Dashboard

Overview

The Dashboard is the first screen a user sees after Signing in to ActivoHQ. It presents an executive summary of the active company's fixed asset portfolio: key value indicators, distribution charts by category and location, the depreciation trend over the last 12 posted months, upcoming warranty, Insurance and license expirations, consumable status and its consumption trend, total cost of ownership by category, and a summary of recent activity (disposals and the latest physical count). It is aimed at any user who needs a quick overview of the asset position without generating individual Reports.

How to get there

Menu: the screen loads automatically when you sign in.

Direct URL: / (application root)

You can also return to the dashboard from any other screen by clicking the ActivoHQ logo or the Home link in the side menu.

Key concepts

How to use it

Review the headline indicators

1. When you sign in, the dashboard loads the active company's data automatically. You will briefly see the message Loading dashboard... while the data is fetched.
2. Review the four indicator cards at the top:
   • Total Assets: total number of registered Assets, broken down into active and disposed.
   • Acquisition Cost: consolidated gross book value of all Assets.
   • Net Book Value: current net value of the portfolio, together with the percentage of the original cost that has not yet been depreciated.
   • Accumulated Depreciation: total depreciated historically, with the amount depreciated in the latest posted period.
3. Click any card to go straight to the related report:
   • Total Assets and Acquisition Cost open the Asset register (/Assets).
   • Net Book Value opens the Asset register report (/Reports/asset-register).
   • Accumulated Depreciation opens the depreciation schedule (/Reports/depreciation-schedule).

Review what is coming due

1. The Coming due - next 60 days card gathers everything about to expire in one place: Warranties, Insurance policies and software licenses.
2. Each pill shows how many items of that type fall inside the horizon and links directly to the matching screen.
3. The detail list shows each item with the days remaining; anything already past its date shows as Overdue. Recently expired items are included too, so they do not slip by unnoticed.
4. If nothing is coming due, the card says so explicitly.

The same expirations produce a daily email alert for the people who enabled that notification in My profile; see Email settings.

Analyze the distribution by category

1. In the Net Book Value by Category section, the doughnut chart shows each asset category as a colored segment.
2. The number in the center is the total count of categories that have registered Assets.
3. The legend to the right of the chart lists each category with its net book value.

Category here means the asset's asset model: it is the system's single classifier. Assets with no model assigned are grouped as Uncategorized. See Asset models.

Analyze the distribution by location

1. In the Net Book Value by Location section, each horizontal bar represents a physical location.
2. The length of the bar is proportional to that location's net book value against the largest one.
3. The monetary value appears to the right of each bar.

Review the depreciation trend

1. In the Depreciation Trend section, the line chart shows the amount depreciated in each of the last 12 posted months.
2. The horizontal axis shows month and year labels (for example, "Jan 25", "Feb 25").
3. If no depreciation has been posted yet, the system shows the message No posted depreciation yet.

Review recent activity

1. In the Recent Activity section, the disposals card shows the total number of disposed Assets and the accumulated net gain or loss across every recorded disposal. Click this card to open the disposals report (/Reports/disposals).
2. If at least one count session exists, the system shows the results of the latest count:
   • Session name.
   • Counters by status: found, missing, moved and unexpected.
   • An Open variance report link that opens the RFID report (/Reports/rfid-variance).
3. If no Count sessions have been recorded, the system shows: No Count sessions yet.

Check total cost of ownership (TCO)

1. The Total Cost of Ownership by Category section summarizes, by category, what the portfolio has really cost.
2. The table shows: Category, Acquisition Cost, Accum. Depreciation, Disposal Proceeds and Net Cost.
3. Net Cost is the acquisition cost less the cash recovered when Assets were disposed of.
4. Accumulated depreciation is shown for reference only: it is an Accounting record, not cash recovered, so it is not subtracted from the net cost.
5. The Consumables column adds up what the Assets in that category have consumed in supplies, where the issue was charged to a specific asset. It is the operating part of the cost, which previously did not appear anywhere.

This is an estimate built from the data ActivoHQ already records. It does not include maintenance costs, Consumables or staff hours unless you record them as Assets or as disposals.

Review Consumables

1. The Consumables card summarizes the supply room: total stock value, consumption for the current month and how many items are below minimum. Each pill opens the matching screen.
2. Below it, the Consumables that have reached or fallen under their reorder point are listed, with their location and stock against the minimum.
3. If there is nothing to replenish, the card says so explicitly.

Review the consumption trend

The Consumption Trend chart shows the cost of consumable issues over the last 12 months, alongside the depreciation trend. It counts issues only: buying is not consuming.

Refresh the data manually

1. Click the Refresh button (circular arrow icon, in the top right corner of the dashboard header).
2. The dashboard reloads every indicator, chart and activity figure from the server.

Note: the dashboard also refreshes automatically whenever you change the active company in the company selector.

Fields

The screen is read-only; it contains no data entry forms. The table below describes each visual indicator.

Permissions

Available to every authenticated user with access to the Home module, as configured by your administrator. Platform administrators (the super-administrator console) are redirected automatically to the account administration portal and do not see this screen.

Notes

• Data scope: every indicator relates exclusively to the active company selected in the company selector. If you switch company, the dashboard reloads automatically.
• Currency formatting: values are shown abbreviated: $1.2M for millions, $500K for thousands and $850 for values under one thousand. Negative values (losses) appear in parentheses, for example ($12K).
• Trend period: the depreciation trend chart shows at most the last 12 months that have posted depreciation (recorded DepreciationEntry movements). Months with no movements are not plotted.
• Cumulative disposals: the disposal counter and the gain/loss amount reflect the full history of every disposal for the active company, with no period filter.
• Count session: only the most recent count session by opening date is shown. To see the full session history, open the RFID variance report.

Troubleshooting

Related

• Asset models
• Asset register
• Reports
• Consumables
• Count sessions