Read the Dashboard
7 min read
Every card, chart, filter, and tab on /dashboard — what each metric means, how the time-range picker works, and how to drill from a chart into the underlying invoices.
What the Dashboard shows
The Dashboard is your at-a-glance financial snapshot. It aggregates approved invoices into KPIs and charts — Pending and Rejected entries are excluded so the numbers reflect committed activity only. Values are converted to your display currency (Settings → General) using daily FX rates.
Tabs
Two tabs at the top of the page: • Dashboard — KPI cards, filters, charts, and a recent-invoices table. • Vendor Tracking — month-by-month vendor view with editable supplier websites, useful for procurement / renewals.
KPI cards
The top row shows summary cards. Each card respects the active filters: • Total Spent — sum of expense invoices. • Invoice Count — number of approved invoices. • Monthly Average — total divided by the number of months in range. • Burn Rate — recent monthly average, used for runway estimates. • Vendor Count — distinct vendors with at least one invoice. • LLM Cost (USD) — what the AI extraction has cost you over the period (visible if Anthropic / BYOK key usage is tracked). • LLM Tokens — raw token usage paired with the cost card.
Filters panel
Below the cards, the filter row drives every chart and the recent-invoices table: • Vendor multi-select — limit to one or more suppliers. • Time Range — Last 12 months, Year-to-date, This month, Last month, This year, Last year, Custom range. • Year + Months — when Time Range = Custom, pick a year and one or more months. • Date range picker — for arbitrary windows that don't align with months. • Include VAT toggle — show gross (with VAT) or net (without VAT) totals across the page.
Charts
Three main charts: • Monthly Trend — line/bar over the selected period showing total spend per month. Hover any point for the exact figure. • Vendor Breakdown (donut) — share of spend by supplier. Switch to compare mode to put a second period side-by-side. • Vendor Comparison (bar) — vendors ranked by total spend in the active period. Clicking a slice or bar drills into the Invoices list pre-filtered to that vendor + period.
Recent invoices table
At the bottom, a compact table mirrors the Invoices list (Date, Vendor, Amount, VAT, Currency, Invoice #, Uploaded, Status) limited to the most recent activity in the active period. Inline Approve/Reject buttons appear next to any Pending row so you can clear the queue without leaving the Dashboard.
Vendor Tracking tab
Switch to Vendor Tracking for a month-focused supplier view. A month selector at the top scopes the table to a single month. Each row shows the vendor, that month's total, the invoice count, and an editable Website field — useful for keeping renewal links handy without opening the vendor detail page.
Plan usage card
If your account is on a paid tier, a Plan Usage card sits at the top-right of the Dashboard. It shows current tier, monthly invoice usage versus quota, and a CTA to upgrade. Hidden on self-hosted or unlimited deployments.
Ready to see it in action?
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