The Opportunities dashboard contains information about changes made by your clients to their cloud environments. Only Partners (users and Admins) can access this dashboard.

The dashboard contains a number of charts that you can scroll by using the arrow keys. The charts are followed by a List of Opportunities. The list items change based on what you click or select.

Access the Opportunities dashboard using the following path:
Log in as a Partner > Click on the Opportunities icon from the Partner Dashboard or click the Opportunities tab at the top menu.

Use the dashboard to see which services your clients use most (or least) and find opportunities to engage with them.

As a Partner you now have better visibility into your clients cloud environments to assist them to achieve their cost savings goals and to make rightsizing recommendations.

This article contains the following topics:

The Dashboard View

How to use the charts

Create a Category

The Opportunities List

The Dashboard View

The dashboard displays charts separated by the following tabs: Categories, Services, and Customers. Click a tab to see the default charts. The Categories and Services tabs allow you to view categories and services used by your clients. The By Customers tab lists the top ten clients and their use of services and categories.

There are two types of categories:

  • Categories that are mapped to AWS database service categories.
    Note: These are predefined and cannot be changed, edited or deleted.

  • Custom categories that you define. You can create categories based on your requirements. These can be edited to add or delete services, or to delete the category.
    For example: You can create a category to customize for example the types of services the use of EC2 instances that are HIPAA compliant. See To create a Category for more information.
    Note: Clicking on any custom categories (defined by you) will not change the List of Opportunities view. That functionality is available only for the default charts.

How to use the charts

Information on the default charts can be viewed in a number of ways.
Note: Clicking, removing, or changing a selection in a chart changes the information displayed in the List of Opportunities section.

  • Click on a chart group, then hover on a section to view information about it.

  • Click on a section of a pie chart. Information about your selection appears in the updated List of Opportunities.

  • Click the navigation arrows under the chart key to scroll through the key to find an item.

  • Click an item in the chart key to remove that item from the chart view.
    The removed item no longer appears in the list.

  • Click the search box drop-down to display information about one or more items in a category, service. Reset the view by clicking on Clear Filters on the top right of the chart list.

  • Use the date filter to view changes made within a date range you specify. The default date range for the charts is the last 15 days.

To create a Category

  1. Click the Add new Category button to open the dialog.

  2. Add a Name and select one or more Service from the drop-down. The services are grouped by type of AWS category such as Container, Storage, Networking and Content Delivery, and so on. It is easier to find an AWS Service by typing the first few letters to narrow the choices before making a selection.

  3. Click Add Category for the system to begin assembling the data for the new category.

IMPORTANT: Custom categories do not change the list view when clicking a selection or removing an item in the key. That functionality is only available for Default Categories and Services.

Edit or Delete a Category

Note: Only custom categories (that you created) can be edited or deleted.

  1. Click the settings icon on the top right, for any custom category you created.

  2. At the Edit Category dialog, edit the selections (including the Category Name) or click Delete to delete it.

List of Opportunities

The list contains data about which new services were added by your customers within the past fifteen days. You can customize the date range and use filters as described below:

  • Change the date range by using the Date drop-down at the top right of each section.

  • Filter the results by selecting one or more items from the Category, Service, or Client drop-downs. Enter the first few letters to narrow the results.
    The drop down only lists default categories. The list data is filtered by your selections and changes immediately. Selecting a Service may change the options available on the Category filter.

  • Change the list view by removing or adding items to the drop-down.

  • Download the information by clicking the Download List button.

  • Click an opportunity to expand the information. View information such as the Customer name the Category the selected Services type and their spend. The & 4 others displays any custom categories you created where this category also appears.

  • Click Full Usage History or View all other services, to see details on a Usage History dialog for details on Spend and Other Used Services.

  • The Opportunity Spend tab under the Usage History dialog, displays the total spend by each resource flagged in this opportunity.

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