Vendor Spend & Discount Dashboard

E-Billing Vendor Spend Dashboard

A centralized e-billing dashboard that consolidates vendor billing data to provide finance and procurement teams with clear visibility into vendor spend, invoices, discounts, and matter-level costs. The dashboard enables real-time spend tracking and vendor analysis, helping teams improve cost control, reduce manual reporting, and make informed financial decisions.

E-Billing Vendor Spend Dashboard

Client Overview

The client is a Canadian professional investment management organization whose purpose is to help provide a foundation upon which more than 22 million Canadians build their financial security in retirement.

Technical Stack

Industry

Services

Region

Canada

Project-size

Non-Disclosable

Company size

Large scale company

Implementation Highlights

Integrated vendor, invoice, payment, and matter data from AWS Athena into Tableau.

Built interactive visuals for vendor spend, discounts, and matter level analysis.

Implemented dynamic filters for date range, business group, phase, vendor, and spend.

Scheduled automated data refreshes for up-to-date reporting.

Challenges & Solutions

Billing data was spread across multiple systems and spreadsheets.

Solution: Consolidated all data into a single Tableau data model using Athena queries.

Limited visibility into discounts and high-cost matters.

Solution: Introduced discount metrics and spend breakdowns by vendor and matter

Manual reporting consumed time and was error prone.

Solution: Automated data refreshes and enabled self service dashboards to improve accuracy and reduce effort.

1000+ Projects Experienced

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8+

Years of Business
Experience

100+

Happy
Customers

15+

Countries with
Happy Customers

100+

Agile enabled
employees

Results & Impact

Key Learnings & Achievement