Overview
The Hire Contracts dashboard provides a comprehensive overview of all hire contracts within the system. It enables users to monitor contract statuses, invoicing values, contract terms, hired equipment, associated charges, and contract exceptions. The dashboard helps contract managers, finance teams, and operational staff monitor active contracts, identify contracts requiring attention, and review equipment and billing information.
Accessing the Dashboard
To open the dashboard:
Navigate to Self Service from the main navigation menu.
Open the All Standard Dashboards folder.
Locate Hire Contracts.
Click Preview to open the dashboard.
Once opened, users may apply any available filters. All charts, KPIs, and tables automatically refresh based on the selected filter values.
Dashboard Pages
The Hire Contracts dashboard consists of five pages:
Hire Contract Summary
Summary Charts
Summary – Drill Down
Equipment
Exceptions
Page 1 – Hire Contract Summary
This page provides an overall summary of hire contract activity, contract status, invoicing values, and contract terms.
KPI Charts – Hire Contract
Completed
Displays the distinct count of contract numbers where the Contract Status Description contains "Completed".
Active
Displays the distinct count of contract numbers where the Contract Status Description contains "Active".
Off-Hire
Displays the distinct count of contract numbers where the Contract Status Description contains "Off-Hire".
Cancelled
Displays the distinct count of contract numbers where the Contract Status Description does not contain "Active" or "Terminated".
Suspended
Displays the distinct count of contract numbers where the Contract Status Description contains "Suspended".
Terminated
Displays the distinct count of contract numbers where the Contract Status Description contains "Terminated".
Rolling
Displays the distinct count of contract numbers where the Contract Term Description is Rolling Contract.
Fixed
Displays the distinct count of contract numbers where the Contract Term Description is Fixed Term.
Net Invoicing
Displays the sum of Next Invoice Value for Fixed Term contracts.
Current Invoicing
Displays the sum of Invoice Value for Rolling Contract agreements.
Data Table
The table displays detailed hire contract information.
Column Definitions
Account Name & No & Contract - Displays the customer account name, account number, and associated contract number.
Start - Displays the contract start date.
Expiry - Displays the contract expiry date.
Contract Term - Displays whether the contract is a Fixed Term or Rolling Contract.
Term Type - Displays the configured contract term type.
Invoice Start - Displays the date invoicing begins.
Next Invoice - Displays the next scheduled invoice date.
Invoice Amount - Displays the recurring invoice amount.
Amount - Displays the total contract amount.
Payment Terms - Displays the customer's agreed payment terms.
Pie Chart – Count of Status
Values - Distinct Count of Contract Number
Legend - Contract Status Description
Purpose
Provides a numerical breakdown of contracts by status.
Pie Chart – % Status
Values - Distinct Count of Contract Number
Legend - Contract Status Description
Purpose
Displays the percentage distribution of contracts across each contract status.
Page 2 – Summary Charts
This page provides graphical analysis of contract values and contract status across customers.
Dashboard Filters
Customer / Contract
Dropdown allowing users to filter by Account Name, Account Number, or Contract Number.
Status
Dropdown allowing users to filter by Contract Status Description.
Column Chart – Invoice Value
Values - Invoice Value
Axis - Account Name & Number & Contract Number
Purpose
Compares invoice values for individual hire contracts.
Bar Chart – Account Invoice Value
Values - Invoice Value
Axis - Account Name
Purpose
Displays the total invoice value for each customer account.
Column Chart – Count of Status
Values - Distinct Count of Contract Number
Axis - Account Name
Legend - Contract Status Description
Purpose
Shows the number of contracts by status for each customer.
Page 3 – Summary – Drill Down
This page provides the same summary information as Page 1 but includes interactive filters for deeper analysis.
Dashboard Filters
Customer / Contract
Dropdown allowing users to filter by Account Name, Account Number, or Contract Number.
Status
Dropdown allowing users to filter by Contract Status Description.
KPI Charts
Displays the same KPI cards as Page 1:
Completed
Active
Off-Hire
Cancelled
Suspended
Terminated
Rolling
Fixed
Net Invoicing
Current Invoicing
Data Table
Displays the same contract information as Page 1.
Pie Charts
Displays:
Count of Status
% Status
These charts dynamically update based on selected filters.
Bar Chart – Value by Customer
Values - Invoice Value
Axis - Account Name
Purpose
Displays invoice values grouped by customer.
Stacked Column Chart – Invoice Value
Values - Invoice Value
Axis - Account Name & Number & Contract
Purpose
Compares invoice values across individual contracts.
Stacked Column Chart – Invoice Value by Status
Values - Invoice Value
Legend
Account Name
Contract Status Description
Purpose
Shows invoice value distribution by customer and contract status.
Stacked Column Chart – Contract by Customer
Values - Distinct Count of Contract Number
Axis - Account Name
Legend - Contract Status Description
Purpose
Displays the number of contracts held by each customer, grouped by contract status.
Page 4 – Equipment
This page provides detailed information about equipment assigned to hire contracts together with associated hire charges.
Dashboard Filters
Customer
Filters by account name.
Status
Filters by contract status.
Equipment
Filters by Equipment ID.
KPI Charts
Bottles In
Displays the total Bottle In Gas Value.
Bottles Out
Displays the total Bottle Out Gas Value.
Fuel
Displays the total fuel invoice value.
Transport
Displays the total transport invoice value.
Fixed Price
Displays the total fixed price charges.
Equipment
Displays the distinct count of hired equipment.
Collection
Displays the total collection invoice value.
Miscellaneous
Displays the total miscellaneous invoice value.
Data Table – Charges
Column Definitions
Equipment ID - Displays the equipment identifier.
Bottles In - Displays bottle-in gas charges.
Bottles Out - Displays bottle-out gas charges.
Fuel - Displays fuel-related charges.
Transport - Displays transportation charges.
Collection - Displays collection charges.
Miscellaneous - Displays miscellaneous charges associated with the equipment.
Fixed Price - Displays fixed hire charges.
Total Hire Charges - Displays the total charges accumulated for the hired equipment.
Data Table – Equipment Hire Schedule
Column Definitions
Contract No. - Displays the associated hire contract number.
Equipment ID - Displays the equipment identifier.
Hire Option - Displays the selected hire option.
Added To Contract - Displays the date the equipment was added to the contract.
Expiry - Displays the equipment hire expiry date.
Rate - Displays the agreed hire rate.
Duration - Displays the hire duration.
Column Chart
Values - Distinct Count of Equipment
Axis
Account Name
Account Number
Contract Number
Legend - Contract Status Description
Purpose
Shows the number of hired assets across contracts grouped by customer and contract status.
Page 5 – Exceptions
This page highlights hire contracts and equipment records that require attention.
KPI Charts
Hire Equipment With £0.00 Revenue
Displays the distinct count of equipment where:
Fixed Price = 0
Hire Rate = 0
Contract Status = Active
This identifies active hire equipment generating no revenue.
On Site Equipment With No Contract
Displays the distinct count of equipment where:
Equipment Status = On Site
Contract Number is NULL
This identifies equipment currently on site without an associated hire contract.
Pivot Table – Zero Value Hire Rate and Fixed Price by Contract
Values
Hire Rate
Fixed Price
Rows
Contract Number
Account Name & Number & Contract
Equipment ID
Make & Model
Status
Filters
Contract Status = Active
Hire Rate = 0
Fixed Price = 0
Purpose
Helps identify active contracts with missing or zero hire charges.
Pivot Table – On Site
Values
Hire Rate
Fixed Price
Rows
Contract Number
Account Name & Number & Contract
Equipment ID
Make & Model
Status
Filter
Equipment Status = On Site
Purpose
Displays equipment currently on site together with associated contract and pricing information.
Column Chart – Equipment No Status or No Contract
Values - Distinct Count of Equipment
Axis
Account Name
Account Number
Contract Number
Make & Model
Equipment Status
Filters
Equipment Status is not OOO
Equipment Status is not NULL
Contract Number contains NULL
Purpose
Identifies equipment records that are on site but do not have an associated hire contract.
Column Chart – Hire Rate = 0
Values - Distinct Count of Equipment
Axis - Account Name & Number & Contract
Filter - Hire Rate = 0
Purpose
Highlights contracts where equipment has no configured hire rate.
Column Chart – Fixed Price = 0
Values - Distinct Count of Equipment
Axis - Account Name & Number & Contract
Filter - Fixed Price = 0
Purpose
Highlights contracts where fixed price charges have not been configured.
Final Remarks
The Hire Contracts dashboard provides a complete overview of hire contract performance, invoicing, equipment utilisation, and contract exceptions. It enables users to monitor contract activity, analyse invoicing trends, review equipment assigned to contracts, and quickly identify missing pricing or contract issues. Using the available filters allows users to investigate individual customers, contracts, equipment, and statuses, making the dashboard a valuable operational and financial monitoring tool for hire contract management.