General Description |
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The T&E Dashboard has the objective to :
The dashboard is providing different angles of analysis :
There are some accesses restrictions to employee level information in accordance to GDPR regulations. Sources: This dashboard has been build using 3 different data sources:
* list to attached **clarify amount between Spend report & O&D report Dashboard is providing N-1 data, as well as current year YTD M-1 data. Data of M-1 are available on the 15th day of M. Dashboard is only available in EUR. |
Dashboard details
Executive summary & group benchmark
add screenshot of the dashboard with Numbers
| Nb | Name | Source | Calculation | Comments |
|---|---|---|---|---|
| 1 | YTD Spend Evolution N vs N-1 RSB | Controlling | ||
| 2 | Number of active spenders | Concur | Any employee that enter an expense in Concur over the analysis period | |
| 3 | Number of active travelers | AmexGBT | Any employee that made a booking either online (concur) or offline (travel agency) over the analysis period | |
| 4 | Number of air tickets booked | AmexGBT | ||
| 5 | Air average ticket price (N-1) | AmexGBT | ||
| 6 | Book Online | AmexGBT | ||
| 7 | Book in Advance for Domestic & Regional Flights (min 14 days) | AmexGBT | ||
| 8 | Book in Advance for International Flights (min 21 days) | AmexGBT | ||
| 9 | Book the lowest logical fare | AmexGBT | ||
| 10 | % of one day trips by air vs total of trips by air | AmexGBT | ||
| 11 | % of internal meetings (air & rail) | AmexGBT | ||
| 12 | Solvay Benchmark - Online Booking compliance | AmexGBT | ||
| 13 | Solvay Benchmark - Book in Advance for Domestic & Regional Flights (min 14 days) compliance | AmexGBT | ||
| 14 | Solvay Benchmark - Book in Advance for International Flights (min 21 days) compliance | AmexGBT | ||
| 15 | Solvay Benchmark - Book the lowest logical fare compliance | AmexGBT | ||
| 16 | Monthly Update (free text) | N/A |
Financial overview - spend evolution (controlling data)
| Nb | Name | Source | Calculation | Comments |
|---|---|---|---|---|
1 | Total Spend | Controlling | ||
| 2 | Spend YTD vs YTD N-1 RSB | |||
| 3 | Spend evolution N vs N-1 | Dimension can be month or quarter | ||
| 4 | Spend per Region | Location of company not expense | ||
| 5 | Details and evolution per GBU and function | Trend = Moving average = |
Expenses overview (Concur data) - incl top spenders
| Nb | Name | Source | Calculation | Comments |
|---|---|---|---|---|
| 1 | Total expenses YTD | Concur | ||
| 2 | Expenses per region | Region is origin region from the traveler, not the expense | ||
| 3 | Expenses by Cluster | Cluster are based on expense type in Concur | ||
| 4 | Monthly evolution | |||
| 5 | ||||
| 6 |
Bookings behaviors (AmexGBT/travel agency data ) - incl top non compliant travelers
Bookings overview (AmexGBT/travel agency data )
My reports
Information on data sources & calculation
Finance/Controlling data: P&L
It has been agreed that controlling data are the reference to measure the spend evolution and will only be adjusted with FX effect and not scope.
Also note that there is an average of 35 days lagging effect between a booking and its impact in BW, with the assumption that travellers are expensing at least once a month (policy recommendation).
FX effect methodology
TO DO
Expenses :Concur Data
There are two different Concur systems; one from Solvay and the other from Cytec legacy (expected to run until 2020). Concur is a tool were employees are claiming T&E for reimbursement. This tool is still under implementation and therefore not covering 100% of the scope.
INCLUDE LINK TO CONCUR SCOPE AND DEPLOYMENT PLAN
Booking information: Travel Agency data AmexGBT Insight
Detail files with different spend references
Details on sources:
Expenses :Concur Data
There are two different Concur systems; one from Solvay and the other from Cytec legacy (expected to run until 2020). Concur is a tool were employees are claiming T&E for reimbursement. This tool is still under implementation and therefore not covering 100% of the scope.
INCLUDE LINK TO CONCUR SCOPE AND DEPLOYMENT PLAN
Finance/Controlling data: P&L
It has been agreed that controlling data are the reference to measure the spend evolution and will only be adjusted with FX effect and not scope.
Also note that there is an average of 35 days lagging effect between a booking and its impact in BW, with the assumption that travellers are expensing at least once a month (policy recommendation).
FX effect methodology
TO DO
Booking information: Travel Agency data AmexGBT Insight
Detail files with different spend references
Dimensions Overview:
| Qlikview | Comments |
|---|---|
GBU / Function | |
| Company | |
| Region | APAC, EMEA, LAM, NAM |
| Country | Company country |
| Year | Y-1, Y |
| Quarter | |
| Month | |
Cost Center | |
| Fixed Cost Group 2 | |
| Vendor | Name, Number |
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