How the Impact Dashboard works

OverviewMonitor spend controlsAutomate your workflowsOptimize your earnings

Overview

The metrics dashboard demonstrates the different Brex features your team uses. On this page, account and card admins can generate statistics from a certain period of time—either the last 30 days, last month, last quarter, or last 6 months—that summarize how you’ve used your Brex account to control spend, save time, and earn more. Note: You cannot set a custom date range to view the metrics or download a report from this page. You can click on any of the 3 pillars, which will give you more information on how we calculate your metrics. We’ll also show you tips on how to improve them.

Monitor spend controls

The following controls help you see how you’ve controlled spend, which includes compliance with required documentation, reviews, and approvals.

  • Spend in policy: The percentage of transactions that align with the rules of their respective policy
  • Expenses missing documentation: The percentage & total dollar amount of employee transactions missing key details—like memos, receipts, attendees, expense types, or VAT—and employees with incomplete expense documentation
    • Clicking an employee’s name shows you which transactions are missing the required information
  • Expenses missing review: The percentage & total dollar amount of employee transactions that still require review / approval and employees whose transactions are pending reviews
    • Clicking on an employee’s name shows you the specific transactions awaiting review.
  • Average time to compliance: The average time it takes for an expense to reach compliance, factoring in the submission and review processes

Automate your workflows

Here you can see how much work you’re automating with memos & receipts, reviews & approvals, invoices, and accounting

  • Time spent: The total hours employees spend submitting documentation, reviewing expenses, and closing the books
  • Submitting documentation: The average time it takes for an employee to submit documentation for expenses
  • Reviewing expenses: The average time it takes for an employee to review expenses.
  • Expenses requiring manual preparation: Any expenses that you still need to manually prepare

Optimize your earnings

Track how you’re maximizing your dollars, including yield, your credit limit, fees avoided, and rewards on cards and invoice.

  • Money earned: The total amount earned from yield, savings on fees and software, and rewards
  • Yield on cash: Calculated at a rate of 4.8% APY on the balance in your Brex business account
  • Savings on fees and software: Your total savings on ACH fees, wire fees, and fees from legacy expense management products—plus savings from FX fees and additional ACH fees
  • Rewards on card and invoice: Your rewards earned from both card transactions and invoices
    • Calculated using the minimum value of your reward points, though they could be worth more depending on how you redeem them
  • Credit limit: Your credit limit, as determined by the cash balances connected to your account
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