--- title: "Subscriptions" canonical: "https://ai-docs.certero.com/space/CXSM/108299737/Subscriptions" format: markdown --- --- The **Subscriptions** area, found under the **Optimize** section, is where platform users can record and maintain SaaS application cost and renewal information. This data feeds directly into key reporting areas, including the **Cost Summary Dashboard**, allowing organizations to monitor spend, forecast renewals, and identify opportunities for optimization.  > ℹ️ How Subscriptions are displayed can be changed by Card vs Table view. Within the Subscriptions view, users can: - Add new subscription records. - Edit or update existing subscription details. - View subscription data that drives cost analytics and renewal tracking across the platform. New subscriptions are added by selecting the **plus (+) icon** in the top-right corner of the screen. Existing subscriptions can be updated by selecting the **Edit Subscription** button. **Adding a Subscription** When creating a new subscription, complete the following fields: 1. **Application** – Select the application from the searchable list of SaaS apps already defined in the platform.   2. **Basis of Cost** – Define how the subscription is charged: - **User** – Cost is based on the number of active users. - **Organisation** – Cost is applied at a flat organizational level. - **Machine** – Cost is based on device or endpoint counts. - **User Block** – Cost is based on defined user ranges (requires a **minimum** and **maximum** number of users for the block). 3. **Quantity** – Enter the number of units (users, machines, or blocks, depending on the basis). 4. **Cost** – Enter the unit or block cost of the subscription. 5. **Interval** – Select the billing frequency (e.g., monthly, quarterly, annually). 6. **Renewal Day** – Specify the renewal date, determined by the chosen interval. 7. **Cost Currency** – The currency in which the subscription is billed. 8. **Local Currency** – The equivalent value in the organization’s local reporting currency. Once complete, select **Add Subscription** to save the record. **How Subscription Data Is Used** - **Cost Dashboards** – Subscription data automatically populates dashboards such as **Cost Summary**, enabling visibility of total spend, cost trends, and renewal schedules. - **Optimization** – Provides the foundation for cost-rightsizing and identification of savings opportunities. - **Forecasting** – Supports budget planning and renewal negotiations by highlighting upcoming commitments.