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The deal spend view

The spend view is the Spend tab on a deal (agreement/PSA): a read-only spreadsheet-style display of the turnover recorded against the deal's turnover streams, laid out as one sheet per deal-year with a month-by-month grid, a YTD column, and a computed TOTAL row. Nothing is editable here — figures are entered on the separate turnover submission screen.

The tab is visible only to users holding the turnover or figuresEntry role.

The three layouts

  • Group detail (default) — one sheet per turnover stream per deal-year, rows are member companies.
  • Group totals — one sheet per deal-year, rows are streams. Totals count only currency-type streams, so unit-count streams don't distort money totals.
  • <Your company> spend — only the viewer's own company's figures.

Which layouts are offered depends on role: figures users get the two group layouts; non-supplier users get the own-company layout.

Crucially, the group layouts are also enforced server-side: group data is returned only when the site's open group setting is on and the requester holds figures or figuresEntry. Otherwise the backend returns own-company figures regardless of what the screen requests — suppliers and ordinary members cannot obtain other companies' figures from this endpoint.

Controls

  • Hide zero spend — hides rows with a zero YTD (remembered per browser).
  • Projections — swaps in projected figures instead of actuals; shown only when the site enables advanced rebate projections and the viewer holds the projections role (defaults to figures). Projection cells are visually marked.
  • Download — builds a styled multi-sheet Excel workbook of exactly what is loaded, entirely in the browser (no separate export endpoint, so the export always matches the on-screen permissions).

Why does the spend view change unexpectedly

  • Figures appeared/changed for a past month — someone submitted or amended turnover, or an approved amendment was applied; see Entering turnover for who can change past periods.
  • Group layouts vanished — the viewer lost the figures role, or the site's open group setting was turned off.
  • Projection figures moved with no data entry — projections are recomputed from turnover history by a background process; they are derived data. See Deal seasonality and projections.

What the spend view is not

  • Not figures entry — it is read-only; entry happens at /spend/submit?psaID=….
  • Not the group turnover dashboard — that is a separate cross-deal screen with its own (stricter) role fail-closed rules.
  • Not the rebates view — this shows raw turnover; calculated rebates live on the rebates view.