The analytics page is a page visible only to the admins of the organization. It gives you real-time data on various sections of the organization. This in turn provides actionable insights about the spending patterns of the employees, visibility into potential risks, and much more.

Financial Control: Employee spending is the largest category of controllable expenses in an organization. With ample data, Fyle puts the control back into the finance team’s hands to influence company budgets and more.

Forecast Potential Risks: Fyle provides insights into most violated policies, top policy violators, duplicate detections, and more. This can help your organization tweak and manage its policies accordingly.

The Analytics page has 3 tabs:

Insights: This tab provides insights such as spending patterns across departments, business units, cost centers, expense categories, etc.

Operations: This tab provides insights on the turnaround times between different operations such as Fyle to Report, Report to Approval, Approval to Verification, etc.

Risks: This tab provides insights about policy violations, top spenders in the organization, etc. 

The source data can be filtered by using filters such as time period, location, department, business unit, project, expense category, etc. By default, we show insights for the last two months. However, the base time period can be changed.

To add filters to your data, click on the FILTER + button next to the default date filter.

The filters section opens up and you can customize and apply filters as per your requirement.

You can manually select the time period by selecting the From and To dates. Or you can consider choosing pre-defined time periods such as This month, This quarter, This year, etc.

Click on the plus (+) sign to add a new filter.

When you add a new filter, you must select:

Field: The field on which you want to filter the data. Eg: Department, Project, Location, etc.

Value(s) for the Field: The value(s) for the field used to filter the data.

To apply the filters, click on the Apply button.

The Insights tab provides data in the form of pie charts to represent the spending distribution across different categories, departments, projects, and cost centers.

Policy Exceptions: This chart gives an overview of the percentage of times an expense is approved despite the violation of the policy on it. It gives you an idea of whether certain policies must be retained as is or tweaked.

Travel Planning - Flight: This chart provides us insight into how much total money was spent on Flight Expenses when Flights were booked within 7 days of the start trip as compared to those booked beyond 7 days of the start trip. 

Travel Planning - Hotels: This chart provides us insight into how much total money was spent on Hotel Expenses when Hotels were booked within 7 days of the check-in date as compared to those booked beyond 7 days of the check-in date.

Top Merchants: This chart gives you the distribution of expenses over the different merchants. This insight can help in planning for partnerships with the most frequently used merchants.

The top five numbers on this tab indicate the average time that was taken for an expense to move between the different stages, during the selected time period.

This page gives you charts indicating the average time taken for an expense to move between the different stages, compared across different months. 

Turnaround Time - Spent to Fyle: This chart provides us insights into the average turnaround time taken between spending an expense and adding it to Fyle, compared month-wise.

Turnaround Time - Fyle to Report: This chart provides us insights into the average turnaround time taken between Fyling an Expense to Reporting it, compared month-wise.

Turnaround Time - Report to Approval: This chart gives us the average turnaround time taken between creating a report and getting it approved, compared across the selected number of months.

Turnaround Time - Approval to Verification: This chart gives us the average turnaround time taken between Approving a report to Verifying it, compared across the selected number of months.

Turnaround Time - Verification to Reimbursement: This chart provides us insight into how much time on average it is taking between the verification of the report and reimbursement of the money back to the employees.

The Risks tab helps to analyze different expenditure risk factors and patterns such as policy violators, top spenders, etc.

Risk Overview: This chart helps us understand high-risk factors like policy violations, filing of duplicate expenses, etc.

Top Policy Violators: This chart shows the top policy violators in the Organization along with the exact amount filed through policy-violated expenses.

Change in Spend - Categories: This chart provides insight into the percentage change in spending for the different categories. The percentage change is shown for the last month as compared to the month previous to the last month.

This is a 2-sided bar chart, meaning if there was a negative percentage change for any of the categories, then the bar for it would be in the opposite direction indicating the negative change, and would have a length proportionate to the magnitude of the change.

Top Spenders: This chart gives us insight into the top spenders of the organization along with the exact amount spent by them.

Using the filters and different data statistics available you can pull data for your organization in real-time in order to better understand the functioning and spending patterns across your organization.

This covers the analytics page and all its features that are visible to the admins.

To learn more about the Spend Overview, click here.