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Parts Dashboard

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Overview

The Parts Dashboard provides a current and historical view of parts inventory, part requests, and purchase orders across your organization. It is divided into three sheets accessible via tabs at the top of the dashboard.

Sheet

Description

Parts Inventory and Usage

Overview of the parts inventory, part usage and parts that are not being used

Purchase Orders

Key metrics examining purchase order practices

Part Request

Overview of the use of part requests


Navigating the Dashboard

  1. Log in and navigate to Home → Analytics → Dashboard.

  2. Select Parts Dashboard from the dropdown in the top-right corner. If it is not immediately visible, scroll down through the list to locate it.

  3. Use the sheet tabs at the top of the dashboard to switch between the three views.

  4. Use the filter bar at the top of each sheet to narrow data by the available filters.

  5. Use the sub-tabs within each widget section to switch between views.


Sheet 1: Parts Inventory and Usage

This sheet provides a snapshot of current inventory value, parts usage, fill rate, and work orders waiting on parts.

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 Part Number

Filters all widgets to a specific part number

Filter by Part Name

Filters all widgets to a specific part name


Parts Inventory

Widget / Sub-tab

Description

Total Inventory Value

Total current value of all parts in inventory

Parts List

List of all parts and their current inventory quantity and value

Parts Use in Work Orders

Widget / Sub-tab

Description

Work Orders Waiting for Parts

Total number of work orders currently waiting on parts

Work Orders Waiting for Parts List

List of work orders currently waiting on parts

Year to Date: Parts Fill Rate

Percentage of part requests that have been filled calendar year to date

Fiscal Year to Date: Parts Fill Rate

Percentage of part requests that have been filled fiscal year to date

Year to Date: Work Order List

List of work orders and their parts fill status calendar year to date

Fiscal Year to Date: Work Order List

List of work orders and their parts fill status fiscal year to date

Parts Gain/Loss

Widget / Sub-tab

Description

Year to Date: Parts Gain/Loss

Net value gained or lost on parts calendar year to date

Fiscal Year to Date: Parts Gain/Loss

Net value gained or lost on parts fiscal year to date

Year to Date: Part List

List of parts and their gain/loss values calendar year to date

Fiscal Year to Date: Part List

List of parts and their gain/loss values fiscal year to date

Parts Usage

Widget / Sub-tab

Description

Year to Date: Part Number

Calendar year to date parts usage broken down by part number

Fiscal Year to Date: Part Number

Fiscal year to date parts usage broken down by part number

Year to Date: Part Name

Calendar year to date parts usage broken down by part name

Fiscal Year to Date: Part Name

Fiscal year to date parts usage broken down by part name

Year to Date: Parts List

List of parts used calendar year to date

Fiscal Year to Date: Parts List

List of parts used fiscal year to date

Parts with No Usage

Widget / Sub-tab

Description

Year to Date: Part Number

Parts with no usage calendar year to date and their current inventory count, by part number

Fiscal Year to Date: Part Number

Parts with no usage fiscal year to date and their current inventory count, by part number

Last 12 Months: Part Number

Parts with no usage in the last 12 months and their current inventory count, by part number

Year to Date: Part Name

Parts with no usage calendar year to date and their current inventory count, by part name

Fiscal Year to Date: Part Name

Parts with no usage fiscal year to date and their current inventory count, by part name

Last 12 Months: Part Name

Parts with no usage in the last 12 months and their current inventory count, by part name

Year to Date: Parts List

List of parts with no usage calendar year to date and their current count

Fiscal Year to Date: Parts List

List of parts with no usage fiscal year to date and their current count


Sheet 2: Purchase Orders

This sheet tracks purchase orders, vendor spend, and part delivery time.

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 Received Year

Filters by received date using a drilldown hierarchy: Year → Quarter → Month → Week → Date

Filter by Received Date (Fiscal Year)

Filters by received date using a drilldown hierarchy: Year → Month → Date

Filter by Part Number

Filters all widgets to a specific part number

Filter by Part Name

Filters all widgets to a specific part name

Filter by Vendor Number

Filters all widgets to a specific vendor number

Filter by Vendor Name

Filters all widgets to a specific vendor name


Total Cost of Parts on Order

Widget / Sub-tab

Description

Total Cost of Parts on Order

Total cost of all parts currently on order

Purchase Order List

List of all open purchase orders

Open Purchase Orders

Widget / Sub-tab

Description

Open Purchase Orders

Total number of currently open purchase orders

Purchase Order List

List of all open purchase orders

Open Purchase Orders > 30 Days

Total number of purchase orders that have been open for more than 30 days

Purchase Order List

List of all purchase orders open more than 30 days

Average Part Delivery Time

Widget / Sub-tab

Description

Year to Date: Average Part Delivery Time (Days)

Average number of days from purchase order to part delivery, calendar year to date

Fiscal Year to Date: Average Part Delivery Time (Days)

Average number of days from purchase order to part delivery, fiscal year to date

Year to Date: Purchase Order List

List of purchase orders and their delivery times calendar year to date

Fiscal Year to Date: Purchase Order List

List of purchase orders and their delivery times fiscal year to date

Cost Spent per Vendor

Widget / Sub-tab

Description

Annual and Monthly Drill Down Cost Spent per Vendor

Total cost spent per vendor, drillable by year then month

Fiscal Year and Monthly Drill Down Cost Spent per Vendor

Total cost spent per vendor, drillable by fiscal year then month

Purchase Order List

List of purchase orders filtered by vendor

Purchase Cost and Quantity Received

Widget / Sub-tab

Description

Annual and Monthly Drill Down Purchase Cost and Quantity Received

Total purchase cost (bar) and quantity received (line) broken down by year and month

Fiscal Year and Monthly Drill Down Purchase Cost and Quantity Received

Total purchase cost (bar) and quantity received (line) broken down by fiscal year and month

Purchase Order List

List of purchase orders with cost and quantity received


Sheet 3: Part Request

This sheet tracks open and closed part requests across your organization.

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 Part Number

Filters all widgets to a specific part number

Filter by Part Name

Filters all widgets to a specific part name

Filter by Request Date

Filters by request date using a drilldown hierarchy: Year → Quarter → Month → Week → Date

Filter by Request Date (Fiscal Year)

Filters by request date using a drilldown hierarchy: Fiscal Year → Month → Date

Filter by Posted Date

Filters by date posted to a work order using a drilldown hierarchy: Year → Quarter → Month → Week → Date

Filter by Posted Date (Fiscal Year)

Filters by date posted to a work order using a drilldown hierarchy: Fiscal Year → Month → Date


Open Part Requests

Widget / Sub-tab

Description

Open Part Requests

Total number of part requests that have a status of Ready, Pending, On Order or Out for Delivery

Part Requests List

List of all open part requests

Max Hours Open for an Open Part Request

The maximum number of hours any single open part request has been open

Part Requests List

List of open part requests and their hours open

Average Hours Open for an Open Part Request

The average number of hours open part requests have been open

Part Requests List

List of open part requests and their hours open

Open Part Requests with an Open Purchase Order Line

Total number of open part requests that have an associated open purchase order line

Part Requests List with Open PO Line

List of open part requests that have an associated open purchase order line

Open Part Requests by Group

Widget / Sub-tab

Description

Open Part Requests by Facility

Open part requests broken down by facility

Part Requests List

List of open part requests filtered by facility

Open Part Requests by Status

Open part requests broken down by current status

Part Requests List

List of open part requests filtered by status

Open Part Requests by Technician

Open part requests broken down by technician

Part Requests List

List of open part requests filtered by technician

Open Part Requests by Part Number

Open part requests broken down by part number

Open Part Requests by Part Name

Open part requests broken down by part name

Part Requests List

List of open part requests filtered by part

Open Part Requests by VMRS Code

Open part requests broken down by VMRS code from the associated work order line

Part Requests List

List of open part requests filtered by VMRS code

Closed Part Requests

Widget / Sub-tab

Description

Year to Date: Number of Closed Part Requests

Total number of part requests closed calendar year to date

Fiscal Year: Number of Closed Part Requests

Total number of part requests closed fiscal year to date

Year to Date: Part Requests List

List of closed part requests calendar year to date

Fiscal Year: Part Requests List

List of closed part requests fiscal year to date

Parts Fill Rate

Widget / Sub-tab

Description

Last 12 Months: % of Parts Filled < 2 Hours

Percentage of part requests where the time from part request creation to posting to a work order was under 2 hours, over the last 12 months

Year to Date: % of Parts Filled < 2 Hours

Percentage of part requests where the time from part request creation to posting to a work order was under 2 hours, calendar year to date

Fiscal Year to Date: % of Parts Filled < 2 Hours

Percentage of part requests where the time from part request creation to posting to a work order was under 2 hours, fiscal year to date

Last 12 Months: Part Requests List

List of part requests filled in under 2 hours over the last 12 months

Year to Date: Part Requests List

List of part requests filled in under 2 hours calendar year to date

Last 12 Months: % of Parts Filled < 8 Hours

Percentage of part requests where the time from part request creation to posting to a work order was under 8 hours, over the last 12 months

Year to Date: % of Parts Filled < 8 Hours

Percentage of part requests where the time from part request creation to posting to a work order was under 8 hours, calendar year to date

Fiscal Year to Date: % of Parts Filled < 8 Hours

Percentage of part requests where the time from part request creation to posting to a work order was under 8 hours, fiscal year to date

Last 12 Months: Part Requests List

List of part requests filled in under 8 hours over the last 12 months

Year to Date: Part Requests List

List of part requests filled in under 8 hours calendar year to date

Last 12 Months: % of Parts Filled < 24 Hours

Percentage of part requests where the time from part request creation to posting to a work order was under 24 hours, over the last 12 months

Year to Date: % of Parts Filled < 24 Hours

Percentage of part requests where the time from part request creation to posting to a work order was under 24 hours, calendar year to date

Fiscal Year to Date: % of Parts Filled < 24 Hours

Percentage of part requests where the time from part request creation to posting to a work order was under 24 hours, fiscal year to date

Last 12 Months: Part Requests List

List of part requests filled in under 24 hours over the last 12 months

Year to Date: Part Requests List

List of part requests filled in under 24 hours calendar year to date

Annual Closed Part Requests

Widget / Sub-tab

Description

Annual Closed Part Requests by Technician

Annual closed part requests broken down by technician, based on the date the part was posted to a work order

Fiscal Year: Annual Closed Part Requests by Technician

Fiscal year closed part requests broken down by technician, based on the date the part was posted to a work order

Part Requests List

List of closed part requests filtered by technician

Annual Closed Part Requests by Part Number

Annual closed part requests broken down by part number, based on the date the part was posted to a work order

Fiscal Year: Annual Closed Part Requests by Part Number

Fiscal year closed part requests broken down by part number, based on the date the part was posted to a work order

Part Requests List

List of closed part requests filtered by part

Closed Part Requests Trends

Widget / Sub-tab

Description

Closed Part Requests by VMRS Code

Closed part requests broken down by VMRS code

Part Requests List

List of closed part requests filtered by VMRS code

Number of Closed Part Requests Year to Date vs Prior Year

Line chart comparing closed part requests calendar year to date against the prior year

Fiscal Year: Number of Closed Part Requests Year to Date vs Prior Year

Line chart comparing closed part requests fiscal year to date against the prior fiscal year

Part Requests List

List of closed part requests for calendar year to date comparison

Fiscal Year: Part Requests List

List of closed part requests for fiscal year comparison

Closed Part Requests by Part On-File

Closed part requests broken down by whether the part is on file

Part Requests List

List of closed part requests filtered by on-file status


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: What is the difference between "Last 12 Months" and "Year to Date" in the Parts with No Usage widgets? "Year to Date" covers from January 1st of the current calendar year to today. "Last 12 Months" covers the rolling 12-month period prior to today, regardless of calendar year.

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 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

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Lasso/Selection Tool

Select one or more data points on a chart

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Clear Selection

Clears the current selection on the chart

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Cancel

Cancels the current action

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Confirm

Confirms the current action