Level Overviews
The Level Overview tabs provide hierarchical visibility into spend categories. Each level offers progressively more granular insights, moving from major category groups down to item-level details.
📂 Level 2 Overview
The Level 2 Overview tab focuses on major spend categories beneath the top-level hierarchy. It helps you understand how spend is distributed across key category groups and which categories are growing or declining.
| Action | Description |
|---|---|
| Compare spend | Analyze spend distribution across major categories. |
| Identify high-impact groups | Find categories that significantly affect the budget. |
| Spot trends | Identify growing or declining category groups. |
| Drill down | Navigate to Level 3 for deeper insights. |
📂 Level 3 Overview
The Level 3 Overview tab provides visibility into sub-categories within major spend areas. It enables comparison across similar sub-categories and helps surface anomalies or performance gaps.
| Action | Description |
|---|---|
| Analyze sub-categories | Review performance within major category areas. |
| Identify outliers | Spot unusual changes or spending anomalies. |
| Focus analysis | Narrow down to specific sub-categories of interest. |
| Drill down | Navigate to Level 4 for item-level details. |
📂 Level 4 Overview
The Level 4 Overview tab delivers the most granular view of spend data. It focuses on item-level or SKU-level records, enabling precise validation of insights identified at higher levels.
| Action | Description |
|---|---|
| Review item-level details | See spend at the most granular level. |
| Validate findings | Confirm insights discovered in higher-level tabs. |
| Identify optimization targets | Find specific items for cost reduction actions. |
🔗 Hierarchical Filtering
The Level tabs use intelligent auto-filtering to maintain context as you drill down through the taxonomy:
- Level 2: Auto-filters by the top Level 1 category.
- Level 3: Auto-filters by top Level 1 and Level 2 categories.
- Level 4: Auto-filters by top Level 1, Level 2, and Level 3 categories.
Note
You can override these auto-filters at any time to explore different category paths manually.
🔄 Recommended Navigation Flow
To perform a complete root-cause analysis, follow this logical progression:
- Spend Overview: Start here for the big-picture "Top-Down" view.
- Level 2: Navigate here to explore major category groups.
- Level 3: Drill into this level for sub-category analysis.
- Level 4: Validate specific item-level records and SKUs.
- Spend Details: Use this tab for final transaction-level confirmation.
Next Step: Once you have isolated a category for optimization, would you like to review the Spend Performance Guide to identify savings opportunities?