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All Collections Spend Reports & Insights
Use your Spend Trends dashboard
Use your Spend Trends dashboard
Updated over 3 weeks ago

The Spend Trends dashboard offers complete visibility over your company payments.

You can easily improve spending and cash flow management with actionable insights.

Requirements

Please note that in order to view the dashboard, you must:

  • Have funds loaded on your Spendesk wallet

  • Be an Admin, controller, or account owner on Spendesk

Availability (Billing Plans)

Dashboards are available on SCALE & ENTERPRISE billing plans.

You're a STARTER or ESSENTIALS billing plan customer and want to access these dashboards? Time to contact your dedicated Spendesk account manager!

Access to the Spend Trends Tab

To view the Spend Trends dashboard, go to your Homepage and click on "Go to dashboards" and then on the Spend Trends tab.

Available Data on Your Spend Trends Dashboard

You have access to various information on your Spend Trends dashboard:

List of Wallets Included in the Report

Examples include $Company, EURCompany, DKKCompany, etc.

Spend History

Spend history is available for the past weeks or months.

You can edit the date range in the top left corner.

Spend by Team

Find the list of teams on the left of the graph and the impact they have on spending within the company.

Spend by Cost Center

Details of spending by cost center are available in this section.

Money on Cards

Difference Between Budgets Set and Amounts Spent

Spot unused budgets to avoid blocking money on prepaid cards.

Biggest Gap Between Available Funds and Spending

Identify the most unused cards and reallocate funds.

List of Current Funds on Cards vs. Budgets

Dig into current card funds to ensure proper allocation.

Physical Cards with Large Differences

Compare the amount spent vs. the total card monthly budget.

Available Funds by Physical Cards

View team members, their card monthly budgets, available funds, last payments, and average spend per month.

Unused Subscription Cards

Check which cards are blocking funds unnecessarily.

Supplier Spend Optimization

Top Suppliers

  • Top 30 single-purchase card suppliers

  • Top 30 subscription card suppliers

  • Top 30 invoice suppliers

  • Top 30 expense suppliers

Duplicate Subscriptions

Review duplicate subscriptions that may need attention.

Use Your Dashboard

Download Information

Download information anytime by clicking the second button in the top-right corner of the screen.

You can also use Cmd+Shift+D.

Choose your export format (e.g., CSV or PDF) and size (e.g., A0, A4, etc.).

Arrange Dashboard Tiles

You can arrange dashboard tiles in a single column for better visibility.

View vs. Download

Open your data as a PDF file in your browser instead of downloading it.

To do this, select "Open in browser" after choosing the file format.

Update Displayed Information

Update the dates or data by refreshing information using the arrow in the top-right corner of your dashboard.

Download Info from a Specific Board

To include only one graph or analysis in your report, click the button next to the board and select "Download data."

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