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Your home page: total spend, renewal risk, and trends in one view.

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When to use the dashboard

  • Monday check-in — KPI cards and upcoming renewals widget
  • Board or finance review — spending trend (Trend vs Actual vs Reconciliation)
  • Customize your layout — show only the widgets you need
ClearSpend Dashboard overview

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SaaS spend vs. Non-SaaS spend

ClearSpend splits every transaction into one of two buckets:
TypeWhat it includesIncluded in KPIs and charts?
SaaS spendSubscriptions with a recognized software category (Figma, AWS, Cursor, Slack, etc.). Also includes subscriptions with an empty or blank category (treated as SaaS until classified otherwise).✅ Yes
Non-SaaS spendAny subscription categorized as “Others”: hotels, flights, hardware, and anything that isn’t software spend.❌ No (excluded from all KPIs, charts, and totals)
Non-SaaS amounts are excluded from every number you see on the platform: total spend, average monthly spend, the spending trend chart, the spend-type donut, and all other widgets. If a subscription is in the “Others” category, its cost does not count toward any total.
If you see a subscription that should be SaaS but ended up under “Others” (or vice versa), fix it directly from the subscriptions list:
  1. Go to the Subscriptions page
  2. Find the subscription and click the ⋯ (three dots) menu on its row
  3. Click Edit. A pop-over appears.
  4. Change the Category field to the correct software category (or to Others to exclude it)
  5. Click Update subscription. The change takes effect immediately and the subscription’s amount will start appearing in (or disappearing from) all KPIs and charts.
Edit subscription modal showing category field
Likewise, if a non-SaaS payment (e.g. a hotel booking charged to a company card) was auto-categorized as software, change its category to Others to remove it from your SaaS totals.
Subscriptions with a blank or missing category are counted as SaaS spend by default. Only the “Others” category excludes a subscription from calculations.

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Dashboard sections

KPIs

Total SaaS spend, average monthly spend, and upcoming renewals — what each card shows and what counts toward the totals.

Spending trend

Trend, Actual Spend, and Reconciliation views — how to read each mode and toggle non-SaaS spend.

Widgets

All four widgets, how to show/hide them, and how to customize your layout.

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Something wrong?

SymptomWhat to do
KPIs show $0No data yet — Add a data source or check Activity
Vendor missing from totalsCategory is Others — SaaS vs Non-SaaS
Widget missingOpen Customize charts and enable it

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Next steps

Add a data source

Upload invoices, forward statements by email, or connect an integration to start populating your dashboard.

View subscriptions

Dig into your grouped subscription list with filters, billing cycles, and spend totals.

Track renewals

See every upcoming auto-renewal and act before it hits your card.

Connect integrations

Link Google Workspace, Gmail, or Google Drive to keep your data fresh automatically.