Configurations

Modules, analytics categories and portal menus — everything that shapes the navigation and the module analytics pages.

Modules

Every enabled module appears as its own main menu with an Executive Analytics landing page. Adding a module here creates that menu automatically.

All modules

Insight — configuration

Menu / module name

Vendor

Group

Owner

Cost center

Account reference

Status

Billing cycle

Currency

Monthly cost

Annual budget

Seats / licenses

Contract start

Contract end

Menu order (auto A→Z)

Notes

Show as main menu

File types, sheet mappings and consolidation rules used when importing Insight files.

Accepted file types

Filename period pattern

Consolidation rule

Sheet mappings

CVP summary sheet

Usage count matrix sheet

Cost matrix sheet

Additions sheet

Documents sheet

Miscellaneous costs sheet

Deactivate previous imports for the same periodArchive the original uploaded file

.xlsx · .xls · .csv