Budget Dashboard: What information does it provide?
The Budget Dashboard gives you, as an employer, an overview of the available budget, consumed and reserved budget, and orders that still require approval. This allows you to see in a single overview how the budget is being used within your organization.
At the top of the dashboard, you can use Company to select the company for which you want to view the data.
Budget
At the top of the dashboard, you can see the total available budget.
The chart shows how this budget is divided:
- Remaining: The amount that is still available to employees.
- Consumed: The amount that has been definitively used for approved orders.
- Reserved: The amount currently linked to orders that have been submitted for approval.
The Remaining, Reserved, and Consumed amounts together make up the total budget.
What does reserved budget mean?
An amount becomes Reserved as soon as an employee selects a settlement source for an order. The amount is then temporarily linked to that order.
Once the employer approves the order, the reserved amount automatically becomes Consumed Budget.
The budget progresses through the following stages:
Remaining → Reserved → Consumed
Consumed Budget
In the Consumed Budget section, you can see how the consumed budget has been used. The dashboard may break this down by product category, for example:
- Bike
- Fitness Subscription
This allows you to identify which products account for the largest share of the budget.
Product Limits
Under Product Limits, you can see how much budget is available for each product and how that budget is being used.
The following columns are displayed:
Total
The total budget available for the product.
Reserved
The amount currently reserved for ongoing orders.
Consumed
The amount already used for approved orders.
Remaining
The amount that is still available within the product limit.
For example, if €50,000 is available for bicycles, of which €7,160.67 is reserved and €3,500 has been consumed, €39,339.33 remains available.
Orders Requiring Approval
At the bottom of the dashboard, you will find Orders Requiring Approval.
This section displays all orders that are still awaiting employer approval. For each order, you can view details such as:
- Order Date
- Order Number
- Customer First Name
- Customer Last Name
- Status
- Budget Campaign
- Company
You can use the search function to find a specific order.
Good to know
The dashboard provides a real-time overview of budgets and orders for the selected company. Before reviewing the figures, use the Company selector at the top of the page to confirm that you are viewing the correct company.
This allows you to quickly see:
- How much budget is still available.
- How much budget is reserved.
- How much budget has already been consumed.
- Which orders are still awaiting approval.