--- title: "Asset Dashboard" slug: "asset-dashboard" updated: 2026-04-08T09:38:00Z published: 2026-04-08T09:38:00Z canonical: "help.symphonysummitai.com/asset-dashboard" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Asset Dashboard 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] > 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. The following infographic depicts the key benefits of Asset Dashbaord. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Asset_Dashboard_Benefits_Infographic.jpg) **User Persona**: Analyst The main tabs on the Asset Dashboard are as follows: - Fixed Assets - Consumables - Accessories - Software - Contracts ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-PI4YVHEZ.png) Figure: Asset Summary Dashboard The child tabs on the Dashboard, is displayed based on the option selected below: - [Fixed Assets](/apex/docs/asset-dashboard#fixed-assets) - [Consumables](/apex/docs/asset-dashboard#consumables) - [Accessories](/apex/docs/asset-dashboard#accessories) - [Software](/apex/docs/asset-dashboard#software) - [Contracts](/apex/docs/asset-dashboard#contracts) ## 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-RO01ULKD.png) Figure: Fixed Assets Different color coding is applied, as shown below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1BDP8OT6.png) 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 | | --- | --- | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-7E5X0ZZL.png) Figure: Fixed Assets - Warranty Expired Click a category count hyperlink, it redirects to a filtered list of the corresponding expired-warranty assets for detailed review. | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-BOV6OWPL.png) Click a category count hyperlink, it redirects to a filtered list of assets approaching warranty expiry in 10 Days for detailed review. | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-H2HFO4GT.png) Figure: Fixed Assets - Expiring in 30 Days Click a category count hyperlink, it redirects to a filtered list of assets approaching warranty expiry in 30 Days for detailed review. | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-210T7VFP.png) Figure: Fixed Assets - Low Stock | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-XYQLAJO8.png) Figure: Fixed Assets - Device Variance Click a count hyperlink, it redirects to a filtered list of assets with Hardware or Software Variance for detailed review. | | Contacted > 30 Days | Displays asset categories with assets that have not communicated for more than 30 days due to unavailability. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-OQYI000D.png) Figure: Fixed Assets - Contacted > 30 Days | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-LHNSXKOJ.png) Figure: Fixed Assets - Pending User Actions | 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-4TQTNKAO.png) Figure: Consumables Different color coding is applied, as shown below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-8OZXSNJ1.png) 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-IDE7UHYJ.png) Figure: Consumables - Low Stock | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-7VGWJPPB.png) Figure: Consumables - Pending User Action | ## 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-WHJ8LC3N.png) Figure: Accessories Different color coding is applied, as shown below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-6R5LJV4D.png) 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.<> **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-IGE7W6OX.png) Figure: Accessories - Low Stock | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-M5IOTQEP.png) Figure: Accessories - Pending User Actions It can be any pending action on Accept, Reject or Return of the Asset. | ## 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-EPINTCH9.png) Figure: Software Different color coding is applied, as shown below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-MQITYAH6.png) 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-WI8JRUW4.png) Figure: Software - License Expired Click License Count hyperlink, it redirects to the **Software Installation Details** page for further insights | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-8HSUPVI2.png) Figure: Software - Expiring in 10 Days Click License Count hyperlink, it redirects to the **Software Installation Details** page for further insights. | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-YSXOANCZ.png) Figure: Software - Expiring in 30 Days Click License Count hyperlink, it redirects to the **Software Installation Details** page for further insights. | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1D91JN5W.png) Figure: Software - Software Variance Click Software Discrepancies Count hyperlink, it redirects to the **Software Variance List** page for further insights. | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-SY4TPZ9X.png) Figure: Software - Software Non Compliance | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-HTPH6PRL.png) Figure: Software - Pending User Actions | ## 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-IE0ZXK5A.png) Figure: Contracts Different color coding is applied, as shown below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-MCMVZSI0.png) 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-13M26GRD.png) Figure: Contracts - Contract Expired Click View All to display all records on **Contract Management List** page. | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-8QR6Z5QJ.png) Figure: Contracts - Contract Expired | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-P6I3MVZA.png) Figure: Contracts - Contract Expired | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-3Y904DMZ.png) Figure: Contracts - Contract Expired > [!NOTE] > Note > > This tab is visible only if **Category** and **Vendor** fields are enabled under **Contract Field Settings** section on **Application Settings by Tenant** page for Asset Management. > > ****Screenshot**** > > Navigate to **Asset** > **Configuration** > **Others** > **Application Settings**. Click **Configure by Tenant** in right action panel. The **Application Settings By Tenant** page is displayed. > > ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-QP902VF1.png) > > Figure: Application Settings by Tenant | | 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. **Screenshot** ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-VVJYY739.png) Figure: Contracts - Contract Expired > [!NOTE] > Note > > This tab is visible only if Category and Vendor fields are enabled under Contract Field Settings section on Application Settings by Tenant page for Asset Management. > > ****Screenshot**** > > Navigate to **Asset** > **Configuration** > **Others** > **Application Settings**. Click **Configure by Tenant** in right action panel. The **Application Settings By Tenant** page is displayed. > > ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-QP902VF1.png) > > Figure: Application Settings by Tenant | ### 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] > 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** > > ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-KTCPJUD2.png) 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.