Pool Utilization Report

The Pool Utilization Report helps you monitor the use of your Rate Plan Pools and the devices assigned to them. A Rate Plan Pool allows devices that are provisioned and billed under the same rate plan and placed into a pool to share the benefits of the pool. If a rate plan is pooled, it allows all devices with the same rate plan to share usage. All devices are pooled together, and any overage is distributed among all devices in the same rate plan.

The following sections provide background information and describe how to use this report.

To locate this report, please refer to Business Performance Analytic Reports.

What is a Pool?

Rate Plan Pools (AKA Pools) are defined at the time your account is set up. Each pool is assigned a rate plan; rate plans are defined when your account is set up. The pool is given a name, a start and end date, and rules about how to handle overages (optional).

For example, your company could have a Rate Plan named Acme_FG_10MB. This is a shorthand notation for Acme company, Fusion Global product, and 10 MB of data monthly.

Your company could then have a Rate Plan Pool named ACME_FG_10MB_POOL. This is shorthand notation for Acme company, Fusion Global product, 10 MB of data per device in the pool.

Devices are placed into the pool. Using the Device Details page in AerPort, you can edit each device to specify the rate plan and pool name. Devices that are in a Billed state will contribute to the pool.

In the Acme, Fusion Global example, each device that is in a Billed state contributes 10 MB to the amount of data included in the pool per month. The total data included in the pool is the # of devices multipled by the rate plan data size.

In the Acme, Fusion Global example, if there are 3 devices in the pool, then the total data included in the pool is 30 MB. If one device in the pool uses 20 MB of data in one month, while the other two devices use only 2 MB, then the total data usage is 24 MB, which is below the 30 MB of included data.

Note: A pool does not have a maximum size. Any data use above the Total Included Data will result in overage charges. So it is important to regularly check the use of your pools to ensure they are being used in an optimized way.

Navigating the Pool Utilization Report Dashboard

The Pool Utilization dashboard presents a range of information about the pools, devices, and data usage for the configured time period.

The following are the main components of the Pool Utilization screen:

  • Product: Filters the list of pools based on product name.
  • Pool Name: Filters the list of pools based on the selected pool name(s).
  • Time Period: Filters the list of pools based on a time period in the last 6-7 months. The current month-to-date is selected by default. The drop-down list box lets you select any of the past 6 full months.
  • Status bar: Displays the following information within the selected Product, Pool Name, and Time Period filters:
    • Device count: Total number of devices in all pools listed.
    • Total pools: The total number of pools listed.
    • Underutilized pools: The number of pools that are underutilized within the selected Product, Pool Name, and Time Period filters. An underutilized pool is one in which actual data usage per month is 70% or less of the total included data usage per month. In this case, you may want to consider adding more devices to the pool or reducing the pool size.
    • Overutilized pools: The number of pools that are overutilized within the selected Product, Pool Name, and Time Period filters. An overutilized pool is one in which actual data usage per month is 110% or more of the total included data usage per month.
    • Optimized pools: The number of pools that have optimal use within the selected Product, Pool Name, and Time Period filters. An optimized pool is one in which actual data usage per month is between 70% and 110% of the total included data usage per month.
  • Export: Downloads a .csv file containing a copy of the list you see on the dashboard. If you are viewing a list of pools, the pool information is downloaded. If you are viewing a list of devices in a particular pool, the device information is downloaded. You must remain in the AerPort app in your browser until the file is successfully downloaded.
  • List and Chart: You can view the data as a list or in a chart by clicking one of these options.
  • Pool Listing Table: Displays the list of pools within the selected Product, Pool Name, and Time Period filters.

To return to the Pool Utilization Dashboard at any time, click Pool Utilization from the left menu bar.

Working with the Pool Listing Table

Based on the Product, Pool Name, and Time Period you select, a list of pools meeting the criteria is displayed.

Column Definitions

  • Product: The Product that is associated with this pool.
  • Pool Name: The name of the pool. Note: you can see the pool that a device is assigned to in the Device Details screen in Classic AerPort.
  • Rate Plan: The Rate Plan that is associated with this pool. The rate plan indicates the amount of data included per device and the product name. For questions about your rate plans, please contact Aeris Support.
  • Device Count: The number of devices assigned to this pool. See Moving Devices In and Out of Pools below for details about how to manage device assignments.
  • Pool Size: The total size of included data in this pool. This size is calculated by the number of devices in pool multiplied by the amount of data included in the rate plan.
  • Usage: The amount of data that has been used during the configured time period.
  • Usage (%): The percentage of data used compared to the pool size during the configured time period. A number less than 100% indicates that the pool size is not fully used. A number over 100% indicates that the devices have used more data than the pool size.
  • Proj. Usage: The amount of data that is projected to be consumed by the end of the time period, based on the amount of data consumed so far during the time period.
  • Proj. Usage (%): The percentage of data that is projected to be consumed by the end of the time period, based on the amount of data consumed so far during the time period. A number less than 100% indicates that the pool size is not projected to fully use the included data in the pool. A number over 100% indicates that the devices are likely to use more data than the pool size.
Note: The data displayed is based on usage as of midnight last night.

In the following screenshot, the pool and rate names are hidden for privacy, but you can see some typical use cases for how pools are utilized. Assuming today's date is May 31, 2022, with only one day remaining in the time period, the current data usage and projections are shown.

  • In the red box, the first item shows a pool that has used 72.27% of its included data, and is projected to use 74.68% by the end of the month. This pool is considered to be optimized. An optimized pool is one in which actual data usage per month is between 70% and 110% of the total included data usage.
  • The second item in the red box shows another pool that is optimized. 87.45% of its included data has already been consumed, and it is projected to use 90.37% by the end of the month.
  • The third item in the red box shows a pool that is very underutilized. It is projected to use only 17% of its included data this month.
  • The fourth item in the red box shows a pool that is projected to be over the pool size by 6.7%. This is still considered an optimized pool because it is using less than 110% of its included data.

Column Selections

You can change which columns appear in the Pool Listing table by clicking the sprocket wheel on the far right, and selecting/deselecting the names of the columns to show/hide. Pool Name and Rate Plan are always displayed.

Navigating the Results

If you have a large number of pools, the table is paginated into groups of pools which you can navigate through, using the arrows at the bottom right. You can adjust the number of pools per page using the Show drop-down list box to the left of the pagination arrows:

Downloading the Results

Click Export, then CSV to download a .csv file containing a copy of the list you see on the dashboard. If you are viewing a list of pools, the pool information is downloaded. If you are viewing a list of devices in a particular pool, the device information is downloaded. You must remain in the AerPort app in your browser until the file is successfully downloaded.

To work with the CSV file, you can double-click to open it in your default spreadsheet application that is associated with CSV files. If your spreadsheet is Microsoft Excel, you may find the long numbers such as device IDs default to a General format similar to scientific notation. To view these long numbers in full, you can simply select all those cells, right click, and select Format, then select Number format.

Alternatively, instead of double-clicking to open a CSV file, you can use the Microsoft Excel Data menu to import the file.

  1. Start Excel and create a blank workbook.
  2. Select the Data menu, then click From Text or From Text/CSV.
  3. Locate the CSV file in your Downloads or other designated folder, and click Import.
  4. Follow the prompts to specify a comma delimited file.
  5. If you see an option for Data Type Detection, select Do not detect data types.

Working with the Device Listing Table

To view more details about the pool utilization, click on the pool name from the Pool Listing table. The Device Listing table then appears. It displays all of the devices included in the pool and how much data each device is using during the configured time period.

  1. Click the pool name in the Pool Listing table.
  2. Look at each device in the Device Listing table.
  3. Identify devices that cause your pool utilization to be over or under its target size.
  4. Change the pool assignment for devices as needed.

In the following example, the Total data usage and Projected usage are similar, but we can see that only a few devices are actually using the data included in the pool. This may be as designed or it may be an opportunity to optimize the pool.

Column Definitions

You can change which columns appear in the Device Listing table by clicking the sprocket wheel on the far right, and selecting/deselecting the names of the columns to show/hide.

  • Product: The Product that is associated with this device.
  • Pool Name: The name of the pool that this device is in.
  • Rate Plan: The Rate Plan that is associated with this device. The rate plan indicates the amount of data included per device.
  • ICCID: The ICCID of this device. You can also use the sprocket wheel to display other types of device identifiers.

    • IMSI
    • MSISDN
    • IMEI
  • Plan Included: That amount of data that this device contributes to the included data in the pool. This value is assigned by the rate plan assigned to the device.
  • Current Usage: The amount of data that has been used during the configured time period.
  • Included Usage: The amount of data consumed from the pool during the time the device was assigned to the pool rate plan. Data usage while a device is outside its Home Zone (in other words, it is Roaming) is not part of Included Usage.

    • If the total data consumed for the whole pool during the time period is less than 100%, this number is the same as Current Usage.
    • If the total data consumed for the whole pool during the time period is greater than 100%, and this device consumed its data after the pool had used all of its included data, then this number will be 0 and the next column, Overage, will have a value.
  • Overage: The amount of data consumed during the time that the Pool Usage % was greater than 100% plus the amount of Roaming data used.
  • Proj. Usage: The amount of data that this device is projected to consume by the end of the time period, based on the amount of data consumed so far during the time period.

Example Analysis of an Underutilized Pool

In the following screenshot, we want to review the information about the 151 devices in the underutilized pool that we saw in the Pool Listing table above (the third pool in the red box that is projected to use only 17% of its included data this month). Assuming today's date is May 31, 2022, with only one day remaining in the time period, the current data usage and projections for each device are shown.

Each device in this pool contributes 25 MB to the pool, and there are 151 devices in the pool. Looking at the first 10 devices, their projected usage is less than 5 MB each. After scrolling down through the remaining devices in the pool, if most of the other devices are also projected to be less than 5 MB each, then it would be worth considering changing the rate plan for this pool to a 4 or 5 MB rate plan instead of a 25 MB rate plan.

Working with the Chart View

To view the pool utilization data in a visual format, click Chart.

Each pool is displayed in a chart with a visual representation of the Pool utilization for the month. The legend includes Monthly pool size, Monthly estimated pool size, and the Actual usage to date.

In the following examples, the charts reflect a pool that is optimized and a pool that is underutilized.

  • The chart on the left shows Actual usage to date (represented with the gold line) approaching the Monthly pool size of 3 GB (represented with the blue line). This pool is optimized. This is the chart representation of the optimized pool that we saw in the Pool Listing table above (the second pool in the red box that is projected to use 90.37% of its included data this month).
  • The chart on the right shows Actual usage to date as flat (under 762.9 MB for the month in a 3.7 GB pool). This is the chart representation of the underutilized pool that we saw in the Pool Listing table above (the third pool in the red box that is projected to use only 17% by the end of the month).

Note: These chart examples were viewed at the end of the month, so the trend line provides a close approximation to the final usage for the month. If it is early in the month, the final actual usage will likely flux from the projected actual usage.

Monthly estimated pool size is the same as Monthly pool size if no devices are added or removed from the pool during the month and if no devices are moved in or out of the Billed state.

Hovering the mouse over the blue or gold lines reveals a color-coded status of the pool over the course of the month.

  • Date
  • Monthly pool size
  • Actual usage to date
  • Device count

Clicking on the chart takes you to the Device Listing table for that pool.

If devices are added or removed from the pool during the month, the line indicating the Monthly pool size adjusts accordingly. If devices are changed from a Provisioned state to a Billed state, the Device count and Monthly pool size adjust accordingly.

In the example below, the same pool is shown before and after additional devices were added to the pool. In this case, it is not obvious from the rounded up count of devices (2.77k) how many devices were added to the pool. But since the Monthly pool size increased dramatically, this means that many more devices were in a Billed state as of June 9, 2022 than were on June 2, 2022.

An overutilized pool shows the Actual usage to date line sharply higher than the Monthly pool size.

Moving Devices In and Out of Pools

Devices can be added to or removed from a pool at any time.

  • When a device is in a Billed state and it is in a pool for a full month, it contributes the full amount of the included data in the rate plan to the pool. If the device is in a pool for a partial month, it contributes a pro-rata amount of data to the pool.
  • If a device is suspended for an entire month, it will not be included in that month's pool utilization. If a device is suspended for a partial month, it will be included in that month's pool utilization for the days the device was active and billable on a pro-rata basis. The same is true for canceled devices.

To review and add or change a pool assignment for a device:

  1. After reviewing the devices in a pool, to modify the pool assignment for a device, make a note of the Rate Plan name, then select and copy the ICCID of the device to the Clipboard.
  2. Click Return to Classic AerPort from the left menu bar.

  3. Click the Devices tab.
  4. Optional: In the Rate Plan drop-down list box, select the rate plan that this device uses. If you have a large number of devices, searching may be faster if you select the rate plan first.
  5. In the Search for devices box, paste the ICCID of the device and click the magnifying glass or press Enter.
  6. The Device Diagnostics page appears. Click Go to device details.

  7. The Device Details page appears. It shows the device information, including the assigned rate plan and pool name. Click the Edit device menu, and select Rate plan and pool name.

  8. From the Rate plan and pool name dialog box, you can make changes to the rate plan or pool assignment.

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