This webinar details the updates of InetSoft's new 2022 release, along with some updates from the previous 2021 release. Major feature updates are demonstrated, with time at the end for Q&A
Read the InetSoft's 2022 release notes here.
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Explains how procurement dashboards surface uncontrolled or off-contract purchases — commonly called maverick spending — and why that drives higher costs and compliance risk. Describes the visualizations and drilldowns that reveal which departments, suppliers, or purchase categories are responsible for off-policy buys. Shows how procurement teams can use those insights to enforce preferred-supplier programs, renegotiate terms, and close spend leakage. Highlights examples of KPIs (percent of spend on contract, number of off-catalog transactions) and how alerts and workflows reduce future maverick activity. Concludes with practical notes on integrating procurement, AP, and contract data to get a complete, auditable picture of buying behavior.
Walks through a budget monitoring dashboard designed to give finance leaders immediate visibility into companywide expenditures. Describes the typical overview panels — budget vs. actual, supplier activity, and department spend — and how those panels support fast responses to overspending. Explains interactive features that let managers slice by project, region, or vendor to isolate cost drivers and spot anomalies. Discusses how near-real-time data and thresholds enable proactive interventions before budget overruns escalate. Recommends governance practices and data sources required to keep the dashboard accurate and actionable for both finance and procurement stakeholders.
Overviews InetSoft’s expense reporting solution with emphasis on scalability and enterprise deployment patterns. Covers how the solution supports standardized expense capture, approval workflows, and integration to ERP/payables to shorten reconciliation cycles. Explains license and feature choices that help organizations avoid overpaying for unused capacity while still supporting large user bases. Points out the reporting and auditing features that reduce expense fraud and accelerate reimbursement processes. Offers guidance on pairing expense systems with dashboards to track corporate travel, T&E categories, and policy compliance trends.
Targets budget analysts and catalogs the KPIs and analytics needed to manage organizational budgets effectively. Highlights metrics such as budget compliance rate, planned vs. actuals, and burn rate, explaining how each reveals different kinds of financial stress or discipline. Describes analytical techniques — variance analysis, trend decomposition, and scenario modeling — that help analysts recommend corrective actions. Advises on how to present findings to nonfinancial stakeholders so they understand spending implications and can adjust behavior. Emphasizes the importance of automated data collection and easy self-service exploration to accelerate routine budget reviews.
Focuses on FinOps practitioners and the metrics used to measure cloud and infrastructure expenditures. Explains how to break down cloud spend by team, service, and environment to reveal optimization opportunities and chargeback possibilities. Covers KPIs such as cost per workload, unused capacity, and cost trend per service, and shows how dashboards help track optimization programs over time. Discusses integrating billing data from multiple cloud providers and combining it with usage telemetry for richer insight. Recommends governance levers — tagging, reservations, and rightsizing — that appear in the dashboards as levers for cost reduction.
Gives marketing teams practical approaches and tools for monitoring campaign spending and budget adherence. Details how to structure dashboards that compare planned spend to actuals across channels (paid, organic, events) and measure ROI per campaign. Shows how to combine ad platform reporting with internal cost allocations to measure true return on ad spend and lifetime value. Explains common pitfalls—lagged conversions, mismatched attribution windows—and how reporting design can mitigate them. Offers tactics for quickly reallocating funds between programs when dashboards reveal underperforming investments.
Introduces a set of KPI chart types that make budgeting and budget oversight clearer and more persuasive. Discusses which visual forms (waterfall, variance bar, burn-rate line) are best suited to communicating planned vs. actuals, runway, and category breakouts. Explains how to design charts to surface the right context — seasonality, one-time items, and forecast adjustments — so leaders make better decisions. Reviews how interactive parameters let users generate multiple report versions for stakeholders with different levels of detail. Finishes with practical tips on setting thresholds and annotations so charts tell the spending story without misinterpretation.
Presents a financial reporting dashboard template focused on key operating metrics that drive profitability. Highlights core ratios—operating expenses as a percentage of revenue, gross margin by product line, and cost per unit—that reveal where spending pressures are concentrated. Describes how drilldowns by department, region, or product enable managers to identify and act on efficiency opportunities. Emphasizes combining ledger data with operational measures (headcount, production volumes) to avoid misleading conclusions. Advises on how to establish targets and monitor remediation progress through scheduled dashboard reports.
Explains how procurement operations analysts use spend analysis to reduce unpredictable or wasteful purchasing behavior. Covers categorization, supplier consolidation, and trend detection techniques that expose opportunities for volume discounts and better contract terms. Details dashboards and KPIs that help procurement demonstrate savings and compliance improvements to leadership. Discusses combining purchase-to-pay data with inventory and consumption signals to align buying patterns with operational demand. Recommends iterative analyses and stakeholder engagement to convert insight into lasting procurement discipline.
Focuses on project operations and the financial metrics project teams need to manage costs and timelines. Describes typical project finance measures — planned vs. actual spend, cost performance index, and forecasted-to-complete — that keep capital and operational projects on track. Shows how dashboards enable PMOs to surface cost overruns early and reallocate resources or scope to protect delivery. Discusses integrating time-entry, procurement, and contract milestones into a single view for accurate project costing. Offers recommendations for cadence and governance so financial signals translate into timely project decisions.