Open Dashboard from the MAIN section. Review summary cards and charts before drilling into lists.
3.1 Review KPI Cards
- Open Dashboard from the sidebar MAIN section.
- Review cards for total subscriptions, upcoming renewals, spend, and ownership.
- Use Latest Subscriptions to jump into a record.
3.2 Use Charts and Drill-Down
- Review status, category, and cost distribution charts.
- Click a chart segment or KPI to open the matching filtered list.
Administrators can change which insight cards appear from Settings → Dashboard.