Use dashboards

May not be enabled

Dashboards may not be turned on for your workspace or plan. If you don't see it, contact your workspace admin.

Dashboards are your workspace’s home screen: live numbers on work-order load, the triage queue, technician workload, spend, and 14-day trends. There are two kinds.

• The overview is the same for everyone and needs no setup.
• Custom dashboards are ones you or your workspace build from a library of tiles, and arrange however you like.

Read the overview

Select Dashboard in the sidebar. The panels cover:

• Summary — how much work is open and how it is moving.
• Triage — what is waiting to be picked up. This panel counts unassigned work, whatever your board calls its first status.
• Workload — how work is spread across your technicians.
• Spend — what maintenance is costing.
• Trend — the last 14 days, so you can see direction rather than a snapshot.

Note

The Workload and Spend panels need extra permissions — team access and finance access respectively. If a panel is missing for you, that is why.

Build your own dashboard

1. Select Dashboard, then open the Library.
2. Select New dashboard.
3. Pick a preset to start from, or choose Start blank.
4. Enter a name.
5. You land in the editor. Add tiles from the library and drag them into place on the grid.
6. Save the dashboard.

Visibility — private to you, shared with the whole account, or shared with specific roles — is set afterwards from the Share dialog, not while you are creating the dashboard.

Set the one you want to land on with Set default — it carries a Default badge in the library.

Note

Your workspace comes with preset dashboards chosen for your sector. Duplicate a preset rather than editing it, so you keep the original to fall back on.

What the tiles measure

Every tile uses the same definition of each number, so a figure means the same thing wherever you see it. Tiles cover:

• Work orders — volume, average resolution time, total and average cost, mean time between failures, mean time to repair.
• Maintenance requests — volume and first response time.
• Preventive maintenance — compliance, and how much is coming up.
• Assets — counts by health and by status, and downtime.
• Parts — how many are below their reorder point, and stockouts.
• People and money — technician utilisation, total spend, and spend by category.

Filter a tile by date range and dimension, and use its drill-down to open the records behind the number.

Share, duplicate and delete

• Share a dashboard with the account or with particular roles.
• Duplicate one to experiment without disturbing the original.
• Delete a dashboard you no longer need — it can be restored afterwards.

Creating, editing and deleting dashboards is limited to the dashboard’s owner and to admins. Everyone with dashboard access can read a shared one.