Main Dashboard
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Overview
The Main Dashboard provides a current and historical view of asset availability, work order status, and preventive maintenance (PM) compliance across your organization. These are metrics that a Fleet Manager may need to know often, even daily. It is divided into two sheets accessible via tabs at the top of the dashboard.
Sheet | Description |
|---|---|
Availability, Recent PM Due Status, Work Order Length | Current asset availability, open work order tracking, upcoming/past-due PMs, and work order length trends |
Historic PM Completed Status | PM compliance history broken down by year, customer, department, and facility |
Navigating the Dashboard
Log in and navigate to Home → Analytics → Dashboard.
Select Main Dashboard from the dropdown in the top-right corner.
Use the sheet tabs at the top of the dashboard to switch between the two views.
Use the filter bar at the top of each sheet to narrow data by Zone, Region, Facility, Department, Customer, Class Code/Class Description, or PM Code.
Use the sub-tabs within each widget section to switch between views (e.g., by Department Name vs. Department Number).
Sheet 1: Availability, Recent PM Due Status, Work Order Length
This sheet gives a current snapshot of asset health and work order activity.
Filters
Filter | Description |
|---|---|
Filter by Zone | Filter all widgets by Zone |
Filter by Region | Filter all widgets by Region |
Filter by Facility | Filters all widgets to a specific facility |
Filter by Facility Abbreviation | Filters all widgets using the facility's abbreviated code |
Filter by Department | Filter all widgets by the vehicle's department |
Filter by Customer | Filter all widgets by the vehicle's customer |
Filter by Class Code / Class Description | Filter by the vehicle's assigned class code or class description |
Filter by PM Code | Filters PM-related widgets to a specific PM code (e.g., A, A1, B, B1) |
Asset Availability Widgets
Widget | Color Coding | Description |
|---|---|---|
Percent of Assets Available | 🔴 Below 70% · 🟡 70–85% · 🟢 (light) 85–95% · 🟢 (dark) Above 95% | Gauge chart showing the percentage of assets currently in an available status vs. unavailable. Calculated across all active vehicles. |
Active Vehicles | — | A list of all active vehicles with their current vehicle status and availability that form the value in the "Percent of Assets Available" gauge. |
Vehicle Status | — | Pie chart breaking down vehicles by their current status. |
Active Vehicles | — | A list of all active vehicles with their current vehicle status that form the values in the "Vehicle Status" pie chart. |
Work Order Status Widgets
Widget | Description |
|---|---|
Number of Open Defects | Number of open defects from a DVIR integration or use of Inspect |
Open Defect List | List of all Open Defects with the component, location and status listed |
Open Work Orders | Total number of work orders that have a status of open, ready for review or re-opened |
Open Work Orders List | List of all open work orders, their current status and the length of work order |
Work Orders Ready for Review | Total number of work orders with a ready to review status |
Ready for Review List | List of all work orders whose current status is ready for review |
WOs Waiting for Parts | Total number of work orders that have a custom status with "parts" in the description |
Waiting on Parts List | List of all work orders with a custom status that has "parts" in the description |
WOs Waiting for Bays | Total number of work orders that have a custom status with "bays" in the description |
Waiting on Bays List | List of all work orders with a custom status that has "bays" in the description |
Work Order Age Widgets
Widget | Description |
|---|---|
Work Orders: < 24 Hours | Number of work orders that have a system status of "Open", "Ready for Review" or "Re-Opened" with a create timestamp within the last 24 hours |
<24 Hours List | List of open work orders that have been opened for less than 24 hours |
Work Orders: > 24 Hours | Number of work orders that have a system status of "Open", "Ready for Review" or "Re-Opened" with a create timestamp within the last 24 and 48 hours |
>24 Hours List | List of open work orders that have been opened between 24 and 48 hours |
Work Orders: > 48 Hours | Number of work orders that have a system status of "Open", "Ready for Review" or "Re-Opened" with a create timestamp greater than the last 48 hours |
>48 Hours List | List of open work orders that have been opened more than 48 hours |
Unavailability Widgets
These widgets show which departments and customers have assets in an unavailable status. Use the sub-tabs to switch between views.
Widget / Sub-tab | Description |
|---|---|
Unavailability by Department Number | Bar chart — number of unavailable assets grouped by department number |
Unavailability by Department Name | Bar chart — number of unavailable assets grouped by department name |
Unavailable Vehicles Department | List view of unavailable vehicles by department |
Unavailability by Customer Number | Bar chart — number of unavailable assets grouped by customer number |
Unavailability by Customer Name | Bar chart — number of unavailable assets grouped by customer name |
Unavailable Vehicles Customer | List view of unavailable vehicles by customer |
Availability by Group
Widget / Sub-tab | Description |
|---|---|
Availability by Department Number | % of assets available per department (by number) |
Availability by Department Name | % of assets available per department (by name) |
Availability by Customer Number | % of assets available per customer (by number) |
Availability by Customer Name | % of assets available per customer (by name) |
List by Department | List of active vehicles with their current status by department |
List by Customer | List of active vehicles with their current status by customer |
PM Due Status Widgets
Widget | Description |
|---|---|
PMs Due This Week | Table showing PM codes with counts for Past Due, Due Today, and Due This Week |
Current PM Status | Pie chart of all enabled, awake PMs with their current status |
Completed PM Due Status Widgets
Widget | Color Coding | Description |
|---|---|---|
Prior Year: Completed PM Due Status | 🟢 Green = On Time · 🔴 Red = Late | Pie chart — previous calendar year PMs completed on time vs. late |
Prior Year: Complete PM List | — | List of all completed PMs the prior calendar year with their due status at time of completion |
Prior Fiscal Year: Completed PM Due Status | 🟢 Green = On Time · 🔴 Red = Late | Pie chart — previous fiscal year PMs completed on time vs. late |
Prior Fiscal Year: Complete PM List | — | List of all completed PMs the prior fiscal year with their due status at time of completion |
Year to Date: Completed PM Due Status | 🟢 Green = On Time · 🔴 Red = Late | Pie chart — current calendar year to date PMs completed on time vs. late |
Year to Date: Complete PM List | — | List of all completed PMs in the current calendar year with their due status at time of completion |
Fiscal Year to Date: Completed PM Due Status | 🟢 Green = On Time · 🔴 Red = Late | Pie chart — current fiscal year to date |
Fiscal Year to Date: Complete PM List | — | List of all completed PMs the current fiscal year with their due status at time of completion |
Month to Date: Completed PM Due Status | 🟢 Green = On Time · 🔴 Red = Late | Pie chart — current month to date |
Month to Date: Complete PM List | — | List of all completed PMs the current month with their due status at time of completion |
Work Order Length Widgets
Widget | Description |
|---|---|
Prior Year: Average Work Order Length (Hours) | Average monthly length of closed work orders if the work order was created in the prior calendar year |
Prior Fiscal Year: Average Work Order Length (Hours) | Average monthly length of closed work orders if the work order was created in the prior fiscal year |
Prior Year Work Orders List | List of all work orders closed in the prior calendar year with their work order length listed |
Prior Fiscal Year Work Orders List | List of all work orders closed in the prior fiscal year with their work order length listed |
Year to Date: Average Work Order Length (Hours) | Average monthly length of closed work orders if the work order was created in the current calendar year |
Fiscal Year to Date: Average Work Order Length (Hours) | Average monthly length of closed work orders if the work order was created in the current fiscal year |
Year to Date Work Orders List | List of all work orders closed in the current calendar year with their work order length listed |
Fiscal Year to Date Work Orders List | List of all work orders closed in the current fiscal year with their work order length listed |
Month to Date: Average Work Order Length (Hours) | Average monthly length of closed work orders if the work order was created in the current month |
Month to Date Work Orders List | List of all work orders closed in the current month with their work order length listed |
Sheet 2: Historic PM Completed Status
This sheet provides a long-term historical view of PM compliance broken down by year, customer, department, and facility.
Filters
Filter | Description |
|---|---|
Filter by Zone | Filter all widgets by Zone |
Filter by Region | Filter all widgets by Region |
Filter by Facility | Filters all widgets to a specific facility |
Filter by Facility Abbreviation | Filters all widgets using the facility's abbreviated code |
Filter by PM Date | Filters PM data using a drilldown hierarchy: Year → Quarter → Month → Week → Date |
Filter by PM Fiscal Year Date | Filters PM data using a drilldown hierarchy: Fiscal Year → Month → Date |
Filter by PM Code | Filters PM-related widgets to a specific PM type (e.g., A, A1, B, B1) |
PM Compliance by Year
Widget / Sub-tab | Description |
|---|---|
PM Compliance by Year | Horizontal bar chart — count of PMs completed on time (🟢 green) vs. late (🔴 red) by calendar year |
PM Compliance by Fiscal Year | Same view but organized by fiscal year |
% PM Compliance by Year | Percentage-based view of on-time (🟢 green) vs. late (🔴 red) by calendar year |
% PM Compliance by Fiscal Year | Percentage-based view by fiscal year |
Complete PM List | Detailed list of all completed PMs with status |
Customer PM On-Time Status
Widget / Sub-tab | Description |
|---|---|
Customer Name Completed PM On-Time Status | Stacked bar chart — % on time vs. late per customer name |
Customer Number Completed PM On-Time Status | Same view by customer number |
Completed PM List | Filtered list of completed PMs by customer |
💡 Color coding: 🟢 Green = On Time · 🔴 Red = Late
Department PM On-Time Status
Widget / Sub-tab | Description |
|---|---|
Department Name Completed PM On-Time Status | Stacked bar chart — % on time vs. late per department name |
Department Number Completed PM On-Time Status | Same view by department number |
Completed PM List | Filtered list of completed PMs by department |
Facility PM On-Time Status
Widget / Sub-tab | Description |
|---|---|
Facility Name Completed PM On-Time Status | Stacked bar chart — % on time vs. late per facility |
Completed PM List | Filtered list of completed PMs by facility |
FAQs & Tips
Q: Why isn't the dashboard loading? Some browser settings (cookie blockers, strict privacy modes) can prevent the dashboard from rendering. See the browser settings guide linked at the top of this page, or contact tech support.
Q: Why do some charts show "The chart is not displayed because it contains only negative or zero values"? This appears when there is no data matching the current filters for that time period. Try clearing your filters or selecting a broader date range.
Q: What does the Percent of Assets Available gauge measure? It calculates the ratio of vehicles with an "available" status versus all active vehicles. It does not include assets that have been decommissioned or are otherwise inactive.
Q: Can I filter multiple values at once? Yes. Most filter fields support multi-select. Click the filter field and select as many values as needed.
Q: What is the difference between "by Year" and "by Fiscal Year" views? "By Year" uses calendar year (Jan–Dec). "By Fiscal Year" uses your organization's defined fiscal year dates that are set in the system settings.
Q: What do the right-click options on a widget do? Right-clicking on any widget opens a Chart Options menu with the following actions:
Option | Description |
|---|---|
Copy cell value | Copies the value of the selected data point to your clipboard |
Key driver analysis | Analyzes which factors are most influencing the metric in the selected widget |
View data | Displays a summary table of the data behind the widget |
Monitor in activity center | Not available in RTA |
Share | Not available in RTA |
Subscribe | Subscribe to receive scheduled email updates of the widget's data |
Alerts | Set up threshold-based alerts to be notified when a metric crosses a defined value |
Notes | Add or view notes attached to the widget for team collaboration |
Storytelling snapshots | Not available in RTA |
Download | Download the widget's data or chart as a file (e.g., CSV, image) |
See container options | Access additional options for the widget's container. Container options include: Full screen (expands the widget to full screen), Monitor in activity center (not available in RTA), Share (not available in RTA), Alerts (set threshold-based alerts on the container), and Notes (add or view notes on the container) |
Q: What do the selection toolbar icons mean? The toolbar icons appear at the top of the dashboard and allow you to interact with chart selections.
Icon | Name | Description |
|---|---|---|
Lasso/Selection Tool | Select one or more data points on a chart | |
Clear Selection | Clears the current selection on the chart | |
Cancel | Cancels the current action | |
Confirm | Confirms the current action |