Dashboard
A real-time view of bookings, custody, overdue items, and asset usage—giving teams clarity at a glance.
Trusted by innovative teams
The dashboard gives teams a real-time view of bookings, custody, overdue items, and asset activity—providing clarity at a glance.
What the Dashboard Shows
The Home page is a set of cards that summarise the workspace, each with a View all link into the full list behind it:
- Totals: assets, categories, locations and team members in the workspace.
- Asset growth: how the asset count has moved over the last 12 months.
- Inventory value: the summed value of your assets, and how many of them have a value filled in.
- Upcoming, active and overdue bookings: reservations about to start, equipment currently out, and anything past its return date, each showing the custodian and the due date.
- Upcoming reminders: the next asset reminders due, with the asset and the date.
- Assets by status: how many are available, in custody and checked out. Click a count to open the asset list filtered to that status.
- Top locations: the locations holding the most assets.
- Top custodians: the team members holding the most assets, with a count each. Click a name for that person's full asset list; for the whole workspace, run the Custody Snapshot report under Reports.
- Newest assets: the latest additions, with status and category.
Everything updates in real time, so you're always working with current information.
How the Dashboard Helps Teams
Central Visibility
One screen shows booking activity, custody status, and overdue items across your organization. No need to check multiple systems or ask around.
Faster Decisions
With real-time data, managers can make quick decisions: reassign equipment, follow up on overdue items, or adjust schedules on the fly.
Early Problem Detection
The dashboard surfaces issues before they escalate. Overdue equipment, booking conflicts, and unusual activity patterns become visible immediately.
Department-Level Insights (Workspaces)
Filter the dashboard by workspace to see data for specific departments, locations, or teams. Each workspace can focus on its own operations while administrators retain the full picture.
See: Workspaces
Going Deeper with Reports
The dashboard answers "what is happening right now?" When you need to drill into a specific question — booking compliance over the last quarter, the most-used assets, idle inventory, custody history, audit completion — open the Reports area for ready-to-run reports with timeframe filters, CSV export on every report, and PDF export for chart-based reports.
See: Reports
Benefits
- Real-time visibility into equipment status across the organization
- Faster follow-up on overdue items and pending returns
- Proactive management by spotting issues early
- Informed planning with usage trends and activity data
- Department-level focus with workspace filtering
- Reduced admin overhead by centralizing information
Related Features
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