The Billing Overview allows organization owners and administrators to see details about the assets they are billed for, including subscription information, fleet counts, and other key metrics. Here's a step-by-step guide to accessing and using this feature.
Who can access the Billing Overview?
The Billing Overview is available to customers on the following plans: Link, Lift, Leap, Explore, Evolve, or Expand. Check your invoice to confirm which plan you’re on.
To view the Billing Overview, the account must to marked as the Organization owner. By default, this is usually assigned to the top account of the organization. If you need this feature enabled for a different account, please contact our Customer Support team.
Only admin and fleet admin users can access the Billing Overview.
How to access the Billing Overview
Follow these steps to view your organization's billing details:
Sign in to Trackunit Manager.
Open the Administration app from the left menu.
Navigate to the Billing Overview tab.
Review the following information:
Your current subscription plan.
The Fleet count KPI summarizing the total number of visible assets.
ISO feeds and add-ons associated with your subscription.
A list of associated accounts with visible asset breakdowns.
Fleet count fluctuation chart.
Optional: Export detailed data.
Select Download CSV to export a file listing individual assets contributing to your fleet count.
What information is available in the Billing Overview?
The Billing Overview focuses on key subscription details and metrics, including:
Fleet Count: A monthly summary of all visible assets contributing to your organization's billing.
Basic KPIs: Includes subscription plans, add-ons, and ISO feeds.
Fleet Trends: A chart showing fluctuations in the number of assets.
Hover over specific days in the chart to see daily fleet counts.
Account Breakdown: A detailed list of associated accounts, their fleet counts, and ISO feeds.
Export Option: Download a CSV file to view a list of assets contributing to your fleet count for verification or analysis.
Good to know about the billing metrics
Fleet Count Calculation: Any asset visible to an account for even a few hours during the month is counted as an asset for the entire month.
Daily Updates: The Billing Overview is updated daily, providing the most accurate data.
Download CSV: Additionally, admins can download a CSV file detailing the exact assets contributing to the fleet count, and they can toggle between different months to review historical data.
For example, an admin could verify their November invoice by matching it against the exported list for the month of October.
The Billing Overview simplifies subscription management and ensures transparency for your organization's billing.
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