Understanding Your Metrics
The dashboard metrics give you a quantitative view of your AP operations. This page explains what each metric measures, how it is calculated, and how to interpret the numbers to stay on top of your workload.
Metric Definitions
| Metric | What It Measures | How It Is Calculated |
|---|---|---|
| Invoices Processed | Total invoices that completed AI extraction. | Count of invoices that moved past "Processing" status in the selected period. |
| Amount Invoiced | Total dollar value of invoices. | Sum of all invoice totals in the selected period. |
| Pending Approvals | Invoices awaiting approval right now. | Count of invoices currently in "Pending Approval" status. |
| Success Rate | Processing accuracy. | (Invoices processed without errors / Total invoices) x 100. |
Change Deltas
Each metric shows a percentage change compared to the same-length previous period. For example:
- If you are viewing Last 30 days, the delta compares against the 30 days before that.
- If you are viewing This month, the delta compares against last month.
- If you are viewing a custom range of 14 days, the delta compares against the preceding 14 days.
A positive delta (e.g., +12%) means the metric increased. A negative delta (e.g., -8%) means it decreased. Use deltas to spot trends -- a steadily rising success rate means your AI accuracy is improving, while a spike in pending approvals might mean your approvers are backed up.
Status Breakdown
Below the KPI cards, the dashboard shows a status breakdown that groups invoices into high-level categories:
| Status Group | 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, or sync. |
| Completed | Fully processed and synced invoices. |
| Error | Invoices with processing or sync errors that need attention. |
How to Use Your Metrics
Your dashboard metrics are more than just numbers -- they tell you where to focus your attention.
High Pending Approvals
If pending approvals are piling up, consider:
- Are your approvers aware of their pending items? Check that email notifications are enabled.
- Is an approver unavailable? Set up an approval delegation so someone else can cover.
- Are your approval policies routing too many invoices to the same person? Review your policies and distribute the load.
Low Success Rate
If the processing success rate drops, look into:
- Error invoices -- Open the error invoices and check for common issues like poor scan quality, unsupported formats, or incomplete documents.
- New vendors -- Invoices from first-time vendors may have lower extraction accuracy initially. The AI improves as it processes more invoices from the same vendor.
- Document quality -- Blurry scans, photos taken at angles, or very small text reduce extraction accuracy.
Unusual Amount Changes
If the total amount invoiced is significantly higher or lower than expected:
- Look for potential duplicate invoices. Mod AI flags suspected duplicates with a notice, but reviewing the numbers helps catch anything the system may have missed.
- Check if a large one-time invoice is skewing the totals.
- Investigate any unexpected vendors or unusually high individual invoices.
Combine date range filtering with these interpretations. Comparing this month to last month, or this quarter to last quarter, gives you the most actionable view of trends.
Learn More
- Dashboard Overview -- Tour of the full dashboard and its features.
- Invoice Statuses -- Detailed explanation of every invoice status in the system.