

Expense Insights

Deep dive into vendor spending patterns, trends, and optimization opportunities.

Expense Analytics Views

Spend Over Time (line/bar chart)

  • View total spend by: day, week, month, quarter, year
  • Compare periods: this month vs. last month, this quarter vs. same quarter last year
  • Identify seasonality and trends

Spend by Category (pie/donut chart)

  • Technology & Software: X%
  • Professional Services: X%
  • Facilities: X%
  • Marketing: X%
  • Other: X%

Spend by Vendor (ranked table)

  • Top 10 vendors by spend
  • Percentage of total spend each vendor represents
  • Trend arrows showing increase/decrease vs. prior period
  • Click any vendor to drill into their spend breakdown

Spend by Department (horizontal bar)

  • Which internal teams are spending the most
  • Budget vs. actual for each department
  • Overspend alerts highlighted in red

Budget vs. Actual

  • Set annual/quarterly budgets per department or vendor category
  • Real-time tracking of actual spend against budget
  • Projected year-end based on current run rate
  • Alert when on pace to exceed budget

Savings Opportunities (AI-powered)

  • Duplicate services across vendors
  • Contracts where spend is well below value (under-utilized)
  • Vendors with similar capabilities at lower rates
  • Auto-renewal contracts that could be renegotiated