The Dashboard

The dashboard is the main home page. It provides a centralized, real-time view of your organization’s assets, subscriptions, people, and locations.

The dashboard can be customized by pressing the customize button. This will allow you to re-order the cards on the page as well as hide the ones you do not want to see. The customization will be saved to your user profile for that organization and will persist until changed again.

Top Cards Key Metrics At A Glance

At the top of the dashboard, summary cards display high-level counts for:

The hamburger buttons on the assets and subscriptions cards will allow you to select what categories to include in the card.

Todo Card

The My To-dos card gives you a quick glance at the to-dos that are assigned to you. This allows you to manage your to-dos directly from the dashboard without having to go to the To-dos page.

Asset Pie Chart

The asset pie chart allows you to visualize the number of assets deployed by category, deployed by manufacturer, or the status.

End Of Life Assets

The End of Life assets card allows you to see the upcoming and / or currently end of life assets. The dropdown allows you to select how far ahead to include upcoming end of life assets.

Subscription Cost

The subscription cost card plots the amount of money your organization has paid in recurring subscriptions. The dropdown allows you to select how far back you want the chart to go and the hamburger button allows you to select which categories to include in the sum. This allows you to chart your subscription cost trends over time.

Expiring Warranties and Contracts

The expiring warranties and contracts cards are similar. They both show upcoming expirations for assets its warranties and for subscriptions its contracts. Again the dropdown selects how far ahead to look to include expirations and the hamburger button allows you to toggle to see already expired warranties or contracts.

Recent Activity

Recent Activity gives you a true 30,000-foot view of your organization. Every event across assets, subscriptions, people, and locations is captured in one unified timeline so you can instantly see what’s happening, who’s involved, and where work is happening across your team.