Purpose of the Report
The Equipment Deal Dashboard provides a comprehensive overview of equipment sales, deal lifecycle, contract management, invoicing, profitability, and planned stock associated with equipment deals. It enables sales managers, account managers, and operational teams to monitor active and completed deals, analyse revenue and margins, review service contracts, track invoicing activity, and manage planned stock commitments.
By consolidating sales, contract, financial, and inventory information into a single dashboard, users can effectively monitor equipment deal performance from quotation through to invoicing and ongoing contract management.
How to Access the Dashboard
From the main navigation menu, select the Self Service module.
Open the All Standard Dashboards folder.
Locate Equipment Deal Dashboard.
Click Preview to open the dashboard.
Apply any desired filters. The dashboard will automatically refresh based on the selected filter values.
Dashboard Overview
The dashboard consists of seven pages:
Summary
Summary – Drill Down
Equipment Deal Values
Contracts
All Deals
Invoicing
Planned Stock
Page 1 – Summary
The Summary page provides a high-level overview of equipment deal activity, deal status, revenue, and equipment associated with each deal.
KPI Charts – Deals
Draft
Displays the distinct count of equipment deals currently in Draft status.
Active Deals
Displays the distinct count of active equipment deals.
Quoted
Displays the number of equipment deals currently in Quotation status.
Partially Invoiced
Displays equipment deals that have been partially invoiced.
Invoiced
Displays equipment deals that have been fully invoiced.
Deals
Displays the total number of equipment deals regardless of status.
This Week
Displays the number of equipment deals created during the current week.
This Month
Displays the number of equipment deals created during the current month.
This Year
Displays the number of equipment deals created during the current year.
Data Table – Equipment Deal Details
Column | Description |
Make | Manufacturer of the equipment included in the deal. |
Model | Equipment model. |
Description | Description of the equipment item. |
Equipment ID | Unique equipment identifier. |
Cost | Cost price of the equipment. |
Provision | Provision amount associated with the deal. |
Other Charges | Additional charges included within the deal. |
Selling Price | Selling price of the equipment. |
Type | Equipment classification or type. |
PA Code | Product Analysis code assigned to the equipment. |
SA Code | Sales Analysis code assigned to the equipment. |
Equipment Deal Revenue | Revenue generated from the equipment item within the deal. |
Line Chart – MarkUp by Deal Date
Displays equipment deal markup trends over time.
Configuration
Values: Sum of MarkUp
Axis: Deal Date (Year → Month)
This visual helps monitor profitability trends across equipment deals.
Data Table – Equipment Deals
Column | Description |
Deal No. | Unique equipment deal reference number. |
Account | Account associated with the deal. |
Account No. | Account identification number. |
Customer | Customer name. |
Customer No. | Customer account number. |
Date | Date the deal was created. |
Status | Current equipment deal status. |
Deal Type | Classification of the equipment deal. |
Type | Equipment type. |
Sales Rep | Sales representative responsible for the deal. |
Table Filter - Type is not equal to "New equipment".
Data Table – New Equipment Deals
Displays only equipment deals classified as New Equipment.
Column | Description |
Deal No. | Unique equipment deal number. |
Date | Deal creation date. |
Status | Current deal status. |
Deal Type | Type of equipment deal. |
Customer | Customer name. |
Customer No. | Customer account number. |
Type | Equipment type. |
Internal Transport | Internal transport cost associated with the deal. |
External Transport | External transport cost associated with the deal. |
Sales Rep | Sales representative responsible for the deal. |
Table Filter - Type = New Equipment
Page 2 – Summary – Drill Down
This page provides the same KPIs, charts, and tables as the Summary page but includes interactive filters that allow users to drill into specific equipment deals.
Dashboard Filters & Descriptions
PA Code
Type: Drop-down selector
Description: Filters equipment deals by Product Analysis (PA) Code.
Customer
Type: Drop-down selector
Description: Filters results by customer account name and account number.
Account
Type: Drop-down selector
Description: Filters equipment deals by account name.
Page 3 – Equipment Deal Values
This page focuses on equipment deal profitability, revenue, transport costs, margins, and planned sales values.
Dashboard Filters & Descriptions
Customer
Type: Drop-down selector
Description: Filters the dashboard by customer account.
Account
Type: Drop-down selector
Description: Displays equipment deals belonging to the selected account.
KPI Charts
Service Contract Total
Displays the total value of service contracts linked to equipment deals.
Fixed Price Contract Total
Displays the total fixed-price contract value.
Internal Transport Cost
Displays total internal transport costs.
External Transport Cost
Displays total external transport costs.
Planned Part Sell
Displays the planned selling value of parts.
Planned Part Cost
Displays the planned cost value of parts.
Other Charges
Displays additional charges included in equipment deals.
Margin Planned Part Sell
Displays the planned parts margin.
Margin Trade-In
Displays the profit margin generated from trade-in equipment.
Deal Labour Margin
Displays the total labour margin generated from equipment deals.
Stacked Bar Chart – Margin Values
Displays margin contributions by account.
Values
Deal Labour Margin
Deal Planned Parts Margin
Deal Sale Equipment Margin
Deal Trade-In Margin
Axis
Account Number
This visual helps compare the profitability components contributing to each account.
Pivot Table – Revenue Summary
Values
Labour
Parts
Trade-In
Other Charges
Equipment
Total Revenue
Rows
Date
Deal No.
Account Name & Number
Customer Account Name & Number
MarkUp %
Transport
Pivot Table – Deal Margin Summary
Rows
Account Name & Number
Customer Account Name & Number
Deal No.
Revision No.
Parts
Equipment
Trade-In
Labour
Total Margin
This table provides a detailed breakdown of profitability across individual equipment deals.
Page 4 – Contracts
Displays active equipment deal contracts and contract-related information.
Dashboard Filters & Descriptions
Account
Type: Drop-down selector
Description: Filters contracts by account name.
Contract Start
Type: Date range selector
Description: Filters contracts using the contract start date.
Contract Expiry
Type: Date range selector
Description: Filters contracts using the contract expiry date.
KPI Charts
Active Rolling Contracts
Displays the number of active Rolling Contracts.
Active Fixed Term Contracts
Displays the number of active Fixed Term Contracts.
Column Chart
Displays contracts by account and expiry period.
Values: Distinct Count of Deal Number
Axis: Account Name
Legend: Contract Expiry Date (Year → Month)
Pie Chart – Service Type Value
Displays the distribution of fixed-price contract values by service type.
Stacked Column Chart
Displays contract terms by account and expiry date.
Values: Count of Contract Term
Axis: Account Name
Legend: Contract Expiry Date (Year → Month → Day)
Trellis: Contract Term
Data Table – Contract Equipment
Column | Description |
Site | Site associated with the contract. |
Equipment ID | Equipment covered by the contract. |
Start Date | Contract commencement date. |
Type | Equipment type. |
Sequence | Contract sequence reference. |
Data Table – Contract Details
Column | Description |
Deal No. | Equipment deal number. |
Status | Current deal status. |
Deal Type | Equipment deal classification. |
Start | Contract start date. |
Expires | Contract expiry date. |
Duration | Contract duration. |
Term | Contract term type. |
End Action | Action performed at contract completion. |
Table Configuration
Deal Number and Contract Term must not be NULL.
Contract expiry dates occurring this week are highlighted in orange.
Data Table – Service Contract Values
Column | Description |
Frequency | Service frequency. |
Fixed Price | Fixed service price. |
Service Type | Service classification. |
Cost Code | Cost code assigned to the service. |
Total Service Value | Total calculated service value. |
Total Service Contract Value | Overall service contract value. |
Fixed Price Contract Total | Total fixed-price contract amount. |
Page 5 – All Deals
Displays a complete listing of equipment deals.
Dashboard Filters & Descriptions
PA Code
Customer
Sales Representative
Account
SA Code
Data Table – All Equipment Deals
Column | Description |
Account | Account name. |
Account No. | Account number. |
Deal No. | Equipment deal number. |
Date | Deal creation date. |
Quote No. | Associated quotation number. |
Status | Deal status. |
Deal Type | Equipment deal classification. |
Sales Rep | Responsible sales representative. |
Customer | Customer name. |
Customer No. | Customer account number. |
Type | Equipment type. |
Internal Transport Cost | Internal transport cost. |
External Transport Cost | External transport cost. |
Page 6 – Invoicing
Displays invoicing activity for equipment deals.
Dashboard Filters & Descriptions
Invoice Date
Type: Date range selector
Description: Filters invoices by invoice date.
Customer
Type: Drop-down selector
Description: Filters invoicing information by customer.
KPI Charts
Invoices
Displays the total number of Equipment Deal Invoices.
Invoice Total
Displays the total invoiced value.
Credits Raised
Displays the total number of Equipment Deal Credit Notes.
Credit Note Value
Displays the total value of credit notes.
This Week
Displays invoiced equipment deals created this week.
This Month
Displays invoiced equipment deals created this month.
This Year
Displays invoiced equipment deals created this year.
Data Table – Equipment Deals Invoicing
Column | Description |
Invoice No. | Invoice reference number. |
Customer | Customer account name. |
Account No. | Customer account number. |
Invoiced | Invoice date. |
Value | Invoice value. |
Table Filter - Invoice Category Description = Equipment Deal Invoice
Stacked Bar Chart
Displays invoiced values by customer and invoice year.
Values: Sum of Base Invoice Total
Axis: Customer Account Name
Legend: Invoice Date (Year)
Filtered to Equipment Deal Invoices.
Page 7 – Planned Stock
Displays stock planned for equipment deals.
Column Chart
Displays planned stock quantities by item description.
Configuration
Values: Sum of Quantity
Legend: Description
Pivot Table – Equipment Deal Planned Stock
Values
Quantity
Stock Value
Margin Value
Total Selling Price
Rows
Field | Description |
SKU | Stock Keeping Unit identifier. |
Equipment ID | Equipment associated with the planned stock item. |
Description | Item description. |
Cost | Cost price. |
Selling Price | Planned selling price. |
Margin | Expected profit margin. |
Final Remarks
The Equipment Deal Dashboard is a comprehensive management tool that provides complete visibility into the lifecycle of equipment deals—from quotation and contract management through profitability, invoicing, and planned stock. By combining operational, financial, and contractual information into a single dashboard, it enables sales teams, account managers, and business leaders to monitor deal performance, analyse revenue and margins, track contract activity, and oversee invoicing with confidence.
Regular use of this dashboard supports better sales forecasting, improved contract management, increased financial visibility, and more informed decision-making throughout the entire equipment deal process.