Dashboard
The dashboard is the first page you see when logging into your account.
Purpose
- Provide shortcuts to frequently used functions
- Give a heads up on things that need your attention, and information about recent activity
- Give insights on how your equipment is performing
The setup checklist
In a new account, the wand icon in the top bar holds a short setup checklist of the things worth doing first. Click any task in it and a pointer appears on the dashboard showing where that task is done. It disappears once the list is complete, or when you dismiss it.
Quick actions
At the top there is a row of quick-action cards for Items, Reservations, Checkouts, Issues and Events. Each card has a + button that opens the form for creating a new record of that kind, and an arrow that takes you to the full list. Clicking the card itself also opens the list.
Key numbers
Below the quick actions is a set of key-metric cards, each showing one number:
- Items total, items in use, and items inoperative
- Uncompleted reservations
- Overdue checkouts
- Items low on inventory
- Unresolved issues assigned to you, new issues, and issues in progress
The cards are color coded — red means the number needs immediate attention, orange needs some attention, and grey means all good. Click a card to open the corresponding filtered list (for example, the overdue checkouts card opens the checkouts list filtered to overdue).
The numbers are current: items in use counts what is checked out right now, and overdue checkouts counts checkouts that are past their due date and still out. A checkout or check-in shows up the next time you open the dashboard. A checkout that becomes overdue only because its due time passes can take up to ten minutes to appear.
Dashboard tabs
The rest of the dashboard is organized into tabs. Most widgets show a key number with a trend arrow (whether the number is going up or down) and a chart of its development over recent months; list widgets show a handful of recent records with a shortcut to the full list.
Overview
- Items, Value and Age: the number of items, their total current (depreciated) value, and the average age of all items (0% = all items new, 100% = all items have reached their end-of-life date)
- Items in use and Overdue checkouts as percentages over time. These are day figures, not live counts: items in use is the average share of your items that has been out so far today, and overdue checkouts is the share of today's checkouts that ran past their due date, including any returned late. Use the key-metric cards above for what is out right now.
- Lists of items currently in use, recent/overdue checkouts, and the top performers — the items with the highest utilization
Reservations
- Percentage of items reserved today
- Number of uncompleted reservations (not checked out, converted to an event, or marked as completed)
- Reservation fulfilment: the share of bookings due in the last 30 days that were completed — see Planned vs actual
- Plan match: how well actual usage matched what was planned, for checkouts returned in the last 30 days — see Planned vs actual
- Lists of upcoming, ongoing and uncompleted reservations
Events
- List of recent events
Assets
- Condition: the percentage of items that are operative, with a chart over time
- Condition changes: recently inoperative or discarded items
- Inventory: recent inventory changes, and items that are low on inventory
- Locations: recent location changes, and the number and percentage of items per location
Issues
- Number of new issues and issues in progress, with trends
- Lists of new issues, issues in progress, and issues assigned to you