Order Budget & Spend

The Order Budget & Spend dashboard imports your buying budget and compares it with the orders you have executed in FieldStack, offering a look at how your budget and spending is allocated by vendor, store and category. This report will be helpful to buyers who need to track budgets and understand how their spending compares with budgeted amounts.

The dashboard is presented in three main sections, one for the budget, one for the current spending in the order system and one that compares how much of the budget has been spent. There are separate filters for the budget and spend sections - you will want to take note in the headers to understand which filters are affecting each section.

The scope of the analysis is fairly limited and purpose specific. The functionality built into the report includes donut charts that can be used to filter each section by clicking on a slice of the graphic; it also includes pivot charts that allow fields to be added or removed by right clicking in the header area of the chart. Adding and removing fields from these charts will expand or aggregate the results, depending on your need.

You will want to pay attention to the order rules that are filtered in the report. For example, when "returns" are included in the data, your results will include those amounts and might not accurately reflect your spend since it will include the "returns" amounts. You are able to filter the spend data to look at specific purchase orders, among a number of other characteristics. 

The final section will show you in three tables how your spending (as filtered) compares with the budgeted amounts. Note that the budget amount will show where there is spend - and it will not show where there is not spend. For example, if Vendor A has a budget and has some orders in the system (as filtered), you will see both the budget and the spend amount; if Vendor B has a budget and no orders in the system (as filtered), you will not see a row for that vendor.

You are able to interact with the pivot tables on this dashboard by adding, or removing fields that will help you focus on the specific data you need. By right clicking on a header or row, you will see a list of fields that can be added to or removed from the pivot table. Simply click on them to add or remove.

The data table can be exported to work with the data outside the dashboard. Do this by clicking on the 3 dots at the top right corner of the widget, choose Download and export an image or file.  The recommended file type for a spreadsheet is CSV.