The dashboard is the first page you see when you sign into your Current RMS system. It shows important business performance information, as well as things that need your attention today.

Click on any of the tiles or numbers to drill down into the related information.

Default tiles

Here’s a quick breakdown of what each of the default tiles on your dashboard mean:

  1. Sales pipeline
    A count of any active inquiries, quotations, and orders on your Current RMS system. It also shows the total cumulative values of the orders in Current with a start date of this month.
  2. Activities
    A list of any activities that are starting today and any that haven't yet been marked as completed from the past.
  3. Upcoming orders & reservations with shortages
    Current calculates availability automatically in the background and highlights any orders in future where you don’t have sufficient stock.
  4. Transport today
    Any deliveries and pickups (or collections) that are scheduled for today, based on the delivery and pickup date set against each opportunity.
  5. Customer transport today
    Any pickups (collections) and returns being made by the customer themselves today. You can set an opportunity as customer pickup or customer returning using the tick boxes when setting up an opportunity.
  6. Outstanding supplier returns
    When sub-rented items are returned, they move to the quarantine as "supplier returns". This tile is a count of any that haven't yet been sent back to the sub-rent supplier.
  7. Overdue returns
    This is a count of opportunities that are overdue for return, where the end date of an opportunity has passed and the opportunity hasn’t yet been completed.
  8. Unread discussions
    A count of any discussions that you're a participant of that you've not yet read.
  9. Deliveries and pickups for today
    A timeline of deliveries and pickups (collections) for the day and when they will be taking place. Click on these circles to see the opportunities. 

Add or remove tiles

Choose which dashboard tiles appear for each role by going to System Setup > Roles. See: Customize your dashboard tiles

Additional tiles

Here’s what each of the additional tiles mean:

  • Overdue inspections
    A count of any inspections that are overdue in your Testing & Inspection screen
  • Transport tomorrow
    Any deliveries and pickups (or collections) that are scheduled for tomorrow, based on the delivery and pickup date set against each opportunity.
  • Customer transport tomorrow
    Any pickups (collections) and returns being made by the customer themselves tomorrow. You can set an opportunity as customer pickup or customer returning using the tick boxes when setting up an opportunity.
  • Purchase order transport today
    A list of purchase orders where you’re due to pickup or return gear today. You can toggle “We collect” or “We return” against a purchase order,
  • Purchase order transport tomorrow
    A list of purchase orders where you’re due to pickup or return gear tomorrow. You can toggle “We collect” or “We return” against a purchase order,
  • Orders today
    This is a count of any opportunities that are orders with a start date of today.
  • Orders tomorrow
    This is a count of any opportunities that are orders with a start date of tomorrow.
  • Orders this week
    This is a count of any opportunities that are orders with a start date this week.
  • Activities this week
    A list of any activities that are starting starting this week.
  • Activities this month
    A list of any activities that are starting starting this month.
  • Orders & reservations with shortages this week
    A count of orders and reservations where you don’t have sufficient stock this week.
  • Orders & reservations with shortages this month
    A count of orders and reservations where you don’t have sufficient stock this month.

Common questions

Is there a tile for… ?

We’d love to hear for your ideas for tiles! Let us know what kind of tiles you’d like to see by starting a conversation with us using the green help bubble ↘️

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