Socket

How to use subscription monitoring to check your Xero and QuickBooks subscription charges

Subscription Monitoring

Learn how to set up Socket Insights by creating a read-only Socket API key and connecting it to Google Sheets. This guide covers API key creation, installing the Socket Insights…

How to Setup Socket Insights

Explore all available Socket Insights reports, including client services matrices, client facts, service pricing, proposal drivers, and one-off services. Learn which reports to use for client reviews, upsell opportunities, and…

Socket Insights: Available Reports

How to track pricing changes, monitor client volumes and subscription chargers, and make sure your fees reflect the work you're doing.

Introduction to Price Monitoring

Easily monitor proposals to make sure client volumes are accurate.

Monitoring Driver Volumes to Keep Proposals Up to Date (Driver Metrics Monitor)

How to source client volumes data in your tools like Dext and Xenon Connect, for importing into Price Monitoring to make sure pricing reflects client usage.

How to collect client data for Price Monitoring: Driver Metric Monitor

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Simon Evans

Reporting & Monitoring

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