Overview
The Equipment On and Not On Contract dashboard provides an overview of equipment that is currently covered by service contracts, equipment that is active or inactive, and equipment that is not associated with an active contract. It enables users to identify equipment that requires contract attention, monitor contract status, and review contracts that are active, terminated, or approaching renewal.
To access the report, navigate to Self Service from the navigation menu, open the All Standard Dashboards folder, locate Equipment On and Not On Contract, and click Preview to open the dashboard. Users can apply the available filters where applicable, and all visualizations automatically refresh based on the selected criteria.
This report consists of three pages:
Contract V Equipment
Charts
Contracts
Page 1 – Contract V Equipment
This page compares equipment records against service contract information to identify equipment that is currently covered by active contracts, equipment without contracts, and equipment that may require contract review.
KPI Charts
Equipment on Active Contracts
Displays the distinct count of equipment currently assigned to Active service contracts.
Active Equipment
Displays the distinct count of equipment that is currently marked as Active within the Equipment Details records.
Equipment Not on Contract
Displays the distinct count of equipment that is not associated with an Active service contract.
In-Active Equipment
Displays the distinct count of equipment that is currently marked as Inactive within the Equipment Details records.
Active Equipment not on Active Contract
Displays the distinct count of active equipment that is not currently linked to an
Active service contract, helping identify equipment that may require contract coverage.
In-Active Equipment not on Active Contract
Displays the distinct count of inactive equipment that is not associated with an Active service contract.
Pivot Table – Equipment on Contract
Displays equipment currently covered by active service contracts.
Values - Distinct Count of Equipment
Rows
Contract Number
Equipment ID
Filter - Contract Status Description = Active
Pivot Table – Active Equipment
Displays active equipment together with its associated contract and customer account.
Values - Distinct Count of Equipment
Rows
Contract Number
Equipment ID
Columns - Account Name
Filter - Equipment Status = Active
Data Table – Equipment not on a Contract
Displays equipment that is not currently associated with an active service contract.
Columns
Account
Equipment ID
Is Active
Filter - Contract Status Description is not Active
Data Table – Active Equipment on an Active Contract with Services SEQ
Displays equipment currently assigned to active contracts that contain service sequences.
Columns
Contract Number
Equipment ID
Filter - Contract Status Description = Active
Data Table – Inactive Equipment not on a Contract
Displays inactive equipment that is not linked to an active contract.
Columns
Account
Equipment ID
Is Active
Filters
Contract Status Description is not Active
Equipment Status = Inactive
Data Table – Active Equipment not on Active Contract
Displays active equipment together with any related contract information to help identify equipment that may require contract review.
Columns
Account
Equipment ID
Is Active
Contract Number
Filters
Contract Status Description = Active
Equipment Status = Active
Page 2 – Charts
This page presents graphical summaries of equipment and contract status to help users quickly analyse equipment coverage across active and inactive contracts.
KPI Charts
Deactivated Equipment
Displays the distinct count of inactive equipment based on Equipment Details.
Active Equipment
Displays the distinct count of active equipment based on Equipment Details.
Equipment on Contracts
Displays the distinct count of equipment associated with service contracts.
Equipment NOT on Active Contracts
Displays the distinct count of equipment that is not associated with Active service contracts.
Equipment on Active Contracts
Displays the distinct count of equipment currently assigned to Active service contracts.
Column Chart – Equipment on Active Contract
Displays the number of equipment assigned to each active contract.
Values - Distinct Count of Equipment ID
Axis - Contract Number
Filter - Contract Status Description = Active
Column Chart – Active Equipment
Displays the number of active equipment grouped by customer account.
Values - Distinct Count of Equipment ID
Legend - Account Name
Filter - Equipment Status = Active
Column Chart – Terminated Contract Equipment
Displays equipment associated with terminated contracts.
Values - Distinct Count of Equipment ID
Axis - Contract Number
Filter - Contract Status Description = Terminated
Column Chart – Deactivated Equipment
Displays inactive equipment grouped by customer account.
Values - Distinct Count of Equipment ID
Legend - Account Name
Filter - Equipment Status = Inactive
Page 3 – Contracts
This page focuses on contract management by displaying active contracts, terminated contracts, and contracts approaching their review or renewal dates.
KPI Charts
Active Contracts
Displays the distinct count of Active service contracts.
Terminated Contracts
Displays the distinct count of Terminated service contracts.
Up for Renewal This Month
Displays the distinct count of Active contracts with a Next Review Interval Date within the next two months.
Next Month
Displays the distinct count of Active contracts with a Next Review Interval Date within the next month.
Next 6 Months
Displays the distinct count of Active contracts with a Next Review Interval Date within the next six months.
Tab – Active
Pivot Table – Active Contracts
Displays detailed information for all active service contracts.
Rows
Contract Number
Account
Account Number
Start Date
Expiry Date
Next Review Date
Filter - Contract Status Description = Active
Data Table – Active Contracts
Displays active contract details in a tabular format.
Columns
Account
Contract Number
Account Number
Start Date
Expiry Date
Next Review Date
Filter - Contract Status Description = Active
Tab – Terminated
Pivot Table – Terminated Contracts
Displays terminated contracts together with the reason for termination.
Rows
Contract Number
Account
Account Number
Start Date
Expiry Date
Reason
Filter - Contract Status Description = Terminated
Data Table – Terminated Contracts
Displays detailed information for terminated contracts.
Columns
Contract Number
Account
Account Number
Start Date
Expiry Date
Reason
Filter - Contract Status Description = Terminated
Tab – Up for Renewal
Pivot Table – Contracts Up for Renewal
Displays contracts approaching their scheduled review period.
Rows
Contract Number
Account
Account Number
Start Date
Expiry Date
Next Review Date
Filter - Next Review Interval Date = Next 2 Months
Data Table – Contracts Up for Renewal
Displays active contracts approaching renewal for planning and contract management.
Columns
Contract Number
Account
Account Number
Start Date
Expiry Date
Next Review Date
Filters
Contract Status Description = Active
Next Review Interval Date = Next 6 Months
Final Remarks
The Equipment On and Not On Contract dashboard provides comprehensive visibility into equipment and contract coverage by comparing equipment records with service contract information. It enables users to quickly identify equipment without active contracts, monitor active and inactive equipment, review contract status, and track upcoming contract renewals.
By combining KPI charts, pivot tables, data tables, and graphical visualizations, this dashboard helps users ensure contract compliance, identify gaps in service coverage, and proactively manage contract renewals. All visualizations automatically update based on the selected filters, allowing users to perform accurate and efficient analysis across equipment and contract records.