Asset Dashboard

Asset Dashboard

CRMLeaf’s Asset Management module helps organizations track, assign, maintain, and report on company-owned assets. This guide covers every feature with detailed walkthroughs and best practices.

User Guide: Asset Dashboard

The Asset Dashboards provides a real-time overview of all assets, including those assigned, available, under maintenance, and more.

What You’ll Learn

  • Access the asset dashboards
  • Understand dashboard widgets and metrics
  • Navigate to the inventory, assignment, and maintenance pages
  • Troubleshoot dashboard visibility issues

Accessing the Asset Dashboard

Step 1: Log in to CRMLeaf Step 2: Navigate to Assets → Dashboard

Interface Breakdown

  • Summary Cards: Total assets, assigned, available, under maintenance
  • Quick Links: Inventory, Assignment, Maintenance
  • Status Indicators: Color-coded tags for asset health

Actions

  • Click cards to drill into asset lists
  • Use quick links for direct navigation

Mobile Usage

  • Dashboard is responsive with collapsible cards
  • Tap widgets to open detailed views

Important Notes

  • Dashboard reflects real-time data
  • Refresh the page to update metrics

Troubleshooting

  • Dashboard not loading → Check internet or permissions
  • Metrics missing → Confirm asset data is entered