Track, manage, and implement cost-saving opportunities identified in your software portfolio.
Each optimization opportunity moves through a workflow as you review and implement it.
Newly identified opportunities awaiting review.
Currently being evaluated by your team.
Approved for implementation.
Successfully implemented and savings realized.
Dismissed - not applicable to your environment.
Valid but not pursuing at this time.
Track your optimization metrics
The Optimizations dashboard shows key metrics and charts to help you understand your savings potential.
Total Potential Savings
Sum of all identified optimization opportunities
Realized Savings
Savings from completed optimizations
Active Opportunities
Count of optimizations being worked on
Completion Rate
Percentage of opportunities completed
Savings by Category
Pie chart showing savings distribution across categories (Unused, Duplicate, Rightsizing, etc.)
Monthly Trend
Chart showing realized savings over time
Evaluate cost-saving recommendations
Each opportunity card shows key details to help you decide whether to pursue it.
View Opportunity Details
Click on an opportunity to see:
Verify the Finding
Confirm the opportunity is valid for your environment. Check if:
Update Status
Move the opportunity to the appropriate status based on your decision
Types of cost-saving opportunities
Unused Software
Software licenses with no detected usage. Return or reallocate these licenses.
Duplicate Installations
Same software installed multiple times unnecessarily. Consolidate to reduce license count.
Rightsizing
Enterprise editions that can be downgraded to standard without losing needed features.
Renegotiation
Opportunities to renegotiate contracts based on usage data and market pricing.
Find specific opportunities
Use filters to focus on specific types of opportunities.
Filter by Status
Show only New, Under Review, Approved, Completed, etc.
Filter by Category
Focus on Unused, Duplicate, Rightsizing, or Renegotiation opportunities
Search
Search by software name or vendor
Track realized savings
After implementing an optimization, mark it as completed to track your realized savings.
Implement the Change
Uninstall unused software, return licenses, or renegotiate contracts
Mark as Completed
Change the status to "Completed" and enter the actual savings amount
Track in Dashboard
Completed optimizations contribute to your realized savings totals
ROI Tracking
Realized savings are shown on the main Dashboard ticker and in the Optimizations dashboard, helping demonstrate ROI to stakeholders.
Focus on the largest savings opportunities first for maximum impact.
Get buy-in from software owners before removing or downgrading.
Keep notes on why opportunities were approved, rejected, or deferred.
Check for new opportunities weekly as agents discover more data.
Learn more about cost optimization strategies.