Expense Analysis Dashboard (Excel)

📊 Department & Region-wise Expense Analysis Dashboard

🎯 Problem Statement

Analyze organizational expenses across departments and regions to identify cost drivers, spending patterns, and opportunities for optimization.

📁 Dataset

• Sample dataset with 1500+ transaction records
• Includes fields such as Department, Region, Category, and Expense
• Designed to simulate organizational expense analysis

⚙️ Approach

• Cleaned and structured raw transactional data
• Created Pivot Tables for aggregation
• Built interactive dashboard using slicers and charts
• Derived insights from multi-level analysis

🔍 Key Metrics

• Total Expense
• Top Spending Department
• Top Category
• Region-wise Distribution

🛠 Tools Used

• Excel (Pivot Tables, Slicers, Charts)

📸 Dashboard Preview

📈 Key Insights

• HR contributes ~28.6% of total spend, with highest concentration in West region
• Software is the top contributing category overall, driven primarily by Procurement
• Procurement shows high software-related spending, indicating reliance on digital tools

💡 Recommendations

• Review software subscriptions to reduce recurring costs
• Analyze high-spending departments for cost optimization
• Monitor regional spending for balanced allocation