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LeanData Admin - Usage Dashboard Guide Follow

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Customer Education
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Contents:

 

Overview

The Routing Usage dashboard will give you a simple, easy to understand view of your current usage of LeanData, as compared against your current subscription. This will allow you to know how many Users (Routing) or Connected Calendars (BookIt) are currently being used, the number of records processed, and details around which User Profiles or specific actions you are utilizing.

 

Routing Usage

Navigating the Routing Usage Dashboard

To access the LeanData Usage Dashboard, navigate to the LeanData Tab, then click Dashboard on the left sidebar. This will also be the default page when opening the LeanData Tab.

 

Routing Usage Dashboard

The Routing Usage dashboard will show on the left side of the page and will summarize your usage of LeanData Routing by displaying your Utilized Users, grouped by their SFDC User Profile, as compared to the number of Users allotted in your contract. You will also be able to see the total number of records routed by LeanData.

 

Routing Usage Details Page

Clicking the View Details link will take you to a page that displays additional details around your routing usage. Here you can filter your routing usage details by Object Type, see a table view of which individual Users and Queues have been utilized, filter your views by SFDC Profile, adjust the timeframe (90 days is the default) and also download a CSV that contains your usage details.

 

Routing Usage Definitions

  • Utilized Users - Number of unique Salesforce Users and Queues that have been explicitly assigned to the record owner field (or any custom user field) for any Salesforce object by the LeanData platform.
  • Users in Contract - Number of Salesforce Users and Queues that are allotted in your LeanData subscription. This number will be specified on your current LeanData contract.
  • Actions Taken - a LeanData action taken, such as an assignment, conversion, merge, or record update. A single record may have multiple LeanData actions taken in one pass through a routing graph.
  • Records Processed - total number of times that records have been processed through a LeanData routing graph. A single record can be processed multiple times.

 

Connected Calendars

Navigating to the Connect Calendars Usage Dashboard

To access the LeanData Usage Dashboard, navigate to the LeanData Tab, then click Dashboard on the left sidebar. This will also be the default page when opening the LeanData Tab.

 

Connected Calendars Usage Dashboard

The Connected Calendars Usage dashboard will show on the right side of the page and will summarize your usage of LeanData BookIt by displaying your Connected Calendars as compared to the number of Calendars allotted in your contract. This will be grouped by the SFDC User Profile of the Calendar User.

 

Connected Calendars Usage Definitions

  • Connected Calendars - Number of unique User calendars that have been connected to LeanData BookIt.
  • Users in Contract - Number of User Calendars that are allotted in your LeanData BookIt subscription. This number will be specified on your current LeanData contract.

 

Summary

LeanData's Usage Dashboards give you digestible, color-coded visualizations to quickly reference the number of users or calendars that are being utilized, allowing you to keep track of how close you are to your contract allotments.

 

For additional questions, please open a ticket with LeanData Support.

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