Dashboards
The portfolio at a glance - condition, risk, costs, work volume, lifecycle forecasts, and level-of-service, sliceable by site and system.
The dashboard is where the registry pays off: live analytics over everything the platform knows, organized into focused tabs instead of one wall of widgets.
The tabs
| Tab | What it answers |
|---|---|
| Assets | How many, where, what condition, what value |
| Work orders | Open vs. completed, aging, by priority and assignee |
| Costs | O&M spend over time, by site, building, and system class |
| Budget | The annual funding envelope and what's measured against it |
| Lifecycle | What reaches end-of-life, and when - forecast, Capital Brief, and funding gaps |
| Risk | Risk concentration heat map, top-risk assets, trend |
| Locations | Site-by-site and building-by-building comparison |
| Projects | Active project status and budget health |
| Compliance | What's current, due, and overdue |
| Contracts | Coverage and upcoming expirations |
| Performance | Team throughput, completion rates, PM compliance |
| Level of service | LoS measures against targets (details) |
| Infrastructure | Linear-asset condition and value (details) |
Which tabs you see depends on role and plan: Work orders and Performance are visible from Staff up; the rest - including Projects, Contracts, and Level of service - require Manager or above. Several tabs are additionally plan-gated (Infrastructure, Budget, Projects, Level of service, and the intelligence tabs: Assets, Lifecycle, Risk).
There is no global filter bar - each chart carries its own filters (site, building, time range), and some remember your last selection.
Reading the key views
- Condition distribution - the portfolio histogram. Watch the shape drift over quarters, not individual assets.
- Lifecycle forecast - replacement value coming due per year, from install dates and useful lives. This is the chart that starts reserve-fund conversations; Lifecycle & funding covers it in depth, and the replacement planner is where those conversations get modeled.
- Risk concentration - the CoF × LoF matrix, with drill-through to the assets in each cell.
- FCI trend - captured over time per site and building (how it's computed).
Snapshots
Key dashboard metrics are captured as snapshots by an automatic monthly job - no one has to remember to press a button. Snapshots are retrievable later and via the API (dashboard:read). Useful for board packages: "as of June 30" stays as of June 30.
Guided tours
Most dashboard tabs include a built-in guided tour (look for the tour prompt on first visit) that walks through each chart's meaning - useful when rolling the dashboard out to managers who weren't part of the setup.