Use your Spend Trends dashboard

The Spend Trends dashboard gives you complete visibility over your company's payments, so you can spot spending patterns and improve cash flow management with actionable insights.

Table of Contents

Before you start
Access your Spend Trends dashboard
What data is available on your dashboard
Customize and export your dashboard
Troubleshooting
Related articles

Before you start

Requirement	Detail
Role	Organisation Owner, Account Owner, Admin, or Controller
Plan	Scale or Premium plan (part of the Spendesk Analytics feature)
Wallet	Funds must be loaded on your Spendesk wallet

👥 Roles: Only Organisation Owners, Account Owners, Admins, and Controllers can view the Spend Trends dashboard.

🔒 Access: The Spend Trends dashboard is available on Scale and Premium plans only.

Access your Spend Trends dashboard

Go to your Spendesk homepage.
Click "Go to dashboards."
Click the "Spend Trends" tab.

What data is available on your dashboard

Your Spend Trends dashboard organizes company spending data (money your company has paid out) into the categories below.

Spend overview

Section	What it shows
List of wallets included in the report	The wallets included in your report, for example $Company, EURCompany, or DKKCompany
Spend history	Your spending over the past weeks or months. Edit the date range in the top-left corner
Spend by team	The list of teams and their impact on company spending, shown on the left of the graph
Spend by cost center (a budget grouping used for tracking spend by department or project)	A breakdown of spending by cost center

Money on cards

Section	What it shows
Difference between budgets set and amounts spent	Unused budgets, so you can avoid blocking money on prepaid cards
Biggest gap between available funds and spending	The least-used cards, so you can reallocate funds
List of current funds on cards vs. budgets	Current card funds, so you can check they're allocated correctly
Physical cards with large differences	The amount spent compared to each card's total monthly budget
Available funds by physical cards	Team members, their card monthly budgets, available funds, last payments, and average monthly spend
Unused subscription cards	Cards that are blocking funds unnecessarily

Supplier spend optimization

Section	What it shows
Top suppliers	The top 30 suppliers for single-purchase cards, subscription cards, invoices, and expenses
Duplicate subscriptions	Duplicate subscriptions that may need attention

Customize and export your dashboard

Click the second button in the top-right corner of the screen to download dashboard information anytime. You can also use the keyboard shortcut Cmd+Shift+D.
Select your export format (for example, CSV or PDF)
Select "Open in browser" instead of downloading to view your data as a PDF directly in your browser.
Click the arrow in the top-right corner of your dashboard to refresh the displayed data.
Arrange dashboard tiles in a single column for better visibility by dragging and dropping them.
Click the button next to a specific board and select "Download data" to export only that graph or analysis.

💡 Tip: Use "Download data" on a single board when you only need one graph or analysis instead of the full report.

Troubleshooting

Symptom: You can't see the "Spend Trends" tab on your dashboards page.

Cause: Your role doesn't have access, or your company's plan doesn't include this feature.

Resolution:

Check that your role is Organisation Owner, Account Owner, Admin, or Controller.
Check that your company is on the Scale or Premium plan.
Contact Spendesk support if you meet both requirements and still can't see the tab.

Symptom: The dashboard shows no data or outdated figures.

Cause: Your Spendesk wallet has no funds loaded, or the dashboard hasn't refreshed recently.