Software Asset Management dashboard

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read
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    Summary of Software Asset Management dashboard

    The Software Asset Management (SAM) dashboard in the Yokohama release enables ServiceNow customers to monitor true-up costs, optimization results, and compliance trends related to software assets. Accessible viaSoftware Asset > Overviewand selecting the SAM dashboard, users can interact with reports by selecting elements for more details and customizing widgets. Data refreshes daily or upon new reconciliation results, with options to save charts as PNG or JPG.

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    Important Access Notes: New Yokohama users who activated the Software Asset Management Professional (com.snc.samp) plugin or upgraded without activating it prior to Yokohama cannot access this dashboard from the Software Asset menu. However, users who activated the plugin before Yokohama without enabling the Workspace plugin (com.snsamworkspace) retain access. Those with the Workspace plugin activated must use the Dashboards navigation menu to access it.

    Key Features

    • Overview Tab: Uses data from the Product Result [sampproductresult] table to display metrics such as total true-up cost, number of publishers and products out of compliance, potential savings from reclaiming removal candidates, and top products by true-up cost and potential savings. Reports are interactive to show filtered records.
    • Optimization Tab: Based on the Reclamation Candidate [sampswreclamationcandidate] table, this tab provides insights on reclamations requiring attention, potential and actual savings year-to-date, and breakdowns of active reclamations by state. Color-coded states indicate reclamation status (e.g., Attention Required, Ready, Awaiting Use).
    • Compliance Analysis Tab: Utilizes Performance Analytics to provide time-series compliance trends from the Product Result [sampproductresult] table. It tracks true-up costs, publishers and products out of compliance, potential savings, and over-licensed amounts—licenses owned but unused. Detailed breakdowns and records are available for deeper analysis.

    Practical Benefits for ServiceNow Customers

    • Gain comprehensive visibility into software compliance and financial exposure through true-up cost metrics and compliance trends.
    • Identify optimization opportunities by tracking reclamation candidates and potential savings, enabling cost reduction.
    • Monitor over-licensing to avoid unnecessary license expenditures by understanding unused software rights.
    • Customize dashboard views and reports for focused analysis by publisher, product, department, or country.
    • Leverage daily updated data for timely decision-making and software asset management improvements.

    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 Yokohama users who have activated the Software Asset Management Professional (com.snc.samp) plugin or upgraded to Yokohama without activating the Software Asset Management Professional (com.snc.samp) plugin prior to Yokohama. If you activated the Software Asset Management Professional (com.snc.samp) plugin prior to Yokohama but didn't activate the Workspace plugin (com.sn_sam_workspace), you have access to this dashboard. If you activated the workspace plugin (before or after upgrading to Yokohama, 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.

    Figure 1. Overview tab
    Software Asset Management dashboard
    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.

    Figure 2. Optimization tab
    Optimization tab in the Software Asset Management dashboard
    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.

    Figure 3. Compliance Analysis tab
    Compliance Analysis tab in the Software Asset Management dashboard
    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.