Analytics Overview

InvyMate analytics helps teams answer two recurring questions:

• what needs attention now
• what is changing over time

What it is

Analytics in InvyMate combines:

• Dashboard cards (high-level state)
• Trend widgets (direction over time)
• Report tables (operational detail)

It is designed for operational decisions such as follow-up, audits, maintenance, and exception handling.

Who it’s for

• Owners and Admins monitoring inventory execution
• IT/office operators running lifecycle and maintenance workflows
• Teams that need exportable operational reporting

What you can track

Common analytics/reporting areas:

• Asset status distribution and changes over time
• Attention indicators such as lost assets, overdue maintenance, or upcoming warranty work
• Inventory session outcomes and scan progress
• Assignment activity and ownership changes
• Exportable reports for follow-up work

How to use it

1. Open Analytics.
2. Use summary cards and charts to identify the areas that need follow-up.
3. Open the related view or report to inspect the records behind a metric.
4. Apply filters such as location, category, status, assignee, or date range.
5. Export the results when you need to share findings outside the app.

A practical way to use it

• Start with high-level counts.
• Drill into the queue behind an issue.
• Fix or reassign the underlying records.
• Re-run the same filtered view later to confirm the queue is shrinking.

The Replacement & Loss dashboard focuses on two quick stakeholder questions:

• What should we replace next quarter?
• Where are we losing items?

It includes:

• age buckets and oldest assets table
• warranty expiry 30/60/90 and expiring assets table
• long-assigned thresholds and long-assigned table
• missing-rate trends by location/category and repeatedly unscanned assets table

Each table supports CSV export.

Weekly digest

InvyMate can send a weekly email digest to active Owners/Admins with:

• warranty expiring soon counts
• long-assigned asset count
• repeat-missing hotspots by location/category
• delivery only for tenants in free, trialing, or active status
• direct Open workspace link for the tenant
• per-user opt-out via Profile → Weekly analytics digest email

Interpretation tips

• Dashboard = current posture
• Trend widgets = trajectory (improving vs degrading)
• Reports = exact rows/events to act on

Use all three together: detect → investigate → resolve.

Plan availability

• Analytics dashboards and reports are available on Team and Pro plans.
• The app resolves plan access before opening /analytics, so first load may briefly show a loading state instead of bouncing back to the dashboard.