Use this article to understand the Monthly Spend drill-down report in the Finance Overview page family.
Monthly Spend helps you review spend movement across the selected year. Use it when you need to compare monthly spend with budget and forecast values, understand year-to-date progress, or identify months that need deeper investigation.
When to use this report
Use Monthly Spend when:
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You want to review actual spend by month for the selected year.
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You need to compare monthly spend with budget and forecast values.
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A month appears unusually high or low and needs follow-up analysis.
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You want to move from the Finance Overview dashboard into supporting spend details.
What to look for
When reviewing Monthly Spend, check:
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Months where actual spend is higher or lower than expected.
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How the year-to-date spend line compares with the year-to-date budget or forecast line.
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Whether the selected filters, such as year, period, expense type, entity, or other dimensions, explain the movement.
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Whether the driver is better investigated by cost center, account, vendor, or cost pool.
Monthly Spend Details
|
Chart Name |
Data Cube |
|---|---|
|
Monthly Spend |
TBM Cost Pools |
|
Accounts |
TBM Cost Pools |
|
Cost Centers |
TBM Cost Pools |
|
Vendors |
TBM Cost Pools |
|
Cost Pools |
TBM Cost Pools |
|
Monthly Spend Details |
TBM Cost Pools |
Next step
After identifying the month or trend that needs review, open the related cost center, account, vendor, or cost pool report to understand what is driving the spend.