The Analytics dashboard gives you insights into your invoice processing performance and trends.
Accessing analytics
Click Analytics in the sidebar to open the dashboard. Analytics is available to Admin and Reviewer roles.
Time period selection
Use the period selector to view data for:
- Last 7 days — Recent activity
- Last 30 days — Monthly view
- Last 90 days — Quarterly trends
All metrics update based on your selected period.
Volume & trends
Key metrics
At the top of the dashboard, you’ll see:
| Metric | Description |
|---|---|
| Total Invoices | Invoices received this month vs last month |
| Period Total | Total invoices in the selected period |
| Total Value | Sum of all invoice amounts |
| Unique Vendors | Number of distinct vendors |
Submissions over time
A line chart showing daily invoice submissions. Spot trends like:
- Busy days or weeks
- Seasonal patterns
- Growth over time
Submissions by day of week
See which days receive the most invoices. Useful for staffing and workload planning.
Processing metrics
Approval & rejection rates
Track how invoices are being processed:
- Approval rate — Percentage of invoices approved
- Rejection rate — Percentage rejected
Average processing time
How long it takes from submission to a final decision (approved or rejected). Lower is better.
Aging tables
See invoices waiting for action, grouped by age:
| Age | Description |
|---|---|
| < 24 hours | Fresh submissions |
| 1-3 days | Need attention soon |
| 4-7 days | Getting stale |
| > 7 days | Overdue for review |
Use this to prioritize your review queue.
Vendor insights
Top vendors by count
Bar chart showing which vendors submit the most invoices. Identify your highest-volume relationships.
Top vendors by amount
Bar chart showing vendors by total invoice value. See where your money goes.
Duplicate rate
Percentage of invoices flagged as potential duplicates. High rates may indicate vendor confusion or process issues.
Resubmission rate
How often vendors need to resubmit after rejection or info requests. High rates may indicate unclear requirements.
Status distribution
A doughnut chart showing the breakdown of invoice statuses:
- Pending — Awaiting review
- Approved — Ready for processing
- Rejected — Declined
- Needs Info — Waiting for vendor response
Inbox comparison (Admin only)
If you have multiple inboxs, compare volume across locations or departments:
- Invoices per inbox
- Processing rates by inbox
- Identify bottlenecks
Tips for using analytics
- Check weekly — Spot trends before they become problems
- Monitor aging — Don’t let invoices sit too long
- Track rejection reasons — High rejection rates may indicate vendor communication issues
- Compare periods — Look for month-over-month changes
- Share with stakeholders — Use data to justify process improvements
Exporting analytics data
For detailed analysis, use the Export feature to download raw invoice data. Apply date filters matching your analytics period for consistent reporting.