Dashboard & Reporting
Dashboard & Reporting
Section titled “Dashboard & Reporting”Executive Dashboard
Section titled “Executive Dashboard”The primary view for auditors and management. Shows real-time status of invoice processing.
Layout
Section titled “Layout”┌──────────────────────────────────────────────────────────────┐│ Invoice Audit Dashboard March 2026 │├───────────┬───────────┬────────────┬─────────────────────────┤│ Invoices │ Flagged │ Total │ Flagged Amount ││ 47 │ 12 (26%) │ R2.4M │ R340K (14%) │├───────────┴───────────┴────────────┴─────────────────────────┤│ ││ Findings by Type (Bar Chart) ││ Rate mismatch ████████████████ 18 ││ Hours exceeded ████████████ 14 ││ Expense breach ██████ 6 ││ Duplicates ████ 3 ││ Other ██ 2 ││ │├──────────────────────────────┬───────────────────────────────┤│ Top Flagged Vendors │ Pending Review ││ 1. Smith & Co Legal R120K │ 8 invoices (3 critical) ││ 2. TechServe IT R89K │ 3 invoices (1 critical) ││ 3. Audit Partners R45K │ 1 invoice (0 critical) ││ 4. ConsultCorp R31K │ ││ 5. LegalEase R22K │ Avg Review Time: 2.3 days │├──────────────────────────────┴───────────────────────────────┤│ ││ Savings This Month: R156,000 ││ Savings YTD: R890,000 ││ Compliance Rate: 74% (target: 90%) ││ │└──────────────────────────────────────────────────────────────┘Key Metrics
Section titled “Key Metrics”| Metric | Calculation |
|---|---|
| Total Invoices | Count of invoices received in period |
| Flagged Invoices | Count of invoices with at least one finding |
| Flag Rate | Flagged / Total * 100 |
| Total Billed | Sum of all invoice totals in period |
| Flagged Amount | Sum of variance amounts across all findings |
| Savings | Sum of variances from findings that led to rejection or correction |
| Compliance Rate | Invoices with zero findings / Total * 100 |
| Avg Review Time | Average time from pending to approved or rejected |
The Savings metric is critical for proving ROI to stakeholders.
Invoice List View
Section titled “Invoice List View”Sortable, filterable list of all invoices.
Columns
Section titled “Columns”| Column | Sortable | Filterable |
|---|---|---|
| Invoice # | Yes | Yes (search) |
| Vendor | Yes | Yes (dropdown) |
| Date | Yes | Yes (date range) |
| Amount | Yes | Yes (range) |
| Status | Yes | Yes (multi-select) |
| Risk Score | Yes | Yes (range) |
| Findings | Yes | Yes (has findings / clean) |
| Assigned To | Yes | Yes (dropdown) |
Quick Filters (Tabs)
Section titled “Quick Filters (Tabs)”- All — every invoice
- Needs Review — status = pending or under_review
- Flagged — has at least one open finding
- Critical — has at least one critical finding
- Queried — status = queried, awaiting vendor response
- Approved — approved invoices
- Rejected — rejected invoices
Invoice Detail View
Section titled “Invoice Detail View”Shows complete invoice information alongside validation results.
Layout
Section titled “Layout”┌──────────────────────────────────────────────────────────────┐│ Invoice: INV-2026-0342 Status: [Under Review ▼] │├──────────────────────────────────────────────────────────────┤│ Vendor: Smith & Co Legal Contract: LEGAL-2026-001 ││ Date: 2026-03-15 Period: Mar 1-31, 2026 ││ Subtotal: R85,400 Tax: R12,810 ││ Total: R98,210 Risk Score: 16.6 │├──────────────────────────────────────────────────────────────┤│ ││ FINDINGS (3) [Expand All] ││ ││ 🔴 CRITICAL: Contract ceiling breach ││ Cumulative billing R1,230,000 exceeds ceiling R1,200,000 ││ Variance: R30,000 ││ [Acknowledge] [Waive] [Query Vendor] ││ ││ 🟠 HIGH: Rate mismatch — Partner hourly rate ││ Expected: R3,500/hr | Actual: R3,800/hr ││ Affected lines: 3, 7, 12 | Variance: R5,400 ││ [Acknowledge] [Waive] [Query Vendor] ││ ││ 🟡 MEDIUM: Expense exceeds monthly cap — Travel ││ Cap: R5,000/month | Claimed: R5,800 ││ Variance: R800 ││ [Acknowledge] [Waive] [Query Vendor] ││ │├──────────────────────────────────────────────────────────────┤│ ││ LINE ITEMS ││ # │ Description │ Role │ Hrs │ Rate │ Amt││ 1 │ Contract review │ Partner │ 4.0 │ 3,800 │ .. ││ 2 │ Due diligence │ Senior │ 12.0 │ 2,200 │ .. ││ 3 │ Research │ Junior │ 8.0 │ 1,200 │ .. ││ ...│ │ │ │ │ ││ 15 │ Travel — Jhb meeting │ Expense │ - │ - │5800││ ││ Highlighted rows indicate lines with findings ││ │├──────────────────────────────────────────────────────────────┤│ ACTIONS ││ [Approve] [Reject] [Query Vendor] [Download PDF] ││ ││ AUDIT TRAIL ││ 2026-03-16 09:14 — Invoice submitted by J. Mokoena ││ 2026-03-16 09:14 — Validation engine ran: 3 findings ││ 2026-03-17 11:30 — Assigned to A. Naidoo ││ │└──────────────────────────────────────────────────────────────┘Contract Utilization View
Section titled “Contract Utilization View”Shows how much of each contract’s budget has been consumed.
┌──────────────────────────────────────────────────────────────┐│ Contract: LEGAL-2026-001 — Smith & Co Legal Services ││ Period: Jan 2026 — Dec 2026 Status: Active │├──────────────────────────────────────────────────────────────┤│ ││ Budget Utilization ││ ██████████████████████░░░░░ 82% of R1,500,000 ││ Spent: R1,230,000 | Remaining: R270,000 ││ ││ Monthly Trend ││ Jan ████████ R140K ││ Feb █████████ R165K ││ Mar ███████████ R198K ← trending up ││ ││ Hours by Role (This Month) ││ Partner: 45 / 50 hrs (90%) ██████████████████░░ ││ Senior: 120 / 150 hrs (80%) ████████████████░░░░ ││ Junior: 60 / no limit ████████████ ││ ││ Expense Utilization ││ Travel: R4,200 / R5,000 ████████████████░░░ ││ Printing: R320 / R500 ████████████░░░░░░░ ││ │└──────────────────────────────────────────────────────────────┘Reports
Section titled “Reports”Monthly Audit Summary Report
Section titled “Monthly Audit Summary Report”Generated automatically at month-end. Available as PDF and CSV export.
Sections:
-
Executive Summary
- Total invoices processed
- Pass rate (clean invoices %)
- Total billed amount
- Total flagged amount
- Savings achieved (rejected/corrected amounts)
-
Vendor Breakdown
Vendor Invoices Clean Flagged Billed Flagged Amt Compliance % Smith & Co 4 1 3 R320K R36K 25% TechServe 3 2 1 R180K R12K 67% -
Finding Analysis
- Breakdown by finding type (pie chart)
- Breakdown by severity
- Most common issues
- Trends vs prior months
-
Contract Utilization
- Per-contract budget consumption
- Contracts approaching ceiling (> 80%)
- Contracts with exceeded limits
-
Waiver Summary
- All findings that were waived
- Waiver reasons
- Total waived amount
- Who approved each waiver
-
Recommendations
- Vendors with compliance below threshold — flag for contract review
- Contracts approaching expiry
- Recurring issues that suggest contract terms need updating
Vendor Scorecard (Post-MVP, design now)
Section titled “Vendor Scorecard (Post-MVP, design now)”Per-vendor report showing historical compliance performance.
┌──────────────────────────────────────────────────────────────┐│ VENDOR SCORECARD ││ Smith & Co Legal Period: Jan-Mar 2026 │├──────────────────────────────────────────────────────────────┤│ ││ Overall Compliance: 72% ↓ from 85% (prior quarter) ││ Risk Rating: Medium → High ││ ││ Invoices Submitted: 12 ││ Clean Invoices: 4 (33%) ││ Issues Found: 23 ││ Avg Issues/Invoice: 1.9 ││ Avg Resolution Time: 4.2 days ││ ││ Top Issues: ││ 1. Rate mismatches (8 instances) — R42,000 total variance ││ 2. Hour overages (5 instances) — R28,000 total variance ││ 3. Expense cap breaches (3 instances) — R4,200 variance ││ ││ Trend (Monthly Compliance %): ││ Jan: 85% ████████████████░░░ ││ Feb: 78% ███████████████░░░░ ││ Mar: 72% ██████████████░░░░░ ← declining ││ ││ Recommendation: Schedule contract review meeting ││ │└──────────────────────────────────────────────────────────────┘Dashboard Filters
Section titled “Dashboard Filters”All dashboard views support filtering by:
- Date range — month, quarter, year, custom
- Vendor — single or multiple vendors
- Contract — specific contract
- Status — invoice status
- Severity — finding severity level
- Assigned to — specific auditor