Navigating the platform on CloudBolt Documentation

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

The Dashboard provides teams with comprehensive visibility into cloud spend. Constructed on real-time data pipelines, the Dashboard delivers:

Holistic Cost Visibility: Aggregation of actual and forecasted spend across multiple cloud providers, segmented by service and environment.
Trend Analysis & Forecasting: Interactive visualizations depicting historical spending patterns, with embedded models projecting end-of-period costs to inform budget planning.
Customizable Controls: Flexible filters, time-range selectors, and account-level credentials that ensure stakeholders view data tailored to their permissions.

Access the dashboard

Log in to the CloudBolt Platform. The Dashboard displays upon login.
To go to the Dashboard from elsewhere, select the Dashboard icon in the sidebar.

Dashboard overview

(opens full-size image in a new tab)

Cost Explorer

Mon, 01 Jan 0001 00:00:00 +0000

The Cost Explorer displays aggregated cost data across cloud providers, helping you understand where spending occurs and how it changes over time.

Cost Explorer automatically loads the latest preset report, a standardized view of your organization’s cloud provider cost data. From here, you can experiment with customizing the report.

The preset report is a starting point for cost analysis, and changes to it can’t be saved directly. You can create a custom report by selecting Save As after customizing the cost report criteria.

Budgets

Mon, 01 Jan 0001 00:00:00 +0000

Budgets let you define monthly spending targets and compare them against actual cloud spend. Budgets are hierarchical, so you can mirror your organization’s structure: individual budgets track specific slices of spend, while rollup budgets aggregate their children into combined totals. The Budgets page provides:

Hierarchy view: An expandable tree of budgets showing each budget’s type, currency, and current-month target.
Budget vs. actual: Per-budget performance charts comparing budgeted and actual spend, monthly or cumulative.
Variance tracking: Monthly variance figures, with month-to-date prorated targets for the in-progress month.

Budgets is enabled per tenant. The Budgets page is for viewing performance; budgets are created and edited under Settings > Budgets. See Manage budgets.

AI Spend

Mon, 01 Jan 0001 00:00:00 +0000

The AI Spend page provides teams with dedicated visibility into the cost and consumption of generative AI and large language model (LLM) workloads across their connected cloud accounts, covering spend trends, token economics, cost attribution, and anomaly detection in one place.

AI Spend is enabled per tenant. AI usage is currently detected in AWS billing data: Anthropic and other marketplace LLMs, native Amazon Bedrock, and AWS AI and machine-learning services such as SageMaker.

Resource Inventory

Mon, 01 Jan 0001 00:00:00 +0000

The Resource Inventory provides a unified view of the cloud resources deployed across your accounts and regions, with a page per cloud: AWS Resource Inventory and Azure Resource Inventory. GCP resource inventory is coming soon.

Access the Resource Inventory page

Log in to the CloudBolt Platform.
In the sidebar, select Resource Inventory to expand it, then choose AWS or Azure.

All resources view

Each cloud’s page displays all discovered resources in a searchable, filterable table.

Tag Analysis

Mon, 01 Jan 0001 00:00:00 +0000

Rather than simply considering tagged vs. untagged resources, Tag Analysis shows the cost impact of tagging gaps, helping you to prioritize remediation where it matters most.

Cloud resource tags are essential for cost allocation, governance, and operational management. Tag Analysis answers key questions:

How much of my cloud spend is untagged? See the total cost exposure from missing tags.
Which tag keys have the best (and worst) coverage? Identify gaps in your tagging strategy.
Where should I focus remediation? Prioritize by cost impact, not resource count.
Are we improving over time? Compare coverage across time periods.

Tag Analysis works across all connected cloud providers (AWS, Azure, and GCP) and uses your FOCUS billing data as the primary data source, ensuring all taggable spend is accounted for.

Commitments

Mon, 01 Jan 0001 00:00:00 +0000

Track what you’ve purchased, how well those commitments are being used, how much you’re saving, and where money is being wasted.

Commitments has a page per cloud: Commitments (AWS) and Azure Commitments, each with five tabs: Dashboard, Inventory, Savings, Waste, and Performance. Most views offer a Time Range selector (1, 3, 6, or 12 months) and, where relevant, a Billing Account filter that scopes data to one payer account.

Key terms: Utilization is the share of purchased commitment capacity actually consumed. Coverage is the share of eligible spend covered by commitments. Waste is commitment capacity paid for but unused. Net Savings = gross savings (list cost minus effective cost) minus waste.

Recommendations

Mon, 01 Jan 0001 00:00:00 +0000

The Recommendations page surfaces actionable opportunities to reduce your cloud spend, with a page per cloud: AWS recommendations come from AWS Cost Optimization Hub, and Azure recommendations come from Azure Advisor.

Each recommendation identifies a specific resource that could be optimized, shows the estimated monthly savings, and describes what action to take. Recommendations are informational: changes are made in your cloud provider, not from this page.

AWS savings figures are estimated on a before-discount (list price) basis. Azure monthly savings are derived from Advisor’s annual savings figure.

Security

Mon, 01 Jan 0001 00:00:00 +0000

The Security section brings your cloud security and compliance posture into the CloudBolt Platform. Each configured cloud provider (AWS and Azure) gets its own Security & Compliance page with two tabs: Findings (the default) and Compliance. A shared Suppressions page covers both clouds. The Security section lets you:

Review findings: Browse, filter, and export security findings across your connected accounts and subscriptions, with severity and type breakdowns at a glance.
Track compliance: See per-framework compliance scores, a 30-day trend, and the controls that are failing.
Suppress findings: Mute individual findings that are accepted risks or false positives, and manage all active suppressions in one place.

Security & Compliance is enabled per tenant. If you see Security & Compliance isn’t enabled for your account, contact CloudBolt to enable it.

Kubernetes Report

Mon, 01 Jan 0001 00:00:00 +0000

Kubernetes Report displays aggregated and granular cost data for your clusters, namespaces, workloads, and labels, allowing you to:

View cost trends over time.
Filter and refine data groupings.
Drill down to resource-level cost details.
Analyze CPU, memory, and shared costs across environments.

Kubernetes cost allocation is based on effective cost (after discounts), or on list cost for tenants configured to view undiscounted costs only. See How costs are allocated for how idle and overhead capacity is handled.

Anomalies

Mon, 01 Jan 0001 00:00:00 +0000

Using predictive cost forecasting and statistical models, CloudBolt identifies cost outliers that may indicate issues such as misconfigurations, unplanned consumption, billing discrepancies, or security events.

By default, the page shows detected events from the past month.

Anomaly detection

CloudBolt determines anomalies using a combination of predictive forecasting and threshold-based evaluation. An anomaly is recorded when both of the following conditions are met:

The billed cost for a given day exceeds the forecasted upper bound for that day.
The billed cost also exceeds a minimum threshold of $10.

When these criteria are satisfied, CloudBolt classifies the event as an anomaly and displays it in the Anomalies interface. This approach helps minimize false positives while ensuring that cost irregularities are quickly brought to your attention.

Switch Organization

Mon, 01 Jan 0001 00:00:00 +0000

Organizations can mirror your internal business units or, for managed service providers and resellers, the customers you manage. Switching updates the dashboards, reports, and settings you see to reflect the selected organization.

The Switch Organization control appears in the sidebar only if you belong to more than one organization. Organizations and their hierarchy are managed on the Organizations page.

Switch your active organization

Log in to the CloudBolt Platform.
In the sidebar, select Switch Organization.
Choose the organization you want to make active.

The switcher shows the organizations you can access as a flat list. The active organization is marked with a Current badge. With seven or more organizations, a search box appears above the list to filter it.

Account

Mon, 01 Jan 0001 00:00:00 +0000

The account menu opens when you select the Account button at the bottom of the sidebar. It shows who you’re signed in as and gives you access to personal and session-level options.

Log in to the CloudBolt Platform.
At the bottom of the sidebar, select Account.

Options available in the account menu.

Option	Description
Signed-in details	The email address you are signed in with and the name of your current customer.
Switch Customer	Opens a dialog to change the active customer. Appears only when you belong to more than one customer.
Color mode	Toggle the interface appearance between System Default, Light Mode, and Dark Mode.
Log out	End your current session and return to the login screen.

Switch Customer vs. Switch Organization

Switch Customer changes your active customer. To change organizations within that customer, use Switch Organization.

Navigating the platform on CloudBolt Documentation

Dashboard

Access the dashboard

Dashboard overview

Cost Explorer

Budgets

AI Spend

Resource Inventory

Access the Resource Inventory page

All resources view

Tag Analysis

Commitments

Recommendations

Security

Kubernetes Report

Anomalies

Anomaly detection

Switch Organization

Switch your active organization

Account

Open the account menu

Account menu overview

Switch Customer vs. Switch Organization