The Billing Dashboard helps you review your current Dealtree plan, trial status, credit balance, and seat usage from one place. Use this section to understand how much access your workspace currently has and whether you need more credits, seats, or a plan upgrade.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
What is the Billing Dashboard?
The Billing Dashboard is the main billing page inside your Dealtree workspace. It shows important information about your subscription and usage, such as:- Current plan
- Trial status
- Trial expiry date
- Seats used
- Available credits
- Included credits
- Purchased credits This helps you keep track of your workspace limits and plan capacity.
Where to Find the Billing Dashboard
You can access the Billing Dashboard from the left sidebar. Click Billing to open the Billing page. Once opened, you will see your current plan and credit-related information.What You Can Review
Current Plan
This shows the plan your workspace is currently using. Your plan may define available features, credit limits, and seat limits.Trial Status
If you are using a trial, this section shows whether your trial is active and when it will expire.Seats Used
This shows how many team seats are currently being used in your workspace. If your plan includes multiple seats, this helps you understand whether you can invite more team members.Available Credits
This shows how many credits are currently available in your workspace. Available credits are used when running certain account intelligence actions inside Dealtree.Included Credits
Included credits are the credits that come with your current plan, trial, or deal tier.Purchased Credits
Purchased credits are additional credits added to your workspace outside the included plan credits.Why the Billing Dashboard Matters
The Billing Dashboard helps you avoid interruptions while using Dealtree. By checking this section regularly, you can:- Understand your current plan
- Track remaining credits
- Monitor team seat usage
- Know when your trial will expire
- Plan credit usage before working on multiple accounts
- Decide whether you need to purchase more credits or upgrade your plan This is especially useful for teams that generate account intelligence across several accounts.
Important Notes
- Some Dealtree actions require credits.
- Your available credits may decrease when you generate or sync account intelligence.
- Team members usually share the same workspace credit balance.
- Seat limits and credit limits depend on your current plan.
- If your trial expires or credits run out, some features may become limited until you update your plan or add more credits.