The Dashboard is the first page you see when you sign in to OnRent Events. It provides a real-time overview of your business, highlighting key operational information, upcoming work, stock availability, and tasks that require attention.

Many dashboard tiles are interactive. Click a tile or statistic to open the related records and drill down into further detail.

The tiles available to you depend on your role and permissions within OnRent Events.

The Dashboard provides an overview of:

The exact tiles displayed may vary depending on your role and permissions.

The Sales Pipeline provides a snapshot of active business opportunities.

It shows:

Use this tile to monitor sales performance and expected revenue.

Displays services that have been accepted and are scheduled to be delivered or fulfilled.

Select the tile to review the related service records.

Displays activities that start today where you're listed as a participant.

The tile also provides a preview of your next scheduled activity.

Select the tile to view the full list of activities for the day.

Displays activities where:

Use this tile to identify outstanding tasks requiring attention.

Displays activities scheduled to start during the current week.

Select the tile to review upcoming activities.

Displays activities scheduled to start during the current month.

Select the tile to review future work and plan ahead.

Displays the number of order opportunities with a start date of today.

Displays the number of order opportunities with an end date of today.

Use this tile to identify opportunities that are due for return, completion, or finalisation.

Displays the number of order opportunities with a start date of tomorrow.

Displays the number of order opportunities with a start date during the current week.

Displays the number of order opportunities scheduled to start next week.

This helps teams prepare resources, stock, and staffing in advance.

OnRent Events automatically calculates stock availability.

This tile displays upcoming orders and reserved quotations where insufficient stock is available.

Select the tile to review affected opportunities and resolve shortages before they impact customers.

Displays the number of orders and reservations occurring this week that have stock shortages.

Displays the number of orders and reservations occurring this month that have stock shortages.

Displays deliveries and collections scheduled for today. Information is based on the delivery and collection dates set on opportunities.

Displays customer collections and returns scheduled for today.

For opportunities to appear here:

Displays deliveries and collections scheduled for tomorrow.

Displays customer collections and returns scheduled for tomorrow.

Displays purchase orders where equipment is scheduled to be collected from or returned to a supplier today. This is based on the We Collect and We Return options set on the purchase order.

Displays purchase orders where equipment is scheduled to be collected from or returned to a supplier tomorrow.

The dashboard includes a visual timeline showing today's deliveries and collections.

Select an item on the timeline to open the related opportunity and view more information. This provides an at-a-glance view of the day's transport schedule.

When sub-rented items are returned from a customer, they are placed into a supplier return quarantine. This tile displays supplier return quarantines that still need to be sent back to the supplier. Use this tile to ensure sub-rented stock is returned promptly.

Displays opportunities that should have been returned but remain incomplete.

An opportunity appears here when:

Use this tile to identify overdue equipment and take appropriate action.

Displays the total quantity of inventory assets currently booked out on active opportunities. This provides a quick overview of how much stock is currently in use.

Displays the total quantity of service assets currently allocated to active opportunities. Use this tile to monitor service resource utilisation.

Displays the total number of quarantine records currently awaiting action.

This may include:

Select the tile to review outstanding quarantine records.

Displays bulk stock items currently held within outstanding quarantines.

Select the tile to review the associated quarantine records and determine what action is required.

Displays discussions that:

Select the tile to view and respond to discussions. When you're a participant in a discussion, you'll also receive email notifications when new replies are added.

Displays inspections that have passed their due date within the Testing & Inspection module. Use this tile to identify assets that require inspection and help maintain compliance.

Dashboard tiles are controlled by user roles, allowing different departments and teams to see information relevant to their responsibilities.

The changes will apply to all users assigned to that role.

If a user belongs to multiple roles, OnRent Events checks all assigned roles and displays any tile enabled in at least one role.

Dashboard tile settings also apply to administrator accounts. Most administrator users are assigned the Full Access role by default, although this may vary depending on how your system has been configured.

The Daily Summary Email sends an overview of key dashboard information directly to your inbox. Depending on your dashboard configuration, the email can include information about:

The email is only sent when there is information requiring your attention.

If selecting a tile displays a message such as "You are not authorised to access this page", your role may not include permission to view the underlying information.

Speak to your system administrator to review your role permissions.

No. Dashboard tiles can currently be enabled or disabled, but the layout cannot be customised.

Yes. The information shown on the dashboard depends on:

Different users may therefore see different dashboard information.