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Recommendation

Overview

Think of Advanced Savings as a full home energy audit, not just a note that a light was left on. A basic check might catch a device running when nobody's home — but a real audit also looks at whether your appliances are the right size for your needs, whether your home's insulation is doing its job, and whether you're even on the best utility rate plan. Advanced Savings does the cloud equivalent: it looks at idle and orphaned resources (the lights left on), oversized resources (appliances too big for the job), inefficient architecture (poor insulation), and your commitment or reservation pricing (your utility rate plan) — then rolls every finding into one number so you know the total size of the opportunity.

Recommendations are powered by Deep Waste Optimization, which surfaces savings opportunities that go beyond standard recommendation checks, and are available across AWS, Azure, and GCP. They're surfaced across four categories: Resource Hygiene (idle and orphaned resources), Workload Efficiency (rightsizing), Architecture Efficiency, and Rate & License (reservations and savings plans), rolled up into a single Savings Opportunity total.

This shows up differently depending on your role:

  • FinOps manager — uses the rolled-up Savings Opportunity total and filtering to prioritize which recommendations the team should act on first.

  • Finance leader — uses the summary cards to forecast achievable savings and report progress over time.

  • Engineering or platform lead — drills into individual resources, reviews the specific Action and Reason for each recommendation, and tracks it through to resolution with a ticket.

Savings Opportunity Cards

At the top of the page, five cards summarize your Achievable Monthly Savings:

  • Savings Opportunity — the total achievable monthly savings across every recommendation category combined.

  • Resource Hygiene — savings available from cleaning up idle, unattached, or orphaned resources.

  • Workload Efficiency — savings available from rightsizing over-provisioned resources.

  • Architecture Efficiency — savings available from architectural improvements.

  • Rate & License — savings available from reservations, savings plans, and commitment-based pricing.

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Cost Options

Use the Cost Options icon to control how costs and savings are calculated across the page:

Cost Field — choose how your current spend is shown:

  • Actual — your real, on-demand billed cost, with any Reserved Instance or Savings Plan discount shown as its own separate line item, so you can see the exact value of each discount received.

  • Amortized — spreads commitment costs like Reserved Instances and Savings Plans evenly across the commitment period, so the discount is baked into a single normalized monthly number.

Savings Field — choose how potential savings on a recommendation are calculated:

  • Actual — the saving measured against full on-demand pricing, as if no discounts existed. This is the largest of the three figures whenever a resource has existing commitment coverage.

  • Discounted — the saving measured against what you're really paying today, after existing Reserved Instances or Savings Plans are factored in. This is the figure that will most closely match the actual change on your next invoice.

  • Optimal — the saving if the recommended change delivered its full relative benefit against what you're really paying today, rather than against on-demand list price. This is usually the most optimistic of the three figures, landing above Discounted but below Actual.

Example: A VM costs 500 per month on-demand, but a Reserved Instance brings the real monthly cost to 350. A recommended resize would bring the on-demand cost down to 200 per month.

  • Actual savings: 500 − 200 = 300 per month

  • Discounted savings: 350 − 200 = 150 per month

  • Optimal savings: 350 × (1 − 200/500) = 210 per month

The 300 figure is the full theoretical gap between list prices — useful for comparing raw savings potential across resources regardless of who has commitments. The 150 figure is what will actually show up as a change on the bill, since part of the gap is already covered by the Reserved Instance. The 210 figure applies that same relative benefit to the real spend, giving a projection that sits between the other two — more optimistic than Discounted, but still grounded in real spend rather than list price.

Recommendations Table

The Recommendations table lists every individual recommendation, grouped into two views you can switch between:

  • open — all active recommendations, including both resource-level recommendations (VM, disk, IP address, etc.) and commitment recommendations shown together. A commitment recommendation appears as its own row with Resource Type shown as "commitments" — expanding it shows the same breakdown format as any other row (Policy Category, Policy, Policy Setting, Effort, Cost, Est. Savings, Action, Reason), for example a Rate & License category recommendation to purchase a Committed Use Discount.

  • muted — recommendations you've previously muted, so they no longer count toward your active savings totals.

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Each row shows the Provider, Usage Account, Resource ID, Resource Type, the number of Recommendations for that resource, its current Cost, the Est. Savings, Ticket Status, and any vTags/Tags associated with the resource. A single row can represent more than one recommendation for the same resource or account — the Recommendations count tells you how many are grouped together.

When a resource has multiple recommendations, the Cost and Est. Savings shown on its row reflect the single highest-value recommendation for that resource, not the sum of all of them — this avoids double-counting when recommendations represent alternative options (e.g. a 1-year vs. 3-year commitment) rather than fully separate opportunities. Expand the row to see the full breakdown and every individual amount.

Click the expand arrow on any row to see the full breakdown of that resource's recommendation(s), with each one listed individually along with its own Policy Category, Savings Type, Policy, Policy Setting, Effort level, Cost, Est. Savings, Action, and Reason.

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Filtering Recommendations

Use Select options above the table to filter by any combination of: Policy Category, Policy, Resource Type, Instance Type, Severity, Term, Source, and Ticket Status.

This lets you narrow the table down to, for example, only high-severity Resource Hygiene recommendations for a specific instance type — useful when triaging a large recommendation list down to what your team should act on first.

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Use the search icon to quickly find recommendations by keyword — useful when you already know the account, resource, or tag you're looking for and want to jump straight to it instead of scrolling or filtering.

Customizing Columns

Click the Settings (gear) icon above the table to show or hide columns — for example, adding Billing Account or Location if you need that context, or hiding columns you don't use to keep the table focused.

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Sorting, Pagination, and Export

Click any column header to sort the table by that field (ascending/descending). Use the Rows control and page navigation at the bottom of the table to move through results, and use Download CSV to export the current table view for offline analysis or sharing.

Taking Action on a Recommendation

Click the ⋮ (View Menu) on any row to:

  • View Details — see the full recommendation detail for that resource.

  • Update Ticket — create or update a tracking ticket for that recommendation, so your team has a single place to action it.

  • Mute — remove a recommendation from your active savings totals when it's not actionable (e.g. a resource that's intentionally kept idle). You must enter a note before muting — the Mute button won't submit without one. Muted recommendations move to the muted tab and can be unmuted later if needed.

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Acting on multiple recommendations at once: select the checkbox on any rows you want to act on together (or use the header checkbox to select all rows on the page), then use the Select actions button that appears to mute all selected recommendations in one step. You'll still need to enter a note, and a confirmation dialog will show exactly how many individual recommendations are included before you confirm.

Settings

Click the Settings (gear) icon in the page header to open Savings Settings, where you can enable or disable individual recommendation policies and adjust their thresholds — separately for each connected cloud provider (AWS, Azure, GCP, and Oracle Cloud Infrastructure) and category (Hygiene, Workload Efficiency, Architecture Efficiency, Rate & License).

Each policy shows its current Severity, Lookback Period, and the specific thresholds that trigger it — for example, Virtual Machine Idle uses a CPU threshold of 0–5% and a memory threshold of 0–65%, both measured over the lookback window using the 95th percentile. Toggle a policy off if it doesn't apply to your environment, or adjust its thresholds to match your own definition of "idle" or "underutilized."

Click the info info icon next to any policy to see exactly how it works before deciding whether to enable it or adjust it. Each policy’s info panel breaks down into four sections:

  • Action — what happens if you act on the recommendation (e.g. delete, resize, snapshot-then-delete).

  • Description — the plain-language condition that has to be true for a resource to get flagged.

  • How Generated — the underlying detection logic, including which signals are checked and any exclusions (e.g. resources tagged for disaster recovery, or those without enough telemetry to judge).

  • Metrics — the specific data points used to evaluate the policy (e.g. CPU %, peak connections, billed usage meters).

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Policy changes can take up to 24 hours to take effect.

Threshold settings

The Threshold Settings feature allows users to customize which savings recommendations appear by applying filters and setting a minimum savings threshold. If a threshold is defined (e.g., $100), any recommendations with potential savings below that amount will be excluded from the list. Users can create multiple settings with different filter combinations—such as billing accounts, usage accounts, or instance types—to control visibility and focus on high-impact savings opportunities.

A $1 minimum savings threshold applies by default. Out of the box, recommendations with potential savings below $1 are excluded from the list; everything at or above $1 is shown. This default lives under the "Default" scope on this panel and can be changed or removed by an admin at any time. If you're not seeing a recommendation you expect for a resource with very small savings potential (under $1), this default threshold — not a data issue — is almost always the cause. For anything at or above $1 that's still missing, check whether an admin has since configured a higher custom threshold for that scope.

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Viewing Historic Savings Recommendations

You can now view your Savings recommendations as they stood for any past month, not just your current, live data. This is available on both the Savings and Savings (Advanced) pages.

Overview

At the top of the Savings page, a Month dropdown lets you choose which point in time you want to view recommendations for:

Option

What it shows

None

Your latest recommendations — a live snapshot of what we'd recommend right now. Summary cards are labeled "( Latest )" in this view.

Current

Recommendations for the current calendar month.

Previous

Recommendations for the most recently completed calendar month.

A specific month (e.g. Jul-26)

Recommendations exactly as they were generated for that invoice month, based on the resources and costs that existed at that time.

When you select a month, the summary cards and the Recommendations table below all update together to reflect that month.

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Why the numbers can look different between months

"Latest" (None) always reflects your most up-to-date recommendation data. A named month reflects a fixed historical snapshot for that period. It's expected for these to differ — for example, a resource recommended for rightsizing in June may have since been resized or removed entirely, so it won't appear under "Latest" anymore, even though it will still appear under "Jun-26."

If a resource has since been stopped, resized, or deleted, its recommendation still remains visible under the month it was originally generated for — so you can always look back and see what was recommended at the time.

Historic month data is available starting from when this feature was enabled for your account. Months before that will show no recommendations, since historic snapshots weren't being collected prior to launch.

Header Icons

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  • Share — copies a link to the current page (with your active filters) to your clipboard, so you can share the same view with a teammate.

  • Bookmark — save the current view for quick access later.

  • Subscription — schedule recurring email delivery of this view.

  • Screenshot — capture the current page as a downloadable image/PDF.

  • Filters — quick access to the page-level filter panel.

  • Cost Options — control how costs and savings are calculated across the page (see above).

  • Settings — enable or disable and configure recommendation policies (see above).

  • Info — shows when the data on this page was last refreshed.

  • Reload — refresh the page's data.

  • Help — opens this help documentation.