Dashboard Overview

1. Header Actions

Located at the top right of your dashboard, this is your primary way to add data.

• Add subscription: Click the green button to track a new tool manually or via bank upload.

2. Key Performance Stats

At the top of your dashboard, you will find four primary metrics that summarize your workspace activity:

• Monthly spend: Your current recurring costs for the month.

• Yearly spend: Your total projected annual subscription costs.

• Renewals next 7 days: The number of subscriptions scheduled for renewal within the next week.

• Total subscriptions: The total count of active tools tracked in your workspace.

3. Sidebar Navigation

Use the sidebar to move between different functional areas of Subsight:

• Dashboard: Returns you to your main subscription list and stats.

• Team: Manage team members, roles, and tool assignments.

• Calendar: View your upcoming renewals in a visual monthly layout.

• Settings: Access your Account, Notifications, Billing, and Integrations.

4. The Subscription Table

This list provides a detailed breakdown of every tool in your stack:

• Status Tags: Quickly identify the state of a tool with color-coded labels such as Renewed, Upcoming, Overdue, or Cancelled.

• Renewal: Shows the number of days remaining until the next payment is due.

• Owner: Displays which team member is responsible for managing that specific tool.

• Search: Use the search bar to find specific tools by name.

5. Subscription Details and Actions

Clicking any row in the table opens a side panel with more granular information and management options:

• Cost Analysis: View the Cost per seat and Total cost calculations.

• Manage Renewal: Click Confirm renewal to update the status once a payment is processed.

• Modify or Remove: Access the Edit and Delete buttons at the top of the panel.

• End Tracking: Use the Cancel subscription button to mark a tool as inactive.