Track Your KPIs With Advanced Dashboard in EZOfficeInventory

Advanced dashboard in EZOfficeInventory

The Advanced Dashboard in EZOfficeInventory enables you to track ongoing events, upcoming reservations, metric cards, and more – all from one place.

Learn how you can stay up to date with all the happenings of your business at a glance.

Contents:
1. Need for the Advanced Dashboard
2. How to customize the Dashboard
3. Get familiar with the Advanced Dashboard
4. Flexible Dashboard metric cards
5. View metrics for a particular time period
6. Enable Add Ons for more

1. Need for the Advanced Dashboard

When dealing with a lot of different assets, employees and departments, it becomes critical to have certain key metrics always at hand. KPIs like asset utilization need to be continually tracked so teams are always up-to-date with equipment status.

The Advanced Dashboard does exactly this in a user-friendly layout. It allows you instant access to key asset metrics like reservations and checkouts, and empowers you to customize them as per your functions.

2. How to customize the Dashboard

You can easily customize the Dashboard and choose which KPIs you want to display, where you want to place them and for what time period you want to analyze the metrics.

We’ll explain how you can do all of this, and more, as we move along.

To choose the KPIs to display on your EZOfficeInventory Dashboard, click on the ‘Edit’ button in your Dashboard.

Picture of the advanced dashboard

Once you click the ‘Edit’ button, a dialogue box opens up. Scroll down to see the entire list of KPIs and other setting options available to choose from here.

Advanced dashboard settings menu

Once you’ve made your selections, click the ‘Update’ button. This ensures that your chosen settings are saved and implemented.

Apart from the list of prominent KPIs, you can also choose to show additional data cards for tracking everything at a glance. These include:

More options in the advanced dashboard

You can Switch to the basic view from the top right of the Advanced Dashboard page. This view provides you with a snapshot of all reservations, scheduled maintenance sessions and more in your Dashboard Calendar.

3. Get familiar with the Advanced Dashboard

Here’s a quick visual of a card to help you understand what the different symbols refer to:

Advanced Dashboard Single KPI Card

4. Flexible Dashboard Metric Cards

You can move around the Metric Cards on the Dashboard as you wish. This way, you can keep the most important KPIs at the top. You can do this when the Advanced Dashboard is in ‘Edit’ mode.

For example, if you’re a construction company, then you’re going to need to know how many Work Orders are still pending completion, so you can prioritize these as per your use cases.

Easily select and drag the Work Orders Overdue card to the top row, where it is easily visible.

Easily customize the advanced dashboard

5. View metrics for a particular time period

Right next to the Edit button, there is a drop-down menu for different time periods. This enables you to select the time period for which you want to display the metrics.

You can also set a custom range to view data between specific dates. 

Calendar for custom range in advanced dashboard

Once you define or select the time period you want, remember to hit the ‘Apply’ button to save the settings.

6. Enable Add Ons for more KPIs

There are some KPIs that can only be selected to appear on the Dashboard if you enable the relevant Add Ons.

For example, the KPIs related to Purchase Orders will only appear if you’ve enabled Purchase Orders from Settings → Add Ons → Purchase Orders.

Read More: Managing Purchase Orders with EZOfficeInventory

After you enable the Add On, the following additional KPIs will be available to you in the Advanced Dashboard setting:

enabling add ons brings up more KPI options on the advanced dashboard

Similarly, there are numerous other Add Ons that you can enable to view their KPIs on your Dashboard. Here’s a table that lists down all of them:

Table for KPIs showed in advanced dashboard once you enable add ons

Have any questions?

We love hearing from you! If you have any queries or confusions about EZOfficeInventory, reach out to us at support@ezofficeinventory.com and our support team will get back to you.

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