Dashboard Overview (Desktop)
The Dashboard displays charts and graphs with insights about your assets and operations, including asset attributes, financial information, tracker health, and key performance indicators such as utilization and open maintenance items.
Permission Requirements: All users have access to the Dashboard page. Certain graphs and charts are only visible with the appropriate permissions. See each section below for specific details.
To view the Dashboard, click "Dashboard" on the navigation bar on the left.
From the Dashboard, you can quickly view Financial and Operational information.
Financial Information
Owned Asset Value
Permission Requirements: Users with the “Financial Information” permission have access to this information.
This graph shows the value of your owned asset fleet.
Use the dropdown menu on the top left to see the total asset value of a specific asset category.
Rental Spend
Permission Requirements: Users with both the “Financial Information” and “Manage Rentals” permissions have access to this information.
This graph shows money spent on rental equipment by project.
Hover your cursor over the colored regions of the graph to see the total for that specific project.
Click on the ellipsis icon on the right and click “View Report” to go to the Rental Asset Financial Information report for more information. See How to Run, View, Filter, Sort, Save and Export Reports (Desktop) for more details on exporting reports.
Operational Information
Utilization
Permission Requirements: Users with the “Asset Utilization” permission have access to this information.
This graph shows the utilization percentage of your equipment by category group.
Use the dropdown menu to see utilization for a specific asset category.
Hover your cursor over the blue dots to see exact percentages on specific dates.
Asset Status
Permission Requirements: All users have access to this information.
This graph shows the quantity of assets by status.
Hover your cursor over the colored regions of the graph to see exact totals.
Left Behind
Permission Requirements: All users have access to this information.
This shows the number of assets with a "Left Behind" tag, which means they have been separated from the primary asset in their asset group.
Click "View List" to see the complete list of assets that have a status of "Left Behind" to review and take appropriate action. See How to Group and Ungroup Assets (Desktop) for more information.
NOTE: If Data Access Control is enabled, the list will only display assets the user has permission to view.
Inactive Assets
Permission Requirements: All users have access to this information.
This shows the number of assets that have been inactive for 21 days or more and will display up to three of those assets on this page.
Click on the “eye” icon next to the asset to view its details page.
Click "View List" to see the complete list of inactive assets where you can analyze the list to make appropriate asset moves, review your utilization or troubleshoot offline trackers as necessary.
NOTE: If Data Access Control is enabled, the list will only display assets the user has permission to view.
Top Projects
Permission Requirements: All users have access to this information.
This shows the top 5 projects with the most assets.
Trackers
Permission Requirements: All users have access to this information.
This shows the quantity of tracker types that you have on your assets.
Hover your cursor over the colored regions of the graph to see exact totals of a specific tracker type.
Offline Trackers
Permission Requirements: Users with the “Manage Trackers” permission have access to this information.
This shows the number of trackers that have an "Offline" status.
Click on "View List" to see the complete list of trackers that are offline to take appropriate action. See Tracker Troubleshooting Guide for more information.
Owned Asset Count
Permission Requirements: All users have access to this information.
This shows the number of owned assets in your account.
Hover your cursor over the colored regions of the chart to see the totals broken out by category and the percentage that category makes up across your entire fleet. Click on the color region to see the full list of assets in that category.
Click on the dotted icon on the right and click “View List” to see the full list of owned assets.
NOTE: If Data Access Control is enabled, the list will only display assets the user has permission to view.
Rental Asset Count
Permission Requirements: All users have access to this information.
This shows the number of rented assets in your account.
Hover your cursor over the colored regions of the chart to see the totals broken out by category and the percentage that category makes up across your entire fleet. Click on the color region to see the full list of assets in that category.
Click on the dotted icon on the right and click “View List” to see the full list of rented assets.
NOTE: If Data Access Control is enabled, the list will only display assets the user has permission to view.
Maintenance Requests
Permission Requirements: Users with the “View Maintenance Requests” permission have access to this information.
This shows the total number of pending maintenance requests.
Click "View List" to see the complete list of pending maintenance requests.
Preventative Maintenance
Permission Requirements: Users with the “View Preventative Maintenance” permission have access to this information.
This shows the total number of upcoming preventative maintenance services.
Click "View List" to see the complete list of upcoming preventative maintenance services.
