Insights

What does the Insights dashboard display?

It provides an overview of key metrics, including spend, user activity, and vendor risk assessments.

How do I access vendor insights?

Navigate to the "Insights" section from the main menu to see vendor performance and risk data.

What is the purpose of the Spend Summary graph?

It shows a monthly breakdown of spending across vendors to help track expenses over time.

How can I analyze user activity for a specific product?

Go to the product insights page and view user metrics, such as active and inactive users.

What does "TTM Spend" mean?

TTM Spend stands for Total Trailing Months Spend, indicating expenditure over the last 12 months.

How do I interpret the user overlap feature?

User overlap shows which users are using multiple similar products, helping identify redundant subscriptions.

Can I customize the insights displayed?

Yes, some insights can be customized by applying filters like date range and product category.

How do I export insights data?

Click the "Export" button on the insights page to download data as a CSV file.

What is the Similar Products feature?

It compares software products used for similar business purposes and shows user overlap.

How do I view team-based product usage?

The product insights section shows usage metrics per team, such as marketing or engineering.

What does "Access Risk" indicate?

Access Risk highlights the potential data security risks associated with a product or vendor.

Can I drill down into monthly spend data?

Yes, click on a month in the Spend Summary to view detailed spending data for that period.

How are insights data updated?

Insights data is updated regularly based on system syncs with vendor and usage data.

How do I check which products have similar use cases?

Use the Similar Products tab to see software options with comparable functionalities.

What metrics are available for license usage?

Metrics include the number of licenses purchased, used, and available for each product.

Can I filter insights by department?

Yes, use the department filter to view insights specific to teams like HR or Sales.

What is the Sentiment analysis feature?

It evaluates user feedback on products to gauge overall satisfaction and usability.

How do I view a product's access risk details?

Click on the Access Risk icon to get a detailed explanation of the risk factors.

What is shown in the Teams distribution pie chart?

It shows how product users are distributed across various departments.

Can I see historical data for vendor spending?

Yes, historical spend data is available under the Spend Summary for trend analysis.

How do I add an insight widget to my dashboard?

Click "Add Widget" and select from available insight options, like spend or risk metrics.

What insights are available for user activity?

Metrics such as last login date, team distribution, and active vs. inactive status are displayed.

How do I use the Compare Users feature?

Click "Compare Users" to see overlapping users across selected products.

Can I get notifications for key insights?

Yes, set up alerts in the notification settings to receive updates on important metrics.

How are user access risks assessed?

Risks are assessed based on data sensitivity, access frequency, and vendor compliance.

What does the Vendor Risk Summary show?

It summarizes the risk level of all vendors based on performance and compliance metrics.

How do I use insights for budgeting?

Analyze historical spend data and forecast future budgets based on current usage trends.

How do I track compliance across vendors?

Use the compliance tracking insights to ensure vendors meet regulatory and contractual obligations.

What are key indicators of overspending?

High license underutilization, user overlap, and redundant products are indicators to watch for.

Can I generate a report for executive review?

Yes, use the reporting feature to create summaries of key insights for leadership.