Understand Insights metrics
Understand what a metric includes, the time period it covers, and the records behind it.
Spend metrics
- Exported spend totals invoices exported during the selected period.
- Projected spend (all statuses) uses invoices in the selected period across eligible states, including work that is not yet exported.
- Projected spend (AI-adjusted) applies the displayed projection method to the eligible invoice population.
- AI caught identifies spend held in exceptions under the metric’s current definition.
- Average invoice divides the qualifying amount by the qualifying invoice count.
- New vendors counts qualifying vendors first seen in the selected period.
- Held in exceptions totals the qualifying invoices currently held by the measured exception state.
Open the help icon on a metric to read its current definition before comparing it with another card.
Volume and process metrics
Invoices received counts invoices in the selected period under the displayed scope. Process-health metrics can cover review volume, approval outcomes, processing time, or export results. The exact cards shown depend on the Insights section and available data.
Use approved for an approval decision and exported for a completed export. Do not treat those as the same event.
Compare numbers correctly
Keep the scope, period, section, and currency context the same. A metric’s date can be based on receipt, invoice, approval, or export time, depending on its definition. The percentage under a card compares with the configured prior period; a dash means the comparison is unavailable.
Validate through records
Use the trend and “Spend by” breakdown to understand the total. Open qualifying records when drill-through is available. If the number still looks wrong, contact support with the metric name, section, scope, and period.