Spend Analytics Dashboard

Ask for a visual breakdown of your spend and get one built on the spot. Joy reads your ERP and AP read-only, then shows the split by category, your top vendors, and where the money is concentrated — a dashboard-style view you can pull up whenever the question comes up.

For Finance Leaders Procurement Teams Budget Owners FinOps & Spend Analysts
Sample prompt to Joy's Assistant

Show me a spend analytics breakdown of [last quarter's spend] by [category], with our top vendors and where spend is concentrated.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Show me a spend analytics breakdown of Q2 spend by category, with our top vendors and where spend is concentrated.

I read your ERP and AP just now and pulled Q2 into a single view: the category split, your top vendors, and where the money is concentrated. Here is where the $2.4M went.

Spend analytics: Q2

Period: Q2 (Apr–Jun)
Source: ERP and AP, read read-only at ask time
Total spend: $2.4M across 5 categories

Q2 spend came to $2.4M, up 6% from $2.26M last quarter. The biggest category by far is Software & SaaS at $840K, 35 cents of every dollar, and it is also the quarter's biggest mover — up $150K (22%) as several annual renewals landed together.

$2.4M
Total Q2 spend
▲ 6% vs last quarter
$840K
Software & SaaS
▲ 22% QoQ, biggest mover
47%
Top 5 vendors' share

Here is the full split by category. Professional services and logistics make up the next tier, and no single category outside software tops a quarter of spend.

$2.4MQ2 spend
Software & SaaS$840K
Professional services$600K
Logistics & freight$432K
Facilities & utilities$312K
Marketing & media$216K

Spend is concentrated in a short list of suppliers. The top five vendors account for $1.12M, nearly half of the quarter, and CloudStack alone is $312K (13% of all spend), the single largest relationship. Here is how those vendors sit inside their categories.

VendorCategoryQ2 spendShare of total
CloudStackSoftware & SaaS$312K13%
Meridian ConsultingProfessional services$268K11%
FreightLine LogisticsLogistics & freight$205K9%
DataVaultSoftware & SaaS$186K8%
Pinnacle FacilitiesFacilities & utilities$148K6%

Two things stand out. Software & SaaS is both the largest line and the fastest-growing, so the renewals that pushed it up 22% are where a category review would pay off first. And with the top five vendors at 47% of spend, a handful of contracts drives the total, which is worth knowing before the next round of negotiations. Ask for any category, department, or vendor and I will read the ERP and AP again and redraw this view around it.

Want me to break Software & SaaS down by vendor, or show the same view for a single department?

From a pivot table to a view you just ask for

Spend Analytics Dashboard turns your ERP and AP data into an on-demand visual read. Ask for a period and Joy reads the ledger read-only, then draws the split by category, ranks your top vendors, and calls out where spend is concentrated and what moved — a dashboard-style view built in the conversation, not a report you keep alive.

  1. Connect your ERP and AP

    Link your finance source once. Joy reads it read-only and only when you ask: invoices, purchase orders, ledger categories, and the vendor master behind them.

  2. Ask for the view

    Say the period and how you want it sliced — by category, department, or vendor. Each time you ask, Joy reads the latest figures, so the breakdown reflects the numbers as they stand today.

  3. Read the breakdown

    Get KPI tiles, a category donut, and a top-vendors table in one view, plus a short read on where spend concentrates and what moved since last quarter.

  4. Use it where you work

    Ask follow-ups like “break Software & SaaS down by vendor” or “show this by department,” then copy the view into a budget review or a note to finance.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Make it yours

Category Donut

The whole period divided into categories at a glance, with the total in the middle and every slice labeled.

Top Vendors Table

The handful of suppliers that make up most of the bill, ranked with each one's share of total spend.

Concentration Read

How much of your spend sits in the top few vendors and categories, so you know how exposed the total is to a short list of contracts.

Fresh On Every Ask

Because Joy reads the numbers when you ask, the view always reflects the latest figures instead of a snapshot from last month.

By Department

Split the same spend by cost center or team instead of category to see who is driving it.

By Vendor

Rank spending by supplier to find the few relationships that make up most of the total.

Quarter-over-Quarter

Compare this period against the last to see which categories and vendors are the biggest movers.

Against Budget

Line each category up against its budget to see where you are running over or under.

Frequently Asked Questions

Is this a live dashboard or a report I have to build?

It is an on-demand visual read, not a report you assemble or a board running in the background. Each time you ask, Joy reads your ERP and AP and draws the breakdown — KPI tiles, a category donut, and a top-vendors table — right in the conversation.

How current are the numbers?

They are as current as your finance data. Because Joy reads the figures at the moment you ask rather than from a saved snapshot, the breakdown reflects what is in your ERP and AP today, including recent invoices and card transactions.

Can I break spend down by department or vendor instead of category?

Yes. Ask for the same period sliced by cost center, team, or vendor and Joy re-reads the data and redraws the view around it. You can also compare two periods or line categories up against budget.

How is this different from Spend Analyzer?

Spend Analyzer writes the breakdown up as a narrative — the biggest cost, the trend, and one place to cut. Spend Analytics Dashboard is the visual cut of the same data: tiles, a category donut, and a ranked top-vendors table for a fast scan. Use whichever fits the moment.

Does Joy change anything in our finance system?

No. Joy reads your ERP and AP read-only. It never writes back, moves money, or changes a record. It only surfaces the breakdown so you can act on it in your own tools.

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