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
Log in and navigate to Home → Analytics → Dashboard.
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.
Use the sheet tabs at the top of the dashboard to switch between the three views.
Use the filter bar at the top of each sheet to narrow data by the available filters.
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 |
|---|---|---|
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 |