Your dashboard includes widgets that show key metrics at a glance. You can choose which widgets to display. This guide explains what each widget shows and how it’s calculated.
How Widgets Work
Each widget shows:
A main value for the selected date range
A percentage change compared to the previous period (default: 7 days earlier)
An up/down arrow indicating an increase or a decrease
The date range is set using the "Update Dashboard Dates" button at the top of your dashboard.
Available Widgets
New Orders
What it shows: The number of confirmed rental orders created during the selected period.
How it’s calculated:
Counts orders created within the selected date range
Only includes confirmed orders (not quotes or tentative orders)
Excludes template orders
Use it to: Track new business and order volume trends.
New Quotes
What it shows: The number of rental quotes created during the selected period.
How it’s calculated:
Counts quotes created within the selected date range
Includes all quotes, regardless of conversion status
Excludes template quotes
Use it to: Monitor quote generation and sales pipeline activity.
Tentative Orders
What it shows: The number of orders in tentative status during the selected period.
How it’s calculated:
Counts orders with tentative status created within the selected date range
These are orders that are not yet fully confirmed
Use it to: Track pending orders that may need follow-up.
Converted Quotes
What it shows: The percentage of quotes that were converted into confirmed orders.
How it’s calculated:
Formula: (Number of Orders / Total Orders + Quotes) × 100
Based on orders and quotes created within the selected date range
Shows your quote-to-order conversion rate
Use it to: Measure sales effectiveness and conversion performance.
Orders Totals
What it shows: The total monetary value of all confirmed orders created during the selected period.
How it’s calculated:
Sums the order total plus fees for all confirmed orders
Includes only orders created within the selected date range
Displayed in your company’s currency
Use it to: Track revenue from new orders and financial performance.
Going Out (Items)
What it shows: The number of orders starting (items going out) and the total quantity of items in those orders.
How it’s calculated:
Counts orders with start dates within the selected date range
Only includes orders with "Created" status (not yet rented out)
Sums the total quantity of items across all these orders
Handles orders with mixed dates (different items starting on different dates)
Use it to: Plan inventory needs and prepare for upcoming rentals.
Returning Orders
What it shows: The number of orders scheduled to be returned during the selected period.
How it’s calculated:
Counts orders with end dates within the selected date range
Includes orders that are currently active or rented out
Shows how many orders are coming back to your inventory
Use it to: Plan for returns and inventory availability.
Overdue Returns
What it shows: The number of orders that should have been returned but haven’t been yet.
How it’s calculated:
Counts orders with end dates that have passed
Only includes orders that are still active or rented out (not yet returned)
Helps identify items that need follow-up
Use it to: Identify overdue rentals that require attention.
Expiring Quotes
What it shows: The number of quotes that are set to expire during the selected period.
How it’s calculated:
Counts quotes with expiration dates within the selected date range
Only includes quotes that are still active (not yet converted or expired)
Helps you identify quotes that need follow-up before they expire
Use it to: Prioritize follow-ups and prevent lost opportunities.
Overdue Invoices
What it shows: The number of invoices that are past their payment due date.
How it’s calculated:
Counts invoices with due dates that have passed
Only includes invoices with a remaining balance (not fully paid)
Excludes invoices connected to deleted clients
Use it to: Monitor accounts receivable and identify invoices that need collection efforts.
Delivery
What it shows: The number of delivery assignments assigned to you (if you’re a driver) during the selected period.
How it’s calculated:
Counts delivery assignments assigned to the logged-in driver
Only includes incomplete deliveries
Based on the assigned date within the selected date range
Use it to: (Driver view) Track your upcoming delivery assignments.
Pickup
What it shows: The number of pickup assignments assigned to you (if you’re a driver) during the selected period.
How it’s calculated:
Counts pickup assignments assigned to the logged-in driver
Only includes incomplete pickups
Based on the assigned date within the selected date range
Use it to: (Driver view) Track your upcoming pickup assignments.
Total Deliveries
What it shows: The total number of all delivery assignments (across all drivers) scheduled during the selected period.
How it’s calculated:
Counts all delivery assignments within the selected date range
Includes assignments for all drivers in your company
Based on delivery dates scheduled within the period
Use it to: Plan logistics and resource allocation for deliveries.
Total Pickups
What it shows: The total number of all pickup assignments (across all drivers) scheduled during the selected period.
How it’s calculated:
Counts all pickup assignments within the selected date range
Includes assignments for all drivers in your company
Based on pickup dates scheduled within the period
Use it to: Plan logistics and resource allocation for pickups.
Understanding Percentage Changes
Each widget (except Overdue Invoices and Overdue Returns) shows a percentage change comparing the current period to the previous period (default: 7 days earlier).
Green percentage with up arrow: Increase from the previous period
Red percentage with down arrow: Decrease from the previous period
0.00%: No change, or both periods had zero values
Example: If "New Orders" shows "5" with "+25.00%", you had 5 new orders in the current period, which is 25% more than the previous period.
Customizing Your Dashboard
You can activate or deactivate widgets from the Dashboard Settings page. Active widgets appear on your main dashboard; inactive widgets remain available but hidden.
Tip: Activate widgets that match your role:
Sales teams: New Quotes, Converted Quotes, Orders Totals
Operations teams: Going Out, Returning Orders, Overdue Returns
Drivers: Delivery, Pickup
Finance teams: Orders Totals, Overdue Invoices
Need Help?
If a widget shows unexpected values, check:
The date range selected for your dashboard
Your division permissions (you may only see data for divisions you have access to)
Whether the "Include Quotes & Tentative Orders" option is enabled in dashboard settings