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Spotto Features: Portal Workflows and Tools

Find the right workflow​

Spotto organizes cloud operations around the task you are trying to complete. Use this page as a map, then follow the linked guide for the controls, data boundaries, and common failure modes of that workflow.

The Portal filters navigation by company feature availability and your assigned role. If a page documented here is missing from your navigation, review Portal Access and Permissions rather than assuming the URL alone will grant access.

Investigate​

Start with the current state​

  • Dashboard - Review cost, recommendation, cloud health, and operational widgets.
  • Dashboard Widgets - Choose the right widget and understand what each one measures.
  • Get Started - Use a live setup checklist to find the next account configuration task.

Prioritise recommendations​

Inspect resources​

Analyze spend, commitments, and posture​

  • Cost Tree - Break down Azure spend by subscription, resource group, service, resource, and supported tag groupings.
  • Cost Analysis - Review spend trends, forecasts, and detected cost anomalies.
  • Commitments - Review Reserved Instance and Savings Plan inventory, utilization, coverage, renewals, and recommendations.
  • Azure Hybrid Benefit - Review configuration, eligibility evidence, and indicative Windows or SQL licensing savings separately from commitments.
  • Security - Review secure score and security recommendations.
  • Governance - Inspect management groups, policy, exemptions, RBAC, privileged roles, findings, and governance relationships.
  • Perimeter Insights - Review public IP exposure, assignments, regions, tags, and risk context.

Review change and health evidence​

  • Relationship Graph - Explore Azure resource dependencies and topology.
  • Health - Review Azure Service Health incidents and Resource Health availability.
  • Change Monitoring - Review activity logs, sensitive or failed changes, actors, and affected resources.

Monitor subscriptions and history​

  • Subscriptions - Compare cost, trend, savings, recommendations, budget status, scores, and sync state across Azure subscriptions.
  • Subscription Metadata - Maintain environment, group, emoji, and friendly-name context used across Spotto.
  • Trend Tracker - Track recommendation, resource, and secure score history over time.

Customer Portal​

  • Customer Portal - Give customer users a permission-scoped dashboard, Cost Tree, Cost Analysis, and commitments experience.

Generate​

  • Reporting - Create editable SDM report previews and Word exports from the available review evidence.
  • Statement of Work - Build a SOW draft from prioritised recommendations and delivery packages.
  • Review Checklists - Scan selected subscriptions for best-practice coverage and review gaps.
  • Notes - Record customer objectives, requirements, meetings, and engineering context for reviews and AI grounding.

Tasks​

Review work​

  • Tickets - Track Jira, Autotask, Halo, and ConnectWise tickets created from recommendations.
  • Backups - Review Azure data-protection coverage, backup health, and estimated backup cost context.
  • Kanban Board - Move prioritised recommendations through tracked workflow stages and optional swimlanes.
  • Schedules - Review scheduled recommendation actions, scope, status, next run, and last run.

Monitor exceptions​

  • Cost Alerts - Configure budget and anomaly alerts, inspect instances, and route notifications.
  • Retirement Tracker - Find Azure service retirements and affected resources.

Settings​

  • Companies - Manage organizations and company configuration.
  • Company Hierarchy - Organize parent, container, and customer companies and delegated administration.
  • Users - Invite users and assign Classic or Advanced roles and scope.
  • Access and Permissions - Understand feature availability, roles, delegation, and effective access.
  • Feature Sets - Review or change company feature-set availability where management is enabled.
  • Tagging - Build read-only Spotto tags and tag rules for consistent classification and cost attribution.
  • Notifications - Route selected company events to Slack, Teams, email, or a webhook.
  • Personal Settings - Manage your language and personal notification preferences and understand the current support-led deletion flow.

Connectors​

Portal-wide tools​

  • Spotto Chat - Ask page-aware or environment-wide cloud questions with available evidence and citations.
  • Global Search - Press Ctrl+K to find pages, companies, subscriptions, and supported current-page resources or recommendations.
  • Business / Technical Toggle - Switch recommendation language between stakeholder context and technical playbooks.

Troubleshooting​

A documented feature is not in the Portal​

What you're seeing: A page linked here is missing from your Spotto navigation.

Likely causes:

  • The wrong company is selected.
  • The company does not receive the feature set.
  • Your role or delegation scope does not include the page.

How to fix:

  1. Select the intended company and check the navigation again.
  2. Ask a company administrator to review Feature Sets.
  3. Ask the administrator to check your role and scope in Users.
  4. If access looks correct, contact Spotto support with the company name, feature name, and a screenshot of the navigation.