Sample T&E Dashboards for Proactively Monitoring Compliance, Budget, and Anomalies

In a survey of almost 2,400 Finance leaders across different industries, we found business travel expenses remain one of the most difficult costs to control.  In these two sample T&E dashboards, finance teams can review expenses and bookings in one place:

• Automate Alerts – Receive triggered alerts in your inbox anytime there’s an exception or a threshold is met.
• Get Data at a Glance – Track top savers, approval compliance, high spend items, airfare and hotel booking leakage, and outstanding expense reports.
• Measure Spend – Monitor the high-level state of your organization or team’s spend, identify how often employees are booking over or under budget, and view expense spend by category.
• Predict Costs – Use historical data to help forecast future spend and improve employee behavior.

>> Related: Streamlining Business Travel Booking Management Using Technology and Automation <<

Sample Travel Bookings Dashboard

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In this dashboard:  

• Track gross bookings cost, total bookings numbers, and how spend compares to budget.  
• Monitor and improve how far in advance employees book travel.
• Visualize how bookings are spread across departments, and by flight vs. hotel vs. rental car.
• If you’re using incentives – see how much employees are saving by making smarter choices.

Sample Expense Reports Dashboard

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In this dashboard:  

• Track the total and monthly trends of expense report volumes.
• Track the ratio of created vs. approved reports.
• Visualize how bookings are spread across departments, and by category.
• See top expenses at a glance.