> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Overview of the ClearSpend dashboard — KPIs, spending trend, and widgets.

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

## 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

<Frame caption="Dashboard with KPI cards, spending trend, and widget grid.">
  <img src="https://assets.clearspend.ai/content/videos/introduction.png" alt="ClearSpend Dashboard overview" />
</Frame>

## SaaS spend vs. Non-SaaS spend

ClearSpend splits every transaction into one of two buckets:

| Type               | What it includes                                                                                                                                                                                   | Included in KPIs and charts?                      |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------- |
| **SaaS spend**     | Subscriptions 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 spend** | Any subscription categorized as **"Others"**: hotels, flights, hardware, and anything that isn't software spend.                                                                                   | ❌ No (excluded from all KPIs, charts, and totals) |

<Warning>
  **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.
</Warning>

<Accordion title="What to do if a subscription is miscategorized">
  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.

  <Frame caption="The Edit Subscription pop-over: change the Category field to move a subscription between SaaS and non-SaaS.">
    <img src="https://mintcdn.com/clearspendaillc/UdNhRVY4csAzZgsy/screenshots/edit-subscription-modal.png?fit=max&auto=format&n=UdNhRVY4csAzZgsy&q=85&s=4095c617345c499a4932cbfb6cd6ada1" alt="Edit subscription modal showing category field" width="520" height="557" data-path="screenshots/edit-subscription-modal.png" />
  </Frame>

  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.
</Accordion>

<Note>
  Subscriptions with a **blank or missing category** are counted as SaaS spend by default. Only the **"Others"** category excludes a subscription from calculations.
</Note>

***

## Dashboard sections

<CardGroup cols={3}>
  <Card title="KPIs" icon="chart-simple" href="/features/dashboard-kpis">
    Total SaaS spend, average monthly spend, and upcoming renewals — what each card shows and what counts toward the totals.
  </Card>

  <Card title="Spending trend" icon="chart-line" href="/features/dashboard-spending-trend">
    Trend, Actual Spend, and Reconciliation views — how to read each mode and toggle non-SaaS spend.
  </Card>

  <Card title="Widgets" icon="table-cells-large" href="/features/dashboard-widgets">
    All four widgets, how to show/hide them, and how to customize your layout.
  </Card>
</CardGroup>

## Something wrong?

| Symptom                    | What to do                                                                                       |
| -------------------------- | ------------------------------------------------------------------------------------------------ |
| KPIs show \$0              | No data yet — [Add a data source](/connect/data-sources) or check [Activity](/features/activity) |
| Vendor missing from totals | Category is **Others** — [SaaS vs Non-SaaS](#saas-spend-vs-non-saas-spend)                       |
| Widget missing             | Open **Customize charts** and enable it                                                          |

## Next steps

<CardGroup cols={2}>
  <Card title="Add a data source" icon="upload" href="/connect/data-sources">
    Upload invoices, forward statements by email, or connect an integration to start populating your dashboard.
  </Card>

  <Card title="View subscriptions" icon="list" href="/features/subscriptions">
    Dig into your grouped subscription list with filters, billing cycles, and spend totals.
  </Card>

  <Card title="Track renewals" icon="rotate" href="/features/renewals">
    See every upcoming auto-renewal and act before it hits your card.
  </Card>

  <Card title="Connect integrations" icon="plug" href="/connect/integrations">
    Link [Google Workspace](/connect/google-workspace), [Gmail](/connect/gmail), or [Google Drive](/connect/google-drive) to keep your data fresh automatically.
  </Card>
</CardGroup>