What it does
The App Usage tab shows, module by module, how many things you've created versus how many your plan lets you create. It's the single page to check before assuming you're "out" of something — leads, pitch decks, business plans, scheduling events, team members, you name it. It also keeps a month-by-month history so you can see how your usage is trending.
Who can use it
Owner, Admin, and members with the Billing role can open the App Usage tab.
Everyone with access can view; nothing on this tab is editable. It's a read-only dashboard pulled from your live data.
The list of modules shown reflects your plan and what your account has enabled — a module switched off on your plan still appears, but greyed out with a Disabled badge.
How to get here
Open your organization in the sidebar.
Click the App Usage tab at the top of the organization page.
The page splits into two parts: a sidebar of months on the left, and the detailed usage cards on the right.
What you'll see at the top of the content panel
Once a month is selected, the top of the right panel shows the month name (e.g. "May 2026"), followed by four summary tiles:
Healthy — modules using less than 80% of their limit. Green.
Unlimited — modules with no cap on your plan. Blue.
Approaching — modules between 80% and 99% of their limit. Amber.
At Limit — modules at or above 100% of their limit. Red.
These tiles count modules, not items. So "3 At Limit" means three different modules have hit their cap, not that you've created three things over your limit.
Step-by-step: read a module's usage
Below the summary, modules are grouped by category (AI Tools, Pitch Tools, Investor Tools, Productivity, etc.). Each module is a small card showing:
An icon on the left telling you the state at a glance:
Green check — healthy.
Amber warning triangle — approaching the limit.
Red X — at the limit.
Grey lock — module is disabled on your plan.
The module name (e.g. "Business Plans", "Pitch Decks", "Leads", "Team Members").
A Disabled badge if the module is off on your plan.
A Lifetime badge if the limit counts every item you've ever created (not just this month).
A big count:
5 / 20means you've used 5 out of 20 allowed. The infinity symbol∞means unlimited.A coloured bar underneath showing how full you are.
An extra warning line ("80% used", "Limit reached") once you cross 80%.
Some modules have special limits that show as a dotted line below the main bar — for example, HR Management has an extra Employee Limit (lifetime cap on total employees), and Scheduling has a separate Custom Meetings monthly count.
Step-by-step: switch between months
On the left sidebar, you'll see a vertical list of months grouped by year.
The most recent month is at the top and is labelled Now.
Click any month to load that month's usage into the content panel.
Each month button shows tiny red and amber circles in the corner if any modules were at-limit or approaching-limit that month, so you can scan past stress points at a glance.
If your organization is brand new, you'll see an empty state on this tab telling you data will appear once you start using modules.
Understanding monthly vs lifetime caps
Nautis uses two kinds of limits:
Monthly — the count resets at the start of every calendar month. Most modules work this way: business plans, pitch decks, leads, AI Co-Pilot conversations, doc-sign documents, scheduling meetings, social calendar plans, etc. If you hit 50/50 leads in May, on the 1st of June it resets to 0/50.
Lifetime / Total — the count never resets. Once you've created that many, you've used your allowance forever (or until you upgrade). The most important lifetime caps are:
Team Members — total people in your organization.
HR Management — Employee Limit — total employees ever added.
Lifetime caps wear the Lifetime badge so they're easy to spot. The monthly caps don't carry that badge.
Which modules are tracked
Every major creating action in Nautis is tracked here. The exact list depends on what's enabled on your plan, but it includes (alphabetical):
AI Co-Pilot, AI Voice Coach, Bookmarks, Brand Kit, Burnout Radar, Business Plans, Chat, Contacts, Credentials, Custom Forms, Data Rooms, Doc Sign, Equity Calculator, Expenses, Financial Planner, GTM, HR Management, Invoices, Investor Deals, Jobs, Leads, Notes, Pitch Decks, Scheduling, Social Calendar, Startup Health, SWOT Analysis, Task Board (milestones), Team Members, URL Shortener, Video Pitch.
If something you use isn't in your list, it's likely turned off on your plan.
When to upgrade
A few practical signals from this tab that it's time to think about upgrading:
Red "At Limit" tile shows a number greater than zero. You've hit the cap on at least one module this month. Attempts to create more will be blocked.
Amber "Approaching" tile is climbing every week. You'll hit the cap before the month ends.
Lifetime caps creeping up. Team Members or HR Employees can't be cleared by a new month — once full, only an upgrade or removing existing items helps.
Several modules are amber at once. A higher plan generally raises every limit, so an upgrade usually solves multiple yellow bars in one go.
When you're ready, click the Billing tab and compare plans — the Compare Our Plans matrix at the bottom of the Billing tab shows the exact limit for each module on each plan.
Step-by-step: free up room without upgrading
Some limits can be eased without paying:
Monthly module hit the cap? Wait until the 1st of next month — it resets.
Team members lifetime cap full? On the Members tab, remove anyone who no longer needs access. Be aware that pending invitations also count toward the cap, so cancel old invites in Pending Invitations.
HR employees lifetime cap full? Archive ex-employees if you no longer need them in the active list.
Deleted items don't always free up monthly counters — once a leads or business plan has been counted for the month, it stays counted even if you delete it. Lifetime caps generally do go down when you delete or remove the item that consumed them, but the safe assumption is that deletion is not a way to keep working past a monthly cap.
Tips & limits
The number you see is fetched live each time you open the tab. If you just created something and want to see the bar move, refresh the page.
A
0next to a∞symbol means the module is enabled on your plan with no cap, you just haven't created anything yet this month.A Disabled badge means the module isn't included in your plan at all. Upgrade to unlock it — the usage line stays at 0.
The month sidebar shows the past too, not just the current month. Useful when reviewing a quarter, justifying an upgrade, or seeing whether the team is consistently bumping a cap.
The Now label always sits on the most recent month, even if the calendar month hasn't ended yet.
FAQ
I hit my limit but I deleted some old items — why is the bar still full?
Monthly counters count creations, not current items. Deleting won't roll back the counter for the current month. You'll be back to 0 on the 1st of next month.
Why does Team Members never reset on the 1st?
Team members is a Lifetime cap (note the badge). It counts every active member plus pending invites. Remove someone or cancel an invite to bring the number down, or upgrade your plan.
Is there a warning before I hit a limit?
Yes — once a module crosses 80% the card turns amber and shows "X% used". Above 100% it turns red and says "Limit reached".
Where do I see AI usage specifically?
AI credits get their own tab — AI Usage — right next to App Usage. This tab covers creation counts; AI Usage covers tokens/credits.
Where do I see storage usage?
Storage Usage is another tab in the same row, dedicated to how much file storage you've used.