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Usage Tracking & Plan Limits

Valiyou usage dashboard displaying team seat count, valuation usage limits, plan capacity monitoring, and billing period tracking with progress bars and real-time statistics
Monitor your team seat count and valuation usage limits to optimize your plan capacity. Track active users, pending invitations, and annual valuation consumption with real-time progress bars. Manage seat limits, purchase additional team members, and buy extra valuations as needed with transparent billing period tracking and pro-rated pricing.

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Plan Usage Limits Card

Visual progress bars showing current usage. Team Seats:
  • Display: “X / Y” (e.g., “3 / 5”)
  • Progress Bar: Green (less than 80% used), Blue (80% or more used)
  • Percentage: “X% used”
  • Calculation: Active users + pending invitations
Valuations (this year):
  • Display: “X / Y” (e.g., “12 / 24”)
  • Progress Bar: Green (less than 80% used), Blue (80% or more used)
  • Percentage: “X% used • Resets [Date]”
  • Reset Date: One year from entitlements creation (usually subscription start)
Annual Reset: Valuation limits reset annually based on subscription start date, not calendar year. Purchased extra valuations carry forward.
What Counts Toward Limits:
  • Seats: All active users + pending invitations
  • Valuations: All valuations created this year (Draft + Approved)
Plan-Specific Limits:
  • Starter: 3 seats, 12 valuations/year
  • Professional: 5 seats, 24 valuations/year
  • Enterprise: 10 seats, Unlimited valuations
See Platform → Team Management for user management.

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Manage Seats Card

Adjust team seat count with real-time cost preview. Current Plan Info:
  • Included Seats: Base seats in plan (e.g., “5 included in Professional Plan”)
  • Additional Seats: Extra purchased seats (e.g., ”• 2 additional”)
  • Seat Price: Cost per additional seat per month
Team Seats Stepper:
  • Minus Button: Decrease seats (disabled if 0 additional seats)
  • Count Display: Total seats (included + additional)
  • Plus Button: Increase seats
Cost Info (appears when changes made):
  • Upgrade: Shows new monthly cost + immediate pro-rated charge
  • Downgrade: Shows credit for unused time + new monthly cost
Example Cost Info:
Action Buttons:
  • Cancel: Reset to current seat count
  • Upgrade/Downgrade Button: Apply changes (e.g., “Upgrade to 7 seats”)
Flexible Scaling: Add or remove seats anytime. Pro-rated charges/credits apply immediately, and the new monthly cost takes effect on next billing cycle.
Removing Seats: You can only decrease additional seats, not included seats. Ensure you have fewer active users than new seat limit before downgrading.
See Platform → Team Management for seat management details.

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Purchase Extra Valuations Card

Buy additional one-time valuations beyond annual limit.
One-Time Purchase: Extra valuations are purchased individually, not on subscription. They never expire and do not reset annually.
Current Plan Info:
  • Included Valuations: Base valuations in plan (e.g., “24 included in Professional Plan”)
  • Additional Valuations: Extra purchased valuations (e.g., ”• 5 additional”)
  • Valuation Price: Cost per extra valuation (varies by currency)
  • Reset Date: When next annual allocation becomes available
Extra Valuations Stepper:
  • Minus Button: Decrease extra valuations (disabled if no unused extra valuations)
  • Count Display: Total valuations (included + additional)
  • Plus Button: Increase extra valuations
Decrease Logic:
  • Can only decrease unused extra valuations
  • If you’ve used extra valuations this year, minus button is disabled
  • Example: Purchased 5 extra, used 3 → Can only decrease by 2 max
Cost Info (appears when changes made):
  • Purchase: One-time payment amount, charged immediately
  • Credit: Account credit for unused valuations, usable for future purchases
Example Cost Info (Purchase):
Example Cost Info (Credit):
Action Buttons:
  • Cancel: Reset to current extra valuation count
  • Purchase/Credit Button: Apply changes (e.g., “Purchase 2 valuations” or “Get Credit for 1 valuation”)
No Expiration: Extra valuations never expire. Purchase when needed, use whenever convenient. They don’t reset annually like included valuations.
Account Credit: When you return unused extra valuations, you receive account credit that can be used for future purchases (seats, add-ons, extra valuations).
When to Purchase Extra Valuations:
  • Exceeded annual limit (e.g., 24/24 used)
  • Planning major campaign requiring multiple valuations
  • Prefer one-time purchase over upgrading plan
  • Need flexibility without long-term commitment
See Valuations → Create Valuation for valuation creation.

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Common Use Cases

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Adding Team Members (Purchase Seats)

  1. Navigate to Platform → Billing → Usage tab
  2. Find Manage Seats card
  3. Click Plus Button to increase seat count
  4. Review cost info (pro-rated charge + new monthly cost)
  5. Click “Upgrade to X seats” button
  6. Success modal confirms seat addition
  7. Go to Platform → Users to invite new members
See Platform → Team Management for invitation process.

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Purchasing Extra Valuations

  1. Check current usage: Billing → Usage tab → Plan Usage Limits
  2. If at/near limit, go to Purchase Extra Valuations card
  3. Click Plus Button to add extra valuations
  4. Review cost info (one-time payment)
  5. Click “Purchase X valuations” button
  6. Payment processed immediately
  7. Success modal confirms purchase
  8. Create new valuations: Valuations → New Valuation
See Valuations → Create Valuation for valuation creation.

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Troubleshooting

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Can’t Decrease Seats

Reasons:
  • No additional seats to remove (only included seats)
  • More active users than new seat limit
  • Pending invitations count toward limit
Fix:

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Can’t Decrease Extra Valuations

Reasons:
  • No extra valuations purchased
  • All extra valuations used this year
  • Minus button disabled
Fix:
  • Can only return unused extra valuations
  • Wait until next annual reset
  • Purchase more instead of decreasing (if needed)

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Frequently Asked Questions

Navigate to Platform → Billing → Usage tab to view the Plan Usage Limits card. This displays your current team seat count (active users + pending invitations) versus your plan’s seat limit, with color-coded progress bars showing usage percentage.
Valuation limits reset annually based on your subscription start date, not the calendar year. The exact reset date is displayed in the Plan Usage Limits card as “Resets [Date]”. Purchased extra valuations carry forward and never expire.
In the Usage tab, locate the Manage Seats card and click the Plus Button to increase your seat count. Review the pro-rated charge and new monthly cost, then click “Upgrade to X seats” to complete the purchase. New seats are available immediately.
When you reach your annual valuation limit, you can purchase extra valuations individually through the Purchase Extra Valuations card. These are one-time purchases that never expire and don’t reset annually, providing flexibility beyond your plan’s included valuations.
Yes, you can decrease additional seats (beyond your plan’s included seats) anytime. Ensure you have fewer active users than the new seat limit before downgrading. You’ll receive a pro-rated credit for unused time, and the new monthly cost takes effect next billing cycle.
Yes, pending invitations count toward your team seat usage limit. If you’re at capacity, cancel unused invitations before sending new ones, or purchase additional seats to accommodate more team members.
When you add seats during your billing period, you’re charged immediately for the pro-rated amount (the cost for remaining days in the current cycle). The full monthly cost for additional seats is then included in your next regular billing cycle.
Yes, you can return unused extra valuations for account credit. Use the minus button in the Purchase Extra Valuations card to decrease unused valuations. The credit amount can be used for future purchases like seats, add-ons, or more valuations.
Included seats are part of your base plan (e.g., 5 seats in Professional Plan) at no extra cost. Additional seats are purchased beyond your plan’s included seats and cost extra per month, with pricing displayed in the Manage Seats card.
The Usage tab shows current billing period statistics with real-time progress bars. For historical tracking, view your invoice history in the Invoices tab, which shows seat counts and valuation purchases for each billing period.