

# Dashboards for sales operations
<a name="sales-operations"></a>

AWS Marketplace provides multiple dashboards to help you track your sales data.

**Topics**
+ [Agreements and renewals dashboard](agreements-renewals-dashboard.md)
+ [Usage dashboard](usage-dashboard.md)

# Agreements and renewals dashboard
<a name="agreements-renewals-dashboard"></a>

This dashboard provides information about agreements and renewals within 24 hours of signing an agreement in AWS Marketplace. This dashboard can help you track expiring subscriptions.

To open the dashboard, start the AWS Marketplace Management Portal, choose the **Insights** tab, and then choose **Sales operations**.

**Topics**
+ [Section 1: Controls](#agreements-renewals-dashboard-controls)
+ [Section 2: Select date category](#agreements-renewals-dashboard-select-date-category)
+ [Section 3: Metrics](#agreements-renewals-dashboard-metrics)
+ [Section 4: Subscription trends](#agreements-renewals-dashboard-subscription-trends)
+ [Section 5: Breakdowns](#agreements-renewals-dashboard-breakdowns)
+ [Section 6: Granular data](#agreements-renewals-dashboard-granular-data)

## Section 1: Controls
<a name="agreements-renewals-dashboard-controls"></a>

This section provides filters to refine your agreement and renewal data. You can select from the following filters.

**Note**  
For more information about filtering, see [Filtering data on Quick](https://docs.aws.amazon.com/quicksight/latest/user/adding-a-filter.html) in the *Quick User Guide*.

### Control descriptions
<a name="agreements-renewals-dashboard-controls-descriptions"></a>


| Control name | Description | 
| --- | --- | 
| Subscriber AWS account ID | The ID of the account that subscribed to the product. | 
| Subscriber company name | The name of the account that subscribed to the product. | 
| Offer ID | The identifier for the offer that the buyer signed. | 
| Offer visibility | Whether the offer is a public, private, or an enterprise contract offer. | 
| Offer Set ID | The identifier for the offer set associated with the offer. | 
| Agreement ID | A unique agreement data feed reference for the agreement signed between a proposer and an accepter to start using a product. | 
| CPPO flag |  A yes/no flag indicating whether an agreement was made using a channel partner private offer. If yes, the seller of record is the channel partner. If no, the seller of record is the software manufacturer (independent software vendor).  | 
| ISV AWS account ID |  The account of the product or service owner.  | 
| ISV company name |  The business name of the product or service owner.  | 
| Legacy product ID | The legacy unique identifier for the software product. | 
| Product title | The title of the product. | 
| Resale authorization ID |  The ID of the resale authorization provided by the ISV to the channel partner.  | 
| Resale authorization name | The name of the resale authorization provided by the ISV to the channel partner. | 
| Reseller AWS account ID | The ID of the account that purchased a product or service at wholesale from an ISV to resell to a customer. | 
| Reseller company name | The business name of the reseller account authorized to sell a software manufacturer's product. | 
| Subscriber country | The two-character country code associated with the account subscribed to the product. | 
| Subscriber state or region | The billing address state or region associated with the account subscribed to the product. | 
| Subscriber city | The billing address city associated with the account subscribed to the product. | 

## Section 2: Select date category
<a name="agreements-renewals-dashboard-select-date-category"></a>

This section of the dashboard provides filters to refine records based on the agreement end date, agreement ending period, or agreement start date for a specified date range. The filter selected within the select date category updates the data displayed in the metrics, trends, breakdowns, and granular data sections.

For information about recently signed agreements, you can filter by agreement start date. If you're interested in learning about agreement renewals, you can filter using the agreement end date.

## Section 3: Metrics
<a name="agreements-renewals-dashboard-metrics"></a>

This section of the dashboard displays a key performance indicator (KPI) to visualize a comparison of key agreement data. A KPI is displayed for the number of active agreements and number of ended agreements. You can update the date range by updating the date criteria in the Select date category field.

## Section 4: Subscription trends
<a name="agreements-renewals-dashboard-subscription-trends"></a>

This section of the dashboard provides subscription trends for a specified date range. You can view the trends by a specified date aggregation—such as daily, month-over-month, quarter-over-quarter, or year-over-year—to gain insight into agreements. The agreement and renewal trends information is available at an aggregate level.
+ **Subscription trends** – Provides a snapshot of the number of active agreements and number of ended agreements based on the selected date aggregation filter and selected date category filter. To view subscription trends for agreement start dates, you can select **Agreement start date** in the **Select date category** filter. To view subscription trends for agreement end dates, select **Agreement end date** in the **Select date category** filter. 
+ **Renewal breakdowns** – Provides a snapshot of renewals that have either ended or are about to end in a specific number of days. You can view renewal breakdowns for several time periods, such as agreements that ended one to 30 days ago, 31 to 60 days ago, or more than 60 days ago. You can also filter on agreements that are about to end in zero to 30 days, 31 to 60 days, and so on. 

## Section 5: Breakdowns
<a name="agreements-renewals-dashboard-breakdowns"></a>

This section of the dashboard provides you with metrics for your business across company names for active subscribers, ISVs, and resellers. You can view the number of agreements IDs, ended agreement IDs, offer IDs, renewed agreement IDs, and subscribers.

## Section 6: Granular data
<a name="agreements-renewals-dashboard-granular-data"></a>

This section of the dashboard shows granular data for agreements, offers, products, proposers of the agreement, subscribers, resale authorizations, resellers, and ISVs. 

**Note**  
For more information about how to export and download data from a Quick table, see [Exporting data from visuals](https://docs.aws.amazon.com/quicksight/latest/user/exporting-data.html) in the *Quick User Guide*.

### Granular data descriptions
<a name="agreements-renewals-dashboard-granular-data-descriptions"></a>


| Column | Description | 
| --- | --- | 
| Subscriber company name | The name of the subscriber's company. | 
| Subscriber AWS account ID | The ID of the account that subscribed to the product. | 
| Subscriber email domain | The email domain associated with the account that subscribed to the product. For example, if the email address is liu-jie@example.com, the entry is example.com. | 
| Subscriber country | The billing address country associated with the account that subscribed to the product. | 
| Subscriber state or region | The billing address state associated with the account subscribed to the product. | 
| Subscriber city | The billing address city associated with the account that subscribed to the product. | 
| Subscriber postal code | The billing address postal code associated with the account that subscribed to the product. | 
| Product title | The title of the product. | 
| Product ID | The friendly unique identifier for the software product. | 
| Legacy product ID | The legacy unique identifier for the software product. | 
| Offer name | The seller-defined name of the offer. | 
| Offer ID | The identifier for the offer that the buyer signed. | 
| Offer visibility | Whether the offer is a public, private, or an enterprise contract offer. | 
| Offer Set ID | The identifier for the offer set associated with the offer. | 
| Agreement ID | A unique agreement data feed reference for the agreement signed between a proposer and an accepter to start using a product. | 
| Agreement start date | The date that the customer's product subscription starts, formatted as MM-DD-YYYY. This date could be different than acceptance date if this is a future dated agreement. | 
| Agreement acceptance date | The date when the customer subscribed to the product, formatted as MM-DD-YYYY. | 
| Agreement end date | The date when the contract expires, formatted as MM-DD-YYYY. For metered/pay-as-you-go subscriptions, this date is set to JAN-1-9999. | 
| Status | The current status of the agreement. Supported statuses include: [\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/marketplace/latest/userguide/agreements-renewals-dashboard.html)  | 
| Agreement Term Types |  The types of terms associated with and accepted by the acceptor during agreement creation. | 
| Estimated agreement value | The estimated cost of the agreement otherwise known as "Total contract value" OR "Purchase amount". This applies to the following Product types: SaaS, Professional Services, and Server, and Contract or Annual pricing types. | 
| Currency code | The offer pricing currency associated with the estimated cost of the agreement. | 
| Reseller company name | The name of the account that purchased a product or service at wholesale cost from an ISV to resell to a customer. | 
| Reseller AWS account ID | The ID of the account that purchased a product or service at wholesale cost from an ISV to resell to a customer. | 
| Resale authorization ID | The unique identifier for a registered opportunity. | 
| Resale authorization name | The unique name for a registered opportunity. | 
| Resale authorization description | The ISV-defined description for a registered opportunity. | 
| CPPO flag | Calculated field in Quick. | 
| Agreement intent | Populates if the current agreement was a renewal or upgrade of a previous agreement that’s provided in the previous agreement\$1id column. Possible values include:[\[See the AWS documentation website for more details\]](http://docs.aws.amazon.com/marketplace/latest/userguide/agreements-renewals-dashboard.html) | 
| Previous agreement ID | Agreement reference if this agreement was renewed or upgraded. | 
| Next agreement ID | Agreement ID of the next agreement if the current agreement was renewed or upgraded. | 
| Previous offer ID | Offer ID associated with the previous agreements if current agreement was renewed or upgraded. | 
| Next offer ID | Offer ID associated with the next agreement if current agreement was renewed or upgraded. | 
| Next agreement ID acceptance date(s) | The date when the next agreement was accepted by the buyer.  | 
| Proposer AWS account ID | The identifier of the product or service owner. | 
| Proposer company name | The business name of the product or service owner. | 
| ISV AWS account ID | The AWS identifier of the seller. | 
| ISV company name | The business name of the seller. | 
| Agreement ends (in days) | Calculated field in Quicksight. The number of days left for agreement to end from today. | 
| Agreement ending period | Calculated field in Quick. The time period within which the agreement will end.  | 

# Usage dashboard
<a name="usage-dashboard"></a>

The Usage dashboard provides visualizations and fine-grained data for customers using SaaS and server usage-based products. AWS Marketplace sellers can use this dashboard to track customer consumption across usage-based products to make decisions on product support, pricing, conversion from public to private offers, and product discontinuation. The dashboard provides data from the last 6 months, which is a rolling window.

To open the dashboard, sign in to the [AWS Marketplace Management Portal](https://aws.amazon.com/marketplace/management/), choose **Insights**, choose **Sales operations**, then choose the **Usage** tab. 

**Note**  
This dashboard displays usage for all the dimension keys specified at the time of the offer creation. For example, for Amazon Machine Image (AMI) products, dimension keys are instance types, and all instance types specified in the offer appear in this dashboard, even when priced at \$10. To see product usage for a dimension that wasn't specified at the time of offer creation, consider republishing the product to include the dimension you need.

**Important Note for Non-USD Private Offers**  
The Usage Dashboard displays all Private Offer usage data in USD, regardless of the original currency of your offer (JPY, EUR, GBP, etc.). This is intended behavior, as AWS Cost and Usage Reports (CUR) currently report pricing in USD only. If you have created Private Offers in currencies other than USD, please note that:  
All usage metrics and estimates in the dashboard will be shown in USD
The displayed USD amounts are converted from your original offer currency
Your actual invoices and disbursements will reflect the original currency of your Private Offer
For accurate financial reconciliation, please refer to your invoices rather than relying solely on the Usage Dashboard estimates

**Topics**
+ [Refresh frequency of the usage dashboard](#usage-publication-schedule)
+ [Section 1: Controls](#usage-dashboard-controls)
+ [Section 2: Filters](#section-2-invoice-date-range)
+ [Section 3: Metrics](#section-3-metrics)
+ [Section 4: Trends](#section-3-metrics)
+ [Section 5: Breakdowns](#section-4-breakdowns)
+ [Section 6: Granular data](#section-5-new-product-subscribers)

## Refresh frequency of the usage dashboard
<a name="usage-publication-schedule"></a>

Dashboards are updated daily at 4 PM PST (midnight UTC). Note that the usage data is received from upstream data sources and may encounter delays, you can refer to the usage date and the usage reported date for clarity on when the usage occurred compared to when it was reported on the dashboard. 

## Section 1: Controls
<a name="usage-dashboard-controls"></a>

This section of the dashboard provides filters to refine your usage data. For example, you can select from the following filters.

**Note**  
For more information about filtering, see [Filtering data in Quick](https://docs.aws.amazon.com/quicksight/latest/user/adding-a-filter.html) in the *Quick User Guide*.

### Control descriptions
<a name="usage-control-descriptions"></a>


| Control name | Description | 
| --- | --- | 
| End user company name | The name of the account that used the product. | 
| End user AWS account ID | The ID of the account that used the product. | 
| End user country | The two-character country code associated with the account that used the product. | 
| Product title | The title of the product. | 
| Product code | The existing entitlement product code used to meter the product. This value is also used to join data with a report, or to reference what's provided in the AWS Marketplace Metering Service. | 
| Offer ID | The identifier for the offer that the buyer signed. | 
| Offer visibility | Whether the offer is a public, private, or enterprise contract offer. | 
| Offer Set ID | The identifier for the offer set associated with the offer. | 
| Agreement ID | A unique agreement data feed reference for the agreement signed between a proposer and an accepter to start using a product. | 
| Dimension key | The resource type associated with the product usage. Dimension keys apply to SaaS and server usage-based products. | 
| Subscriber company name | The name of the account that subscribed to the product. | 
| Subscriber AWS account ID | The ID of the account that subscribed to the product. | 
| Subscriber country | The two-character country code associated with the account subscribed to the product. | 
| Reseller company name | The name of the reseller account authorized to sell a product manufacturer's product. | 
| Reseller AWS account ID | The ID of the account that purchased a product or service at wholesale from an ISV to resell to a customer. | 
| Resale authorization ID | The ID of the account that purchased a product or service at wholesale from an ISV to resell to a customer. | 
| CPPO flag | A yes/no flag indicating whether an agreement was made using a channel partner private offer. If yes, the seller of record is the channel partner. If no, the seller of record is the product manufacturer (independent software vendor). | 

## Section 2: Filters
<a name="section-2-invoice-date-range"></a>

This section of the dashboard provides filters to refine records based on the usage date. The values selected in these filters update the data displayed in the metrics, trends, breakdowns, and granular data sections. The default selection is to pull data for last 6 months usage.

## Section 3: Metrics
<a name="section-3-metrics"></a>

This section of the dashboard displays a key performance indicator (KPI) to visualize metrics related to consumption: estimated usage units, customers with usage, and products with usage. You can update the date range by updating the usage date criteria in the filters section. Note that the key metrics display data for all unit types.

## Section 4: Trends
<a name="section-3-metrics"></a>

This section of the dashboard provides usage trends for a specified date range. You can view the trends by a specified date aggregation, such as daily, month-over-month, quarter-over-quarter, or year-over-year to gain insight into usage. You can also select a usage unit type to view its usage trends graphically.

## Section 5: Breakdowns
<a name="section-4-breakdowns"></a>

This section of the dashboard provides you with estimated usage metrics for your business across company names, product titles, dimension key and offer IDs for the unit type selected. You may also select the number of entries to view.

## Section 6: Granular data
<a name="section-5-new-product-subscribers"></a>

This section of the dashboard shows granular data for usage, offers, product, subscriber, payer, end user, resale authorizations, resellers, and independent software vendors (ISVs). Note that the granular data table displays data for all unit types.

Revenue should be considered estimated until billing is finalized at the end of the month. Usage-based invoices are presented to buyers on the second or third day of the following month for the previous month's usage (for example, customers metered for usage between 11/1 and 11/30 will be presented an invoice for the usage on 12/2 or 12/3). Metered usage may arrive to this dashboard several days after the actual usage date, so the usage date and usage reported dates may be different. This means you may need to visit the dashboard daily throughout the month for up-to-date tracking in the current month. For authoritative customer billing information, see the [Billed revenue dashboard](https://docs.aws.amazon.com/marketplace/latest/userguide/billed-revenue-dashboard.html) in the **Financial operations** tab.

**Note**  
For more information about filtering, see [Exporting data from visuals](https://docs.aws.amazon.com/quicksight/latest/user/exporting-data.html) in the *Quick User Guide*.

### Granular data descriptions
<a name="billed-revenue-dashboard-granular-data"></a>


| Column | Description | 
| --- | --- | 
| Usage date | The date of the customer's product consumption. | 
| Usage reported date | The date the customer's product consumption is surfaced in the insights dashboard. | 
| End user company name | The name of the account that used the product. | 
| End user AWS account ID | The ID of the account that used the product. | 
| End user email domain | The email domain associated with the account that used the product. For example, if the email address is abc@example.com, the entry is example.com. | 
| End user city | The city associated with the account that used the product. | 
| End user state or region | The state or region associated with the account that used the product. | 
| End user country | The two-character country code associated with the account that used the product. | 
| End user postal code | The billing address postal code associated with the account that used the product. | 
| Product title | The title of the product. | 
| Legacy product ID | The legacy unique identifier for the product. | 
| Product ID | The friendly unique identifier for the product. | 
| Product code | The existing entitlement product code used to meter the product. This value is also used to join data with a report, or to reference what's provided in AWS Marketplace Metering Service. | 
| Offer ID | The identifier for the offer that the buyer signed. | 
| Offer name | The seller-defined name of the offer. | 
| Offer visibility | Whether the offer is a public, private, or an enterprise contract offer. | 
| Offer Set ID | The identifier for the offer set associated with the offer. | 
| Agreement ID | A unique agreement data feed reference for the agreement signed between a proposer and an accepter to start using a product. | 
| Agreement acceptance date | The date time stamp in UTC when the customer subscribed to the product. | 
| Agreement start date | The date timestamps in UTC when the customer's product subscription starts. This date could be different than acceptance date if this is a future dated agreement. | 
| Agreement end date | The date in UTC when the contract expires. For metered/pay-as-you-go subscriptions, this date is set to Jan 1, 9999 12:00 AM. | 
| Agreement Term Types | The types of terms associated with and accepted by the acceptor during agreement creation. | 
| Dimension key | The resource type associated with the product usage. Dimension keys apply for SaaS and server usage-based products. | 
| Region | The region where the buyer deployed Amazon EC2 instances. | 
| Estimated usage | The quantity of the usage recorded for the product. | 
| Usage unit types | The unit type for which the usage is recorded. | 
| Usage rate per unit | The usage rate per unit. | 
| Charge item description | The description of the charge. | 
| Estimated revenue | The revenue from the product usage. Revenue should be considered estimated until billing is finalized at the end of the month. Usage-based invoices are presented to buyers on the second or third of the following month for the previous month's usage. | 
| Currency | The currency of the transaction. For example, if the transaction is in U.S. dollars, the entry is USD. | 
| Subscriber company name | The name of the account that subscribed to the product. | 
| Subscriber AWS account ID | The ID of the account that subscribed to the product. | 
| Subscriber email domain | The email domain associated with the account that subscribed to the product. For example, if the email address is abc@example.com, the entry is example.com. | 
| Subscriber city | The billing address city associated with the account that subscribed to the product. | 
| Subscriber state or region | The billing address state associated with the account subscribed to the product. | 
| Subscriber country | The billing address country associated with the account that subscribed to the product. | 
| Subscriber postal code | The billing address postal code associated with the account that subscribed to the product. | 
| Payer company name | The name of the account that paid for the product. | 
| Payer AWS account ID | The ID of the account that paid for the product. | 
| Payer email domain | The email domain associated with the account that paid for the product. For example, if the email address is abc@example.com, the entry is example.com. | 
| Payer city | The billing address city associated with the account that paid for the product. | 
| Payer state or region | The billing address state associated with the account that paid for the product. | 
| Payer country | The billing address country associated with the account that paid for the product. | 
| Payer postal code | The billing address postal code associated with the account that paid for the product. | 
| Reseller company name | The name of the account that purchased a product or service at wholesale cost from an ISV to resell to a customer. | 
| Reseller AWS account ID | The ID of the account that purchased a product or service at wholesale cost from an ISV to resell to a customer. | 
| Resale authorization ID | The unique identifier for a registered resale opportunity. | 
| Resale authorization name | The unique name for a registered resale opportunity. | 
| Resale authorization description | The description for a registered resale opportunity. | 
| CPPO flag | A yes/no flag indicating whether an agreement was made using a channel partner private offer. If yes, the seller of record is the channel partner. If no, the seller of record is the product manufacturer (ISV). | 
| ISV company name | The name of the product or service owner. | 
| ISV AWS account ID |  The identifier of the product or service owner. | 