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:
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, 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 can move and resize the Widgets on your dashboard to prioritize those that are most relevant to you:
- Drag and drop the header of a widget to reposition it:
- Resize a widget by clicking and dragging its corner:
Dashboard Overview
The default Dashboard view displays the widgets within a working area, bordered on the left by the Sidebar Navigation 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 to select other Dashboard views or to Manage Dashboards
- Hover to see the selected Dashboard's Visibility. Can be Private or Shared
- Refresh Dashboard data and see when it was last refreshed
- Apply a Group Filter to narrow data results displayed in all Widgets by Group or Subgroup.
- Click the More Actions button to:
- Compact the Dashboard, removing any blank spaces
- Reset Dashboard to restore the default layout and visibility settings for all Widgets
- Remove All Widgets to clear all widgets
- Click + Add Widgets to add Widgets to your Dashboard
- Expand the Dashboard to Fullscreen, hiding the Sidebar Navigation menu
Group Filter
Select a Group or Subgroup using the Dashboard Group filter to filter all Widgets on the Dashboard by that Group.
TIP: Learn more about Groups and Subgroups.
When a Dashboard Group filter is applied, you'll see an icon at the top of each Widget to indicate how the Group filter impacts that Widget.
You can configure Widgets to ignore the Dashboard Group Filter when you add or edit them. See below.
Manage Widgets
PERMISSIONS: Widgets and the data within them are displayed based on User Permissions.
- Account Owners and Administrators have access to all Widgets and the 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).
To manage individual Widgets on your Dashboard, click the More Actions button in the corner of a Widget:
- Select Edit to manage the Widget's name and filters
- Select Copy to make a duplicate of the Widget
- Select Remove to remove the Widget from your Dashboard
To clear the Widgets on your Dashboard, or reset it to the default layout, click the More Actions button at the top of the Dashboard:
- Select Reset Dashboard to restore the default layout and visibility settings for all Widgets
- Select Remove All Widgets to clear all Widgets and start with a blank page
Add Widgets
To add a new Widget to your Dashboard:
- Click + Add Widgets.
- In the Add Widgets window, select a category on the left to view its available Widgets.
- Click on a Widget to select it.
Here you can:
- Change the Widget's Name
- Click + Add Filters to apply filters to the Widget
- If Ignore dashboard's group filter is toggled ON, this Widget will not be affected by the Dashboard Group Filter
- Click the Save button to add the Widget to your Dashboard.
TIP: You can add multiple instances of the same Widget to your Dashboard, each with different filters applied.
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 | |
| 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 below |
| Fuel Costs | Bar graph showing the last 6 months of fuel data | (*) See below | |
| Other Costs | Bar graph showing the last 6 months of other cost data | (*) See below | |
| Service Costs | Bar graph showing the last 6 months of service cost data | (*) See below | |
| Total Cost | Bar graph showing the last 6 months of total cost data, with a quick link to the Total Cost Trend Report | (*) See below | |
| 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 | - |
* Widgets in the Cost category are only displayed for Account Owners, Administrators, and Regular Users with the View Vehicle Reports permission, granted by Role.
Custom Widgets
In addition to enabling, disabling, and repositioning widgets from the Default Widget Set, you can also create your own Custom Dashboard Widgets. Learn more in the Custom Widgets article.
NOTE: Custom Widgets are not available on the Fleetio Essential Plan.
Custom Dashboards
Fleetio empowers you to meet various reporting needs by creating multiple Custom Dashboards. Set Dashboard Visibility to 'private' for your own use or to 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 with the Fleetio Essential Plan.
Custom Dashboards are displayed based on a combination of User Permissions and Dashboard Visibility settings.
Manage Dashboards
To manage your Dashboards, click the Dashboard Title and select Manage Dashboards.
On the Manage Dashboards screen, you can:
- Select My Dashboards to view Dashboards you've created
- Select Shared With Me to view Dashboards created by others and shared with you
- Click + Add Dashboard to add a new Dashboard
- Click the More Actions button to Edit, make a Duplicate, or Delete a Dashboard
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 the settings for your new Dashboard.
Enter a Title, and select Visibility:
- Only Me - The Dashboard will only be visible to you
- Everyone in Account - Anyone in your Fleetio Account will have access to the Dashboard
- Admin Only - Only share with Administrators in your account
- Specific Users - Select specific Users to share the Dashboard with
- Specific Roles - Select specific User Roles to share the Dashboard with
When you're finished, click the Save button.
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:
