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Dashboard

The dashboard is the page you land on after signing in. It is the single place where every key number across your organization lives — business KPIs, maintenance reliability, availability, workload, failure analysis, and spare parts — organised into tabs so each team can focus on what matters for them.

Tabs

The tab bar across the top of the dashboard switches between groups of KPIs:

  • Overview — your personal selection of pinned KPIs from any of the other tabs (see Customize below). Empty by default.
  • Maintenance — reliability score, MTBF, MTTR (split into Diagnostic / Active repair / Wait buckets), repeat failure rate, failure density (breakdowns per operating hour), availability, planned-vs-unplanned uptime breakdown, planned share by asset class, wrench time, PM compliance, PM compliance per maintenance plan, open backlog, spare-parts coverage, plus the Pareto charts of top problem codes / root causes / offending assets and the parts-spend, uncovered-policies and repair-pool panels.
  • Inventory — stock health, stockouts, slow-moving stock, blocked stock (quarantined / damaged / expired / reserved), expiring lots, cycle-count accuracy and inventory turnover.
  • Procurement — open POs, overdue POs, PRs awaiting approval, the GR / PO short-shipment gap and the on-time delivery rate, plus the top-suppliers-by-spend panel.
  • Sales — sales pipeline, open sales orders, order backlog, quote win rate, overdue invoices, DSO and credit notes issued, plus the AR aging panel.

Within every tab, cards are laid out by body type so the page stays scannable: every KPI card — single-metric or compound — sits in the same grid on top, and full-width BarList panels stack below. Your Overview follows the same two-row layout for whichever cards you pin.

Each tab loads its data on first visit. The maintenance reliability, availability, workload time-share, failure paretos, and parts-spend KPIs respect the date range filter in the header; the rolling-window KPIs on the other tabs use their own fixed windows (90 days for spend / turnover / DSO / win rate, 30 days for cycle counts and credit notes, 30 / 90 days for expiring lots). Live snapshots — open POs, overdue invoices, blocked stock, repair-pool aging, critical-spare coverage — ignore the filter and answer “right now”.

Date range filter

Open the Date range menu in the header to set a From and To date for time-windowed KPIs. The default is the last 90 days. Click Clear all to return to the default; the active dot on the filter button tells you when a custom range is set.

Pin the KPIs you care about

Different people care about different numbers. Every widget has a pin button in its header — no mode to toggle:

  1. Open any tab and click the pin on the KPIs you want to keep an eye on.
  2. Switch to the Overview tab — the KPIs you pinned now appear there, grouped by their original category so the layout stays organised.
  3. To remove a pin, click the pin button again from anywhere it appears.

Pins are saved in your browser, per organization. Switching organizations gives you a clean slate; signing in from a different browser or device starts fresh.

Tips

  • The dashboard reflects your currently selected organization. Switching organizations from the header reloads every widget and your pinned Overview.
  • Each tab refreshes its data when you visit it. After a large operation (a new PO, payments collected, stock adjustments, a closed work order) switch tabs or reload to pick up the latest numbers.
  • If a widget fails to load (for example because of a temporary network issue), only that tile shows the error — the others continue to work.
  • Hover any KPI for a tooltip that explains the number in plain language and shows the exact formula in real math notation underneath. On a single-figure card the trigger is the card title; on a compound card (two or more figures) the trigger is the title of each individual figure — every sub-label that carries a tooltip is underlined so the affordance is visible.
  • Click the small i icon in the page header (next to the date range filter) for the dashboard glossary — concept-level definitions of every card, panel, tab, and badge, plus what the “always live” mark means. The glossary is broader than the per-KPI tooltips and links out to the matching deep-dive pages in this guide.