Insights

Insights are findings you log about cost trends or optimization opportunities in your environment. When you discover something worth tracking while investigating costs in Explorer, you create an Insight to log the finding so your team can reference and act on it. Each Insight links back to where it was discovered in Explorer and tracks the cost impact and status as your team works through it.

In CloudZero, select Optimize from the left navigation, then select the Insights tab.

What the Insights tab shows

The Insights tab gives you a high-level picture of all findings logged across your organization.

• Total Cost Impact: The combined monthly cost impact across all Insights, showing the total scale of identified opportunities.
• Insight Count: A visualization showing how many Insights are in each status (New, In Progress, On Hold, Addressed, Ignored), so you can see where your team's attention is focused.

Below the summary, a table lists every Insight with its title, status, effort level, last updated date, and cost impact.

Find Insights

The Insights table includes controls to help you find specific Insights.

Search

Type in the search field above the table to find Insights by title or other properties.

Quick filters

Quick filters above the table let you switch between Insight states with one click:

You can also export the table, reset filters, and customize which columns appear using the controls above the table.

View Insight details

Click an Insight title to open the detail panel. The detail panel gives you the full context of the finding and lets you take action.

Overview tab

The Overview tab shows the complete picture of the Insight:

• Cost impact and effort level: Displayed at the top of the panel.
• Chart Details: A cost chart showing spend for the associated Explorer context. You can change the Group By, date range, and granularity (Hourly, Daily, Weekly, Monthly). Select View in Explorer to return to the original Explorer context where the Insight was created.
• Details: The source, cost impact, category, and timestamps for when the Insight was created and last updated.
• Description: The full description entered when the Insight was created, with a copy button.

Comments tab

The Comments tab provides a comment thread for team discussion. Add a comment and click Post to share it with your team.

Actions

From the detail panel, you can:

• Change status: Use the Status dropdown at the bottom of the panel.
• Create a work item: Select Create Work Item at the bottom of the panel to create a linked Jira ticket for tracking. Requires the Jira integration.
• Expand: Open the detail panel in full screen.
• Delete: Permanently remove the Insight.
• Copy: Duplicate the Insight.

Create an Insight

You create Insights from Explorer. When you find a cost trend or optimization opportunity worth tracking, log it as an Insight to share with your team.

1. In Explorer, open the Configurations panel and select the Features tab.
2. Click Create Insight.
3. Enter the details for your Insight (see Insight fields below).
4. Click Create Insight.

Insight fields

Manage Insights

You can update the status and effort level of any Insight directly from the table by clicking the dropdown in the Status or Effort column, or from the detail panel.

Insight statuses

Insights move through statuses as your team works on them:

• New: The Insight has been logged but no action has been taken.
• In Progress: Someone is actively working on the Insight.
• On Hold: Work on the Insight is paused.
• Addressed: The Insight has been acted on.
• Ignored: The Insight has been reviewed and dismissed.