Custom dashboards
Custom Views let you compose dashboards that answer your questions — assembled from widgets, saved, and shared with your team.
Creating a view
Section titled “Creating a view”- Go to Custom Views and create a view.
- Add widgets — each one has a type, a size (compact ⅓ / standard ½ / full width), an optional custom title, and its own settings.
- Arrange and save. The view is available to your organization.
Widget types
Section titled “Widget types”| Widget | Shows |
|---|---|
| KPI tile | A single headline number (spend, waste, forecast, savings…). |
| Bar / Line / Donut | Spend broken down by the dimension you choose. |
| Leaderboard | Top-N lists — services by cost, recommendations by savings, and more. |
| Findings | Live findings for the current scope. |
| Monthly forecast | The projection with its confidence range. |
| SQL query | The result of your own query — see SQL queries. |
| Tax summary | The tax portion of spend. |
| Scheduled reports | Recent report sends. |
Date range behavior
Section titled “Date range behavior”Widgets follow the global date range by default, so the whole view moves with the top-bar picker. Any widget can instead pin its own fixed period (7/30/90/180/365 days) — its badge shows which mode it’s in.