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Presentation

This dashboard page shows your top 6 Expenses KPIs, split by the dimension of your choice.

The following KPIs are displayed:

 

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Expenses dashboard, you will be able to select the following dimensions:

  • DateExpense Date
  • EmployeeEmployee name or identifier
  • DepartmentDepartment where the employee works
  • Expense TypeType of expense
  • Expense SubtypeSubtype of expense
  • Billable FlagIndicates whether the expense is billable or not: "Y", "N"

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters that allows to focus on what really matters.

In your Expenses dashboard, you will be able to filter on:

  • DepartmentDepartment where the employee works
  • Expense TypeType of expense
  • Expense SubtypeSubtype of expense
  • Billable FlagIndicates whether the expense is billable or not: "Y", "N"

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

Other #DataViz in "Expenses" Pack

Home

Expenses Home

Expenses Home
Expenses Home Expenses Home
Get a Home Page for your Expenses dashboard

Cockpit

Expenses Cockpit

Expenses Cockpit
Expenses Cockpit Expenses Cockpit
Get instant overview on your Expenses KPIs: Total Expenses, Billable Expenses...

Expenses Top KPIs Overview

Expenses Top KPIs Overview
Expenses Top KPIs Overview Expenses Top KPIs Overview
Get a transverse view on your top 6 Expenses KPIs, split by the dimension of your choice

Expenses Top KPIs Evolution

Expenses Top KPIs Evolution
Expenses Top KPIs Evolution Expenses Top KPIs Evolution
Visualize how your Expenses KPIs are evolving (Month-to-Date, Year-to-Date)

Expenses Performance Cockpit

Expenses Performance Cockpit
Expenses Performance Cockpit Expenses Performance Cockpit
Visualize the performance on your top 4 Expenses KPIs, how this performance evolves over time and who contributes to this performance

Trends Analytics

Expenses Trends Analysis

Expenses Trends Analysis
Expenses Trends Analysis Expenses Trends Analysis
Visualize the evolution of any of your Expenses KPIs: Trends, Performance & Year over Year

Distribution Analytics

Expenses Segmentation Analysis

Expenses Segmentation Analysis
Expenses Segmentation Analysis Expenses Segmentation Analysis
Visualize the value of any of your Expenses KPIs, split by the dimension you selected (market share analysis)

Expenses Pareto Analysis

Expenses Pareto Analysis
Expenses Pareto Analysis Expenses Pareto Analysis
Perform a Pareto Analysis on any of your Expenses KPIs: the 80/20 rule.

Expenses KPI Performance

Expenses KPI Performance
Expenses KPI Performance Expenses KPI Performance
Visualize the overall performance of any of your Expenses KPIs: what is the performance, how does this performance evolve, who contributes to this performance

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