Skip to main content
Three summary cards anchor the top of the dashboard and update with the date window you select.

​
The three KPI cards

KPIWhat it shows
Total SaaS spendCumulative SaaS spend over the selected window. Non-SaaS spend (“Others” category) is shown as a separate callout below the card and is not included in this total.
Average monthly spendMean monthly SaaS spend across the selected window, with a trend indicator vs. the prior period. Non-SaaS is excluded.
Upcoming renewalsCount of renewals coming up (with total amount due) and a row of vendor logos. Click View all renewals to jump to the Renewals page.

​
What counts toward KPIs

KPIs only include verified charges from card statement imports or Plaid syncs. Invoice uploads and manually added subscriptions are excluded until a charge confirms them.
SourceCounts in KPIs?
Statement CSV import✅ Yes
Plaid card sync✅ Yes
Invoice or receipt upload❌ No (supporting document)
Forwarded billing email❌ No
Manual subscription (no charge)❌ No
Needs review (invoice-only)❌ No
Approved on Overview without charge❌ No — until charge arrives
If KPI cards show $0 after uploading invoices, that is expected. Import a card statement or connect Plaid to populate totals. See How data enters ClearSpend.

​
SaaS vs. Non-SaaS

Only SaaS subscriptions count toward the KPI totals. Subscriptions in the “Others” category are excluded from all calculations and displayed as a separate reference callout. Subscriptions with a blank or missing category are treated as SaaS by default. See Dashboard — SaaS spend vs. Non-SaaS spend.