Navigating the Budget Dashboards

Objective

After completing this lesson, you will be able to navigate the Budget Dashboards.

How to Navigate the Budget Dashboards

Learn how to navigate the Budget Dashboard in SAP Concur. Discover how to view your budget overview, track spending, make adjustments, and export data.

Result

Do you have additional questions about the Budget feature?

The following guide will support the material covered for this subject. Reviewing it will broaden your perspective and help you build on what you've learned.

Resources

Title	Link
Shared: Budget Setup Guide for Standard Edition	Shared: Budget Setup Guide for Standard Edition

Summary

Access Budget Dashboards from the Reporting tab to view real-time budget status and details.
Use color-coded bar graphs to quickly monitor spent, pending, and remaining budget amounts.
View detailed charts for budget breakdowns, top spending categories, and spending trends.
Add budget adjustments and track all changes directly in the dashboard.
Export spending data with custom filters to Excel for further analysis and reporting.

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