Organizations console

Learn more about the organizations you manage service for, such as identifying your top opportunities.

The Organizations console is where you'll find all your clients or organizations that you manage. You can see their hardware replacement opportunities, as well as their hardware and software status in a high-level graph.

Navigate here by clicking Organizations in your left-hand navigation bar.


Organizations Summary Report

Click the blue Organizations Summary Report button to download what you're seeing in the table as a PDF document.


The table

Organization

This is the organization name for which the subsequent metrics belong to.

Hardware assets

This is the total number of hardware assets for the respective organization.

Hardware replacement

This figure is the total hardware replacement sales opportunity for this particular organization. The numbers are based on your Hardware replacement settings.

Hardware status

The color-coded graph indicates their hardware replacement status at a high level. Click into the organization for more details.

Software assets

This is the total number of software assets for the respective organization.

Software status

The color-coded graph indicates an organization's software status at a high level. Click into the organization for more details.

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Organizations console walkthrough complete!

Now that we've covered the Organizations console in detail, check out the Hardware console to find details of every hardware asset under your management.

Updated about a month ago


Organizations console


Learn more about the organizations you manage service for, such as identifying your top opportunities.

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