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Dashboard and widgets
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Dashboards
Dashboards are made up of widgets that give you different overviews of your assets. Depending on your needs, you can have different dashboards for each asset, or apply the same dashboard to all of your assets. There is a default dashboard view in mc Assetpilot. For a customized dashboard view, you must first create a dashboard template, see Dashboard templates.
Example
See below how a dashboard can look like.
Example of a dashboard view
Types of dashboard widgets
The available dashboard widgets are briefly described below.
Consolidated financial performance
View your liquidity balance based on your cashflow and forecasts. Cashflow and forecast should ideally be displayed as a continuous line. The gap between these represents the cash that is missing.
Workload analysis
Identify bottlenecks and inefficiencies in task management. As you continuously complete tasks and add new ones, it's essential to gauge your efficiency. This widget enables you to compare the number of tasks created versus tasks completed, providing insights into your efficiency. The blue line rises as tasks are added, while the green line rises as tasks are solved. A significant gap between the lines suggests a that your workload is too high. You may need to make adjustments to your schedule, such as allocating more time to specific tasks or modifying deadlines.
Contracts
View your contract to-dos and highlight upcoming deadlines such as expiration dates and notice periods. When you are managing numerous assets and their respective contracts, it is essential to keep track of the details so you don't miss any deadlines.
PV production
View the energy produced by your PV assets.
This widget requires synchronization with VCOM. See VCOM sync.
Topic
Check the number of open to-dos for your documents, contracts, transactions, tasks, etc. Get a dynamic view of how your assets are performing.
Monthly cashflows
View an asset’s monthly cashflows as a bar graph.
Task radar
Keep tabs on upcoming task deadlines, urgency, and responsibilities.
Profit/Loss overview
Compare forecasted/expected and actual results of cashflow categories. This way you will have the financial performance overview for each category (subcategories included). Categories with no forecasted or mapped transactional data will not be shown in the widget.
PV availability
View the average percentage of time your asset produced energy.
This widget requires synchronization with VCOM. See VCOM sync.
Performance ratio
View the average performance ratio of your asset in percent.
This widget requires synchronization with VCOM. See VCOM sync.