The HirePOS Dashboard provides a quick overview of sales, payments, bookings, transport and other business activity.

Dashboard figures are intended as a summary. Reports provide more filtering and display options when you need to review or reconcile the underlying records.

1. Go to the Home screen.

2. Select Dashboard.

HirePOS can display a Standard Dashboard or a Custom Dashboard.

The Standard Dashboard contains predefined tiles that can be enabled or disabled. Each tile has its own fixed calculation rules.

A Custom Dashboard can be created when you need different figures, calculations or presentation options that are not available on the Standard Dashboard.

Select Customise Dashboard near the bottom-left of the Dashboard screen.

What happens next depends on the dashboard you are viewing:

• From the Standard Dashboard, you can enable or disable the available tiles.

• From a Custom Dashboard, you can submit a request to change or add custom dashboard content.

Available tiles may depend on your user permissions and the HirePOS modules enabled for your company. Admin users have access to all available Standard Dashboard tiles.

The Standard Dashboard may provide Staff and Branch filters, depending on your user access and system configuration.

These filters apply to:

• Bookings/Hires (per Month)

• Payments (k per Month)

• Sales (k per Month)

• Sales (Avg Value per Month)

• Sales Conversion Rates (% per Month)

The following tiles show their overall applicable activity and do not use the Dashboard Staff or Branch filters:

• Customer Collections

• Customer Returns

• Deliveries

• Pickups

• New Customers vs Churned

• Recurring Invoices Due

• Expenses vs Income

• Bank Account Balance

Sales (k per Month) and Sales (Avg Value per Month) use the saved total value of each Invoice or Credit Note. This is the final total, including GST or other applicable tax.

This applies even when:

• Default Prices As is set to Tax Exclusive.

• An Invoice is displayed in Tax Exclusive mode.

• Tax Inclusive is switched off in the Sales by Month (Summary) report.

These options control how prices are entered or displayed elsewhere. They do not change the Standard Dashboard calculation.

There is no separate GST or tax-inclusive setting for the Standard Dashboard sales tiles.

To review sales excluding GST, use a suitable sales report and switch off its Tax Inclusive option where available.

If tax-exclusive sales must appear directly on the Dashboard, this requires a Custom Dashboard request.

Shows active Bookings and Invoices with a collection due today or during the following three days.

A record is treated as a customer collection when delivery from your business is not required. The Booked From date is used unless an actual Hired From date has been recorded.

Shows active Bookings and Invoices with a return due today or during the following three days.

A record is treated as a customer return when pickup by your business is not required. The expected return date is used unless an actual return date has been recorded.

Shows scheduled deliveries for today and the following three days.

The count is based on delivery scheduling information recorded against applicable sales records.

Shows scheduled pickups for today and the following three days. Applicable supplier purchase-order pickups may also be included.

The count is based on pickup scheduling information recorded against the relevant records.

Counts active Bookings and Invoices according to their hire start date.

The actual Hired From date is used when available. Otherwise, the Booked From date is used.

The chart covers recent and upcoming months and provides a comparison with the corresponding earlier period.

Shows new and churned customers by month.

A customer is counted as new in the month of their first Invoice Date. Quotes and Bookings do not establish the customer’s first invoice month.

A customer is counted as churned when:

• The customer has been marked inactive.

• Their most recent Invoice Date falls within the displayed month.

Marking a customer inactive does not by itself determine the churn month. The customer’s last Invoice Date is used.

Shows payments recorded during each month for the last 12 months, with a comparison to the corresponding previous period.

The figure is based on Payment Date rather than Invoice Date. Pending payments, pending deposits, opening balances and account transfers are excluded.

Values are displayed in thousands. For example, $125,000 is displayed as 125k.

Shows the total value of Invoices and Credit Notes for each month during the last 12 months, with a comparison to the corresponding previous period.

The calculation:

• Uses the Invoice Date.

• Includes Invoices and Credit Notes.

• Excludes cancelled records.

• Uses the final total including GST or other applicable tax.

• Includes Credit Notes, which may reduce the monthly sales total.

Values are displayed in thousands. For example, $125,000 is displayed as 125k.

Shows the average total value of Invoices and Credit Notes for each month during the last six months, with a comparison to the corresponding previous period.

The calculation:

• Uses the Invoice Date.

• Includes Invoices and Credit Notes.

• Excludes cancelled records.

• Uses the final total including GST or other applicable tax.

Because Credit Notes are included, they can affect the displayed monthly average.

Shows the percentage of sales records that progressed beyond the quoting or reservation stages.

Bookings and Invoices count as converted records. Quotes and Reservations are treated as unconverted. Cancelled records do not count as converted.

The calculation is based on the record type and record date. It does not track each customer as a single unique conversion.

For more detailed Quote progress and follow-up information, go to CRM > Quotes.

Displays two counts:

• Recurring Invoices that are due to be created.

• Created Recurring Invoices with an outstanding amount that have not yet been emailed.

The available buttons provide shortcuts to the relevant recurring invoice and batch email screens.

Available when the applicable bookkeeping features and permissions are enabled.

Shows income from recorded payments and compares it with paid expenses for the current 12-month period.

Income is based on Payment Date. Pending payments, opening balances and account transfers are excluded. Expenses use their tax-inclusive paid amounts.

Shows the calculated balance for an eligible bank account over the previous seven days.

The balance is calculated from the latest applicable completed reconciliation, together with payments and expenses recorded after it.

Up to four eligible accounts marked Show Dashboard can be displayed, subject to user access.