WalkMe Discovery: Licenses Optimization Dashboard

Last Updated June 3, 2026

Brief Overview

WalkMe's Discovery License Optimization Dashboard has made it easier than ever to identify inefficiencies and areas of opportunity within your software spending. By providing insights on cost-saving measures such as cutting costs on specific software applications, the License Optimization Dashboard empowers organizations to streamline their software usage and maximize their investments.

Comparing data that you input about your software expenses enables you to realize license inefficiencies instantly and take the next steps to optimizing how you spend on your software.

Upload a CSV for optimized insights

To get the most of the Licenses Dashboard, we recommend that you fill out a CSV  with the licenses information for each app. This will allow us to populate the dashboard with the necessary data and provide you with valuable insights into your software expenses.

Get to Know

The Licenses Dashboard provides a comprehensive view of your organization's software license usage, enabling you to optimize and streamline your software investments. This section will explore the widgets available on the dashboard.

License and license type

A license in WalkMe Discovery refers to a paid user account, while a license type denotes the specific user permissions, such as edit, view, or admin access.

Click each widget name to learn more about it.

Total potential savings (licenses value)

 Identify unused and underutilized licenses, and take action to cut costs and optimize your tech stack.

  • Direct savings: Licenses that are not used at all
  • Optional savings: Lowest 10% of users based on total time spent
  • Active usage licenses: Number of users actively using the application

Cost Breakdown by Department

Cost per department based on the number and cost of licenses per department provided by the customer.

  • Requires IDP Integration or CSV upload

Cost Per Employee

Total cost of software licenses per user.

  • Avgerage cost per employee
    • Total cost for all licenses divided by total number of users
  • Average number licenses per employee
    • Total number of licenses divided by the total number of users
Apps with Most Potential Savings

Top 5 apps with highest licenses value with no or low usage.

Cost Breakdown by Category

Cost per category based on the number and cost of licenses per category as indicated in the CSV.

All Apps

The "All Apps" widget provides a comprehensive view of all software applications used in the organization. It includes the name of the app as defined in the WalkMe app library, total number of licenses provided in the CSV, contract renewal date, annual cost of the contract, utilization rate which is the percentage of active users compared to the total number of licenses, potential savings based on underutilized licenses, the category of the app as defined in the WalkMe app library, and the owner of the app as indicated by you. This widget helps organizations to gain a full understanding of their software portfolio and make informed decisions about their license usage and allocation.

Measuring license usage

License usage compares the number of users visiting the app vs the number of licenses your organization is paying for.

User Activity Graph

The User Activity graph displays a line graph that visualizes the popularity of a software application based on the number of users and the amount of time they spend on the app. The graph is accompanied by a list of active users and their level of activity, giving you insights into how effectively your software investments are being utilized. With this information, you can identify potential areas for cost savings and streamline their software usage.

How to enter license info in the UI

If you already have access to license information for a few apps and want to uncover utilization and potential savings instantly, feel free to add the info directly in the table. You may edit licenses info or add license info to more apps at any time.

How to Upload the License Dashboard CSV

To get the full experience of the Licenses Dashboard, we recommend uploading a CSV with information about each app's licenses.

To upload a CSV:

  1. Go to the Discovery > Settings > Integrations > Manual Integrations > Licenses
  2. Download the template and upload a CSV file with the app ID, app name, number of licenses, and cost per license

It is not required to upload a CSV use the licenses dashboard. You can also update the values directly in All Apps table.

New uploads overrides the old CSV

When updating your CSV, the latest upload will override the previous one. Therefore to import additional information, it should be added to the previous CSV and then re-uploaded.

Supported Apps and License Types

Existing license management tools typically rely on tracking logins instead of actual behavioral usage and patterns. Discovery provides this added scope and allows customers to understand not only how many users have accessed an app, but how often they visit and how long they spend. This information becomes critical when it comes time to manage user licenses, whether cutting them or reassigning.

WalkMe's License Optimization Dashboard supports all apps for license analysis. Most apps are automatically identified by WalkMe when you download the CSV template. If an app isn't identified, it won't appear in the dashboard even if it's included in the CSV. In this case, open a Support ticket and we can add that app to the app manager to ensure it is supported in future analysis.

If the app has multiple license types (user permissions like edit, view, admin), the WalkMe team will work with you to configure these rules on WalkMe's side.

Technical properties we can track to differentiate license types:

  • URLs - user with a specific license type can access a unique URL and other licenses types cannot
    • example: ServiceNow
      • Agents - visit URLs containing "/workspace/agent"
  • Buttons - user with a specific license type can click a unique button and other license types cannot (create, export, edit, etc)
    • example: ServiceNow
      • Approvers - interact with "Approve" buttons

There are several paths to adding license type rules for an app:

  1. WalkMe can offer a screen-share with the customer to do the review
    • Recommended if customer is not technical and wants to learn (need to know how to inspect the page and check html values)
  2. Customer can do the investigation on their own offline
  3. Customer can share access to the apps with various license type permissions so WalkMe can review offline
  4. Customer can share lists of users of the various license types and WalkMe can review the analytics for those users to see if there are any unique differences between the license types
Note

Desktop app licenses analysis is not supported

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