Understanding the Dashboard

Your contract overview at a glance

The dashboard shows you the most important metrics and trends about your contracts – all on one page.

Dashboard – KPI tiles and charts

KPI tiles

At the top you see four tiles with key figures:

Dashboard – KPI tiles detail
Tile Description
Active contractsNumber of contracts with "Active" status
Monthly costsSum of all monthly costs, converted to your default currency
Expiring soonContracts expiring within the next 30 days
CategoriesNumber of categories in use

Charts

Dashboard – Charts and diagrams

Below the tiles you find three charts:

  • Cost distribution (Pie Chart) – Shows how your costs are distributed across categories
  • Cost trend (Bar Chart) – Monthly costs over the last 12 months
  • Liquidity forecast – Planned expenses for the coming months based on contract terms

Purchase/Sale view

If you have entered a sale price for contracts, the dashboard also shows the margin – the difference between your purchase costs and sale prices.

Tip: All amounts are automatically converted to your default currency. Exchange rates are updated daily from the ECB. You can change the default currency under Settings → General.