Reports & sharing

Dashboard

The dashboard is the first thing you see when you open a workspace. It gives you a status-at-a-glance view without requiring you to dig into individual sections.

Status cards

CardWhat it shows
VendorsTotal number of vendors in your inventory
OwnerlessVendors with no owner assigned
Pending recommendationsRecommendations waiting for a decision
Urgent recommendationsRecommendations requiring immediate action

Spend cards

CardWhat it shows
Monthly spendTotal software vendor spend in the current month
Annual spendTotal software vendor spend in the trailing 12 months

Savings cards

CardWhat it shows
Pending savingsEstimated savings from approved-but-not-yet-complete recommendations
Accepted savingsActual savings from completed recommendations

For more detail

  • Vendor breakdown → Vendors page
  • Month-by-month spend → Spend → Report
  • AI cost details → AI Usage
  • Recommendation details → Recommendations page
  • Full savings picture → Decisions page or Audit Report