Overview Tab

The Overview tab is a dashboard that displays the SaaS application’s activity status, days since last activity, and activities over time. The components for the Overview tab are described below.

Overview Tab Data Updates
Application Details Slideout
Overview Tab Features for SaaS Applications that Display Application Usage
Overview Tab Features for SaaS Applications Without Usage Data
Overview Tab Licenses Table for SaaS Applications that Support License Differentiation

Overview Tab Data Updates

Some examples that would cause the data in this page to update in 1 hour include, but are not limited to, the following:

Changing a license definition
Adding or removing users in a HR Roster
Receiving users’ last login

Application Details Slideout

Click the Application Details link in the upper-right corner of the Overview tab. An Application Details slideout appears.

The table below explains the functionality of the buttons found on the Application Details slideout.

Application Details Slideout Buttons

Button

Explanation

Edit

Click to edit the SaaS application’s Display Name, Setting Activity Thresholds, Administrator, and Tags.

Deactivate

Click to deactivate a SaaS application that you no longer wish to manage in SaaS Management.

Important:Deactivating a managed SaaS application results in the following:

The managed application is removed from the SaaS Management UI, and the associated integrations are deactivated.
A deactivated application cannot be reactivated from the SaaS Management UI.

The table below explains the Overview information on the Application Details slideout.

Application Details Slideout Terms

Term

Explanation

Display Name

This application name can be edited for a particular application instance (Example: “US Salesforce” and “EMEA Salesforce”).

Associated Application

This is the application name from SaaS Management’s catalog of Managed SaaS Applications.

Activity Threshold

This number defines the number of days before a user is considered inactive to align with your organization’s expectation of SaaS license usage. The default activity threshold is 60 days. You can customize your activity threshold to 15, 30, 60, 90, or 120 days. For details, refer to Setting Activity Thresholds.

Administrator

This field displays the email address of the application administrator who manages the users or usage of the application.

Category Group

This is the top-level category for organizing similar applications within SaaS Management.

Category

This is the second-level category for organizing similar applications within SaaS Management.

Sub-Category

This is the third-level category for organizing similar applications within SaaS Management.

Overview Tab Features for SaaS Applications that Display Application Usage

The table below describes the Overview tab features for SaaS applications that display application usage by enabling the Application Access integration task. For a current list of SaaS applications that support the Application Access integration task, see the App Access column in the Application Task Tracking chart.

Overview Tab Features for SaaS Applications that Display Application Usage

Feature

Description

Application Details

Clicking this link takes you to the Application Details Slideout.

Activity Status

For the selected SaaS application, the Activity status graph shows the total count and percentage of active, inactive, and never active users.

The activity status is calculated based on the user’s last login date and the current threshold listed above the Activity status bar graph. For details, refer to Setting Activity Thresholds.

Activity Status Data Drill Through 

Clicking the green, yellow, or red bars in the Activity status graph or clicking the active/inactive/never active user links takes you to the selected SaaS application’s Users tab. The data table in this Users tab is filtered based on the Activity Status column with the relevant filtered value (active/inactive/never active).

Days Since Last Activity

For the selected SaaS application, the Days since last activity graph shows the number of users whose last login date falls between the preset date range.

The days since last activity date range is calculated based on the user’s last login date and the activity threshold set for the SaaS application. For details, refer to Setting Activity Thresholds.

Days Since Last Activity Data Drill Through 

Clicking the selected last activity date range takes you to the selected SaaS application’s Users tab. The data table in this Users tab is filtered based on the Last Activity date column. The filtered value is based on the selected date range in the graph.
After analyzing user activity in the Last Activity date column, you can reclaim underutilized SaaS licenses by clicking the Reclamation Opportunities tile. For details, refer to Reclaiming SaaS Licenses.

Activities over time

For the selected SaaS application, the Activities over time graph shows over a 30-day, 1-year, or 2-year period the number of active, inactive, and never active users.

When 1 year or 2 years is chosen, each data point will be taken from the first day of each month.

Activity metrics are generated for each day within the past 30 days and for each first of the month before that going back to the oldest active date for a user on the application roster. If no usage events were recorded before a particular date, the active user count would be zero for that day.

For example, your activity threshold is 15 days, and you have someone on the application roster with an active date of June 28, 2019. For every first of the month, for every user, SaaS Management looks at recorded usage events and asks how many of them happened within the past 15 days of the day in question. Each user with a usage event count greater than zero is an active user. When an integration is initially set up and only 30 days of usage events are pulled in, SaaS Management still asks on the first of each month how many recorded usage events happened within the past 15 days. However, no events would be recorded for most of those days, so the active user count would be 0.

Overview Tab Features for SaaS Applications Without Usage Data

The table below describes the Overview tab features for when usage data is not available for a SaaS application. In this scenario, the Application Access integration task cannot be enabled. For a current list of SaaS applications that do not support the Application Access integration task, refer to the empty App Access column in the Application Task Tracking chart.

Overview Tab Features for SaaS Applications Without Usage Data

Feature

Description

Total Users

Depending on the SaaS application, the source for the total number of users comes from the:

Application Roster
SSO Application Roster

Note:SaaS applications that only have an HR Roster task enabled (Example: Human Capital Management (Workday)) will not have a total users count.

Managed Licenses

The number in the Managed Licenses tile equals the total number of licenses created in the SaaS application’s Licenses Tab.

Estimated (Est.) Annual Spend

This is the total annual cost for all the Managed Licenses.

Total Users Over Time

This line chart shows the total users over a 30-day, 1-year, or 2-year period.

Overview Tab Licenses Table for SaaS Applications that Support License Differentiation

The table below describes the Overview tab Licenses Table features for SaaS applications listed in the Managed SaaS Applications screen that support License Differentiation. For a listing of SaaS applications that support License Differentiation, refer to the License Differentiation column in the Application Task Tracking chart.

Overview Tab Licenses Table Features for SaaS Applications that Support License Differentiation

Feature

Description

License Name

This is the SaaS application license name provided by Technopedia or a customer-provided license name if the SKU is not available in Technopedia.

Remaining

Based on the license contract, this column displays either:

The total remaining license seats
“Unlimited” for licenses with an unlimited number of seats.

Assigned

Based on the license contract, this column displays either:

A line graph with the total assigned licenses vs. the total purchased licenses
The total number assigned licenses vs. unlimited. Example: 100/Unlimited. No line graph is displayed.