Dashboard Overview
Table of Contents
The Dashboard is a concise overview of your most essential fleet management data and notifications. This page displays Key Performance Indicators (KPIs), metrics, cost summaries, and reminders for your fleet. The display is customizable to meet the specific needs of your organization and your operations.
The Dashboard is the first screen you see when you log in to your Fleetio account, and you may easily return at any time by clicking the top link in the Sidebar Navigation:
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What are Widgets?
The Dashboard is composed of self-contained, movable, customizable blocks called Widgets.
A Widget provides at-a-glance data along with quick links for you to easily access related Fleetio Modules.
Your Dashboard comes with a pre-configured set of Default Widgets. Add your own Custom Widgets, and even save different configurations of your Custom Dashboard so that you can alternate views or share Dashboards with your Fleetio teammates.
You may rearrange the Widgets on your dashboard to prioritize those most relevant to you. Drag and drop via the header of each widget to reposition.
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In addition to rearranging widgets, you may also resize a widget by clicking and dragging the corner of the widget until it is the desired size.
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Finally, click the More Actions button on any widget to Hide the individual widget.
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Dashboard Overview
The default Dashboard view displays the widgets within a working area, bordered on the left by the main menu. You may wish to fill the full screen with the Dashboard display, or narrow the results displayed within widgets.
A toolbar at the top displays Dashboard options.
- Identify your Dashboard by title and use the drop-down menu (a) to select other Dashboard views or to manage Custom Dashboards
- Visibility (b) may be Private or Shared
- Refresh Dashboard data (c)
- Apply a Group Filter (d) to narrow data results displayed in all Widgets by Group or Subgroup
- Compact (e) will remove any white space shown on the Dashboard only when it is clicked
- Use the Manage Widgets menu (f) to enable/disable Default Widgets or Custom Widgets
- Expand the Dashboard to Fullscreen mode (g)
Widget Settings
Click Manage Widgets via the icon in the upper right corner of the screen.
Here, you can Restore Defaults, Reorganize Automatically to fill empty space when adding or removing widgets, Un-check any Widgets to hide, or add Custom Widgets at the bottom of the widget list.
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If you add a new Custom Widget, this addition is highlighted on the Widget list via a red indicator next to the name.
Widget Permissions
Widgets, and the data within, are displayed based on User Permissions.
Custom Dashboards are displayed based on a combination of User Permissions and Dashboard Visibility settings.
Account Owners and Administrators have access to all Widgets, and corresponding data for the entire system.
Regular Users' data views are determined by Role and Record Sets. As a result, these Users may see different aggregate numbers (total costs, average MPGs, etc) based on their Record Sets.
In addition, the five Widgets in the Cost Category in the table below (*) are only displayed for Account Owners, Administrators, and Regular Users with the View Vehicle Reports permission, granted by Role.
Default Widget Set
| Category | Widget | Contents | Additional Resources |
|---|---|---|---|
| Vehicles | Latest Meter Readings | Plot chart displaying the latest primary meter entry for all active vehicles. Chart symbols indicate meter type: * Green square: meter in Hours * Blue circle: meter in Miles * Orange diamond: meter in Kilometers |
Meter Entry - Add or Update |
| Vehicle Assignments | Number of Assigned and Unassigned Vehicles | Vehicle Assignment Overview | |
| Vehicle Locations | Shows number of vehicles currently within any Place geofences | Places Overview | |
| Vehicle Renewal Reminders | Number of Overdue & Due Soon Vehicle Renewals | Vehicle Renewal Reminders | |
| Vehicle Status | Shows number of Vehicles in different statuses | Vehicle Statuses Overview | |
| Inspections | Inspection Item Failure Rate | Shows the % of failed inspection items for the current week, along with the change since last week | Inspections - Item Failures |
| Inspection Submissions | Shows rolling 7-day volume (blue) against the 7 previous days (gray) | Inspections Overview | |
| Inspections Summary | Shows number of vehicles with vs. without any inspection submissions in the last 30 days | Inspections - Reports | |
| Overdue Inspections | Shows number of overdue inspections, both as a count and as a % of total scheduled | Inspections - Schedules | |
| Issues | All Faults | Shows number of Faults reported via GPS integration | Faults Overview |
| Critical Faults | Shows number of Critical Faults reported via GPS integration, with a quick link to View Faults | Faults Overview | |
| Open Issues | Number of Open and Overdue Issues | Issues Overview | |
| Time to Resolve | Displays Average time to Resolve and Number of Issues over the last six months. | Issues Overview | |
| Service | Incomplete Work Orders | Shows number of Work Orders in each Incomplete status (e.g. Open, Pending) | Work Order Statuses |
| Service Reminders | Number of Overdue and Due Soon Service Tasks | Service Reminders Overview | |
| On-Time Service Compliance | Shows the % of on-time Service Compliance for the last 30 days and for all time | Preventative Maintenance Compliance Overview | |
| RO's Needing Approval | Shows Repair Orders that currently need approval | Repair Order Approval Process | |
| Labor in Progress | Shows users with current Work Order labor in progress | Work Order Line Items: Service Tasks, Labor, Parts | |
| Maintenance Categorization |
Repair Priority Class Trends | Shows the % of total completed Work Orders/Service Entries by Repair Priority Class for the last six months. | Maintenance Categorization with VMRS |
| Top Category Codes by Usage | Shows the top 3 highest frequency Category codes based on the number of line items. | ||
| Top Reasons for Repair | Shows the top 3 highest frequency Reason for Repair codes based on the number of line items. | ||
| Top System Codes by Usage | Shows the top 3 highest frequency System codes based on the number of line items. | ||
| Uncategorized Service Tasks | Provides a listing of the Service Tasks within your account that have no default VMRS categorization set. | ||
| Cost (*) | Cost Per Meter | Bar graph with the last 6 months of total cost data, with a quick link to the Cost/Meter Trend Report | (*) see above for Permissions |
| Fuel Costs | Bar graph showing the last 6 months of fuel data | (*) see above for Permissions | |
| Other Costs | Bar graph showing the last 6 months of other cost data | (*) see above for Permissions | |
| Service Costs | Bar graph showing the last 6 months of service cost data | (*) see above for Permissions | |
| Total Cost | Bar graph showing the last 6 months of total cost data, with a quick link to the Total Cost Trend Report | (*) see above for Permissions | |
| Parts & Inventory | Inventory | Number of Out of Stock and Low Stock inventory-tracked Parts | Parts Inventory Overview |
| Purchase Orders | Shows number of Purchase Orders in each status (e.g. Draft, Approved). | Purchase Orders Overview | |
| Inventory Usage | Shows the number of parts in (blue) against the number of parts out (gray) per month | - | |
| Inventory Value | Shows your total Inventory value | - | |
| Contacts | Contact Renewal Reminders | Number of Overdue and Due Soon Contact Renewals | Contact Renewal Reminders |
| Other | Recent Comments | Scrollable list of the most recent User comments added throughout your system | - |
Custom Widgets
In addition to enabling, disabling and repositioning widgets from the Default Widget Set, you may create your own Custom Dashboard Widgets.
NOTE: Custom Widgets are not available if you have a Fleetio Starter(Legacy) or Essential Plan.
TIP: Learn more in the Custom Widgets article
Custom Dashboards
Your fleet management responsibilities may span several operational roles, or you may need reporting insight across multiple organizational groups. You may require access to different fleet data at different times of the month or year. You may oversee employees with varying permission levels, and wish to control their data access.
Fleetio empowers you to meet various reporting needs by creating multiple Custom Dashboards. Set Dashboard Visibility to private, for your own use, or share with teammates.
"My Dashboard" is the title of the default Dashboard for your Fleetio user. This includes the Default Widget Set and layout, which comes pre-configured in your Fleetio account.
PERMISSIONS: Account Owners and Administrators have full Custom Dashboard permissions. Regular Users can Manage or Share according to their Role.
NOTE: Custom Dashboards are not available if you have a Fleetio Starter (Legacy) or Essential Plan.
Manage Dashboards
On the Manage Dashboards screen, you can toggle between My Dashboards, which you have created, or those that are Shared With Me.
Click + Add Dashboard to add a new Dashboard, or use the More Actions Button to Edit, make a Duplicate, or Delete.
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NOTE: You can only delete Dashboards you have created. A minimum of one Dashboard is required, and cannot be deleted.
Add Dashboard
Click the + Add Dashboard button and configure Settings for your new Dashboard.
Enter a Title, and select Visibility: Only Me (private), Everyone in Account, Admin Only, Specific Users or Specific Roles.
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Custom Dashboard Permissions
As a recipient of a Shared Dashboard, a user may only view Widgets and data to which they have access by Role and Record Sets.
If a user is the recipient of a Shared Dashboard which includes a Widget to which they do not have permission, the user will see a placeholder indicating that the Widget isn't available based on current permissions:
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