Track Important Numbers for Billing Review

Discover how your team can isolate specific data from Liongard to use for billing review.

What if you could isolate specific numbers you cared about tracking, like licenses in Microsoft 365, and use them for billing review? This is one of the key use cases behind Liongard's Metrics feature.

What are Metrics?

Metrics are queries to extract specific pieces of data from an Inspector's Data Print, and Metrics can be written for any of the data Liongard's Inspectors bring back.

Metrics are used with Liongard's Reports feature and once toggled on to display, can be used to build billing review reports across systems.

For example, below are several Metrics that support billing review reports:

  • Active Directory: Active Users Count
  • Custom Metrics for Security Groups used for billing in Active Directory
  • Microsoft 365 Metrics for assigned License counts
  • Azure Active Directory subscription counts
  • Azure: Enabled Subscriptions Count

Billing Review Reporting

Once Metrics have been toggled on to display, users can navigate to a Single Environment Dashboard for their client to build a billing review report.

Navigate to Dashboard > Environments tab > Click into an Environment > Click into the Metrics tab

Here, a user can select the Metrics they wish to use to create a billing review report that can easily be exported and shared. Additionally, users can historically compare these Metric outputs to other dates, all in one report.

Billing review is a powerful tool, and it is only one example of how you can leverage Liongard's reporting capabilities. To learn more, please review our Reports documentation.

ConnectWise Billing Review

For our ConnectWise partners, there is a beta feature in Liongard known as Billing Review. This screen can be especially helpful for Account Managers or Non-Technical users on your team as they can compare Agreement outputs with Liongard's automated documentation.

To access Billing Review, navigate to an Environment's Single Environment Dashboard and click into the Billing Review tab.

Here, any Agreements for mapped ConnectWise Environments will display.

Using the Configuration Metric column, users can then, select a Metric to compare the Billed Quantity output.

To establish this comparison, in the Configuration Metric column, select the System and Metric for which you would like to link the Agreement. For Timeline, you can either select the Latest (auto) result to display, or you can use a historical timeline to compare the Agreement output.

Then, select the Create Link Button under the Liongard side of the Billing Review feature. When selected, this will save the linkage between that Metric and the Agreement. If you do not Create Link, then if you reload your Billing Review screen or click away, all of the fields on the Liongard side of the Billing Review Feature will be reset.

This process can then be repeated for any Agreements you would like to compare to a Metric value across your clients.

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