The Dashboard (Ctrl+D) is the summary of everything you track. It is built from the items in your list, so it is only as good as the dates, costs and billing cycles you entered (see Add an item: every field explained). Everything is shown in your default currency.
Today's date. Every count of days left, overdue and expiring items is measured from today's date on your device. The date box in the top bar does not change this. To see what will be due on a future date, use the Calendar or the Expiry filter on All Products.
Filters at the top of the page. A search box (name, provider, tags), and drop-downs for All Categories, All Sub Categories, All Status and All Providers. Together they narrow every card and chart below. Reset clears them. If nothing matches you see "No matching data" and a Clear Filters button.
The cards
- Active items. Items whose status is Active.
- Expiring 7 days and Expiring 30 days. Items whose renewal date falls in the next 7 or 30 days, counting today.
- Monthly spend. The monthly cost of everything, in your default currency. Yearly items count as one twelfth of their price. Monthly, one-time and custom items count at their listed price, so keep the billing cycle right.
- Yearly projection. Monthly spend times 12.
- Overdue. Items whose renewal date is already in the past.
- SSL missing. Domains, hosting and SaaS items where the SSL box is not ticked.
- SSL expiring. Items whose recorded certificate expires within your alert threshold (see Set up renewal alerts).
- Privacy off. Domains without WHOIS privacy.
The small number under a card is a hint about change. For Monthly spend and Yearly projection it shows what the items you added in the last 30 days contributed. For Expiring and Overdue it compares with the window before, for example the next 7 days against days 8 to 14. For the SSL and privacy cards it is a rough comparison, so do not read much into it.
Choose which cards appear, and in what order, in Settings → Dashboard.
The widgets below the cards
- Expenditure trend. Spend grouped by when each item was bought (its purchase date, or the date you added it if there is none). It shows the monthly cost of what was bought in each period, not a record of payments, so a yearly renewal does not show up again a year later. Switch between 30d (weekly bars), 90d and 1y (monthly bars).
- Renewal roadmap. What renews in the next 30 days. If there is nothing it says "No renewals in next 30 days".
- Action required. Urgent renewals in the next 7 days.
- Risk & health. Counts of items with SSL missing, Privacy off on domains, and Domain risk states (a domain in Redemption, Pending Delete or Client Hold).
- Notifications summary. How many reminders are Unread and Snoozed, and the Latest reminder.
- Forecast vs actual spend. A trend line with a confidence value (see Spending analytics and savings ideas).
- Provider concentration. Which providers take the biggest share of your spend, for example "Top 3 providers control 71.6% of spend".
- Renewal heatmap (8 weeks). A block per week: darker means more renewals in that week, which helps you spot a crunch.
- Top risk items. The six items with the highest risk score, each with Open, Snooze and Renew Now (see How the risk score works).
- Service inventory. How many items you have per sector.
- Recent activity. The latest changes to your items.
- Analytics & insights. Spending trends and predictions, savings opportunities and a provider cost comparison.
Most widgets have a Details button that opens a full page behind the number: Active items, Renewals, Finance, Providers, Inventory, Notifications, Activity, Insights, Risk and Savings opportunities. Use Details when you need the list of items that make up a total.
Choose which widgets appear, and their order, in Settings → Dashboard. Use the small up and down arrows to move a widget.
If a number looks wrong
- Check the item's Billing cycle and Currency.
- Check the filters at the top of the page, and that your device's date and time are correct.
- Items with no renewal date are left out of every "expiring" and "overdue" count.
- Reload the page to refresh exchange rates (see Currencies and exchange rates).