Dashboards
Real-time insights and analytics for your asset portfolio.
Overview
AssetVault dashboards provide visual insights into your asset data, helping you make informed decisions about your asset portfolio.
Main Dashboard
Access: Dashboard → Home
Key Metrics Cards
Total Asset Value
- Current net book value of all assets
- Excludes disposed and fully depreciated assets
- Updates automatically
Monthly Depreciation
- Current period depreciation expense
- Used for budgeting and forecasting
Asset Count
- Number of active assets
- Breakdown by owned vs. leased
Disposed This Month
- Recent disposals
- Gain/loss summary
Asset Value Trend Chart
Line chart showing asset value over time.
Features:
- Historical NBV trend
- 12-month rolling view
- Hover for exact values
- Toggle owned vs. leased
Use Cases:
- Track asset portfolio growth
- Identify depreciation trends
- Budget planning
- Stakeholder reporting
Asset Distribution
Pie or bar chart showing assets by type.
Views:
- By asset type (IT, Vehicles, etc.)
- By location
- By department
- By depreciation method
Use Cases:
- Portfolio composition analysis
- Identify concentration risks
- Allocation decisions
Upcoming Events
Fully Depreciating Assets:
- Assets reaching full depreciation in next 3 months
- Plan for replacement or disposal
Lease Expirations:
- Leases ending soon
- Renewal decisions needed
Review Dates:
- Assets due for periodic review
- Useful life reassessment
Company Dashboard
Access: Company → Dashboard
Company-specific metrics and analytics.
Financial Summary
Year-to-Date Totals:
- Total assets added
- Total depreciation expense
- Disposals and gains/losses
- Net asset value change
Comparative Charts:
- Current vs. prior year
- Budget vs. actual (if budgets set)
- Month-over-month trends
Asset Aging
Breakdown of assets by age:
- 0-1 years
- 1-3 years
- 3-5 years
- 5+ years
Use Case: Identify assets nearing end of useful life
Location Analysis
If you track assets by location:
Map View:
- Geographic distribution
- Value by location
- Click for location details
Table View:
- Location name
- Asset count
- Total value
- Average age
Filters and Date Ranges
Filtering Dashboard Data
Date Range Filter:
- Current month (default)
- Current quarter
- Current year
- Custom range
Ownership Filter:
- All assets
- Owned only
- Leased only
Asset Type Filter:
- Select specific types
- Multi-select supported
Apply Filters:
- Set desired filters
- Click Apply
- Dashboard updates automatically
Saved Views
Save commonly used filter combinations:
- Apply filters
- Click Save View
- Name the view (e.g., "London IT Assets")
- Access from Saved Views dropdown
Depreciation Dashboard
Access: Reports → Depreciation Analytics
Depreciation Trend
Chart showing monthly depreciation over time.
Insights:
- Increasing trend: Growing asset base
- Decreasing trend: Assets aging out
- Spikes: Large asset additions
Depreciation Forecast
Projected depreciation for next 12 months.
Methodology:
- Based on current asset register
- Assumes no new additions
- Factors in upcoming full depreciation
Use Case:
- Budget planning
- Cash flow forecasting
- Expense allocation
Method Breakdown
Distribution of assets by depreciation method:
- Straight-line %
- Reducing balance %
Use Case: Ensure method consistency
Lease Dashboard (Beta)
Access: Company → Lease Dashboard
Lease Liability Summary
Current Liabilities:
- Total lease liability
- Current portion (next 12 months)
- Long-term portion (beyond 12 months)
Maturity Analysis: | Period | Liability Amount | |--------|-----------------| | Year 1 | £XX,XXX | | Year 2 | £XX,XXX | | Year 3 | £XX,XXX | | Year 4+ | £XX,XXX |
ROU Asset Analysis
- Total ROU asset value
- ROU depreciation trend
- Lease vs. owned asset ratio
Custom Reports
Create ad-hoc reports:
- Navigate to Reports → Custom Report
- Select data fields
- Apply filters
- Choose visualization (table, chart)
- Click Generate
- Export to Excel or PDF
Use Cases:
- Executive summaries
- Board presentations
- Audit support
Exporting Dashboard Data
Excel Export:
- Click Export on any dashboard
- Excel file downloads with:
- Raw data tables
- Chart images
- Summary statistics
PDF Export:
- Click Print or Export PDF
- PDF generated with:
- All visible charts
- Key metrics
- Filter settings displayed
Scheduled Exports (Coming Soon):
- Email dashboard PDF weekly/monthly
- Automated stakeholder distribution
Mobile Dashboard
Dashboards are fully responsive.
Mobile Features:
- Touch-friendly charts
- Swipe for additional metrics
- Portrait and landscape views
- Offline caching (coming soon)
Troubleshooting
Dashboard not loading:
- Refresh the page
- Check internet connection
- Clear browser cache
Charts showing no data:
- Verify assets exist
- Check date range filter
- Ensure ownership filter isn't too restrictive
Metrics don't match reports:
- Dashboard shows real-time data
- Reports may show point-in-time snapshots
- Check filter consistency
Best Practices
✅ Do:
- Review dashboards weekly
- Set up saved views for common analyses
- Export for offline review
- Share with stakeholders
❌ Don't:
- Make decisions on outdated data (refresh regularly)
- Apply too many filters (may hide important trends)
- Ignore warning indicators
FAQ
Q: How often do dashboards update?
A: Real-time. Data updates immediately when assets change.
Q: Can I customize which metrics appear?
A: Not yet. Customizable dashboards coming in future release.
Q: Can multiple users view dashboards simultaneously?
A: Yes, dashboards are multi-user and real-time.
Q: How far back does historical data go?
A: All data since your AssetVault account creation.
Video Tutorials
Next Steps
- Explore Reports
- Configure Depreciation
- Add Assets
Support
Questions about dashboards?
Contact: [[CONTACT EMAIL]]
Pro Tip: Set up saved views for your most common analyses to save time!