Bundle Tracking Dashboard

  • Updated

This dashboard shows how many verifications you use for your audience. It does not count test verifications. The data updates every six hours.

SheerID turns on this dashboard for every account by default. You only see data for the account you are using. You must have reporter permissions to view or download these reports in MySheerID. If you have more than one account, you can switch between them to see different boards.

You will only see bundle data if you have an active account with a bundle. This dashboard does not show data for unlimited verification contracts.

How to access the dashboard

  1. Log in to your MySheerID account
  2. Click on the Reporting tab
  3. Open the menu next to Performance Dashboard
  4. Select Bundle Tracking Dashboard from the list

Dashboard sections

Contracts quick look

This section shows your active contracts. You can see the start dates, how long the contracts last, and when they end.

Bundle usage

This section shows the total number of verifications for all programs. If your contract uses annual tracking, you will only see data for the current year.

Bundle breakdown by program

This section shows how many verifications each program uses. This helps you see which programs are the most popular.

Glossary

Bundle amount The total number of verifications defined in your contract
Annual bundle tracking A setting that splits your total bundle amount across each year of the contract
Contract name The title of your active contract(s)
Contract start date The date the contract begins
Contract end date The date the contract ends
Years The total number of years in your contract
Verifications used The number of verifications used during the current time
Verifications left The number of verifications remaining in your bundle before you reach the limit
Bundle usage The percentage of your bundle you have used to date
Days until renewal The number of days until your contract ends
Program The name of your active program
Total verifications The total number of verifications for a specific program
Daily rate The average number of verifications used each day since the contract started
Percent of bundle The part of your total bundle that one program uses

Calculations

Bundle Usage (Billable verifications / Bundle amount) x 100
Daily Rate Billable verifications / Days used
Days Until Renewal Contract end date minus the current date
Verifications Left Bundle amount minus verifications used
Percent of Bundle (Program verifications / Bundle amount) x 100

Please reach out to SheerID’s Product Support Team if you have questions about this dashboard or about reporting in general.

 

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