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Dashboard

The Leasing Dashboard gives you a real-time snapshot of your rental portfolio — how many agreements are active, how many units are deployed, whether any service visits are overdue, and how work is distributed across your sales representatives. Navigate to Leasing management to view it.

The dashboard is split into two tabs: Portfolio Overview and Agent Performance.

Portfolio overview​

Agreement activity​

The Monthly Trend chart tracks the number of new agreements created versus terminated agreements over time, along with a net change line showing the difference.

  • 3 mo / 6 mo / 12 mo: Toggle the time window in the top-right corner of the chart.

Hover over any data point to see the exact count for that month. Use this chart to see whether your rental portfolio is growing, shrinking, or holding steady.

Visit activity​

Below the trend chart, two cards summarise the upcoming service visit workload:

  • Due Today: Service visits scheduled for today that have not yet been completed.
  • Due This Week: Service visits scheduled within the current week.

Agent performance​

Select the Agent Performance tab to see how rental agreements are distributed across your sales representatives.

The table shows one row per agent:

  • Agent: The name of the sales representative.
  • Agreements: Total number of rental agreements assigned to this agent.
  • Units Deployed: Total number of equipment units currently deployed across all of this agent's agreements.

A Total row at the bottom summarises the figures across all agents.

Refreshing the dashboard​

Select the refresh icon next to the As of date in the top-right corner to reload all data with the latest figures.