---
sourceDocument: Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-asset-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Edit software product selection

# Manage SAM advisor scope in CMDB success advisor {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Manage the scope of your advisor for Software Asset Management (SAM) by editing the software products in CMDB success advisor to support your targeted SAM outcomes.

## Before you begin

Role required: sam_admin or sn_cmdb_admin

## About this task

Control which software products are included in the SAM advisor dashboard in CMDB success advisor. Add or remove individual software products, or select every product for a publisher at once.

## Procedure

1. On the SAM advisor dashboard, select Edit dashboard scope.
2. Review your previously selected software products, shown as already selected in the Edit dashboard scope dialog box.  
   {#cmdb-sa-sam-optimize-dashboard__table_sam_optimize_product_actions__entry__2}

   | Action | Result |
   |-|-|
   | Select Select all for an expanded publisher. | Adds every available software product for that publisher to your selection. |
   | Select the check box next to an individual software product. | Adds that software product to your selection. |
   | Select Remove next to a product in the selected products list. | Removes that software product from your selection. |
   [Table 1. Software product selection actions]

   {#cmdb-sa-sam-optimize-dashboard__table_sam_optimize_product_actions}  
   Note:  
   Only software products with a licensable product type that are flagged for reporting are available for selection. You can select up to 200 software products by default.
3. Select Save to apply the changes.  
   Note:  
   If you save without making any changes to the selection, no confirmation message appears.
{#cmdb-sa-sam-optimize-dashboard__steps_sam_optimize_dashboard}

## Result

The SAM dashboard in CMDB success advisor is updated to reflect the data based on the software product selection. A confirmation message summarizes the software products added or removed. Dashboard metrics refresh once daily
when the CMDB Advisor - SAM Daily Data Collection scheduled job runs. The scheduled job invokes the CMDB success advisor data collection for SAM Performance Analytics job to
recalculate the pre-aggregated indicators used throughout the dashboard. For more information about Performance Analytics jobs, see [Collecting indicator scores](https://www.servicenow.com/docs/access?context=c_ClctData&version=brazil&pubname=brazil-now-intelligence&ft:locale=en-US).
Changes to your software product selection appear in the dashboard metrics after this job's next run, not immediately. For the full list of CMDB success advisor scheduled jobs, see [Components installed with CMDB success advisor](https://www.servicenow.com/docs/access?context=cmdb-sa-components-installed&version=brazil&pubname=brazil-servicenow-platform&ft:locale=en-US).