Good morning, Sarah
Your team’s spend is under control. Four decisions need your attention.
Live budget data
Total Q4 budget$184,600Sales & Customer Success
Spent to date$101,240Paid and recorded
Pre-spend commitments$29,500Approved before purchase
Reimbursements submitted$12,920Already paid by employees
Available budget$40,94022% remaining
Where the budget stands
Paid spend, approved commitments and employee-paid reimbursements awaiting review
Total Q4 budget$184,600
Spent to date $101,240Pre-spend commitments $29,500Reimbursements submitted $12,920Available $40,940
Employee & requestAmountDateBudgetStatus
My team
Every request, commitment and reimbursement across your 8 direct reports.
Reconciled to Q4 budget
Spent and paid$101,240
Approved before spending$29,500
Awaiting reimbursement$12,920
Total budget used or reserved$143,660 · 77.8%
EmployeeCurrent requestApproved upfrontSpent & paidAwaiting reimbursementBudget impact
ML
Maya LeviEnterprise AE
● SaaStr · $2,180
$5,400$14,200$2,180$21,780 · 11.8%
DC
Daniel CohenSales Director
● North & Vine · £184.60
$4,100$15,840$241$20,181 · 10.9%
EB
Emma BrooksRegional VP
● Offsite · €8,750
$6,500$18,300$3,250$28,050 · 15.2%
TB
Tom BeckerAccount Executive
✓ Certification approved
$3,200$12,700$1,680$17,580 · 9.5%
LH
Lina HaddadStrategic AE
More context needed
$2,800$10,900$1,960$15,660 · 8.5%
NG
Noah GreenCustomer Success Lead
✓ Workshop approved
$3,600$11,500$1,320$16,420 · 8.9%
PS
Priya ShahSolutions Consultant
No open request
$1,900$9,600$1,490$12,990 · 7.0%
AR
Alex RiveraAccount Manager
No open request
$2,000$8,200$799$10,999 · 6.0%
