Software Asset Management dashboard

  • Release version: Zurich
  • Updated July 31, 2025
  • 3 minutes to read
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    Summary of Software Asset Management dashboard

    The Software Asset Management (SAM) dashboard in the Zurich release enables ServiceNow customers to monitor true-up costs, optimization results, and compliance trends through interactive charts and reports. It provides a centralized view of software compliance and optimization metrics, updated daily or upon new reconciliation results.

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    Access to this dashboard depends on your plugin activation status: it is unavailable to new Zurich users with the Software Asset Management Professional plugin activated after upgrade or activation, but remains accessible to those who had the plugin before Zurich and have not activated the SAM Workspace plugin. If the SAM Workspace application is installed post-Zurich upgrade, access is via the Dashboards menu instead of the Software Asset navigation.

    Within the dashboard, users can filter data by publisher, product, department, and country to refine insights, interact with reports for detailed records, and export charts as PNG or JPG images.

    Key Features

    • Overview Tab: Displays compliance-related metrics sourced from the Product Result table, including total true-up cost, count of publishers and products out of compliance, potential savings from reclaiming removal candidates, and lists of top products by true-up cost and potential savings.
    • Optimization Tab: Provides insights into reclamation activities from the Reclamation Candidate table, showing reclamations requiring attention, potential and actual savings year-to-date, status breakdowns of active reclamations, and monthly savings trends. It uses color codes to represent reclamation states for clarity.
    • Compliance Analysis: Uses Performance Analytics to present time-series data on compliance trends such as true-up costs and over-licensed amounts. It includes counts of publishers and products that are out of compliance or over-licensed, with detailed breakdowns and records accessible per widget selection.

    Practical Benefits

    • Enables proactive management of software licenses by highlighting compliance gaps and financial impacts.
    • Supports optimization efforts by identifying and tracking reclamation candidates and their statuses, helping reduce unnecessary license costs.
    • Offers customizable views and report filtering to focus on relevant organizational segments like departments or countries.
    • Facilitates data-driven decision-making with visual trends and detailed drill-down capabilities.

    View true-up costs, optimization results, and compliance trend charts on the Software Asset Management dashboard.

    Note:
    The Software Asset Management dashboard is no longer available for new Zurich users who have activated the Software Asset Management Professional (com.snc.samp) plugin or upgraded to Zurich without activating the Software Asset Management Professional (com.snc.samp) plugin prior to Zurich.
    • If you activated the Software Asset Management Professional (com.snc.samp) plugin prior to Zurich but didn't activate the Workspace plugin (com.sn_sam_workspace), you have access to this dashboard.
    • If you activated the Software Asset Workspace (sn_sam_workspace) store application after upgrading to Zurich, you won’t be able to access this dashboard from the Software Asset navigation menu in your instance. You can however access this dashboard from the Dashboards navigation menu.

    The Software Asset Management dashboard tab is accessed by navigating to Software Asset > Overview and selecting Software Asset Management from the dashboard list. Select an element within a report to see more information, or add and move widgets as needed.

    Results are updated daily, or whenever a new reconciliation result is available, and can be refreshed by selecting the Refresh icon for each result. You can also save charts in PNG or JPG formats.

    The graphs show important statistics about the software being tracked. In the Overview and Optimization tabs, you can filter by publisher, product, department, and country to narrow the results.

    Overview

    The source for overview data is the Product Result [samp_product_result] table.

    Table 1. Overview tab
    Report Description
    Total True-up Cost Cost to be compliant based on the average prices in entitlements for the rights.
    Publishers out of Compliance Number of publishers that have at least one software model out of compliance.

    Select the report to show the filtered list of records.
    Products out of Compliance Number of products that have at least one software model out of compliance.

    Select the report to show the filtered list of records.
    Potential Savings Cost saved if removal candidates are reclaimed.
    Top 10 Products by True-up Cost Top 10 products graphed in order of true-up cost.
    Top 10 Products by Potential Savings Top 10 products graphed in order of potential savings.

    Optimization

    The source for optimization data is the Reclamation Candidate [samp_sw_reclamation_candidate] table.

    Table 2. Optimization tab
    Report Description
    Reclamations Requiring Attention State is Attention Required
    Potential Savings
    • Created on This Year OR Active is true

      OR

    • Closed on This Year AND Opened on Last Year
    Actual Savings YTD Closed on This Year AND State is Closed Complete
    All Active Reclamations by State Active is true
    Top 10 Active Reclamations Breakdown Active is true
    Actual Savings per Month State is Closed Complete AND Closed in Last 12 Months
    Removal candidate state color key:
    Color State
    Red Attention Required
    Green Ready
    Yellow Awaiting Use
    Orange Awaiting Approval
    Purple Awaiting Revocation
    Blue Closed Complete

    Compliance Analysis

    Compliance analysis consists of time-series data using Performance Analytics to show the compliance trends over time. The for compliance analysis data is the Product Result [samp_product_result] table.

    Table 3. Compliance Analysis: True-up Cost
    Report Description
    True-up Cost Cost to be compliant based on the average prices for entitlements for the rights.
    Publishers out of compliance Number of publishers that have at least one software model out of compliance.
    Products out of compliance Number of products that have at least one software model out of compliance.
    Potential savings Cost saved if removal candidates are reclaimed.
    Breakdowns Shows the detailed list of results based on the widget selected.
    Records Shows the detailed list of product results based on the widget selected.
    Table 4. Compliance Analysis: Over-licensed amount
    Report Description
    Over-licensed amount Cost of licenses owned but not being used.
    Publishers over-licensed Number of publishers that have at least one software right not being used.
    Products over-licensed Number of products that have at least one software right not being used.
    Breakdowns Shows the detailed list of results based on the widget selected.
    Records Shows the detailed list of product results based on the widget selected.