Usage and billing dashboards

  • Updated

The Usage & Billing dashboards in the Opti ID Admin Center provide a central location to monitor your usage and billing data for all your Optimizely products.

Prerequisites

  • Must have Opti ID.
  • Must have the Super Admin or Billing Admin Opti ID roles.
  • Must have one of the following Optimizely products:
    • Configured Commerce
    • Content Marketing Platform (CMP)
    • Content Management System (CMS)
    • Optimizely Collaboration
    • Optimizely Data Platform (ODP)
    • Optimizely Experimentation
    • Optimizely Opal

View usage and billing data

In the Opti ID Admin Center, go to Usage & Billing. If you have multiple Optimizely products, you must select the correct product tab to view usage and billing data specific to that product.

Filter the data

By default, the dashboard displays usage and billing data for the current year. If you have a multi-year contract, you can adjust this filter to view data from a different contract year. The last time the system refreshed the data displays at the top. Any time you adjust the filters, you must click Reload to apply your new filters.

Click Hide filters to collapse the filters so they do not display on the dashboard.

Download a dashboard

To download the entire dashboard:

  1. Click Dashboard actions > Download.
     

  2. Complete the following fields:
    • Format – Select PDF or CSV.
      • PDF – Generates one file for the entire dashboard.
      • CSV – Generates a file for each tile within the dashboard.

    • Paper Size – Select Fit Page To Dashboard, Letter, Legal, Tabloid, A0, A1, A2, A3, A4, or A5. For more information on A paper sizes, see papersizes.org.

      An additional Orientation option (Portrait or Landscape) displays for Letter, Legal, and Tabloid.
    • Expand tables to show all rows – Select this checkbox to display all rows in each table.
    • Arrange dashboard tiles in a single column – Select this checkbox to display dashboard tiles in a single column.
  3. (Optional) Click Open in Browser to view the results in a new browser tab. This is only available for PDF format.
  4. Click Download.

Similarly, you can download data for a specific dashboard tile:

  1. Click Tile actions > Download data.
  2. Select your desired Format.
  3. (Optional) Expand the Advanced data options section and adjust how to format the data for the download.
  4. (Optional) Click Open in Browser to view the results in a new browser tab. This is not available for all formats.
  5. Click Download.

Reset dashboard filters

To clear the current filter settings and reset to the default filter, click Dashboard actions > Reset filters. The dashboard automatically reloads to display data for the default filters.

Update the time zone

If you want to change the time zone for your dashboard, click Dashboard actions > Each tile's time zone. Select your desired time zone from the drop-down list, then click Update.

Expand dashboard tiles

To expand a tile on a dashboard, click Tile actions > View > Expanded. From the expanded view, use the left and right arrows to scroll through other dashboard tiles.

You can also make the dashboard tiles full screen. Click Tile actions > View > Full Screen. Click Close or press Escape on your keyboard when done.

Full Screen dashboard tile.png

Experimentation MAUs

The Optimizely Experimentation usage and billing dashboards provide a detailed view of your monthly active users (MAUs). You can view the following information that is updated daily:

  • The number of total MAUs your account has used.
  • The number of MAUs your account has left to use.
  • Your projected usage of the total allotment.
  • A graph of your cumulative MAU usage.
  • A table that lists the MAU usage by experiment.
  • A table that lists the MAU usage by project.

Optimizely Opal credits

While you can view usage and billing dashboards for any products listed in the Prerequisites, this section describes the Optimizely Opal usage and billing dashboards and how you can use them to track your Opal credit usage. 

Opal Usage 

The Opal Usage dashboard provides an overview of your credit-based usage to help you stay informed of your Opal credit consumption and manage your credit allocation effectively. The description at the end of the dashboard gives you a short overview of the data. You can view the following data in the dashboard:

  • Credits – The total number of credits allocated. 
  • Credits Remaining – The number of credits remaining after consuming credits from the total number of allocated credits.
  • Credits Used – The total number of credits used.
  • 30 Day Daily Usage – A bar chart with the daily credit usage for the past 30 days. Hover over a bar to view the Usage Date and Credits Consumed on that date. Use this to track your credit consumption per month.
  • 30 Day Balance History – A line chart with the credit balance history for the past 30 days. Hover over the line to view the Date, the credit Balance on that date, and the Change in your balance compared to the previous day. Use this to track daily changes in your credit balance to support improved planning.  
  • Contract Details – The details of your Opal credits allocation, including the following data:
    • Credit Allocation Date – The date on which your credits were allocated by Optimizely.
    • Expiry Date – The date on which your credits expire.
    • Credits – The total number of credits allocated.
    • Credits Remaining – The total number of credits remaining after usage.

    • Source – The type of credits allocated (Paid, Monthly Free, and Bonus).

      If additional credits are allocated during your contract period, each batch is displayed in a separate line, helping you track usage across multiple allocations easily.  

Opal User Usage

The Opal User Usage chart displays the total number of Opal credits consumed by each user account in your organization. Use this chart to identify high-usage accounts, monitor consumption trends, and optimize resource allocation based on usage patterns.

Opal Product Usage

The Opal Product Usage chart displays the sum of your Opal credits consumed across each Optimizely product. Use this chart to monitor Opal credit usage and optimize credit allocation of individual products. 

Optimizely Reporting for Opal

You can view Opal agent usage by using Optimizely Reporting for Opal. The Opal Agent Usage dashboard displays a table that lists the agent IDs (@names) in your product instances and the total number of credits each agent consumed. 

Enable billing notifications for Experimentation, CMP, and Optimizely Opal

For Optimizely Experimentation, Content Marketing Platform (CMP), and Optimizely Opal only, you can contact your Optimizely Customer Success Manager (CSM) to enable billing notifications for specific users in your organization to help track your application usage throughout the month and prevent additional charges.

  • Experimentation – Notifications are sent when your application usage hits 25%, 50%, 75%, 100%, and every 10% beyond 100% of your allotted usage.
  • CMP – Notifications are sent when your application usage reaches 80%, 100%, and over 100% of your allotment.
  • Optimizely Opal – Credit usage notifications are sent monthly. An additional notification is sent if your application usage exceeds 100% of your allotment, and continues to be sent monthly as long as your application usage is over 100%. 

 These notifications do not prevent you from exceeding your allotted usage; they just make it easier for you to monitor your usage.