The Asset Dashboard introduces a centralized view of all asset categories—Fixed Assets, Consumables, Accessories, Software, and Contracts—within a single interface. It enables organizations to monitor asset inventory, lifecycle status, and key metrics in real time, improving visibility, control, and decision-making across the asset ecosystem while ensuring role-based access to sensitive information.
Note
Asset Summary Dashboard appears only if the user has access to Asset Inventory.
Why does it matter?
Provides instant clarity on asset availability, utilization, and lifecycle status, enabling faster and more informed decisions. By consolidating critical insights into a single, role-secured view, it reduces operational overhead, prevents inefficiencies, and supports proactive asset management across the organization.
Figure: Asset Summary Dashboard
The tabs on the Dashboard, is displayed based on the option selected below:
Fixed Assets
The Fixed Assets tile displays an at-a-glance count of In-Store (IS), Allocated (AL), In-Repair (IR), and Inactive (IA) fixed assets, along with the total count at the top.
Figure: Fixed Assets
Different color coding is applied, as shown below.
Figure: Fixed Assets - Color Coding
Click Fixed Assets tile and it displays the following tabs along with the count:
Warranty Expired
Expiring in 10 Days
Expiring in 30 Days
Low Stock
Device Variance
Contacted > 30 Days
Pending User Actions
For more details, refer to the following:
Field | Description |
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Warranty Expired | Displays the top five asset categories whose warranties have expired. This field provides a quick overview of assets that are no longer under warranty, helping teams prioritize renewals, maintenance planning, and risk mitigation.
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Expiring in 10 Days | Displays the top five asset categories with warranties due to expire within the next 10 days. This field provides early visibility into upcoming expirations, enabling timely renewal actions, maintenance planning, and risk prevention.
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Expiring in 30 Days | Displays the top five asset categories with warranties due to expire within the next 30 days. This field provides early visibility into upcoming expirations, enabling timely renewal actions, maintenance planning, and risk prevention.
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Low Stock | Displays the top five category–location combinations with the highest variance between Minimum Stock and Current Stock, ordered by variance count. This highlights areas with the most significant stock shortages to support timely replenishment and inventory control. In case of equal variance values, records are sorted alphabetically by category name.
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Device Variance | Displays the top five asset categories with the highest hardware device variance, based on the configured category display order. The tab count reflects hardware variance only and excludes any software-related variance. In cases where variance values are equal, categories are sorted alphabetically by category name.
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Contacted > 30 Days | Displays asset categories with assets that have not communicated for more than 30 days due to unavailability.
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Pending User Actions | Displays asset categories with counts that require action, helping teams quickly identify priority areas and take timely corrective measures. It can be any pending action on Accept, Reject or Return of the Asset.
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Note
The top five categories are displayed based on the configuration done for
If a configured category has zero count, it is automatically skipped and replaced by the next category with a non-zero count.
Each category tile is interactive clicking a count redirects users to the corresponding List page with predefined filters applied, enabling quick access to detailed records.
Consumables
The Consumables tile displays an at-a-glance count of In-Store (IS), Allocated (AL), and Inactive (IA) consumables, along with the total count at the top.
Figure: Consumables
Different color coding is applied, as shown below.
Figure: Consumables - Color Coding
Click Consumables tile and it displays the following tabs along with the count:
Low Stock
Pending User Actions
For more information, refer to the following:
Field | Description |
|---|---|
Low Stock | Displays the top five category–store location combinations with the highest variance between Minimum Stock and Current Stock, ordered by variance count. It helps in quickly identifying locations with critical consumable shortages, enabling timely replenishment, preventing stockouts, and ensuring uninterrupted operations.
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Pending User Actions | Displays asset categories with counts that require action, helping to identify consumable categories that need immediate attention, and maintaining smooth day-to-day operations. It can be any pending action on Accept, Reject or Return of the Asset.
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Accessories
The Accessories tile displays an at-a-glance count of In-Store (IS), Allocated (AL), and Inactive (IA) accessories, along with the total count at the top.
Figure: Accessories
Different color coding is applied, as shown below.
Figure: Accessories - Color Coding
Click Accessories tile and it displays the following tabs along with the count:
Low Stock
Pending User Actions
For more information, refer to the following:
Field | Description |
|---|---|
Low Stock | Displays the top five category–store location combinations with the highest variance between Minimum Stock and Current Stock, ordered by variance count. It helps in quickly identifying locations with critical consumable shortages, enabling timely replenishment, preventing stockouts, and ensuring uninterrupted operations. In case of equal variance values, records are sorted alphabetically by category name.<>
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Pending User Actions | Displays accessories category wise with counts that require action, helping to identify accessories categories that need immediate attention, and maintaining smooth day-to-day operations.
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Software
The Software tile displays an at-a-glance count of In-Store (IS), Allocated (AL), and Inactive (IA) softwares, along with the total count at the top.
Figure: Software
Different color coding is applied, as shown below.
Figure: Software - Color Coding
Click Software tile and it displays the following tabs along with the count:
License Expired
Expiring in 10 Days
Expiring in 30 Days
Software Variance
Software Non-Compliance
Pending User Actions
For more information, refer to the following:
Field | Description |
|---|---|
License Expired | Displays the expired licenses with store location and license count with the start date and end date of the contract. It helps in quickly identifying expired licenses by location, enabling timely renewals, compliance management, and prevention of software usage risks.
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Expiring in 10 Days | Displays the top five licenses due to expire within the next 10 days with Store and Location details. It helps teams to take timely renewal actions by highlighting licenses about to expire, preventing service disruption, compliance issues, and unplanned downtime across locations.
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Expiring in 30 Days | Displays the top five licenses due to expire within the next 30 days with Store and Location details. It helps teams to take timely renewal actions by highlighting licenses about to expire, preventing service disruption, compliance issues, and unplanned downtime across locations.
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Software Variance | Displays software variance by category along with discrepancy counts, helping identify mismatches between expected and actual software installations for improved compliance and license management.
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Software Non Compliance | Displays software license compliance details—including license name, procured licenses, valid licenses, installed licenses, and shortfall count —helping identify compliance gaps and take corrective action to avoid risks.
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Pending User Actions | Displays asset categories with counts that require action, helping teams quickly identify priority areas and take timely corrective measures. It can be any pending action on Accept, Reject or Return of the Asset.
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Contracts
The Contracts tile displays an at-a-glance count of Draft Contracts (IS), and Approved Contracts (AL) along with the total count at the top.
Figure: Contracts
Different color coding is applied, as shown below.
Figure: Contracts - Color Coding
Click Contracts tile and it displays the following tabs along with the count:
Contract Expired
Expiring in 10 Days
Expiring in 30 Days
By Category
By Vendor
For more information, refer to the following:
Field | Description |
|---|---|
Contract Expired | Displays the top five asset contracts with the start date and end date of the contract. Click Contract ID hyperlink, it redirects to the Contract ID Details page. It helps quickly identify categories with lapsed contracts, enabling immediate renewal actions.
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Expiring in 10 Days | Displays the top five asset contracts due to expire within the next 10 days. This field provides advance insight into contracts nearing expiration and enabling timely renewals.
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Expiring in 30 Days | Displays the top five asset contracts due to expire within the next 30 days. This field provides advance insight into contracts nearing expiration and enabling timely renewals.
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By Category | Displays a list of categories along with the number of contracts associated with each category. Click count hyperlink, it redirects to the Contract Management List page.
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By Vendor | Displays a list of vendors along with the number of contracts associated with each vendor. Click count hyperlink, it redirects to the Contract Management List page.
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Reports
Reports on the dashboard provide a consolidated, real-time view of key metrics and trends, enabling stakeholders to monitor performance.
This section displays the following reports:
Asset Attribute Insights
Asset Master and Warranty
Asset Reconciliation
Asset Summary and Location
Discovery and Agent Status
Maker Checker
Software Usage
User Action
Click any report to view the corresponding report for more information. It provides actionable insights to quickly identify priorities and support informed decision-making.
Note
Categories are displayed according to the top five display orders defined in the Asset Form Builder for the Dashboard Display Order field while configuring the category.
Form Builder - Screenshot
Figure: Form Builder - Form Details
If the Dashboard Display Order, for two categories is same, then the category with highest record count gets displayed on the Asset Dashboard.
If the Dashboard Display Order is not configured, then the categories are displayed based on the highest records count.