> For the complete documentation index, see [llms.txt](https://clearquote-van-fleets.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://clearquote-van-fleets.gitbook.io/docs/admin-functionality/overview-dashboard.md).

# Overview Dashboard

The ClearQuote Web Dashboard helps fleet managers monitor inspections, track vehicle damage, and review inspection reports. This guide explains how to navigate the dashboard and review inspection

{% embed url="<https://demos.clearquote.io/demo/cmsmvg7th048oyz0jw1y3fnok?utm_source=link>" %}

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After logging in, you will land on the **Home Dashboard**, which provides a quick overview of fleet inspections.

#### **User Guide Access:**&#x20;

&#x20;A **User Guide icon** is available on the right side of the Web Dashboard header bar.

Click the **User Guide icon** to open the User Guide site in a **new tab**, where you can access documentation covering **Web Dashboard permissions and admin-related features**.

The User Guide content is available for the following admin roles:

* **Loction Admin**
* **Location Group Admin**
* **Read only Admin**

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FW6I9tBVMyabmplKXrDan%2Fimage.png?alt=media&amp;token=2a5f2cbb-4279-48e5-9c38-db12539b8520" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FJPJLtKNUaPYDFvhu4DT1%2Fimage.png?alt=media&amp;token=5fb622cc-8f59-407a-9371-943917dfe514" alt=""><figcaption></figcaption></figure>

#### You can also filter data using:

**Location filter** – View inspections for a specific fleet location.&#x20;

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F8oRvH46emgMfXCWBmzmP%2Fimage.png?alt=media&amp;token=a243f24b-ab0b-41b8-ab2d-10e4ad31f9c1" alt=""><figcaption></figcaption></figure>

**Date filter** – View data for a selected time period (today, yesterday, this week, this month, or custom range).&#x20;

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FjCMnD4TY6B6FMGQxXBqV%2Fimage.png?alt=media&amp;token=a573cb83-e260-4689-8879-91b3de47b1f8" alt=""><figcaption></figcaption></figure>

This helps analyse inspections for specific locations or time periods.

The alert banner displays the number of vehicles that have not been inspected within the selected time period (10 days by default).

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2Fdi0YyaAerP2G4WgpWVpP%2Fimage.png?alt=media&amp;token=cd514e42-c722-4348-8410-2020bafa4f48" alt=""><figcaption></figcaption></figure>

Click View Vehicles to see more details.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FZlkRSZ6uvPeJ8t9IOaHi%2Fimage.png?alt=media&amp;token=01e8daea-9719-4e69-856e-13c9c42ecb5e" alt=""><figcaption></figcaption></figure>

You will be redirected to the Vehicles page, where you can apply the Days Since Last Inspection filter to view the relevant vehicles.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FgPXFdqHcRvpzeLc5e0lK%2Fimage.png?alt=media&amp;token=3406fbb0-c0c5-4413-a634-3565a69d9704" alt=""><figcaption></figcaption></figure>

#### Inspection Summary <a href="#inspection-summary" id="inspection-summary"></a>

The **Inspection Summary** widget shows overall inspection progress.

The Inspection Summary report (CSV) can be downloaded for the last 30 days, which includes inspection details.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FDnXfvYk7d7kymVPnrIqN%2Fimage.png?alt=media&amp;token=6d19ee9e-0e16-48ea-aa43-ec382395ca57" alt=""><figcaption></figcaption></figure>

It displays:

* **Completed** – Inspections that are finished
* **In Progress** – Inspections that are being submitted or pending processing.
* **Incomplete** – Inspections that were not completed

This helps quickly understand the status of inspections across the fleet.

#### Inspection Summary – By Type <a href="#inspection-summary-by-type" id="inspection-summary-by-type"></a>

Displays inspection counts by inspection type (only for the inspection types configured for your account), such as:

* **Daily checks**
* **Weekly checks**
* **Bi-weekly checks**
* **Off-hire inspections**

Fleet managers can use this to track how many inspections are completed for each inspection type.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FkV0ilDSc3asa6Bka5UNT%2Fimage.png?alt=media&amp;token=d2b16512-a5ee-4614-81d3-10004f473f86" alt=""><figcaption></figcaption></figure>

#### Alerts <a href="#alerts" id="alerts"></a>

The **Alerts** widget highlights important issues found during inspections.

This include:

* **New Damage**
* **Checklist Defects**
* **Safety Audit Issues**

These alerts help fleet managers quickly identify vehicles that need attention.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FUBSZsRmz4YLBH0uv3RX0%2Fimage.png?alt=media&amp;token=1cea4943-7fd9-4efe-ac98-ecb7c974346e" alt=""><figcaption></figcaption></figure>

#### Vehicle Summary <a href="#vehicle-summary" id="vehicle-summary"></a>

The **vehicle summary** widget shows the inspection status of vehicles.

It displays:

* Vehicles inspected
* Vehicles yet to be inspected
* Total active vehicles
* Vehicles are assigned to drivers.

You can also **download the data in CSV format** using the download icon, which exports the vehicle summary details for offline analysis or reporting.

This helps understand the overall fleet inspection coverage.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2Fr0HnsnUTTdfbVYsaeoZU%2Fimage.png?alt=media&amp;token=ebc0c817-f2aa-4ade-adac-6da2133ab77e" alt=""><figcaption></figcaption></figure>

On clicking the View button, a pop-up appears providing a clear overview of inspected and non-inspected vehicles for quick reference.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FKSMafPTO8aNa5oknhxvE%2Fimage.png?alt=media&amp;token=2b7bcfc3-2c56-439e-9f1e-12db90b5f1d4" alt=""><figcaption></figcaption></figure>

#### Checks (Inspection Compliance) <a href="#checks-inspection-compliance" id="checks-inspection-compliance"></a>

The **Checks widget** tracks scheduled inspections and helps ensure inspections are completed on time.

It shows

* **Pending – Today**: Inspections that need to be completed today.
* **Pending – This Week:** Inspections scheduled to be completed during the current week.
* **Overdue**: Inspections that were scheduled but not completed on time.

These typically apply to **weekly, bi-weekly, and monthly checks (**&#x77;ill be shown only when specific checks are enabled).

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F3f9GcCVMATDsE7HhJ0CL%2Fimage.png?alt=media&amp;token=6b0d2386-42f8-4c84-8263-4c7635db17d8" alt=""><figcaption></figcaption></figure>

Clicking the **View icon** opens a detailed inspection popup.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FWlKwqmU8DGI9WljmCKNL%2Fimage.png?alt=media&amp;token=2a6f285e-17a8-4980-9a60-05eeabb3c110" alt=""><figcaption></figcaption></figure>

* The popup displays inspection status tabs such as **Overdue**, **Pending – Today**, and **Pending – This Week** for quick filtering
* You can search specific vehicles using the **registration number search** field
* The results table shows key details like **Registration Number** and **Last Inspected Date**
* You can download the displayed inspection data using the **Download** button.

#### Compliance Tracking <a href="#compliance-tracking" id="compliance-tracking"></a>

The dashboard also displays compliance information.

**MOT Status**

Shows vehicles with:

* MOT overdue
* MOT due soon

**Tax Due**

Shows vehicles with:

* Road tax due
* Road tax overdue

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FXrIT1vXmCHgsaPeVoP99%2Fimage.png?alt=media&amp;token=f4310414-ec48-4729-8cce-9d050feed129" alt=""><figcaption></figcaption></figure>

View vehicles with **overdue** and upcoming **MOT statuses**, and download the report using the **Download** option at the bottom.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2F5X0FUjYAmgcflfESDydD%2Fimage.png?alt=media&amp;token=b542c8c2-c350-4f96-a8c9-0d0e4489a5a5" alt=""><figcaption></figcaption></figure>

View vehicles with overdue and upcoming TAX due statuses and download the report using the Download option at the bottom.

<figure><img src="https://1826609011-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FUTFbWyprMI0M9SUnLtl2%2Fuploads%2FKkrFD6Xr5MPMqhgMfsWw%2Fimage.png?alt=media&amp;token=b2e2b282-7856-41f0-9226-662199e321a8" alt=""><figcaption></figcaption></figure>