Template
Spend analysis
Data
Sources (ERP, cards, expense system), extraction date, exclusions and why. Classification method and its coverage (share of spend classified).
Findings
| View | Top 10 | Share of total | Note |
|---|---|---|---|
| By category | |||
| By supplier | |||
| By business unit | |||
| Contract vs. non-contract | |||
| Payment terms |
Opportunities
Each with the spend it rests on, the lever, the estimated effect and the assumption behind the estimate.
Data quality
Unclassified spend, duplicate suppliers, missing PO references, with a plan to fix each.
Copy the source (Markdown, select and copy)
# Spend analysis: <period> ## Data Sources (ERP, cards, expense system), extraction date, exclusions and why. Classification method and its coverage (share of spend classified). ## Findings | View | Top 10 | Share of total | Note | | --- | --- | --- | --- | | By category | | | | | By supplier | | | | | By business unit | | | | | Contract vs. non-contract | | | | | Payment terms | | | | ## Opportunities Each with the spend it rests on, the lever, the estimated effect and the assumption behind the estimate. ## Data quality Unclassified spend, duplicate suppliers, missing PO references, with a plan to fix each.