Use Insights
Use Insights to review spend, payments and commitments, and process health for the current company.
Who can do this
Your company role needs company:insights:view. Your company assignment also controls whether you can see all company metrics or only assigned values from one configured dimension.
The Insights navigation item stays hidden when your role does not have access.
Open Insights
- Select Insights in the left navigation.
- Select Spend, Payments & commitments, or Process health near the top of the page.
- Select a period, such as This month, Last month, This quarter, Year to date, Last 12 months, or Custom.
- Use the available scope or breakdown control when you need a narrower view.
- Select Refresh to request the latest values.
The page and browser tab say Insights, even though the browser address uses /dashboard.
Read the cards
The cards shown depend on your company's metric and schema configuration. An enabled company can show cards including Exported spend, Projected spend (all statuses), Projected spend (AI-adjusted), AI caught, Invoices received, Average invoice, New vendors, and Held in exceptions.
Some cards or table rows open a filtered invoice list. That list still applies your ordinary invoice access.
What you should see
The selected section loads metric cards for the current company, period, and Insights scope. Changing company can change the available cards, breakdowns, and values.
If Insights is coming soon
When Insights is not enabled for the current company, the page shows Insights is coming soon. The screen says Clerked is building processing history and that no action is needed.
This state is about the company capability, not your filters. If you expected an active dashboard, ask your administrator or Clerked support whether Insights is enabled for the company.
If something else goes wrong
- If Insights is missing from the navigation, ask an administrator to check your role's Insights permission.
- If the page says the assigned scope is unavailable, ask an administrator to review the Insights scope on your company assignment.
- If the page says Failed to load insights, use the retry control shown on the page.