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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.

Choose a dashboard

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

  2. Select the dashboard you want to display from the dropdown. There is a Default Dashboard view in mc Assetpilot. For customized dashboard views, you must first create dashboard templates, see Dashboard templates.

  3. You can also select a pre-defined or custom period for which data should be displayed from the second dropdown.

Example

See below the custom dashboard System overview for the period This year.

Dashboard example

Example of a 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 sync.

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/expected and actual results of entire 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.

Performance ratio

image-20241220-122318.png

View the average performance ratio of your asset in percent.

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

PV availability

PV availability widget

View the average percentage of time your asset generated energy.

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

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 sync.




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