dashboard page template for tableau on ERP & CRM SAP SAP Concur Employee Expenses data visualization dataviz

 

Presentation

This dashboard page shows the details of expenses for all employees:

It is composed of two main sections:

  • Employee Expenses
  • Employee Expenses Detail

 

Employee Expenses

This section shows the list of employees with their Total Expenses (+ split by Expense Type).

 

Employee Expenses Detail

This section shows the expense details for the employee your selected.

 

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:

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

  • DepartmentDepartment where the employee works
  • Expense TypeType of expense
  • Expense SubtypeSubtype of expense

 

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.

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Home

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Cockpit

Expenses Cockpit

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Clear picture on your employee expenses: What is the total volume of Expenses? What is the volume of expenses by employee? Which employees generate the most expenses? Which Expenses Types generate the most expenses? Which Departments generate the most expenses?

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Employee Expenses

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Visualize the details of expenses by employee

Behavioral Analytics

SAP Concur Adhoc Analysis

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Perform simple ad-hoc analysis on your SAP Concur data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

SAP Concur KPI Performance

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Visualize the overall performance of any of your SAP Concur KPIs: what is the performance, how does this performance evolve, who contributes to this performance

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