Dashboards
Assets dashboard
The asset dashboard provides a comprehensive overview of your complete asset fleet across all locations and products, broken down by inventory, non-inventory, and transit. This dashboard helps you quickly understand asset status, quantities, and distribution patterns across your organization through an interactive grid layout.
Key features
The asset dashboard displays:
Interactive asset grid: Assets organized by product and location with real-time counts
Product categorization: Assets listed by product type (for each row)
Location categorization: Assets grouped into inventory locations, non-inventory locations, and in-transit status (for each column)
Expandable sections: Collapsible inventory categories to focus on specific areas of your business
Status indicators: Clear visual indicators showing asset counts by status
Filtering and customization
Control what data appears on your dashboard with advanced filtering options:
Show scrapped assets: Include or exclude scrapped assets from your overview
Archived products: Choose whether to display assets from archived product lines
Archived locations: Hide assets from locations that are no longer active
Section expansion: Expand or collapse inventory, non-inventory, and in-transit sections based on your workflow needs
Data export
Export your complete inventory overview as a CSV file for analysis in external tools or sharing with stakeholders. The export includes all visible data based on your current filter settings.
Integration with detailed reports
The asset dashboard provides a high-level overview that connects directly to detailed asset reports. Use the dashboard to identify trends and areas of interest, then drill down into specific asset reports for comprehensive analysis and action planning.
Products dashboard
The products dashboard provides analytics and insights focused on your product portfolio performance. This dashboard helps you understand how assets are distributed across your product lines, track functional status trends, and monitor logistics patterns for inventory management and field operations.
Key features
The products dashboard displays comprehensive product analytics through:
Functional status distribution: Bar charts showing functional vs non-functional asset counts across all product lines
Logistics reports: Visual breakdown of assets in inventory locations versus field deployment locations
Asset count trends: Time series charts tracking asset quantities over time for each product
Integration with detailed reports
The products dashboard connects seamlessly with detailed product reports. Use the dashboard to identify product performance patterns and logistics trends, then access specific product reports for in-depth analysis and operational planning.
Customers dashboard
The customers dashboard provides comprehensive analytics focused on your customer relationships and asset ownership patterns. This dashboard helps you understand how assets are distributed across your customer base, track ownership transitions, and monitor functional status trends for customer-specific asset portfolios.
Key features
The customers dashboard displays customer-focused analytics through:
Functional status reports: Visual breakdown showing functional vs non-functional asset counts for each customer
Asset ownership breakdown: Clear visualization of owned versus sold asset distribution across your customer base
Customer asset trends: Time series charts tracking asset quantities over time for individual customers
Integration with detailed reports
The customers dashboard connects directly with detailed customer reports and asset tracking. Use the dashboard to identify customer trends and ownership patterns, then drill down into specific customer reports for detailed relationship management and asset planning.
Locations dashboard
The locations dashboard provides analytics focused on an organization's location-based asset distribution and performance. This dashboard helps users understand how assets are distributed across different locations, track functional status patterns by location, and monitor ownership transitions for location-specific asset portfolios.
Key features
The locations dashboard displays location-focused analytics through:
Location functional status reports: Visual breakdown showing functional vs non-functional asset counts for each location
Location ownership reports: Clear visualization of owned versus sold asset distribution across your location network
Location asset trends: Time series charts tracking asset quantities over time for individual locations
Integration with detailed reports
The locations dashboard connects directly with detailed location reports and asset tracking systems. Use the dashboard to identify location trends and asset distribution patterns, then drill down into specific location reports for detailed operational planning and asset management decisions.
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