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Savings

What you could save, what you have saved, and the dates to act by.

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Savings target

$960 of $5.0k/yr saved so far

Saved so far$960/yr$80/mo · confirmed by you
More if you act$4.4k–$6.6k/yrEst. $366–$546/mo · 6 open
Target$5.0k/yr$417/mo · 19% saved
Saved, confirmedEstimated, not done yetTarget

Whole company, not filtered by team. A saving counts only once you mark it Done and confirm the amount.

Opportunities

6 open · est. $4.4k–$6.6k/yr if you act on all of them

Ranked by estimated value
What to doOwnerAct byEst. per yearStatus
Decide whether to drop Otter.aiPossible overlap · Microsoft 365, HubSpot, Slack and Zoom Workplace already cover meeting notesJordan EllisOct 3130 days$960–$1.9k/yr
$80–$160/mo		Planned
Remove 6 unused Microsoft 365 seatsUnused seats · 34 of 40 seats used (self-reported, Sep 15)Maya ChenJan 30121 days$1.3k–$1.7k/yr
$106–$141/mo		Open
Remove 1 unused HubSpot seatUnused seats · 5 of 6 seats used (self-reported, Sep 20)Jordan EllisOct 1615 days$900–$1.2k/yr
$75–$100/mo		Open
Decide whether to drop Zoom WorkplacePossible overlap · Microsoft 365 already covers video meetingsTheo BrooksAug 21324 days$425–$850/yr
$35–$71/mo		Reviewing
Switch Slack to annual billingBilling · Monthly costs more per seat. Commits you for a year.Maya ChenAny time$684/yr
$57/mo		Open
Remove 2 unused Slack seatsUnused seats · 38 of 40 seats used (self-reported, Sep 15)Maya ChenAny time$158–$210/yr
$13–$18/mo		Open

Each item names what to check, who decides and by when.

If you act on everything

$27.1k/yr today, est. $20.6k–$22.7k/yr after

per year
Spend today: $27,128.64/yr$27.1kSpend todayDrop Otter.ai: est. −$960–$1.9k/yr−$1.9kDrop Otter.ai6 Microsoft 365 seats: est. −$1.3k–$1.7k/yr−$1.7k6 Microsoft 365seats1 HubSpot seat: est. −$900–$1.2k/yr−$1.2k1 HubSpot seatDrop Zoom Workplace: est. −$425–$850/yr−$850Drop ZoomWorkplaceSlack annual: est. −$684/yr−$684Slack annual2 Slack seats: est. −$158–$210/yr−$2102 Slack seatsEst. after: $20,574.00/yr$20.6k–$22.7kEst. after

Steps show the high end of each estimate. The axis starts at $0.

Where savings come from

Unused seats is the biggest lever: est. $2.3k–$3.1k/yr

  • Possible overlap$1.4k–$2.8k/yr
  • Unused seats$2.3k–$3.1k/yr
  • Billing$684/yr

Bars show the high end of each estimate.

Saved so far

$960/yr confirmed across 1 change

Whole company
ToolWhat changedConfirmedSaved per year
LoomCancelled at renewal. Teams and Zoom already record meetings.Maya Chen · Aug 28, 2026$960/yr
$80/mo

Spend by tool

Microsoft 365 is the largest cost: $11.3k/yr. Your costs as of Oct 1.

Spend a yearMay overlap
  • Microsoft 365$11.3k/yr
  • HubSpot$7.2k/yr
  • Slack$4.2k/yr
  • Otter.ai$1.9k/yr
  • QuickBooks Online$1.7k/yr
  • Zoom Workplace$850/yr
  • Ramp$0/yr

Your costs

All 7 tools have a cost · 1 still estimated

Sample company: read-only.
ToolPlanSeatsPriceBillingPer yearSource
Microsoft 365Business Standard with Copilot40$23.50
per seat / mo		Annual$11.3k/yr
$940/mo		You entered · Sep 12Vendor pricing(opens in a new tab)
QuickBooks OnlinePlusFlat$140.00
per month		Monthly$1.7k/yr
$140/mo		List price · checked Sep 24Vendor pricing(opens in a new tab)
HubSpotSales Hub Professional6$100.00
per seat / mo		Annual$7.2k/yr
$600/mo		You entered · Sep 12Vendor pricing(opens in a new tab)
SlackPro40$8.75
per seat / mo		Monthly$4.2k/yr
$350/mo		You entered · Sep 12Vendor pricing(opens in a new tab)
RampFree12$0.00
per seat / mo		Monthly$0/yr
$0/mo		List price · checked Sep 24Vendor pricing(opens in a new tab)
Otter.aiBusiness8$19.99
per seat / mo		Annual$1.9k/yr
$160/mo		You entered · Sep 12Vendor pricing(opens in a new tab)
Zoom WorkplacePro5$14.16
per seat / mo		Annual$850/yr
$71/mo		Avhter estimate · Sep 12Vendor pricing(opens in a new tab)

Owners, renewals and usage

The act-by date is the renewal date minus the notice period

Owners get asked “do you still need this?”
ToolOwnerRenewsNoticeAuto-renewsAct byPeople who use it
Microsoft 365Maya ChenMar 1, 202730 daysYesJan 30, 2027121 days34 of 40
Self-reported · Sep 15
QuickBooks OnlineAna RuizNot setNoneYesMonthly, cancel any timeFlat price
HubSpotJordan EllisDec 15, 202660 daysYesOct 16, 202615 days5 of 6
Self-reported · Sep 20
SlackMaya ChenNot setNoneYesMonthly, cancel any time38 of 40
Self-reported · Sep 15
RampAna RuizNot setNoneNoMonthly, cancel any time–
Otter.aiJordan EllisNov 30, 202630 daysYesOct 31, 202630 days6 of 8
Self-reported · Sep 20
Zoom WorkplaceTheo BrooksSep 20, 2026
Renewed. Confirm price		Not sure (30 days)YesAug 21, 2027324 days–

Costs stay in your account and are never used to train AI models. What Avhter stores

Decide whether to drop Zoom Workplace

Possible overlap · Est. $425–$850/yr · $35–$71/mo
Est. saving$425–$850/yr$35–$71/mo
Act byAug 21, 2027324 days left · 30-day notice assumed
OwnerTheo Brooks
How it’s calculated
5 seats × $14.16 = $849.60/yr
Low end assumes you keep half the seats. High end drops the tool. Costs: Avhter estimate · Sep 12.
Tools you already pay for that cover video meetings
  • Microsoft 365Teams meetings
Check before you decide

Some clients prefer Zoom for external calls. Check who uses these seats.

Owner’s answer

Asked Theo Brooks on Sep 30. No answer yet.

Status
ReviewingMaya Chen asked Theo Brooks · Sep 30
This is a sample company, so changes are turned off.
Share it
Est. $425–$850/yr ($35–$71/mo) if we drop Zoom Workplace by Aug 21, 2027. Based on 5 seats × $14.16 (avhter estimate) and vendor list prices.
Zoom Workplace pricing(opens in a new tab)