The Dashboard is only visible to Admins and Finance users.
Here’s an example of how your Dashboard would look like:
As you can see there are two main areas on your Dashboard:
- Your account balance indicator and overall view:
Here you can check the total funds you have in your account as well as those that are already committed towards future payments and the remaining amount available. Take a look at How do I check my Cledara balance? to see what these numbers mean.
Other stats such as the total number of applications that you have set up and the rewards earned so far are also shown.
- The summary boxes:
This part gives you a glimpse of the general status of your account.
In the “Applications” box, you can check the closest upcoming payments as well as any failed payments that might have happened.
In the “Recently” box, you can see all the recently added applications, all the newly requested applications, as well as the requested changes to existing applications (note that the last two are linked to the approval flow feature).
The “Spend Analysis” box allows you to check the overall projected account balance of your account as well as the historic expenditure.
In the “Spend Breakdown” box, you can check the top spender users, the amounts spent by each team as well as the amount spent on each application.
