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Dashboard and widgets

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Get an overview of a specific asset and its performance with the help of various widgets.

About dashboards

Dashboards are made up of widgets that provide different views of your assets and give you quick access to the information most relevant to your daily work. Depending on your requirements, you can create individual dashboards for specific assets or use the same dashboard across multiple assets. Whether a widget includes aggregated data from sub-assets is defined in the associated dashboard template, ensuring consistent information is available where it is needed.

Note

Data of production assets in conceptual stage is not included into evaluations on your dashboards and widgets. See Conceptual stage for production assets.

Choose a dashboard

  1. Enter the dashboard in platform view, by selecting the dedicated domain image-20250305-092723.png Dashboard at each asset level.

  2. Select the dashboard you want to display from the dropdown. There already is a Default Dashboard. For user-defined dashboards, you must first create dashboard templates, see Dashboard templates.

  3. From the second dropdown, select a pre-defined or user-defined time period for which you want to view data.

The widgets on the dashboard now display data for the selected period.

đŸ“—

Example

See below the user-defined dashboard System overview for the period This year.

Example dashboard view
Example dashboard view

Types of dashboard widgets

The available dashboard widgets are briefly described below.

Consolidated financial performance

Consolidated financial performance widget

Compare your financial forecasts for an asset with its actual cashflows and display the liquidity of this asset. Cashflow and forecast should ideally be displayed as a continuous line. The gap between these represents the cash that is missing.

Workload analysis

Workload analysis widget

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.

Contract notice periods

Contracts widget

View your top 10 contracts with the nearest notice periods in the selected period. When you are managing numerous assets and their respective contracts, it is essential to keep track of the details so you do not miss any deadlines.

PV production

PV production widget

View the energy generated by your PV assets.

This widget requires synchronization with VCOM. See VCOM syncs.

Topic

Topic widget with the type Transactions
Topic widget with the type Transactions
Topic widget with the type Contacts
Topic widget with the type Contacts
Topic widget with the type Documents
Topic widget with the type Documents

Check for unmapped transactions or check the number of unfilled input fields for your documents or contracts.

Monthly cashflows

Monthly cashflows widget

View an asset’s monthly cashflows as a bar graph based on your cashflow input.

Task radar

Task radar widget

Keep tabs on upcoming task deadlines, urgency, and responsibilities.

Profit/Loss overview

Profit-Loss overview widget

Compare forecasted and actual results of entire 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.

Also view in-between results for earnings before interests, taxes, depreciation, and amortisation (EBITDA), earnings before interests and taxes (EBIT), and earnings before taxes (EBT).

Performance ratio

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View the average performance ratio of your asset in percent.

This widget requires synchronization with VCOM to evaluate energy production. See VCOM syncs.

PV availability

PV availability widget

View the percentage of time your asset generated energy.

This widget requires synchronization with VCOM to evaluate energy production. See VCOM syncs.

Loss breakdown

image-20250401-143538.png

View the energy and revenue losses of your asset.

This widget requires synchronization with VCOM to evaluate energy production. See VCOM syncs.

Logbook

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Log special events to track unusual behavior of your assets. See Logbook.

Work orders

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Display all work orders available for your asset.


This widget requires synchronization with VCOM and the activation of the CMMS module in VCOM. See VCOM syncs and CMMS.



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