---
title: Usage and billing dashboards
slug: opti-id/docs/usage-and-billing-dashboards
docTags: 
createdAt: 2026-07-30T20:38:24.616Z
---

The **Usage & Billing** dashboards in the Opti ID Admin Center provide a central location to monitor your usage and billing data for all your Optimizely products.

## Prerequisites

- Must have Opti ID.
- Must have the [Super Admin or Billing Admin](docId\:kwj5GClJJTxjDSdDQSd-o) Opti ID roles.
- Must have one of the following Optimizely products:
  - Configured Commerce
  - Content Marketing Platform (CMP)
  - Content Management System (CMS)
  - Optimizely Collaboration
  - Optimizely Data Platform (ODP)
  - Optimizely Experimentation
  - Optimizely Agent Platform

## View usage and billing data

In the Opti ID Admin Center, go to **Usage & Billing**. If you have multiple Optimizely products, you must select the correct product tab to view usage and billing data specific to that product.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/XZPMgqQFSeUf6M4fE3iME-20260720-145958.png)

### Filter the data

By default, the dashboard displays usage and billing data for the current year. If you have a multi-year contract, you can adjust this filter to view data from a different contract year. The last time the system refreshed the data displays at the top. Any time you adjust the filters, you must click **Reload** to apply your new filters.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/_HvfMZXTziTWs8TSB-A0f-20260720-145958.png)

Click **Hide filters** to collapse the filters so they do not display on the dashboard.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Frf64EwUwF55_-QbrapGU-20260720-145958.png)

### Download a dashboard

To download the entire dashboard:

1. Click **Dashboard actions > Download**.

   ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ja2pXHtpqXwDiLYsAJEaA-20260720-145958.png)
2. Complete the following fields:
   - **Format** – Select **PDF** or **CSV**.
     - **PDF** – Generates one file for the entire dashboard.
     - **CSV** – Generates a file for each tile within the dashboard.
   - **Paper Size** – Select **Fit Page To Dashboard**, **Letter**, **Legal**, **Tabloid**, **A0**, **A1**, **A2**, **A3**, **A4**, or **A5**. For more information on A paper sizes, see [papersizes.org](https://www.papersizes.org/a-paper-sizes.htm).

     :::hint{type="info"}
     **Note**

     An additional **Orientation** option (**Portrait** or **Landscape**) displays for **Letter**, **Legal**, and **Tabloid**.
     :::
   - **Expand tables to show all rows** – Select this checkbox to display all rows in each table.
   - **Arrange dashboard tiles in a single column** – Select this checkbox to display dashboard tiles in a single column.
3. (Optional) Click **Open in Browser** to view the results in a new browser tab. This is only available for PDF format.
4. Click **Download**.

Similarly, you can download data for a specific dashboard tile:

1. Click **Tile actions > Download data**.
2. Select your desired **Format**.
3. (Optional) Expand the **Advanced data options** section and adjust how to format the data for the download.
4. (Optional) Click **Open in Browser** to view the results in a new browser tab. This is not available for all formats.
5. Click **Download**.

### Reset dashboard filters

To clear the current filter settings and reset to the default filter, click **Dashboard actions > Reset filters**. The dashboard automatically reloads to display data for the default filters.

### Update the time zone

If you want to change the time zone for your dashboard, click **Dashboard actions > Each tile's time zone**. Select your desired time zone from the drop-down list, then click **Update**.

### Expand dashboard tiles

To expand a tile on a dashboard, click **Tile actions > View > Expanded**. From the expanded view, use the left and right arrows to scroll through other dashboard tiles.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/KF5ZXLRkOOqYZWQ9KKt6U-20260720-145958.png)

You can also make the dashboard tiles full screen. Click **Tile actions > View > Full Screen**. Click **Close** or press **Escape** on your keyboard when done.

![Full Screen dashboard tile.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/eqTnKbacyKYBDArR-CMdp-20260720-145958.png)

## Experimentation MAUs

The Optimizely Experimentation usage and billing dashboards provide a detailed view of your [monthly active users (MAUs)](#). You can view the following information that is updated daily:

- The number of total MAUs your account has used.
- The number of MAUs your account has left to use.
- Your projected usage of the total allotment.
- A graph of your cumulative MAU usage.
- A table that lists the MAU usage by experiment.
- A table that lists the MAU usage by project.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ot6nNIARCWNBSZ5cvD6fl-20260720-145958.png)

## Optimizely Agent Platform credits

While you can view usage and billing dashboards for any products listed in the [Prerequisites](docId\:NR4At0IGrDJGq2AUK2j3Y), this section describes the Agent Platform usage and billing dashboards and how you can use them to track your [Agent Platform credit](docId:3cuntY2ClCymI4MbfGSjT) usage.

### Agent Platform Insights

The **Agent Platform Insights** dashboard gives you an overview of your credit consumption so you can manage your credit allocation. Use the **Usage Date** filter to set the date range. The default range is **Last 30 Days**. The dashboard includes the following data:

- **Credits Used** – The total number of credits used in the selected date range.
- **Daily Usage** – A bar chart with the total credits consumed on each usage date. Use this chart to spot days with unusually high consumption.

Depending on your contract, the dashboard also includes the following data:

- **Credits** – The total number of credits allocated.
- **Credits Remaining** – The number of credits remaining after consuming credits from the total number of allocated credits.
- **30 Day Balance History** – A line chart with the credit balance history for the past 30 days. Hover over the line to view the **Date**, the credit **Balance** on that date, and the **Change** in your balance compared to the previous day. Use this to track daily changes in your credit balance to support improved planning.
- **Contract Details** – The details of your Agent Platform credits allocation, including the following data:
  - **Credit Allocation Date** – The date on which your credits were allocated by Optimizely.
  - **Expiry Date** – The date on which your credits expire.
  - **Credits** – The total number of credits allocated.
  - **Credits Remaining** – The total number of credits remaining after usage.
  - **Source** – The type of credits allocated (**Paid**, **Monthly Free**, and **Bonus**).

    :::hint{type="info"}
    **Note**

    If additional credits are allocated during your contract period, each batch is displayed in a separate line, helping you track usage across multiple allocations easily.
    :::

The description at the end of the dashboard links to information about complimentary credit allocation and usage policies.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/_2VGkPcAfEIOBu-mkSHQA-20260720-145958.png)

### Usage by User

The **Usage by User** section shows how many credits each user account consumed. Use the **User Email**, **User Type**, and **Usage Date** filters to narrow the data. The default date range is **Last 7 Days**.

The **Credit Usage by User** chart lists each **User Email** with its **User Type** and **Credit Total**. Use this chart to identify high-usage accounts and monitor consumption trends.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/xyOM4xpprlUNj16jXmLRI-20260720-145958.png)

### Usage by Product

The **Usage by Product** section shows how many credits each Optimizely product consumed. Use the **Product** and **Usage Date** filters to narrow the data. The default date range is **Last 7 Days**.

The **Credit Usage by Product** chart lists each **Product**, such as **Mark**, with its **Sum of Credits Consumed**. Use this chart to monitor credit usage and optimize credit allocation across products.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/VnWb1vLypKqZo6vnsmVJR-20260720-145958.png)

### Usage by Agent

The **Usage by Agent** section shows how many credits each agent consumed. Use the **Usage Date**, **Agent ID**, and **Instance Name** filters to narrow the data. The default date range is **Last 7 Days**.

The **Credits Consumed Per Agent** chart lists each **Agent Name** with its **Total Credits**. Use this chart to find the agents that use the most credits.

## Optimizely Reporting for Agent Platform

You can view Agent Platform agent usage by using [Optimizely Reporting for Agent Platform](docId:173JwToLIBKf9WgvIJFQ6). The **Agent Platform Agent Usage** dashboard displays a table that lists the agent IDs (`@names`) in your product instances and the total number of credits each agent consumed.

## Enable billing notifications

Optimizely Experimentation, Content Marketing Platform (CMP), and Optimizely Agent Platform support billing notifications, which help you track your application usage throughout the month and avoid additional charges. Complete the following steps to enable billing notifications for specific users in your organization:

1. In the Opti ID Admin Center, go to **Settings > Notifications**.
2. Turn on notifications for the product or products you want.
3. Add the people in your organization who should receive them.

![Screenshot of the Admin Center Settings > Notifications page where product notification toggles and the recipient field display](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/7qR6wO_qn6TzootmaHNw__admin-center-notification-enable.png)

See the following details on product-based notification settings:

- **Experimentation** – Notifications are sent when your application usage hits 25%, 50%, 75%, 100%, and every 10% beyond 100% of your allotted usage.
- **CMP** – Notifications are sent when your application usage reaches 80%, 100%, and over 100% of your allotment.
- **Optimizely Agent Platform** – [Credit](docId:3cuntY2ClCymI4MbfGSjT) usage notifications are sent monthly. An additional notification is sent if your application usage exceeds 100% of your allotment, and continues to be sent monthly as long as your application usage is over 100%.

These notifications do not prevent you from exceeding your allotted usage. They only make it easier for you to monitor your usage.