Dashboard Overview
The dashboard is your command center — showing key metrics, today's activity, and alerts at a glance. It's the first screen you see when logging in, giving you instant visibility into business health.
Dashboard Sections
Section |
What It Shows |
|---|---|
Key Metrics |
Revenue, rentals, utilisation numbers |
Today's Activity |
Deliveries, pickups, returns due |
Alerts |
Items needing attention |
Quick Actions |
Common tasks in one click |
Recent Activity |
Latest system activity |
Key Metrics
At-a-glance business health:
Revenue (MTD) — Invoiced amount this month
Active Rentals — Equipment currently on hire
Utilisation Rate — Percentage of fleet on hire
Outstanding Invoices — Unpaid invoice total
Click any metric to see detailed breakdown.
💡
Tip: Watch utilisation rate — too low means equipment sitting idle, too high means you might be missing opportunities due to unavailability.
Today's Activity
What's happening today:
Deliveries
Scheduled deliveries for today
Status: Assigned, In Progress, Complete
Click to see details or dispatch board
Pickups
Collections scheduled today
Equipment coming back
Returns Due
Rentals ending today
Equipment expected back
Alerts Section
Items requiring attention:
Alert Type |
What It Means |
|---|---|
Overdue Invoices |
Payments past due date |
Overdue Returns |
Equipment not returned on time |
Expiring Licences |
Staff licences about to expire |
Maintenance Due |
Equipment needing service |
Unassigned Jobs |
Jobs in queue without staff |
Click any alert to see details and take action.
Quick Actions
Common tasks accessible in one click:
New Rental — Start creating a rental
New Customer — Add a customer
New Quote — Create a quote
View Calendar — Open rental calendar
Recent Activity
See what's been happening:
Rentals created
Invoices sent
Payments received
Equipment returned
Jobs completed
Activity shows who did what and when.
Date Range Selection
Change the metrics period:
Click the date selector (top of metrics)
Choose period:
Today
This Week
This Month (default)
This Quarter
This Year
Custom Range
Metrics update to reflect selected period.
Customising the Dashboard
Arrange the dashboard to suit your workflow:
Click "Customise" (gear icon)
Drag sections to reorder
Toggle sections on/off
Save layout
Layout is saved per user.
Role-Based Dashboard
Different roles see relevant content:
Role |
Dashboard Focus |
|---|---|
Owner/Admin |
Full metrics, all alerts, business health |
Accounting |
Revenue, invoices, payments |
Driver/Technician |
Today's jobs, My Jobs view |
Refreshing Data
Dashboard data updates:
Automatically — Every 5 minutes
On page load — Fresh data each visit
Manual refresh — Click refresh icon
Tips for Dashboard Use
📝 Check Daily
Start each day by reviewing the dashboard. It sets your priorities.
💰 Act on Alerts
Alerts mean something needs attention. Don't let them pile up.
📂 Watch Trends
Metrics over time tell you more than today's number alone.
🎯 Customise for Your Role
Show what matters to you. Hide what doesn't.
ℹ️
Note: If numbers look wrong, check your date range selection. It's easy to be looking at the wrong period.