Dashboard Overview
The dashboard is your command center -- a real-time overview of your AP operations. It gives you an at-a-glance picture of how invoices are flowing through your system, what needs attention, and how your team is performing.
Accessing the Dashboard
Click Dashboard in the left sidebar. The dashboard loads with data for your current entity and the default date range.
KPI Cards
At the top of the dashboard, four key performance indicator (KPI) cards summarize your AP activity for the selected period:
| KPI | What It Shows |
|---|---|
| Invoices Processed | Total number of invoices that completed AI extraction in the selected period. |
| Amount Invoiced | Total dollar value of all invoices in the selected period. |
| Pending Approvals | Number of invoices currently waiting for approval. |
| Processing Success Rate | Percentage of invoices processed without errors. |
Each KPI card also shows a change delta -- a percentage comparing the current period to the same-length previous period. For example, if you are viewing the last 30 days, the delta compares against the 30 days before that. A positive delta means the metric increased; a negative delta means it decreased.
Date Range Filtering
Use the date range filter to control which time period the dashboard displays. You can choose from presets or set a custom range:
- Today
- Last 7 days
- Last 30 days
- This month
- Last month
- This quarter
- This year
- Custom -- Pick any start and end date.
When you change the date range, all KPI cards and charts update to reflect the selected period.
Multi-Entity Selection
If you have access to multiple entities, use the entity selector at the top of the dashboard to choose which entities to include in the view. You can select one entity, several, or all of them to get a consolidated picture across your organization.
AI-Generated Insights
Below the KPI cards, the dashboard includes AI-powered observations about your AP operations. These insights highlight trends, anomalies, and areas that may need your attention. For example:
- "Invoice volume is up 23% compared to last month."
- "5 invoices have been pending approval for more than 7 days."
- "Processing error rate has increased -- review recent error invoices."
The insights are generated based on your data and update each time the dashboard loads.
Check the dashboard daily to stay on top of pending approvals and processing errors. A quick glance at the KPI cards and insights can help you catch issues before they become problems.
Learn More
- Understanding Your Metrics -- Detailed breakdown of each metric, how it is calculated, and how to use it.