Applies to: Advisors
Intralinks DealCentre provides two options for viewing detailed usage information for your deal: the Usage dashboard and the Page Count Report. These tools can help you monitor changes in the number of document pages in diligence or the size of those documents.
The Usage dashboard
The Usage dashboard provides real-time insights into billable page counts or space consumption, depending upon your organization's contract with Intralinks. You can use this dashboard to monitor and manage deal-related costs.
This information also is available on the Page Count Report, which can be viewed in a spreadsheet format.
The dashboard includes several key pieces of information:
Included Quantity – This number is the amount, in either pages or megabytes, that is included in your contract. If the contract is zero-base fee, this number will be zero.
Total Usage – This is the number of pages or megabytes that have been added to the diligence area. Billable amounts increase when documents are replaced, redacted, or converted to PDF format. For example, a 10-page document that was redacted has a billable page count of 20. Page count estimates are used to calculate page counts for formats other than PDF.
Contract Term – This shows the dates that the contract for this deal are in effect. If an extension is required, the dates of the extension are displayed.
Usage Over Time – This graph shows daily usage over the past three months. The graph is updated once daily. It can be used to see usage trends over the viewing period.
Display the Usage dashboard
- Display the deal you want to work with. If you are viewing another deal, click the DealCentre icon in the upper left corner of the screen to display the deals list.
- Click the Analytics
icon on the left side of the screen.
- Click Dashboard.
- Click Usage.
The Page Count report
The Page Count report can be used to help you understand the number of pages the seller organization is being billed for if their contract with Intralinks is based on the number of pages per deal. The report also can be used to determine the size of documents and folders before they are pushed from preparation to diligence.
The report, which is delivered in Excel format, consists of four worksheets:
- Internal
- Preparation
- Diligence
- Removed From Diligence
Documents on the Diligence and Removed From Diligence tabs are considered billable. If you add page totals from these worksheets together, you will have the total billable page count. Billable pages may not match the actual pages in a document. For example, a 10-page document that was redacted has a billable page count of 20. Billable pages increase when documents are replaced, redacted, or converted to PDF format. Page count estimates are used to calculate page counts for formats other than PDF.
You can use the document IDs included in the report to locate events in the Activity Log that may have contributed to the billing calculation. If your contract with Intralinks is based on amount of space used for your deal, rather than pages, you can use this report to determine the total size in megabytes of your deal.
Generate the Page Count Report
- Display the deal you want to work with. If you are viewing another deal, click the DealCentre icon in the upper left corner of the screen to display the deals list.
- Click the Analytics
icon on the left side of the screen.
- Click Standard Reports.
- Select the Export button next to Page Count Report.