Dashboard and exports
The dashboard guides explain its indicators, period filters, alerts, exports, and Leasing, Trading, and Invoices views. Learn what each dashboard block counts, how to change the period, and how to open the underlying list. Period guidance distinguishes figures that follow the selected period from those that do not, and explains year views and trend arrows. The Actions to do tab covers alerts such as overdue invoices, late pickups and returns, expiring leasings, and dormant bookings, including thresholds and handling. The Invoices tab includes period invoices, paid, pending, and overdue amounts, receivables by age, DSO, and payment lateness. Leasing and Trading tabs cover queues, fleet utilization, overdue containers, end of hire, gross margin, sold and bought activity, and the deal pipeline. Revenue evolution and top-client guides describe chart breakdowns and rankings. Export guidance covers lists for containers, companies, leasings, tradings, invoices, releases, and returns, with scope, column selection, formats, and quick copy.
Read the dashboard indicators
What each dashboard block counts, how the period filter works and how to open the list behind an indicator.
Read the article →Export your lists to CSV or Excel
Export containers, companies, leasings, tradings, invoices, releases and returns: scope, column choice, formats and quick copy.
Read the article →The dashboard period and comparisons
Choose the period, see the whole year, understand the trend arrows and know which figures follow the period and which do not.
Read the article →Invoices, receivables and DSO on the dashboard
The Invoices tab: invoices in the period, paid, pending, overdue, receivables by age, DSO and payment lateness.
Read the article →The Actions to do tab and alerts
Dashboard alerts (overdue invoices, late pickups and returns, expiring leasings, dormant bookings…), their thresholds and how to handle them.
Read the article →The Leasing and Trading tabs of the dashboard
To handle queues, fleet utilization, overdue containers, end of hire, gross margin, sold / bought and the pipeline of deals in progress.
Read the article →Revenue evolution and top clients
The Revenue Evolution chart and its breakdowns (business line, type, collected, regions), and the Top clients ranking by revenue or by containers.
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