Getting Started: Onboarding Sequence

Before you can access CloudSmart Insights, you'll need to complete a one-time onboarding process that connects your AWS environment to the platform. This involves subscribing to the AWS Marketplace listing, deploying a CloudFormation stack to install the AWS Marketplace Seller Data Feed Service, and configuring cross-account roles. The process typically takes under 30 minutes.

Step 1 — Subscribe via AWS Marketplace

Navigate to the CloudSmart Insights listing on AWS Marketplace and click Subscribe. Complete the subscription flow, then proceed to the configuration stage using AWS Marketplace Quick Launch.

Step 2 — Deploy the CloudFormation Stack

Use the CloudFormation template below to install the AWS Marketplace Seller Data Feed Service in your AWS environment. In the AWS Console, go to CloudFormation → Create Stack → With new resources and provide the following template URL:

FinalTemplateV2.yml — CloudFormation Template

Step 3 — Set the RootFolderName Field

After subscribing you will receive a welcome email with your credentials. Your username will be in the format tenant-admin-<ID> — for example, tenant-admin-8e436cb4239d11f0bfa7531e86435842.

Important: When completing the CloudFormation stack, set the RootFolderName parameter to only the ID portion of your username — everything after tenant-admin-. Using the example above, you would enter 8e436cb4239d11f0bfa7531e86435842.

Step 4 — Configure Cross-Account Roles

The CloudFormation stack automatically provisions the IAM roles required for cross-account access between your AWS environment and CloudSmart Insights. Review the role permissions during stack creation and confirm the deployment completes with a CREATE_COMPLETE status.

Step 5 — Share the CrossSyncLambdaRole ARN with CloudSmart

Once the stack is successfully created:

  1. In the AWS Console, navigate to CloudFormation → Stacks → [Your Stack Name] → Outputs.
  2. Locate the output key CrossSyncLambdaRole.
  3. Copy the full ARN value.
  4. Send the ARN to CloudSmart at CS Engage to complete your account activation.

Once CloudSmart confirms receipt and links the role, your account will be fully activated. You can then proceed to Accessing CloudSmart Insights to log in for the first time.

User Documentation v1.0

CloudSmart Insights
Complete User Guide

Everything you need to navigate the app, run your reports, manage private offers, sync your CRM, and get your team set up  at app.insights.cloudsmart.global.

In This Guide

  1. Getting Started: Onboarding Sequence
  2. Accessing CloudSmart Insights
  3. The Dashboard
  4. Offer Report
  5. Subscribers Report
  6. Business Report & Billed Revenue
  7. Disbursement Report
  8. Sales Compensation & Sales Overview
  9. Private Offers
  10. CRM Connect
  11. Well-Architected Review
  12. Managing Users & Permissions
APP NAVIGATION MAP CloudSmart Insights app.insights.cloudsmart.global Dashboard Offer Report Subscribers Report Business Report Disbursement Report Sales Overview Billed Revenue Sales Compensation Private Offers CRM Connect Well-Architected User Management Data Sharing

1. Accessing CloudSmart Insights

CloudSmart Insights is a web app no installation required. Open any modern browser and navigate to https://app.insights.cloudsmart.global/.

What You'll Need

Before your first login, make sure you have: an active CloudSmart account (username and password provided by your organization admin), multi-factor authentication codes if your organization has MFA enabled, and a supported browser  Chrome, Edge, or Firefox at their latest versions.

First Login Steps

  1. Open a browser and navigate to https://app.insights.cloudsmart.global/.
  2. Enter your credentials. Use the email address and password your CloudSmart admin provided.
  3. Complete MFA (if required). Enter the one-time code from your authenticator app.
  4. First-time prompts. On your first login you may be asked to set a new password or accept usage terms. Follow the on-screen prompts this takes under two minutes.
  5. You'll land on the Dashboard. Your organization's live data loads automatically.

Access issues? If your login fails, confirm your account is activated. Contact your CloudSmart admin or email tvance@cloudsmart.global for account setup.

2. The Dashboard

The Dashboard is your mission control. It surfaces the metrics, active deals, and pending actions your team needs to act on without digging through reports. Every tab across the app shares the same controls, so once you learn the Dashboard, navigating the rest of the app is immediate.

DASHBOARD LAYOUT Search by Product · Customer AWS ID · Offer ID ⬇ Export CSV Active Deals 48 Private Offers 12 Pending Actions 3 CRM Insights Synced Engagement & Revenue Opportunities Notifications & Alerts Offer #A-4421 expires in 3 days New subscriber us-east-1 CRM sync completed 14 records Q3 revenue report ready for export ⊞ Maximize · ⊟ Filter · ↑ Drill Up · ↓ Drill Down · ⋮ Menu

Search Controls

Every tab in Insights includes three search fields at the top of the view:

  • Search by Product filter the view to a specific Marketplace product listing.
  • Search by Customer AWS ID locate all agreements and offers tied to a specific customer account.
  • Search by Offer ID jump directly to a specific private offer.

Menu Options

The menu icon (⋮) on every chart panel gives you two options: View Summary Data a condensed snapshot of the key metrics in that panel and Export to CSV a full data download for use in Excel or your BI tool of choice.

Chart Controls

Each chart panel includes controls to Maximize it to full-screen, Add Filters to narrow the dataset, and Drill Up / Drill Down from agreement end dates to see either a broad aggregate view or granular detail.

3. Offer Report

The Offer Report is the financial center of your Marketplace activity. It breaks down every agreement active, inactive, and expired by contract value, company, product, and timeline.

Offer IDs by Total Contract Value

Ranks your top 20 offers by TCV. Identify which deals are driving the most revenue and which are underperforming.

Product Heatmap

Color-coded engagement view across customer offers and IDs. Warmer colors = higher engagement. Hover any cell for detail. Click to drill in.

Active / Inactive Agreements

Side-by-side tables of active and inactive agreements by company name with exact end dates. Critical for renewal planning.

Agreements Expiration by Quarter

Timeline view showing which agreements expire each quarter so your team can prioritize renewal outreach before deals go dark.

End Customer Agreement Totals

Total agreement counts and financial implications by company essential for evaluating business relationships and planning future engagements.

Free Trial Conversion

Tracks the journey from free trial to paid offer. See conversion rates, identify drop-off points, and prioritize accounts ready to convert.

Pro tip: Sort the Agreements Expiration by Quarter chart by your current quarter first. Any agreement ending within 60 days without an active renewal offer is a priority action item.

OFFER LIFECYCLE TRACKED IN THE OFFER REPORT Free Trial Offer created Active Paid & running Renewal Zone <60 days to expiry Expired Inactive agreement Renewed New agreement Each stage is tracked in real time across the Offer Report tabs

4. Subscribers Report

The Subscribers Report shows who is subscribing to your products, where they're located, and which companies have the most AWSaccount activity. Use it to understand your customer geography and identify expansion opportunities.

Geolocation for New Subscribers

A geographic map of new subscriber locations. Use it to spot growing markets and tailor your regional go-to-market motion.

New Subscriber Information Table

Detailed record of each new subscriber: company name, AWS account ID, subscription date, product, and region.

Countries Holding AWS Accounts by Companies

A breakdown of which countries your customers are using AWS in useful for understanding global cloud footprint.

Leading Companies for AWS Accounts

Ranks companies by the number of AWS accounts they hold, highlighting your most cloud-engaged customer accounts.

5. Business Report & Billed Revenue

Two reports, one purpose: understanding where your revenue comes from and where it's headed. The Business Report focuses on product-level revenue performance. Billed Revenue tracks what's been invoiced and collected.

Business Report

Global Revenue Map

Revenue distribution by region. Identify your strongest markets and spot underperforming geographies that deserve more focus.

Customer Company Revenue Table

Revenue by customer account. Spot your highest-value customers and compare their growth quarter over quarter.

Quarterly Revenue Forecast

AI-assisted projection for the next quarter, based on historical data and current pipeline. Used for budgeting and board reporting.

Product Revenue Tracker

Real-time revenue by product listing. Identify top-performing products and those needing marketing attention.

Product Revenue Per Customer

Average revenue each customer generates per product. Guides pricing optimization and upsell prioritization.

End Customer AWS Experience

Tracks how end customers are using AWS alongside your product useful for co-sell conversations and expansion plays.

Billed Revenue Report

The Billed Revenue Report shows what's been invoiced, collected, and recognized split across time periods, customers, and performance bands.

Global Revenue Map

Same geographic view as Business Report, but scoped to billed (invoiced) amounts only excludes forecast or pipeline.

Quarter Performance Metrics

Growth rate, max quarter performance, min quarter performance, and overall quarterly trend the key metrics for QBRs and investor updates.

Customer Revenue Data Table

Detailed view of revenue by customer within a specified period. Includes total sales and trends for each account.

Net Revenue Forecast

Projected net revenue incorporating current sales figures, pricing trends, and market conditions.

REVENUE REPORTING LAYERS Gross Revenue (before deductions) Product Gross Revenue · Weekly Gross Revenue per Product Billed Revenue (invoiced) Customer Revenue Data Table · Quarter Performance Metrics Net Revenue (after fees & refunds) Net Revenue Forecast · Customer Net Revenue AWS Marketplace fees deducted Refunds & credits applied All three layers are available in the Business Report and Billed Revenue Report tabs

6. Disbursement Report

The Disbursement Report covers what AWS has actually paid out to you the money that has moved. It includes geographic breakdowns, fee and credit details, and customer-level data tables.

GeoMap Payer Net Amounts

Visual map of net disbursements by payer geography. Identify where your highest-value payments are originating.

Fees, Credits & Refunds

Two views: by aggregate (total adjustments for the period) and by product (which listings drove fees or refunds). Critical for margin analysis.

Payer Customer Data Table

Customer payment details with seller totals. See exactly which accounts are paying, how much, and when.

Quarterly Product Performance

Product-by-product revenue performance across the quarter identifies your stars and your laggards.

End Customer Data Table

Comprehensive customer records with purchase history. Includes Q3 net amount movers and top/bottom 3 products by net amount.

Q3 2025 note: The total net amount for Q3 2025 decreased. Use the End Customer Data Table's top/bottom 3 product views to identify which listings drove the decline and inform your Q4 strategy.

7. Sales Compensation & Sales Overview

Sales Compensation

The Sales Compensation section is built for revenue operations and finance teams. It provides gross and net revenue analysis by customer, product, and AR period the inputs you need for commission calculations and seller performance reviews.

Global Customer Leaders in Gross Revenue

Top companies worldwide ranked by gross revenue. Use as a benchmark for your own account performance.

Customer Sales Tracker

Consolidated transaction data by customer. Spot trends, identify at-risk accounts, and flag upsell opportunities.

Customer Gross & Net Revenue

Revenue before and after deductions, side by side. Top 3 companies and top 3 products by net revenue highlighted automatically.

Weekly Gross Revenue per Product

Week-by-week product revenue. Identify seasonal patterns and measure the impact of promotions or price changes.

AR Period Analysis

Top 3 and bottom 3 AR periods for gross revenue, plus a full sum-by-period viewe. Understand your collection cycles and cash flow timing.

Customer Detail Table

Full customer profile view: names, contact details, account numbers, purchasing history. Your CRM complement inside Insights.

Sales Overview All Time

The Sales Overview gives you the long view: historical trends, forecasts, and profit analysis across your entire Marketplace history. Use it for board decks, investor updates, and annual planning.

Year-over-Year & Month-over-Month Revenue

Revenue comparison across periods. Spot inflection points, growth trends, and the real impact of strategy changes.

Sales Trends Tracker

Visual chart of total sales over time with peak identification. Understand seasonality and customer purchase behavior.

Sales by Customer & by Solution

Revenue attribution by account and by product listing the two cuts you need for account planning and portfolio decisions.

Business Profit Overview

Gross profit, operating income, and net margin in one view. Benchmarked against prior periods to show direction of travel.

Revenue Forecast

Forward-looking revenue projection based on historical data and current market trends. Updated continuously, not just at quarter-end.

Best Profit Quarter & Day

Identifies the single best-performing quarter and the peak day within it useful for pattern analysis and sales strategy.

1 Navigate to Private Offers tab 2 Fill in offer details & pricing 3 Save & send for approval or publish 4 Customer accepts via Marketplace 5 Monitor & download offer reports

How to Create a Private Offer

  1. Navigate to the Private Offers tab in the left navigation menu.
  2. Click Create Offer to open the offer builder.
  3. Fill in the offer details: customer name, pricing terms, contract duration, and the specific product listing. You can also include a custom EULA amendment if required.
  4. Choose your publish path: save and send for internal approval before publishing, or publish directly if your workflow allows. The customer receives an accept link via AWS Marketplace email.
  5. Monitor acceptance from the Private Offers management view. Insights shows offer status (pending, accepted, expired) in real time.

Management Options

From the Private Offers management page you can edit or cancel existing offers, monitor acceptance status and expiration dates, and download full offer reports for finance reconciliation.

IAM & Permissions: Private Offers requires the appropriate IAM permissions for your AWS account. Use the CloudFormation link inside the Private Offers tab to automatically deploy the correct IAM role this is the fastest way to get permissions configured correctly.

9. CRM Connect

CRM Connect links CloudSmart Insights to your CRM Salesforce, HubSpot, or other supported platforms so AWS co-sell data flows directly into your existing sales workflow. No duplicate entry. Your pipeline stays in sync automatically.

BIDIRECTIONAL CRM SYNC FLOW Your CRM Salesforce · HubSpot Dynamics · Pipedrive CloudSmart Insights Accounts · Opportunities Contacts · Co-sell data Pipeline & partner reporting PUSH PULL AWS Partner Central ACE Opportunities Marketplace · Entitlements Sync operates in real time changes in any system reflect across all three within 60 seconds

What CRM Connect Does

  • Syncs accounts, opportunities, and contacts between your CRM and Insights.
  • Automatically pushes AWS co-sell data (ACE stage updates, AWS rep assignments, deal notes) into your CRM.
  • Provides reporting on pipeline value and partner engagement directly inside Insights.

How to Connect Your CRM

  1. Open CRM Connect from the left navigation menu.
  2. Select your CRM provider from the list: Salesforce, HubSpot, Microsoft Dynamics, or Pipedrive.
  3. Authenticate. Enter your API credentials or complete the OAuth login flow. For Salesforce and HubSpot, OAuth is the recommended method it handles token refresh automatically.
  4. Configure sync preferences. Choose which object types to sync: accounts, opportunities, contacts, or all three. Select sync direction bidirectional is recommended.
  5. Confirm and test the connection. Insights will run a test sync against a sample record. Confirm the data maps correctly before activating live sync.

IAM & Permissions: CRM Connect requires the appropriate IAM permissions to be configured in your AWS account. Use the CloudFormation link inside the CRM Connect setup page to deploy the required IAM role automatically.

10. Well-Architected Review

The Well-Architected module evaluates your workloads against AWS best practices across five pillars. The output is a prioritized remediation report you can act on immediately or share with your AWS Solutions Architect for co-sell support.

AWS WELL-ARCHITECTED FRAMEWORK FIVE PILLARS Operational Excellence Run & monitor systems Security Protect data & systems Reliability Recover from failures Performance Efficiency Use resources efficiently Cost Optimization Avoid unnecessary spend CloudSmart Insights generates a remediation report across all five pillars after each review session

How to Run a Well-Architected Review

  1. Open Well-Architected from the navigation menu.
  2. Select or create a workload. A workload is a specific application or set of AWS resources you want to evaluate. Give it a descriptive name that matches the AWS environment you're reviewing.
  3. Answer the review questions across each of the five pillars. The questions are drawn directly from the AWS Well-Architected Framework. There are typically 58“70 questions across all pillars you can complete pillars in separate sessions and save progress.
  4. Generate the report. When you've completed the review, click Generate Report. Insights produces a prioritized list of findings with specific remediation recommendations for each risk.
  5. Act on findings. High-risk findings should be addressed before your next AWS co-sell conversation an Architecture Validated badge requires no high-risk findings, which is a prerequisite for the SaaS Co-Sell Benefit.

Architecture Validation requirement: Completing a Well-Architected review with no high-risk findings is required to obtain the AWS Architecture Validated badge which in turn unlocks eligibility for the SaaS Co-Sell Benefit. CloudSmart can guide you through this process. Reach out to tvance@cloudsmart.global.

Questions? We've got you.
From onboarding to Architecture Validation.

CloudSmart handles setup, CRM integration, IAM configuration, and AWS Architecture Validation end-to-end typically in under 48 hours.

CS Engage