Home Dashboard¶
Your personalized dashboard shows the most relevant information based on your role in the organization.
Accessing the Dashboard¶
- Click Home in the sidebar (house icon)
- Your role-specific dashboard loads automatically
Dashboard By Role¶
Expensed displays a different dashboard for each role:
| Role | Focus |
|---|---|
| Employee | Personal expenses and spending |
| Manager | Team approvals and spending |
| Finance | Organization-wide metrics and reimbursements |
| Admin | Full organization overview |
Employee Dashboard¶
The employee dashboard focuses on your personal expense activity.
Key Metrics¶
| Metric | Description |
|---|---|
| This Month's Spend | Total expenses for current month |
| Pending | Expenses in draft status |
| Approved | Expenses approved for reimbursement |
| Recent Uploads | Receipts uploaded in last 7 days |
Month-Over-Month Comparison¶
See how your spending compares to last month:
- Green arrow up - Spending decreased (good)
- Red arrow up - Spending increased
- Percentage - Exact change amount
Charts¶
Category Breakdown¶
Pie chart showing this month's spending by category:
- Fuel/Gas
- Meals & Entertainment
- Lodging
- Transportation
- And more...
Monthly Trend¶
Line chart showing your spending over the last 6 months.
Recent Expenses¶
Quick view of your 5 most recent expenses:
- Merchant name
- Amount
- Date
- Status badge
Click any expense to view details.
Quick Actions¶
| Button | Action |
|---|---|
| Upload Receipt | Go to receipt upload |
| New Expense | Create manual expense |
Manager Dashboard¶
The manager dashboard combines personal expenses with team oversight.
Team Metrics¶
| Metric | Description |
|---|---|
| Team Pending Approvals | Submitted expenses awaiting your review |
| Team Monthly Spend | Combined team spending |
| My Pending | Your personal draft expenses |
| Team Members | Number of users submitting expenses |
Team Insights¶
Pending Approvals List¶
Quick view of the top 5 expenses waiting for your approval:
- Employee name
- Merchant
- Amount
- Status
Click View Approvals to see the full queue.
Team Spending by Category¶
Pie chart showing how your team's budget is being spent.
Team Spending Trend¶
Line chart showing team spending over the last 6 months.
My Expenses¶
See your 3 most recent personal expenses at a glance.
Quick Actions¶
| Button | Action |
|---|---|
| View Approvals | Go to approval queue |
| View My Expenses | Go to personal expense list |
| Upload Receipt | Upload a new receipt |
Finance Dashboard¶
The finance dashboard provides organization-wide visibility for processing reimbursements.
Organization Metrics¶
| Metric | Description |
|---|---|
| Pending Approvals | Expenses awaiting review |
| Reimbursements Due | Total amount ready to pay |
| Month-to-Date Spend | Total organization spending |
| Flagged Expenses | Expenses with policy violations |
Approval Status¶
Shows whether there are items needing your attention:
- Needs review - Expenses waiting for approval
- Ready to pay - Approved expenses awaiting payout
- All clear - No pending items
Analytics¶
Spending by Category¶
See where the organization's money is going.
Approved vs Reimbursed Trend¶
Line chart comparing approved amounts to actual reimbursements over time.
Status Breakdown¶
Pie chart showing expense distribution by status:
- Draft
- Pending
- Approved
- Rejected
- Reimbursed
Pending Items List¶
View the top 5 items needing attention with employee names and amounts.
Recent Activity¶
See recent approvals and reimbursements.
Quick Actions¶
| Button | Action |
|---|---|
| View Approvals | Go to approval queue |
| Process Payouts | Go to payout processing |
Admin Dashboard¶
The admin dashboard provides full organizational oversight with analytics.
Organization Metrics¶
| Metric | Description |
|---|---|
| Active Users | Currently active team members |
| Pending Approvals | Items in approval workflow |
| Monthly Expenses | Number of expenses this month |
| Total Expenses | All-time expense count |
| Monthly Spend | This month's total spending |
Analytics¶
Expense Trend¶
Line chart showing expense volume over the last 6 months.
Spending by Category¶
Pie chart showing budget allocation by expense category.
Top Vendors¶
List of the 5 vendors with highest spending:
- Vendor name
- Total amount
- Transaction count
Top Spenders¶
List of the 5 employees with highest spending:
- Employee name
- Total amount
- Number of expenses
Quick Actions¶
| Button | Action |
|---|---|
| Manage Users | Go to user management |
| View Finance | Go to finance dashboard |
| View Approvals | Go to approval queue |
| View Expenses | Go to all expenses |
Pull-to-Refresh¶
On mobile devices, pull down on any dashboard to refresh the data.
Best Practices¶
- Check daily - Review your dashboard at the start of each day
- Clear pending items - Don't let approvals pile up (managers)
- Monitor trends - Watch for unusual spending patterns
- Use quick actions - Dashboard buttons save navigation time
- Review flagged items - Address policy violations promptly
Related: Navigation Guide | Approval Queue