Using the Dashboard

Overview

Use this guide to review SaaS spend, usage, alerts, and action items from the Overview dashboard.

Goal

Use the dashboard to identify the license or renewal that needs attention first.

Before You Begin

• Sign in to Liceo.
• Make sure license and usage data has been synced or entered.

Step 1 - Open Overview

1. 1
   Select Overview in the left sidebar.
2. 2
   Confirm the page title says Overview.
3. 3
   Wait for KPI cards and charts to load.

Step 2 - Review dashboard KPIs

1. 1
   Check Total Cost for monthly SaaS spend.
2. 2
   Check Total Licenses for tracked license count.
3. 3
   Check Active Seats for seats currently in use.
4. 4
   Check Unused Seats for potential waste.
5. 5
   Note any KPI that needs follow-up.

Step 3 - Review spend trend

1. 1
   Locate Spend Evolution.
2. 2
   Select 6M, 1Y, or ALL.
3. 3
   Compare spend across the selected period.
4. 4
   Investigate increases by reviewing recent licenses or renewals.

Step 4 - Review usage distribution

1. 1
   Locate Usage Distribution.
2. 2
   Review the utilization percentage.
3. 3
   Compare used seats with unused seats.
4. 4
   Continue to Action Required if unused seats are high.

Step 5 - Open an action item

1. 1
   Scroll to Action Required: Over-Licensed Software.
2. 2
   Review unused seats and potential savings.
3. 3
   Select Review on the highest-impact app.
4. 4
   Check seats, utilization, cost, renewal date, assignments, and owner.
5. 5
   Decide whether to reclaim seats, update data, or keep the allocation.

Step 6 - Use search and notifications

1. 1
   Select Search everything... in the top bar.
2. 2
   Enter an app or vendor name.
3. 3
   Open the matching record.
4. 4
   Select Notifications.
5. 5
   Review renewal or license alerts.
6. 6
   Open the related record and complete follow-up.

Step 7 - Ask the Liceo Assistant

1. 1
   Select Open Liceo Assistant.
2. 2
   Enter a specific question.
3. 3
   Review the guidance.
4. 4
   Select Reset conversation if you need to start over.

Troubleshooting

KPI numbers look wrong

Open Licenses and confirm cost, seat, status, and duplicate records.

Action Required is empty

Confirm usage and seat data exists. Apps without cost or assignment data may not produce action items.

Search does not find a record

Use a shorter search term or open the relevant section directly from the sidebar.