How to view and use the spend by billing and shipping country dashboards

Published 02/16/2018 09:19 AM   |    Updated 02/16/2018 09:59 AM

Track and monitor your spend by billing and shipping country with dashboards on insight.com. View and analyze your spend by month, year to date (YTD) or a custom date range. Compare your desired datasets month over month (MoM) or year over year (YoY). Action items allow you to filter results further or export data all within an intuitive, easy-to-use interface.


Step 1: Access your dashboards


After logging in to your insight.com account, within the secondary navigation menu, select Dashboard.


dashboard

Step 2: Ensure dashboard settings are enabled for these widgets


To view the spend dashboard, ensure you have the spend by billing country or spend by shipping country checkbox selected in your dashboard settings. Access your settings by selecting the gear icon to open the settings menu.


dashboard settings


Using the dashboard


This drag-and-drop widget can be placed anywhere on your dashboard. The dashboard will initially populate data from the current year. Data is updated daily.


using the dashboard


Filtering and comparing results on the billing and shipping country dashboards


Select last 12 months or custom action buttons to change the dates of the report. The compare with previous period checkbox will provide you with an additional bar graph of either MoM or YoY results, depending on the date range selected.  


filtering and comparing results


Narrowing down spend by country to display data by month


Selecting the bar graph of a specific country will narrow down spend data into a breakdown by month. Hovering your mouse over a bar graph will display spend details in the selected currency. Use the currency drop-down menu to change your currency view.


narrowing down spend by country


Reporting Dashboard Video

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