Tool Stack Management
- Set up and populate your SaaS stack
- How Sastrify provides 24/7 coverage of your stack
- Renewal Management: Define renewal dates & reminders
- Assign and modify Tool Owners
- Visualize your stack with your subscription list
- Upload your SaaS documents into Sastrify
- Sastrify Support: Report issues and track procurement involvements
- Roll out Sastrify across your organization
- Sastrify's Commitment to Security and Privacy Standards
- Tool Discovery via SSO (Single Sign-On) integrations
- Using Google Workspace SSO for Tool Discovery
- Use Discovered Page to detect active subscriptions
- Manually add a new tool subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Navigate and get the most out of the Overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
- Change notification preferences
- Understanding Renewal Statuses & Actions
- Workflows: Automate procurement processes with consistency
- Form Component Guide for Sastrify Form Builder
- Using Procurement Initiatives for new purchase & renewal
- Get expert support by involving Sastrify in your initiatives
- Get Pricing Benchmarks through Sastrify (Beta Version)
- Vendor Insights: Tool-specific information at your fingertips
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
- Integrate your ERP & Accounting software with Sastrify
- Utilize Usage Analytics for full usage visibility
- Integrate Pleo with Sastrify
- Validate and fine-tune spend data with Spend Import
- How to connect Microsoft Dynamics
- How to connect Netsuite
- How to connect Quickbooks
- Import spend data from Candis to Sastrify
- Import spend data from Spendesk to Sastrify
- Import spend data from Pleo to Sastrify
- Import spend data from Moss to Sastrify
- Import spend data from DATEV to Sastrify
- Zoom Usage Analytics Integration Guide
- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- Usage Analytics FAQs
- Achieved & Potential Savings FAQs
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
- My invoice's processing has failed. What do I do?
- Connecting your accounting software with Sastrify
- How to assign Tool Owners
- What Sastrify can do for Tool Owners
- How to set renewal dates
- How to set up a company-wide renewal reminder
- How to keep your tool stack updated
- How to set up, activate, and use a Workflow
- How to invite new users to Sastrify
- How to use Procurement Initiatives for new purchase & renewal
- How to involve Sastrify in your procurement initiatives
- How to collaborate using custom tasks
- Report issues and track procurement involvements
- Best Practices on how to work with Procurement Initiatives
- Get Pricing Benchmarks through Sastrify
- How to set up direct usage analytics integration
- How to set up SSO usage analytics integrations
- How to work with the Discovered tab
- How to use subscription tags
- How to perform budgeting using Sastrify
- Walk-through of the subscription detail page
Navigate and get the most out of the Overview page Print
Modified on: Tue, 20 Feb, 2024 at 5:41 AM
The Sastrify platform is designed to help you have maximum visibility of your tool stack and stay on top of any developments with regards to your subscriptions. The Overview page is the first page that you will see after logging into your account. Let's take a closer look at it.
The Overview page features multiple widgets designed to enhance the transparency of your SaaS subscription status. The initial widget presents the total number of subscriptions, accompanied by a detailed breakdown according to their status.
With this widget you can:
- Get a bird's-eye view of all your subscriptions and see those that require action, such as those that are up for renewal or have expired.
- Click on any of the statuses to go to a pre-filtered view of the tool stack with only tools in that status.
Following that, you'll encounter a display of the tools with the highest spend in your stack. It's important to observe that the chart arranges these tools according to their Year to Date (YTD) spending, encompassing the period from the start of the year up to the present moment.
By hovering over a particular bar chart, you can see additional details such as the amount of spend, the tool owner, and the renewal date.
Additionally, you can easily view the overall spend for both the current and previous year in this section. Furthermore, the savings generated for you by Sastrify are prominently displayed for your convenience.
In the lower section of the page, you'll discover a list detailing upcoming renewals, accompanied by a visual timeline depicting renewals scheduled for the upcoming months. This layout provides a comprehensive overview of your subscription renewals, ensuring you stay informed and can effectively plan for the future.
With these widgets you can:
- Obtain a comprehensive overview of all upcoming renewals, coupled with the option to filter for tools you own using the "My Tools Only" toggle. This feature provides a thorough renewal horizon for the upcoming months.
- Hover over any item in either the upcoming renewals list or the timeline view to access various actions. You can view detailed tool information, initiate a renewal procurement, or review details if the procurement initiative has already been created. This interactive functionality enhances your ability to manage renewals efficiently.
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