The Dashboard in AssetSonar enables you to track all the operations of your business at a glance. You can easily view important metrics, upcoming events, and reservations, overdue returns and more.
The most defining feature of the Dashboard is the metric cards. You simply have to log in to your AssetSonar account to view the various KPIs you wish to display, along with the many other features offered.
Below we’ll detail the process about how you can stay up to date with all the happenings of your business at a glance.
Contents
1. Get familiar with Dashboard
5. Display KPIs for a custom time range
6. Customize Dashboard for ITAM-focused metrics
7. Enable add ons for more KPIs
1. Get familiar with Dashboard
To get familiar with the Dashboard, you first need to understand the KPIs available. There are several KPIs you can choose from depending on what you want to keep an eye on. This may vary depending on what industry you are in.
For example, as an IT company or IT department of a company, you probably send your hardware out for maintenance fairly often since failure to do so would result in a loss of time and money.
However, once an asset is out for maintenance, its unavailability will most likely disrupt your work plans.
In such a situation, it would be helpful if you could view which assets are unavailable and when their maintenance is expected to complete. This way, you can efficiently plan your work accordingly around the unavailability of such assets, thereby avoiding any loss of time.
To help you with this scenario, it would make sense for you to choose KPIs such as ‘Assets in Maintenance’ or ‘Assets Maintenance Ending Today’ to display on your Dashboard.
2. Customize the Dashboard
The Dashboard offers you greater customizability because you now have the power to choose which KPIs you want to view.
You can also choose where to place the KPI cards and for what custom time period you want to display the metrics. We’ll show you how to do all this, and more, as we move ahead.
To begin, you need to first select which KPIs you want to display on the Dashboard. To do just that, click on the ‘Edit’ button shown in the image below.
After you click the ‘Edit’ button, the following dialogue box, called ‘Dashboard Settings’ opens up. You can scroll down the Settings menu to see the entire list of available KPIs and other options available to choose from.
Note: Once you select the KPI you want to display, you must click on the ‘Update’ button. This ensures that the options you choose are saved and implemented.
Apart from the list of important KPIs, the ‘Dashboard Settings’ also has other additional cards you can select to track various events. These include:
Let’s take a closer look at some of the additional cards available. The ‘Locations Map’ can help you visually trace where all your IT Assets are present.
The ‘Latest Events’ provides you information about almost every event taking place, such as upcoming Reservations, Assets checked out, and much more.
Then there is the ‘Dashboard Calendar’ to keep a bird’s eye view of IT Asset tracking and operational workflows.
To read more about the Dashboard Calendar, click here.
3. Understand metric cards
Let’s take a closer look at a metric card to better understand what the different symbols on it mean:
4. Flexible metric cards
The Dashboard offers you great flexibility, allowing you to move the metric cards around as you wish.
With this important feature, you can now place the most important KPIs at the top. This way, you can ensure that the most vital information is what you see when you log in to your account.
You can change the placement of the metric cards when the Dashboard is in the ‘Edit’ mode.
Let’s look at an example to better understand the flexibility of the Dashboard.
Most companies need to keep track of the money they’re spending on hardware maintenance services. This helps them trace which equipment is raking up too much maintenance costs and would be cheaper to simply replace it instead.
In such a situation, you’re going to need a metric that shows you the total cost of services so far, depending on what time period you select.
Therefore, you can easily select and drag the Services Total Cost metric card to the top row, where it is easily visible.
5. Display KPIs for a custom time range
Let’s carry forward the above example of keeping an eye on the ‘Services Total Cost’ KPI. You will come across situations where you need to view this KPI either for the past week, or the past month, and so on.
Viewing KPIs for a particular time period is something you can easily achieve with the Dashboard.
Right next to the ‘Edit’ button, there is a drop-down menu. This menu displays various time periods for you to choose from. You can also set a custom range for which you want to display the metrics.
Note: Once you define or select the time period you require, remember to click the ‘Apply’ button. This ensures that your chosen settings are saved and implemented.
6. Customize Dashboard for ITAM-focused metrics
AssetSonar is an ITAM-focused product. This is why we’re continuously enhancing our Dashboard to include metrics specific to managing and tracking IT assets and software licenses.
To begin, you need to first select which KPIs you want to display on the Dashboard. To do just that, click on the ‘Edit’ button shown in the image below.
Note: As mentioned above, once you select the KPI you want to display, you must click on the ‘Update’ button. This ensures that the options you choose are saved and implemented.
Following are the KPIs for IT Assets and Software Licenses:
7. Enable add ons for more KPIs
Apart from the default KPIs available in the Dashboard Settings menu, there are also some additional KPIs available. However, you can only select them and display them on the Dashboard after you enable the pertinent Add Ons.
In order to enable an Add On, for example, the Inventory Module one, you have to go to Settings → Add Ons → Inventory Module and select Enabled.
Read More: Cut down IT costs with AssetSonar’s Financial KPIs
There are numerous Add Ons available that you need to enable in order to display their KPIs on your Dashboard.
Here’s a table that lists down all of them:
About AssetSonar
AssetSonar is a powerful IT Asset Management tool used by IT-intensive organizations and businesses all over the globe.
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For more assistance, drop us an email at support@ezo.io. You can also visit our blog for detailed support posts.
