spend-analysis

Analyzes transactional spend files and generates Excel workbooks with Pareto, category, and regional charts.

4|2|Updated May 13, 2026
One-click install
npx skills add https://github.com/BoardAI/vallor-plugins --skill spend-analysis-boardai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: spend-analysis
Source: https://github.com/BoardAI/vallor-plugins/tree/main/vallor/skills/spend-analysis
Command: npx skills add https://github.com/BoardAI/vallor-plugins --skill spend-analysis-boardai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, matplotlib, seaborn.

What problem does it solve? Answering "where does our money go" typically takes weeks of manual spreadsheet work. This Skill turns a raw spend file (CSV, Excel, or Coupa export) into a consulting-grade spend analysis with reconciled metrics, data quality documentation, and executive-ready outputs in a single run. ## Core Features & Use Cases - Schema inference and normalization: Automatically maps columns to amount, supplier, category, date, region, and currency semantics, then canonicalizes supplier names, derives categories, and converts currencies to a base currency with logged crosswalks. - Core procurement metrics: Computes total spend, Pareto concentration, HHI/Gini, Top-N supplier share, tail spend segmentation, and time trends, with rigorous self-checks for duplicates, outliers, negatives, and reconciliation against source totals. - Deliverables: Produces a 3-sheet Excel workbook (Data Overview & Quality, Analysis & Strategy, Executive Summary) plus separate PNG charts (category pie, supplier Pareto, regional bars) and a methodology file. - Use Case: A CPO receives a Coupa export of 24 months of transactions and needs a board-ready view of category mix, supplier concentration, and quantified savings opportunities before the next sourcing cycle. ## Quick Start Run a spend analysis on my file coupa-export.xlsx using EUR as the base currency and a 24-month lookback window.

Frequently Asked Questions about spend-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I run a spend analysis on a CSV or Excel file?

Point the Skill at your spend file, for example a CSV or Coupa export, and optionally specify a base currency and lookback window. It profiles the data, normalizes suppliers and categories, computes core metrics, and delivers an Excel workbook with charts.

What file formats does spend analysis support?

It accepts CSV files, Excel workbooks (.xlsx), and Coupa exports. If you point it at a folder, it lists candidate files and uses the most recently modified relevant one or asks you to choose.

What charts and outputs does the spend analysis produce?

It generates a 3-sheet Excel workbook covering data quality, analysis and strategy, and an executive summary, plus three separate PNG charts: a category spend pie chart, a supplier Pareto chart, and a regional spend bar chart, saved alongside a methodology file.

How does spend analysis handle multiple currencies?

It converts all transactions to a base currency using your configured FX source, logs the FX rates applied, and discloses currency handling in the Data Overview sheet. You can set the base currency via the --currency flag or your saved preferences.

Can spend analysis handle very large spend files?

Yes. For files over one million rows it still processes the full dataset for metrics, using chunked reads and categorical dtypes to manage memory, and documents the data size and processing approach in the output.

What happens when the spend data has quality issues?

It runs checks for duplicates, negative amounts, outliers, missing keys, and date integrity, then documents issues with confidence levels. If critical checks fail, it halts deep dives, surfaces data gap guidance, and proceeds with a high-level framework only.