Dashboard KPIs - ClearSpend

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

Dashboard KPI cards showing Total SaaS spend, Average Monthly Spend, and Upcoming Renewals — The three dashboard KPI cards: Total SaaS spend, Average monthly spend, and Upcoming renewals.

The three KPI cards

KPI	What it shows
Total SaaS spend	Cumulative SaaS spend over the selected window. Non-SaaS spend is shown as a separate callout below the card and is not included in this total.
Average monthly spend	Mean monthly SaaS spend across the selected window, with a trend indicator vs. the prior period. Non-SaaS is excluded.
Upcoming renewals	Count 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.

Source	Counts 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. If the type is Non-SaaS, they 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.