Overview
When you first log in, you’ll see three main cards:
Expenses Card – Sync bank accounts or credit cards to track stack expenses.
Contracts Card – View active contracts, renewal dates, and expected costs.
Products Card – Manage products or services and organize them by category.
Click any card to navigate directly to its feature.
Additional Dashboard Sections
Quick Overview Boxes – Show current month contract values, expense differences from the previous month, and total spend.
Upcoming Renewal Notices – Displays the number of contracts renewing soon.
Alerts and Insights – Highlights upcoming renewals, expenses, and other important alerts (click to view details).
Quick Actions – Add products, users, contracts, or financial accounts instantly.
Stack Breakdown – View costs by category for the past 12 months, last month, or custom dates. You can export this data for different time ranges.
Important Dates Calendar – Color-coded:
Blue – Payment Dates
Orange – Notice Periods
Red – Expiration Dates
Neon Green – Today’s Date
Below the calendar is a row view with details for upcoming events.