365Simple
Learn about the 365Simple dashboard.
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Learn about the 365Simple dashboard.
Was this helpful?
The 365Simple dashboard provides an overview for clients using SoftwareOne’s 365Simple service.
You can access the dashboard by navigating to the main menu of the Client Portal and selecting Cloud tools > 365Simple.
The dashboard provides a single point of access to other areas of the platform, such as invoices and user administration. Through the dashboard, you can also view your billing information, product usage, and more.
The dashboard consists of the following sections:
If you have multiple Microsoft tenants, you'll see an option to switch between tenants.
When you switch tenants, the widget values in the dashboard change accordingly. As tenants are permission-based, you may not see all available customer tenants. Also, widgets like Invoices and Add users are based on permissions. If you are unable to view the sections, contact your administrator to check your permissions.
This widget displays billing cycles from the past 90 days. It will usually contain the last 3 billing cycles, but it may also contain 4 if the billing cycle spans across two months.
If you hover over each billing cycle, you will see the billing date range, currency, subscription breakdown and total amount. Clicking the section opens the My Subscriptions page where you can see more details.
The Product Usage and Top 5 Assigned Subscriptions show information per Microsoft tenant (as noted on the yellow label within each widget). Viewing the usage and subscription assignments per agreement is impossible as the vendor does not support the functionality.
The Product Usage section provides an overview of the active and inactive licenses and highlights opportunities to adjust the use vs. cost ratio. Clicking on the widget opens up 365Analytics.
The Top 5 Subscriptions By Assigned section can be used to evaluate subscription utilization and accompanying costs. Clicking on the widget opens up a full consumption report.
All 365Simple recommendations are provided directly, and articles are written by SoftwareOne experts and backed by data-driven intelligence.
This section provides a quick overview of all requests and incidents reported in the past 90 days including their respective status. Clicking on the widget takes you to the Help and Support page.
This widget provides a quick overview of all subscription changes in the current month, ordered by the biggest license seat count change. If no changes are available, the widget will provide access to the My Subscriptions page.
365Simple customers can also quickly check the latest Microsoft 365 news without leaving the platform. You can narrow down new features by products that are already rolled out, products that are planned, and products that are currently in development.
As 365Simple surfaces data from multiple platform systems, there may be a difference in data refresh rate across the widgets. The table describes each widget and its data refresh rate.
Billing
latest with every page refresh
Recommendations
once a day
Product Usage
once a day
Top 5 Subscriptions by Assigned
once a day
Support tickets
every hour (after page refresh)
Service Articles
latest with every page refresh
Service Review
latest with every page refresh
