How to build an IT Asset Lifecycle Management dashboard with InvGate

An IT Asset Lifecycle Management dashboard is a centralized view of key indicators that help you monitor your organization’s IT assets throughout their entire lifecycle. It’s especially useful because it provides instant visibility into what assets you have, where they are located, how they’re being used, and their current status, all in one place.

That said, this type of dashboard can include many different charts. Some teams build highly detailed dashboards with deep operational insights, while others prefer a simpler approach focused on primary lifecycle indicators. The right level of detail depends on your IT team’s goals and how you organize reporting and visibility across your environment.

In this article, we’ll walk you through how to create a basic IT Asset Lifecycle Management dashboard and we’ll also include a few advanced chart ideas you can add if you need more control and deeper insights.

General considerations

To create an insightful IT Asset Lifecycle Management dashboard in InvGate Asset Management, you'll need to complete a few prerequisite tasks first:

• Build a complete IT asset inventory – Use the multiple data population methods available in our platform to fully populate your inventory.
• Ensure your IT inventory is accurate – Take advantage of the tool's predefined fields (or create custom ones) so each asset includes the key information you want to track and visualize in your dashboard.
• Use tags – Group assets quickly using tags to enhance dashboard design and enable deeper reporting and filtering.

Creating an IT Asset Lifecycle Management dashboard with InvGate Asset Management

An IT Asset Lifecycle Management dashboard can include many charts, depending on the level of detail you, as an IT agent, need on a daily basis. We recommend adding the following charts:

1. Total assets by status.
2. Total assets by health status.
3. Non-active assets by status.
4. Total assets with open tickets (open requests by type).
5. Assets by warranty expiration status.
6. Assets by warranty expiration month.
7. Refresh costs (current year + next year).
8. Total assets by location (or stock levels by location).

The goal of an IT Asset Lifecycle Management dashboard is to ensure you never lose track of any asset in your organization and to be able to make clear decisions based on your asset inventory and status.

To build this type of dashboard in InvGate Asset Management, you should do the following:

1. Go to Dashboards.
2. Click the "+" icon to create a new dashboard.
3. Fill in the basic details and global filters:
   • Name: IT Asset Lifecycle Management dashboard.
   • Description: Track lifecycle performance, costs, and risk indicators across your inventory.
   • Leave global filters empty (Owner, Location, and Tags) to keep full visibility across your environment.

Once you've completed the dashboard setup, you can start adding the charts recommended above. Here's how to do it.

#1. Total assets by status

Click "Add chart" to create your next chart:

1. Visualization: Pie.
2. Metric: Assets (Tracked) - Total.
3. Dimension: Status.
4. Name it: "Total assets by status" and click on Save.

#2. Total assets by health status

Click "Add chart" to create your next chart:

1. Visualization: Pie.
2. Metric: Assets (Tracked) - Total.
3. Dimension: Health status.
4. Name it: "Total assets by health status" and click on Save.

#3. Non-active assets by status

Click "Add chart" to create your next chart:

1. Visualization: Indicator.
2. Metric: Assets (Tracked) - Total.
3. Dimension: Status.
4. Name it: "Non-active assets by status" and click on Save.

#4. Total assets with open tickets (open requests by type)

Click "Add chart" to create your next chart:

1. Visualization: Indicator.
2. Metric: Request assigned (Open) - Total.
3. Dimension: Type.
4. Name it: "Total assets with open tickets" and click on Save.

#5. Assets by warranty expiration status

Click "Add chart" to create your next chart:

1. Visualization: Bar.
2. Metric: Assets (Tracked) - Total.
3. Dimension: Warranty status.
4. Name it: "Assets by warranty expiration status" and click on Save.

#6. Assets by warranty expiration month

Click "Add chart" to create your next chart:

1. Visualization: Columns stacked.
2. Metric: Assets (Tracked) - Total.
3. Dimension: Warranty Expiration (Month) & Type.
4. Name it: "Assets by warranty expiration month" and click on Save.

#7. Current year refresh cost

Click "Add chart" to create your next chart:

1. Visualization: Columns stacked.
2. Metric: Cost - Total.
3. Dimension: Location.
4. Drilldown: Type.
5. Add the following condition:
   • Assets > EOL date > Is (range) > This year.
6. Name it: "Current year refresh cost" and click on Save.

#8. Stock levels by location

Click "Add chart" to create your next chart:

1. Visualization: Columns.
2. Metric: Assets (Tracked) - Total.
3. Dimension: Location & Type.
4. Add the following condition:
   • Assets > Status > Is > In Stock.
5. Name it: "Stock levels by location" and click on Save.