Admin Center: Plan Insights

The plan usage report offers key metrics and trends on plan information, the licenses and connected users, user growth, asset creation, and any advance capability evaluations. 

• To access the dashboard, log into Admin Center, and then select Plan Insights from the left menu. 

• To share the report, select Download as PDF from the top of the screen.

  The plan usage report updates once per day. Currently, the plan usage report is only available for the last 91 days. You can’t adjust the time frame.

See the information below that matches your plan’s model. 

If you're unsure about your model type, learn how to determine the model your plan is on.

Plan Usage dashboard: User Subscription Model

The dashboard displays the following metrics:

• Plan information: Displays plan type and renewal date with a link to detailed plan and billing information.
• Expanded user reporting: Displays the threshold for Members (or paid users). Select Buy more to purchase additional paid Members directly from the dashboard.
• Assets and workspaces: Total numbers for each asset and assets created during the reporting period (91 days).
• Advance capability evaluations: If your plan has advance capability evaluations in progress, then metrics are visible; if there are no evaluations, these metrics don’t appear.

Plan Usage dashboard: Legacy Collaborator Model

The dashboard displays the following metrics:

• Plan information: Displays plan type and renewal date with a link to detailed plan and billing information.
• Expanded user reporting: Displays the threshold for licensed users and provides details on connected users. Select Buy more to purchase new licenses directly from the dashboard.
• Assets and workspaces: Total numbers for each asset and assets created during the reporting period (91 days).
• Advance capability evaluations: If your plan has advance capability evaluations in progress, then metrics are visible; if there are no evaluations, these metrics don’t appear.

Advance plans within the Legacy Collaborator Model

Connected users

Connected users represent the total number of users associated with your Smartsheet usage. This number is relevant when you purchase, true-up, and renew your account.  

Connected users are:

• Licensed users: Users with paid licenses who can create, own, and manage tasks or projects on a plan.
• Internal collaborators: Internal users who have interacted with a plan's assets in the past 365 days while authenticated using the company's domain or subdomain associated with the plan. Does not include licensed users.
• Previously licensed users: Users who had licenses revoked or deactivated in the past 365 days and no longer interact with a plan’s sheets, reports, or other assets. Does not include licensed users or internal collaborators.

Gain insight into your users and licensing

Select Create User Report to generate a sheet with more insight into the users that make up your connected user count. This sheet contains information on who a connected user is, their activity, the department they belong to, and the number of assets they have used.

Generating a Connected Users Report

1. Navigate to the Admin Center.
2. Go to Plan Insights.
3. Click the Create user report button from the “Connected Users” tile.
4. A message will appear saying, “This may take a few minutes...”.

Note: Once the report generation is complete, it will not automatically launch or open a new tab. Users will need to manually access their Sheets Directory/Folder to view or access the generated "Connected Users Report" sheet. You may find multiple sheets created with names such as “Connected Users Report 2024-03-13”.

Use the information from plan insights to understand your internal Smartsheet use and growth. Work with your account manager or customer success manager to forecast and budget for your future needs accordingly.

Metrics and definitions

Advanced Capability Plan Insights within the Legacy Collaborator Model

Plan insights show data and usage metrics for Data Shuttle and Dynamic View. The usage reports update once per day.

You must have a Data Shuttle or Dynamic View subscription or an evaluation of one of those capabilities. If you are in an evaluation, your report timeline is scoped for the evaluation duration. Learn more about advance capability evaluations.

Data Shuttle

You can see insights data that include the total number of workflows created, rows updated, executions, active users, errors, archived assets, and more. The data displayed calculates at the plan level from the previous 90 days. 

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Dynamic View

You can see insights data that include the total number of views created, rows updated, executions, active users, errors, archived assets, and more. The data displayed calculates at the plan level from the previous 90 days. 

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