---
title: "Product Tour for Certero SaaS Cost Management"
canonical: "https://ai-docs.certero.com/space/CXSM/132350388/Product%20Tour%20for%20Certero%20SaaS%20Cost%20Management"
format: markdown
---
![Exportable - Product Tour for Certero SaaS Cost Management v1.mp4](media://24dbeeed-88c5-4cc9-93b6-47c914fd18ba)

## Step-by-Step Guide


 1. Let's start with *Visibility*. To get *Visibility* you will need to add your identity management provider information, and use browser extensions to gather data. This will allow the discovery of shadow IT

![image](media://4bbdcc5c-b4df-4f9d-89b8-9d3a8a6e2f8d)


 2. Let's start with *Visibility*. To get *Visibility* you will need to add your identity management provider information, and use browser extensions to gather data. This will allow the discovery of shadow IT

![image](media://37e9bd80-70ed-4def-af06-526c77f0c707)

 

3. Now you will have user data and which applications are in use.

![image](media://537b97b9-13a5-4050-a802-0d09334a1072)

 

4. View *SaaS Discovery* for your discovered applications, here you will understand new Shadow IT issues

![image](media://ebb43c7b-3be9-4448-a41c-95c8de8eb262)

 

5. This screen gives you an overview of your discovered apps, and which new apps have been discovered in the last 7 and last 30 days.

![image](media://991ceb2b-7f44-4bc0-9ade-37a57dd5f913)

 

6. By default, SaaS apps will be assigned the discovered status. You are able to change the status to an application, and we will cover that later in the demo

![image](media://303d88da-05b9-4d3c-9046-7881ea70e3ea)

 

7. The applications will be given an out-of-the-box categorization to filter on. You will also be able to see the first visit, first user and total users for the application, this gives you complete visibility into your SaaS apps.

![image-20251111-155656.png](media://8994d05f-82c9-4ec4-8523-e69b40018d68)

 

8. This concludes our *Visibility* tour. Please choose what area you would like to focus on next

![image-20251111-155848.png](media://ead082c5-8a0e-409d-81b0-21ab2997d254)

9. Click on *Usage Summary* to gain *Observability* and understanding around the SaaS activity across your organization.

![image](media://bff63f60-0672-43a6-81b2-19d72a88dc2e)

 10. Dive deeper into user analytics by selecting the Users summary box.

![image](media://ebea51c6-d946-4f08-a9ca-96d57a9cca67)

 

11. Explore and manage your subscriptions to pinpoint savings opportunities.

![image](media://ab733cff-1a22-4112-a84f-d271f309aa91)


12. Understand how many different and unique categories of SaaS apps are in use across your organization

![image](media://11c40153-2999-43b5-a03f-9db94747b418)

 

13. Come back to the *Executive Dashboard* for more insights

![image](media://a8c26538-3d64-4089-996a-89a73fe3ec77)

 

14. Understand and Identify inactivity

![image](media://326839ae-5d2d-487d-be49-24dcd3ed971f)

 

15. This concludes our *Observability* tour. Please choose what area you would like to focus on next

![image](media://2b5652e9-ca97-40ad-931c-e41de3f1af80)

 

16. To gain *Management* of your SaaS apps, you will need to dive into the data, so click on *Applications*

![image](media://ece5445b-ab77-45b2-8dc4-4eab24e0b9f5)

 

17. In the data, you can search on out-of-the-box *Category*'s

![image](media://2c153e91-d4ce-448d-80d1-14531a69575f)

 

18. Or by *Status*

![image](media://5c5ff88c-f370-487f-ac50-152451e06691)

 

19.

![image](media://60cd4a08-d315-4f01-b04b-0016c4bfe310)

 

20. Or by app name - in this case *JetBrains*

![image](media://709af13d-5fe9-432f-ace0-1fe16f386cfa)

 

21. Open the *Actions* for details and *Management* options of the application

![image](media://51ef97c6-5f41-456d-ad3d-45abc8d48086)

 

22. Add a new review or feedback for this application to keep everyone up to date on its status.

![image](media://37e43e97-2f54-4d69-8091-b98115919a97)

 

23. Switch to the Users tab to view or manage user engagement with this application.

![image](media://fab724c9-3cb5-431d-99c6-60afa5f43670)

 

24. Review security posture and compliance details for this application under this tab.

![image](media://7f24ef04-d801-4585-9105-cec6b2ac00ac)

 

25.

![image](media://1814b91c-161d-4096-a98e-2e06664e7774)

 

26. This concludes our *Management* tour. Please choose what area you would like to focus on next

![image](media://2ce78712-2f89-44e1-8e12-6089c906fb33)

 

27. *Governance* helps add guardrails and direction to key decision making. Click *Cost Summary*

![image](media://a243fe00-ab43-44fd-a928-2d7f98e6ec22)

 

28. Identify spend against *Budget* and monitor allocations and spot areas for optimization.

![image](media://f9db5791-bf88-48a8-803c-1359eaf46c1a)

 

29. Explore *Identified Savings* to discover immediate cost reduction opportunities.

![image](media://c38381ba-06fa-43dd-b7cb-ce86216f288e)

 

30. Drill into publisher spend for deeper transparency into your software investments.

![image](media://5a837fbb-4131-4aa5-8688-924d050cc4e2)

 

31. Come back to the *Executive dashboard* for more insights to drive direction

![image](media://5bd17ba1-bfc0-462f-9147-6e41b8937899)

 

32. Investigate applications without an owner to make sure key persona's are given responsibility

![image](media://6c2fa467-7bf1-4e9e-a9e0-0fad96a8137c)

 

33. This brings an end to the *Product Tour*. Please contact us for next steps

![image](media://cabe0f9f-9d34-477f-8fb5-bb539b9bdcb8)