Visier TRAVEL & EXPENSE EXTENSION

Analyses and Business Questions

An analysis is a document that describes a collection of analytical content to analyze and understand a particular use case. While you can generate your own Analysis, each Visier application is delivered with a set of standard analyses.

Display Name

Description

Business Questions

How are travel and expense investments impacting people and business outcomes?

Measure travel and expense costs, assess impacts on employee well-being, and evaluate business performance.

Learn About Travel & Expense Metrics

Learn about the different types of metrics available in the Travel & Expense Extension.

Overview

Data Pattern

Data Model

Travel Expense Cost

Travel Expense Cost YTD

Policy Compliant Travel Expense Reports

Travel Expense Policy Compliance Ratio

Total Travel Duration

Travel & Expense - Validation

Validate the configurations and counts for travel expense data.

Before You Start

Overview

Validate Total Expense Items

Validate Total Expense Reports

Validate Duration Metrics

Metrics

A metric is a value that is computed from the Subject and Events for a particular group of entities in a particular time frame. An example of a metric is "Turnover Rate."

Display Name	Description
Average Travel Duration	The average duration, in days, of travel occurrences that were reported during the period, calculated at the end of the period.
Average Travel Expense Cost	The average cost of travel expense items reported during the period.
Average Travel Expense Report Age	The average age, in days, of all submitted and approved travel expense reports at the end of the period.
Median Travel Duration	The midpoint duration, in days, of travel occurrences that were reported during the period, calculated at the end of the period.
Median Travel Expense Cost	The midpoint cost of travel expense items reported during the period.
Median Travel Expense Report Age	The midpoint age, in days, of all submitted and approved travel expense reports at the end of the period.
Policy Compliant Travel Expense Reports	The total number of submitted travel expense reports that are in compliance with the travel expense policy at the end of the period.
Total Travel Duration	The total duration, in days, of travel occurrences that were reported during the period, calculated at the end of the period.
Travel Expense Cost	The total cost of travel expense items reported during the period.
Travel Expense Cost YTD	The total cost of reported travel expense items, from the beginning of the year until the current period.
Travel Expense Cost per Employee	The average cost of travel expense items reported per active employee during the period.
Travel Expense Items	The total number of expense items that were reported during the period.
Travel Expense Policy Compliance Ratio	The total number of submitted travel expense reports that are in compliance with the travel expense policy, compared to all submitted travel expense reports at the end of the period.
Travel Expense Reports	The total number of submitted travel expense reports at the end of the period.
Travel Occurrences	The total number of travel occurrences reported during the period, calculated at the end of the period.
Working Days Spent Traveling	The total number of working days that active employees spent traveling during the period, calculated at the end of the period.

Dimensions

A dimension is created from a concept or property and contains all the potential values. It is then used to allow filtering and grouping of the content. Dimensions can be hierarchical. An example of a dimension is "Generation" which groups employees by the year of their birth.

Display Name	Description
Account Name	The name of the account.
Billable Status	Whether or not the expense will be billed to the client.
Expense Reason	The reason for the expense report.
Expense Report Name	The name of the expense report.
Expense Type	The type of expense. For example, food or accommodation.
Expense Violation Category	The category that the expense policy violation belongs to.
Merchant Name	The name of the merchant who processed the expense.

Concepts

Visier employs a large range of analytical concepts, these define expected and desired analytical objects. Each concept allows configuration so that the concept can be employed by you. An example of a concept is "Involuntary Turnover" which allows you to define the types of turnover that are to be considered as involuntary.

Display Name	Description
Expense Item in Violation	An expense item that does not comply with the organizational travel expense policy.
Expense Report In Violation	An expense report that is not compliant with the organizational travel expense policy.
External Travel Expense Item	An expense item resulting from employee travel to meet with external stakeholders.
Frequent Traveler	An employee who has multiple travel occurrences during the period.
Sales Opportunity with Travel Budget	A sales opportunity that includes travel expenses in the budget.
Traveler	An employee who has at least one travel occurrence during the period.

Subjects

Subjects are entities that evolve and change. They have properties and changes to those properties are captured over time. An example of a subject is "Employee."

Display Name	Description
Employee	Current employees of the organization.
Expense Report	A report submitted by an employee which details their expenses.
Sales Opportunity	An opportunity within the sales process to sell to a potential customer.

Events

Events are records that occur at a specific point in time and do not change after they have occurred. An example of an event is an interview.

Display Name	Description
Expense Item	An event that records a business-related cost incurred by an employee.

TRAVEL & EXPENSE EXTENSION

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