Dashboard metrics reference
This page is the reference for every Dashboard metric: what it measures, how it is calculated, and how to act on it.
Metric definitions
The dashboard's KPI row shows three small cards:
| Metric | What it measures | How it is calculated |
|---|---|---|
| Invoices Pending | Invoices that are still waiting somewhere in the review workflow. | Count of invoices in non-terminal statuses (Processing, Pending Validation, Pending Approval, On Hold). |
| Avg. Time to Approve | Average time from invoice creation to approval. | Mean of (approved_at minus created_at) across invoices approved in the selected period. |
| Capture Accuracy | How often invoice data is extracted correctly on the first pass. | Share of invoices in the selected period that did not need post-extraction edits to header fields. |
Below the KPI row, two charts show:
- Spend Trend: monthly invoice spend over the selected period.
- Top Vendors by Spend: your highest-spend vendors for the selected period.
Change deltas
Every card shows a percentage change against the same-length previous period.
- Last 30 Days compares against the 30 days before that.
- This Month compares against last month.
- A custom range of 14 days compares against the preceding 14 days.
A positive delta means the metric went up. A negative delta means it went down. Deltas are good for spotting trends. A steady rise in capture accuracy means the agent's first-pass extraction is improving; a spike in invoices pending probably means a reviewer or approver is backed up.
Status breakdown
Below the cards, the Dashboard groups invoices into high-level buckets:
| Bucket | What it includes |
|---|---|
| Past Due | Invoices past their due date that have not been fully processed or paid. |
| Pending | Invoices in various pending states (processing, review, approval, sync). |
| Completed | Fully processed and synced invoices. |
| Error | Invoices with processing or sync errors that need attention. |
How to act on the metrics
Metrics are most useful when they drive action. Here is what to do when a metric surfaces a problem.
Invoices Pending is high
Check whether:
- Approvers know they have pending items. Confirm email notifications are enabled for them.
- An approver is unavailable. Set up an approval delegation so someone else can cover.
- Your approval policies route too many invoices to the same person. Review your policies and distribute the load.
Capture Accuracy dropped
Look into:
- New vendors. Invoices from first-time vendors sometimes extract less cleanly until the agent sees more of them.
- Document quality. Blurry scans, angled photos, or very small text all reduce extraction accuracy.
- New document templates. Vendors that change their invoice layout can throw the agent off until it sees a few in the new format.
Spend Trend is unusually high or low
Look for:
- Potential duplicates. Mod AI flags likely duplicates with a duplicate invoice notice, but reviewing the total sometimes catches one the system missed.
- A single large invoice that is skewing the total.
- Unexpected vendors or unusually large individual invoices.
Combine the date range with these readings. Comparing this month to last month or this quarter to last quarter gives the most actionable view of trends.