The Dashboard is where your Admins and Finance users monitor your payment status and account health.
It consists of 3 sections:
- Account balances
- Workspace statistics
- Application and Spend overview
Continue below to see the breakdown of what each section does!
Account balances
This is where you can check the total credit you have in your account as well as those that are already committed towards future payments and the remaining amount available.
Click here to learn how to interpret these numbers further.
Workspace statistics
Here you see 4 main numbers for your workspace:
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Applications
The number of active applications in your workspace.
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Total spend this month
The total amount of spending in the current natural month.
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Expected spend
The amount of spending expected for the current calendar month. In other words, if you want to know how much more you are going to spend until the end of the month, you can do so by subtracting the Total spend from the Expected spend.
The Expected spend generates its estimate based on the budget amounts and payment frequencies you defined for each application.
-
Rewards earned
The amount of reward points you have earned but not yet claimed. Note that you can start claiming the rewards 30 days after the transaction date, and you have one year to claim them before they expire. More info can be found here.
Application and Spend overview
This section is made up of 4 boxes that give you quick status report for your payments and applications:
In the Applications box, you can check the upcoming payments expected that day, as well as those scheduled in the following 14 days:
In Recently, you can see all the recently added applications and their budget details:
If Approval flows are turned on for your workspace, you will also see:
- Requested: a list of newly requested applications
- Requested changes: a list of requested budget changes for existing applications
Admins can then click into the applications and resolve the requests.
The Spend Analysis box allows you to see see the Historical spend in the past 6 months:
Hovering on each bar, you will see the breakdown of your spend:
- Software: spends made to software vendors
- Others: spends made to non-software vendors
- Uncategorised: spends made to vendors that are not yet identified by Cledara yet
In Spend Breakdown, you can check the top spender users, the amounts spent by each team as well as the amount spent on each application over the last 30 days: