Spending: see your rental costs and trends

3 min read

Available now on Beta. This feature is in beta testing and will roll out to everyone soon.

What is this?

The Spending tab turns your rentals into a cost picture. See total rental spend, how it trends over time, and how it breaks down across your business. It answers "what are we spending on rentals" without a spreadsheet.

Rentals Spending tab for September with total rental cost, number of rented assets and the spend trend

Who's this for?

Equipment managers, to track what the company spends on rented equipment.
Project managers, to see the rental cost of each project.
Finance and accounting, to review rental spend by vendor, project or month.
Executives, to watch rental cost trends across divisions and regions.

How to use it

Step 1: Open the Spending tab

Go to Rentals, then the Spending tab. You see total rental cost, a historical spend chart, and a breakdown table.

Spending tab filters panel for affiliated organization, project, vendor and asset type

Step 2: Filter to what matters

Use Data Structure, Filters, and the date range to focus on a division, region, or time window. The chart and totals update to match.

Data Structure menu on the Spending tab for choosing to group rental costs by region, project, vendor or asset type

Spending tab grouped by region and project, with the cost chart, spend trend and breakdown table updated

Spending tab date picker for choosing a month or a full year of rental costs

The full details

Where to find it: Go to Rentals, then the Spending tab. If you do not see the tab, ask your Clue admin.
What you see: You see only the rentals your role lets you see.
Rental Spending chart: Shows Total Cost for the period. Switch between Rental Cost and Number of rental assets.
Historical Rental Spending chart: Shows Company Total by default. Pick groups to compare, up to the selection limit shown.
Data Structure: Group costs by your organization levels, Project, Vendor, Asset Category, Asset Type or Asset.
Filters: Narrow the view by affiliated organization, Project, Vendor and Asset Type.
Date range: Pick a month or a full year. The tab opens on the current month. Future dates are not available.
Breakdown table: Lists Units, Rental Cost and Operating Hours for each group, with a Grand Total.
Currency: Costs show in your currency. Clue converts other currencies at the rate on the first day of the date range.
Share and download: Email the report to your team, or download it as a CSV or Excel file. Both use your current filters.

Tips

Group by Vendor to see which vendors take the biggest share of your spend.
Pick a full year to spot seasonal peaks in rental cost.
Switch the chart to Number of rental assets to compare fleet size with cost.
Rows marked Unassigned are rentals with no value for that group. Assign them to get a cleaner picture.
Set your filters before you share or download, so the file matches what you see.