Databox

Harvest Expenses by Category

The Expenses by Category metric displays how much money has been spent in various categories such as utilities, travel, or office supplies over a specific period of time.

With Databox you can track all your metrics from various data sources in one place.

Expenses by Category 2.190,879 Start tracking this metric
  • About
  • Technical Details
What is "Expenses by Category"?
The Expenses by Category metric is a financial analysis tool in Harvest that categorizes and summarizes business expenses for a specific period. It provides detailed insights into how money is being spent across various expense categories, such as office supplies, travel, or marketing. This data helps businesses to identify areas of overspending, track budget utilization, and plan for future expenses. The report enables decision-makers to make informed financial decisions by identifying trends, assessing cash flow, and forecasting future expenses.
Example: Example use case: A business owner wants to track how much money they are spending on marketing expenses versus office expenses in order to make informed budgeting decisions.

Visualizations

  • Databox visualization

    Bar and Line Chart

    Used to show comparisons between values.

How to track Expenses by Category in Databox?

Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.

To track Expenses by Category using Databox, follow these steps:

  1. 1
    Connect Harvest that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Expenses by Category on the Performance screen
  6. 6
    Get Expenses by Category performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Expenses by Category
Goals

Set Goals to track and improve your performance
Scorecards

Get your daily progress every morning with Scorecards
Metric Digest

Receive detailed weekly performance updates
Metric Builder

Built your own custom metrics with Metric Builder
Data Calculations

Set Goals to track and improve your performance
Performance Screen

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Harvest integration with Databox Track Expenses by Category from Harvest in Databox GET STARTED

General

  • Description
    The Expenses by Category metric displays how much money has been spent in various categories such as utilities, travel, or office supplies over a specific period of time.
  • Category
    Project Management
  • Subcategory
    Expenses

Specification

  • Metric Type
    event
  • Dimensional
    Yes
  • Decimal Digits
    No
  • Currency Units
    Yes
  • Granularities
    Daily, weekly, monthly, yearly, quarterly and all-time.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from 3 years ago to now.
  • Retroactive Data Updates
    Existing data is purged in favor of the most recent synced data.
  • Future Data Available
    No

Visualization

  • Default Format
    PrefixCurrency
  • Cumulative Graph
    Yes
  • Favorable Trend
    decreasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    No

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