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Planned vs Actual ​

If your team books equipment in advance, the interesting question is what happens next: are bookings actually picked up, on time, with the items that were reserved? Planned vs actual answers that on three levels — a report, two dashboard tiles, and a summary strip on each reservation.

The report ​

Run it from Stats & Reports > Reports by selecting Planned vs actual. It counts every booking that started in the period, plus ad-hoc checkouts (checkouts made in the period without any reservation), and shows per group:

  • Booked: Reservation occurrences that started in the period.
  • Fulfilled: How many of those were converted to a checkout. A booking completed as an event, or simply marked completed, counts as booked but not fulfilled.
  • Ad-hoc: Checkouts with no reservation behind them. A high ad-hoc share means much of your real usage bypasses planning.
  • Pickup vs plan / Return vs plan: The average deviation from the booked window — for example "2h 05m late" pickup, or an early return.
  • Item match: How well the items actually checked out overlap with the items that were reserved, as a percentage. Taking exactly the reserved items scores 100%; leaving items behind or grabbing extra ones lowers it.
  • Plan match: The overall score for returned checkouts — how much the actual usage window overlapped the planned one, combined with the item match. A booking picked up on time, returned on time, with exactly the reserved items scores near 100%.

Group by Users to see who plans well, or by Items/Types to see which equipment is booked but not picked up.

The Planned vs actual report, grouped by user.

The dashboard tiles ​

The dashboard's Reservations tab has two tiles with the same logic, always covering the last 30 days:

  • Reservation Fulfilment: The share of bookings due in the last 30 days that were completed.
  • Plan Match: The average planned-vs-actual match of checkouts returned in the last 30 days.

Both show a trend arrow and a small history chart, so you can see whether planning discipline is improving.

On each reservation ​

Once a reservation has been converted to a checkout, the reservation page shows a Planned vs actual strip under the checkout banner:

  • Pickup: How early or late the checkout started compared to the booked start ("on plan" when within a minute).
  • Return: The same for the return — or Not returned yet while the checkout is open.
  • Items: Exact match when the reserved items were taken, otherwise how many of the reserved items were taken and whether extra items were added.

Green chips mean on plan (or early); orange chips flag deviations.