Volume Tracking for Contracted Accounts

Feature Snapshot

Summary:
Volume Tracking for Contracted Accounts provides enterprise customers with an interactive dashboard to monitor their product volume usage compared to their contracted allotments, including aggregated data for managed (parent-child) accounts.

Key Benefits:

• Real-time visibility into volume usage and contract allotments
• Graphical overage indicators (red icons) to alert when limits are reached
• Forecasting feature based on average daily usage for proactive planning
• Aggregated reporting for parent-child relationships in managed accounts
• Direct access for contacting your Customer Success Manager (CSM) for questions

Typical Use Cases:

• Enterprises tracking daily lead volumes against contract limits
• Managed accounts consolidating volume data across multiple child accounts
• Users evaluating forecasted usage to adjust lead flows and avoid overage charges
• Clients reaching out to their CSM for clarifications or assistance in volume analysis

How the Volume Tracking for Contracted Accounts works

Step‑by‑Step Instructions

1. Log into your ActiveProspect Account and navigate to the Billing page.
2. Click on the “Volume Tracking” tab to open the Volume Summary dashboard.
3. Review the summary table that displays your current volume usage, allotments, and overage indicators (red icons appear when you’ve met or exceeded your allotment).
4. Drill down by clicking on a specific service name or the eye icon to view detailed usage history and daily breakdown.
5. Examine the forecasting chart that calculates your expected monthly volume based on your average daily usage over the last 7 days multiplied by the remaining days in the month.
6. For accounts with managed structures, observe the parent-child aggregation, where the parent account consolidates volume data from all linked child accounts.

Expected Result:
You will see an interactive dashboard with detailed volume usage summaries, forecast projections, overage alerts, and aggregated views for parent-child relationships, enabling you to monitor and manage contracted volume effectively.

Validation & Monitoring (optional)

• Test the Setup: Verify that the Volume Summary matches the expected features and allotments based on your contract.
• Where to Monitor?: Monitor volume usage directly in the Billing section under the Volume Tracking dashboard and cross-check with contract allotment details.

Best Practices

• Regularly review the volume summary to avoid unexpected overages.
• Use the forecasting feature to adjust your lead flows proactively and manage contracted usage efficiently.
• Contact your Customer Success Manager (CSM) promptly via the Volume Tracking page or by emailing customersuccess@activeprospect.com if any discrepancies are observed.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: Where can contracted accounts view their volume and usage data?
A: Contracted accounts can view all volume and usage details on the Volume Tracking dashboard available in the Billing section of the ActiveProspect Account. This dashboard includes individual service data as well as aggregated reporting.

Q: Who should I contact if I have questions about my volume data or notice discrepancies?
A: If you have any questions or need further clarification on your volume data, please contact your Customer Success Manager (CSM) directly via the “Contact your CSM” option on the Volume Tracking page or email customersuccess@activeprospect.com.

Glossary