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Harvest
Expenses by Person
Expenses by Person is a financial metric that calculates how much money each individual has spent in a given period of time, allowing for better tracking of expenses and budgeting.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Expenses by Person"?
Expenses by person is a metric that calculates the total expenses incurred by an individual in a given period. This includes any purchases or payments made using company funds or personal expenses reimbursed by the company. It helps organizations track individual spending patterns and identify areas where costs can be reduced or optimized. This metric is particularly useful for budgeting, expense management, and financial planning purposes.
Example: One usecase example for Expenses by Person metric could be tracking project expenses for a team of contractors to ensure each team member is staying within their allocated budget.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Expenses by Person 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 Person using Databox, follow these steps:
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1Connect Harvest that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Expenses by Person on the Performance screen
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6Get Expenses by Person performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Expenses by Person
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionExpenses by Person is a financial metric that calculates how much money each individual has spent in a given period of time, allowing for better tracking of expenses and budgeting.
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CategoryProject Management
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SubcategoryExpenses
Specification
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Metric Typeevent
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DimensionalYes
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Decimal DigitsNo
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Currency UnitsYes
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GranularitiesDaily, weekly, monthly, yearly, quarterly and all-time.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from 3 years ago to now.
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Retroactive Data UpdatesExisting data is purged in favor of the most recent synced data.
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Future Data AvailableNo
Visualization
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Default FormatPrefixCurrency
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Cumulative GraphYes
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Favorable Trenddecreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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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.
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The Paid Invoices Count metric measures the number of invoices that have been paid by clients within a specific timeframe, indicating the level of revenue generated by the business.
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Hourly Budget by Projects is a metric that tracks the estimated versus actual hourly expenses incurred on a specific project, helping managers monitor and control costs.
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Team Capacity by Name metric is a measurement that calculates the amount of work a team member can complete in a set time period. It helps assign tasks effectively and avoid overloading team members.
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