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
• Health distribution for operational assets, with retired assets excluded from active health rollups
• 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. Selecting a parent location includes assets in its child locations.
5. Export the results when you need to share findings outside the app.

The Dashboard Operational Assets card counts assets in In Stock or Active status. It is intentionally different from a filtered Analytics total. The Analytics Overview is a current inventory snapshot: its location, category, status, and assignee filters apply, while the date range is not applied to that snapshot. Time-based dashboards and reports apply the selected date range shown above the content.

Analytics status distributions use the same status color meaning as inventory lists. Percentages are allocated with rounding-safe presentation so the displayed status shares do not introduce a misleading 101% total. Assignment rate shows assigned assets over total assets as well as the calculated percentage. Top Locations and Top Categories explicitly indicate that their counts reflect the current filters.

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.