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."