---
title: "Optimization Insights"
canonical: "https://ai-docs.certero.com/space/CXCM/108299180/Optimization%20Insights"
format: markdown
---
**Optimization Insights** analyse resource configuration, utilization metrics, and costs to provide a range of optimization recommendations.

The main page displays summary information tiles with links to a special [S3 duplicates](https://certero.atlassian.net/wiki/spaces/CXCM/pages/108299322) report and a committed use discount [rate optimization](https://certero.atlassian.net/wiki/spaces/CXCM/pages/108299280) report.

Below that are the recommendation tiles, for example:

![image-20250911-061126.png](media://0e2b0ca5-adb8-49aa-b0de-6fc511a2c15b)

In the example above we can see:

- Then name, indicating the recommendation type.
- Possible monthly savings. Not all recommendation types can have savings associated with them.
- The cloud vendors and services for which the recommendation applies.

Clicking **Show More** on a tile (seen in the image above) will display the evaluation criteria, a truncated list of resources in scope, and a link to open a blade for viewing/managing resources in scope:

![image-20250911-062804.png](media://5510b93e-48da-4f47-b024-89dcffe7e1ed)

The criteria items in bold (above) can be customised via the menu next to the recommendation name:

![image-20250911-061625.png](media://8898d033-875f-4a1b-8efe-96a5c5df7302)

With this menu, you can:

- Adjust the evaluation criteria for the recommendation:

![image-20250911-061809.png](media://6a56563b-abc6-4ea1-bc97-2a40fa9b7106)

- Pin the recommendation at the top of the section list, over-riding the default tile placement based on cost severity.
- Select pools for which all pool resources will be excluded from consideration for the recommendation type:

![image-20250911-062224.png](media://5b7fb11b-cf2a-4cb0-a3fd-d31c5c8a9004)

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Clicking on the **See <qty> items** link on a tile opens a list of all resources in scope, with an **Active**, **Dismissed **and **Excluded **page:

![image-20250911-064805.png](media://3bbffc38-8791-46e2-a8d0-0150605425c5)

- **Active **shows resources in scope of the recommendation. Clicking on the eye icon to the right of a resource will exclude the resource and its costs from inclusion in the recommendation.
- **Dismissed **show resources that are excluded by dismissal. Clicking the eye icon on these will move them back active consideration.
- **Excluded **shows resources that were excluded at the pool level and also provides a link to manage pool exclusions.

Clicking on a resource name in one of the lists takes you to the [Resources ](https://certero.atlassian.net/wiki/spaces/CXCM/pages/108298896)reporting where you can validate resource usage metrics (e.g. instance CPU), for example:

![image-20250911-071045.png](media://71a5f1e3-97c7-428a-a613-68d879e7692e)

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The **Optimization Insights** page of the [Resource Details](https://certero.atlassian.net/wiki/spaces/CXCM/pages/108298896) screen shows recommendations that the resource is currently in scope of, and those from which the resource has been dismissed (excluded). Using the **eye** icons, the resource can be excluded from, or re-included in, the displayed recommendation types:

![image-20250911-065427.png](media://7638fe11-88ad-4472-b97a-fa37dac3ff76)

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Evaluation of resource inclusion in recommendations is periodically calculated in the background, according to a schedule. Evaluation status can be reviewed using these summary tiles at the top of the main **Optimization Insights **screen:

![image-20250911-072107.png](media://965d6309-5402-43ab-b666-5fd905db7687)

Tiles showing this symbol are pending re-evaluation, for example after their criteria have been customized:

![image-20250911-063146.png](media://87dab002-710f-4fa8-badd-5af9fb29b267)

Administrators can initiate a re-evaluation of all tiles using the **Force check** item in the **Actions **menu the top-right:

![image-20250911-063303.png](media://01aac702-2060-4017-9075-b0ce037c66d8)

The recommendations **Archive **screen accessed from the **Actions **menu shows explorable background events as resources fall in and out of criteria:

![image-20250911-063707.png](media://74f445c1-eeab-43d3-afb9-6d74a0b8ee0c)

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User will receive [email notifications](https://certero.atlassian.net/wiki/spaces/CXCM/pages/108298614) to alert of new resource recommendations.

There is an **Optimization Insights **tile on the **Executive Dashboard**:

![image-20250911-065848.png](media://c02c90e0-7a2d-4786-bc26-7eec70d7f520)

 Features of this tile include:

- A link at the top-right to the unfiltered **Optimization Insights **screen.
- A donut chart comparing possible monthly savings against forecast spend for the current month.
- Total number of resources in each recommendation category.
- Link to the **Optimization** **Insights **screen, filtered on the chosen category.

The categories are:

**Cost**, where possible savings can be calculated for the type.

**Security**, which are security-related and can have no savings calculated.

**Critical**, where possible savings are high.