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Dashboards

View predefined dashboards or customize your dashboard to show data that is of interest to you.
The Client Portal contains predefined dashboards that you can use to view the data. You can also create your own custom dashboards.
The dashboards mainly consist of tiles that display different information such as the data about your preferred statistic, such as the number of invoices, orders, quotes, and so on.
Each tile can have multiple functionalities, for example, they can display data and act as a shortcut. You can also configure the size of a tile and define how data is displayed in certain tiles. If there is no data for a specific tile, a message is displayed in the tile.

Accessing predefined dashboards

You can access the dashboards from the main menu.
To access the predefined dashboards
  1. 1.
    From the main menu, navigate to Analyze and choose Dashboards.
  2. 2.
    Select a dashboard from the Choose a template option. The following predefined dashboards are available:
Dashboard
Description
Finance
This predefined dashboard is available to all users.
Procurement
This predefined dashboard is available to all users.
Software Asset Management (SAM)
This predefined dashboard is available only if you've purchased SAMSimple.
Cloud
This predefined dashboard is available only if you've purchased Cloud Spend Management.

Creating custom dashboards

You can create a new dashboard, customize an existing dashboard, or remove a dashboard. Customized dashboards are displayed in Choose a template menu:
To create a new dashboard
  1. 1.
    On the Dashboard page, select Create New.
  2. 2.
    On the Create New Dashboard page, select New.
  3. 3.
    Provide a name for your custom dashboard and then in Add a tile, choose the tile that you want to add.
  4. 4.
    Select Save.
To customize a dashboard
  1. 1.
    On the Dashboard page, select Edit this dashboard. The dashboard opens in the edit mode.
  2. 2.
    Make changes as necessary.
    • To remove a tile from your dashboard, select Remove. If the tile is too small to accommodate the full button, you'll only see the trashcan icon.
    • To configure a tile, select Configure or the cogwheel icon and then choose the configuration options.
Note: Each tile has different configuration options relevant to the function it serves. You can have multiple instances of the same tile with different configurations (for example: Invoices for last month and Invoices for the last six months).
  1. 3.
    Save your customized dashboard so that it's available in the Choose a template option.
To permanently remove a dashboard
  1. 1.
    On the Dashboard page, select the Edit this dashboard option.
  2. 2.
    Select Delete.
  3. 3.
    Select the checkbox to grant consent.
  4. 4.
    Select Delete to confirm the deletion.

Moving and resizing tiles

After you've added a tile to the dashboard, you can move or resize it. Most of the tiles can be resized from their default size.
You can resize a tile by dragging the tile border. To move a tile, drag the whole tile.