Findings Hub
Every optimization finding across licensing and consumption, ranked by value. Each links to its evidence.
The committed value exceeds active seats, enabled add-ons, and projected credit spend plus a buffer. The gap is the defensible reduction at renewal.
Owned-but-unused licenses and add-ons across every cloud. Swap-eligible lines can be reallocated to needed products.
Lines running near or over entitlement create true-up risk at the next audit. Remediate proactively.
Paid sandboxes (Partial and Full Copy) sitting idle. Release or downgrade to recover the spend.
Data, file, or API usage is projected to exceed edition entitlements. Address before a forced purchase.
Salesforce tends to reset discount toward list at renewal. Holding the current discount avoids this annual increase.
The support tier costs a share of net spend the case volume may not justify. Model a downgrade.
Lines discounted below the p50 for your spend tier. Bringing them to median discount is the primary price lever.
Users with no login in 90 or more days, excluding API-only accounts. These seats can be reclaimed at renewal or deprovisioned now.
Lines with no annual uplift cap compound over a multi-year deal. A 7% cap protects against list-price catch-up.
Full-tier seats with low feature usage can drop an edition. Right-size to the edition the activity supports.
Full Sales Cloud users with low activity and basic permission sets. Downgrading to Platform captures the price gap per seat.
Some agents burn credits on looping and failed conversations that never resolve. Tuning the worst agents recovers this spend.