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 Pin the KPIs you care about below). Empty by default.
• General — cross-organization, personal surfaces: the inbox summary card shows your unread count and your five newest unread notifications, with a shortcut into the full inbox. This tab is visible to everyone — every member has an inbox.
• Maintenance — reliability score, average time between breakdowns, average repair time (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, Preventive compliance, Preventive compliance by 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 stock movement.
• Procurement — open purchase orders, overdue purchase orders, requisitions awaiting approval, the Part-delivered orders short-shipment card and on-time delivery, plus the Open purchase orders by status panel.
• Sales — sales pipeline, open sales orders, order backlog, quote win rate, overdue invoices, invoices awaiting payment and credit notes issued, plus the Invoices by age panel.
• Treasury — your cash position (total and split by currency), cheques to collect, cheques maturing this week, unreconciled bank statement lines, and the receivables aging panel. This tab appears only if you have treasury access.

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 stock movement, slow-moving stock and the quote win rate, 30 days for cycle counts and credit notes, 30 / 90 days for expiring lots). Live snapshots — open purchase orders, overdue invoices, blocked stock, repair-pool aging, critical-spare coverage, your cash position, cheques due and unreconciled lines — 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 one-sentence tooltip explaining what the number tells you. 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. The arithmetic behind each number is on this page, under How each number is worked out.
• Click the small i icon in the page header (next to the date range filter) for the dashboard glossary — fifteen short entries covering the headline number on each tab, what “always live” means, and how pinning works. Each entry links to the page in this guide that shows the working.

How each number is worked out

The panel behind the i icon says what a number tells you; this is the arithmetic behind it.

Most figures on the Inventory, Procurement and Sales tabs are counts — how many orders, invoices, lots or stock records match a rule — rather than amounts of money. That is deliberate: a count is worked out over your whole organization, however much data you hold, so the number on the card is the real number and not a sample of it. Where a card used to show a currency total it now shows the count behind it, and says so. Money totals will come back as proper reports.

Every maintenance figure — reliability score, average time between breakdowns, average repair time and its three buckets, availability, planned share, wrench time, Preventive compliance, failure density and the three Pareto panels — is described in Maintenance KPIs.

Inventory

• Stock health — two counts. Stock records is how many active stock records you can issue from today, one for each product held in a warehouse; Watched for low stock is how many products have an enabled low-stock alert keeping an eye on them.
• Stockouts — stock records with nothing left to issue: either empty, or promised in full to open orders.
• Slow-moving stock — stock records whose quantity has not changed in the last 90 days. Money sitting still, and the candidates for a promotion, a transfer or a write-down.
• Blocked stock — active stock in Quarantine, marked Damaged, or already Expired. The Reserved figure beside it counts stock already allocated to an open order.
• Expiring lots — active lots bucketed by expiry: within 30 days, 31–90 days, and already past. Rejected lots are excluded.
• Cycle-count accuracy — two figures over the cycle-count lines counted in the last 30 days: Lines on target is the share that matched the quantity on file exactly, and Lines off target is how many did not.
• Stock movement — how busy your warehouses have been over the last 90 days, counted as movements out (sales, issues, transfers) and movements in (receipts, returns, transfers).

Procurement

• Open purchase orders — orders approved, sent, confirmed by the supplier, or partially received. Drafts, cancelled and closed orders are excluded.
• Overdue purchase orders — open orders whose expected delivery date has passed. The line underneath says how late the oldest one is.
• Requisitions awaiting approval — purchase requisitions in the approval queue, with how long the oldest one has been waiting.
• Part-delivered orders — orders that received a first goods receipt but are still waiting for the rest, and whose expected date has passed.
• On-time delivery — how many supplier measurement periods came in under the 90% target, out of every period recorded. A supplier’s period is refreshed whenever one of their orders completes.
• Open purchase orders by status — the open orders split by where each one stands: approved, sent, confirmed or partly received. The four bars add up to the Open purchase orders card.

Sales

• Sales pipeline — quotations still in play: Draft or Sent. Won, lost and expired quotations are not counted.
• Open sales orders — orders approved, confirmed, processing, or partially shipped.
• Order backlog — the order lines still Open or Partially shipped: committed to the customer and not yet delivered.
• Quote win rate — of the quotations that closed in the last 90 days, won over won-plus-lost. Won means Accepted or Converted into an order; lost means Rejected or Expired.
• Overdue invoices — invoices already flagged Overdue, plus Sent or Partially-paid invoices whose due date has slipped and that still carry a balance.
• Invoices awaiting payment — every invoice still carrying a balance, whether or not its due date has passed. Your collection worklist in one number.
• Invoices by age — the same unpaid invoices split into not-yet-due, 1–30, 31–60, 61–90 and 90+ days late, counted per band. The Treasury tab’s Receivables aging panel shows the same split in money.
• Credit notes issued — credit notes raised in the last 30 days.

Treasury

• Cash position — the spendable balance across your open treasury accounts, converted to the base currency. Frozen accounts are excluded because their funds are not spendable; closed accounts never count.
• Cash by currency — the same position split by the currency each account is held in, every amount converted so the bars compare.
• Receivables aging — the same split as the Sales tab, read here as the collection worklist for incoming cash. Supplier-payables aging is not shown yet.
• Cheques to collect — cheques and bills of exchange received from customers that have not cleared, whether in hand or lodged with the bank.
• Cheques maturing this week — the same instruments with a maturity date inside the next seven days, including any already mature and still uncollected.
• Unreconciled lines — imported bank statement lines not yet matched to a cash-ledger entry. A statement cannot be reconciled and locked while any line is unmatched and un-ignored.

Point of sale

• Counter takings — today’s net takings across every register: sales minus refunds, straight from the tickets. Voided tickets never count.
• Open drawers — cash drawers still tied to a register, open or stuck part-way through closing.
• Average basket — today’s gross sales over the number of sale tickets. Refunds are excluded: they belong to the ticket they reverse, often one sold on an earlier day.
• Cash variance — every drawer discrepancy stamped at session close over the last seven days. Positive means drawers held more than the tickets explain; negative means cash went missing.