How to track account usage through the monday.com usage page

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[fact_box]
**Interesting Uses:** One of the interesting uses of the Account Usage page is the ability to identify which automations and integrations are the most popular with your team. This can help you understand which processes are working best and which ones might need improvement or adjustment. For example, if you see that a particular automation is being triggered frequently, you might want to see if it can be optimized or expanded to include more processes.
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It’s now easier than ever to review your team’s usage of automations, integrations, and Monday workflows with the Account Usage page. This page, accessible from your Account Management section and Automation Center, will give you all the information you need about your team’s usage of these features in your account.

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What is this?

The Account Usage page will give you an understanding of the usage of your automations, integrations, and monday jobs during the current billing period. On this page, you can review:

  • Your total usage of actions during the current billing period
  • Your total usage of activities during previous billing cycles
  • The number of boards that use automations and integrations
  • Distribution of the boards that use the highest number of operations
  • How many users have left automations, integrations and monday jobs
  • A breakdown of who created the most automations in your account
  • The number of monday jobs currently active, regardless of your billing cycle
  • And a list of the most popular automations by the number of actions used, from largest to smallest.

The first part of this article will explain how to open the Account Usage page. After these instructions, you will see a detailed explanation of how to read the Account Usage page and what statistics can be found in each section.

[note_box]
**Use automations wisely:** If you see that a particular automation is using a lot of actions, it might be worth looking into whether it can be streamlined or replaced with a different automation. For example, if you have an automation that runs every time someone updates a certain field, perhaps you can change the conditions so that it only runs in certain cases.
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How to open the account usage page

You can open the Account Usage page from any panel or through the administration section of your account. Let’s take a look at how to do it in both cases.

From Luch

To open the page from any panel, follow these three steps.

Step 1. To access the Account Usage page, open the Automation Center:

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Step 2. In the Automation Center, click the Usage tab:

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Step 3. After clicking the “Use” button, the “Account Usage” page will open:

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From the design of management

To open the page from the administration section, follow these three steps.

Step 1. Open the main menu in your account, and select “Management”:

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Step 2. Once you are in the administration section, open the “Usage” tab from the menu on the right:

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Step 3. Select the Automations or Integrations tabs to review the usage of actions in your account:

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Account Usage Page Filters

There are two filters that are used on the Account Usage page when you open it:

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  1. The page will default to the Automations tab. You can choose to see your account usage for automations or integrations by clicking the relevant tab.
  2. Here you can select the billing period you want to check. You can always see the current billing period.

[note_box]
**Smart Upgrade:** If you see that your usage is approaching the limit, you may want to consider upgrading your plan before the end of your billing period to avoid interruptions.
[/note_box]

Using actions

At the top of the Account Usage page, you’ll see an overview of your usage of actions for your selected tab (whether automations or integrations) during the current billing period.

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Below the progress bar, you’ll see a reminder of the total number of actions available for your account and your current plan.

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On the left, you’ll see your “Estimated Actions” for the current billing period. This number is based on your current usage. This is the number of actions you would expect to use at the end of the billing period if your usage remained the same, with no reduction or increase in action usage.

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To the side and below the progress bar, you’ll see an “Upgrade” button. Enterprise accounts will see a button that says “Contact Sales” instead. If you think you’ll need more operations for the current billing period or in the future, you can upgrade your plan to accommodate your team.

Active automations

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Creators

This box shows the total number of users in your account who created automations (or integrations) during the current billing period:

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Boards

This box shows the total number of boards that used automations (or integrations) in your account during the current billing period:

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Active workflows

This box shows the total number of active Monday workflows in your account. This box is not a summary for the current billing period but a general summary of existing active workflows, regardless of the time period in which they were created:

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The most popular boards

This pie chart shows which boards used the most automations (or integrations) during the current billing period. On the right, you’ll see a key to the chart, with the board names sorted in descending order.

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You can export this data to CSV using the download icon in the upper right corner of the information box.

The most popular creators

This pie chart shows which users created the automations (or integrations) that used the most actions during the current billing period. On the right, you’ll see a key to the chart, with the user names sorted in descending order.

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You can export this data to CSV using the download icon in the upper right corner of the info box. The CSV will contain the top 50 creators, not the 5 shown on the Account Usage page.

The top automations

This section lists the best automations (or integrations) in descending order by the number of actions that used the automations (or integration recipe).

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There are four columns:

  1. Automation (or integration). This column displays the name of the automation. Clicking the automation or integration name will open the automation or integration. You can click the column header to sort the table contents in ascending order.
  2. board. This column displays the name of the board that the automation (or integration) is in. If you click the board name in blue, you will be taken to the board. You can click the header of this column to sort the table contents in ascending order.
  3. owner. This column displays the image of the user who created and owns the automation or integration.
  4. Actions. This column shows the number of actions that used the automation (or integration). In parentheses, it shows what percentage of the total usage of the actions the automation actions represent. You can click on this column heading to sort the table contents in ascending order.

You can export the data in this table to CSV using the download icon in the upper right corner of the information box. The CSV will contain the top 50 automations, not the 5 shown on the Account Usage page.

Permissions

Enterprise account administrators can allow or deny selected users access to the Account Usage page. To adjust permissions, visit the Administration section of your account. Navigate to the Permissions tab in the left menu. For each role, you will find the Account Usage permission under the “Account” section as “View Automation Usage Page”:

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Check the box to grant permission to the selected role.

[note_box]
**Customized permissions:** If you have a team with different roles, it’s a good idea to set access permissions to the usage page based on the needs of each role. For example, you might want project managers to be able to see automation usage, but not all team members.
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