With statistics, you can see how your rentals are performing on different levels. Rentman's statistics module allows you to create custom views and visuals that display the statistics relevant to your business.

Add a new statistics view

In the poll Statistics module, you can create preset views, which can be saved to view at a later point. The steps below will explain how to set up a new set of statistics and what points you need to keep in mind. Scroll down for a list of statistic types and applications.

 

  1. Navigate to poll Statistics from the navigation menu.

  2. Click on  + Add statistic

  3. Select a statistic type in the window that opens. This determines from what elements you will see the data.

  4. Enter a name and description for the view you are creating.
  5. Navigate to the List tab.

  6. Click on Choose column set expand_more to see a different set of information of another sort. 

  7. Add or delete columns to customize the overview.

  8. Adjust the time period and filters to focus your statistic.
    Example: to see future revenues, you can select a time period in the future and add a filter to only see confirmed projects.

  9. Save

  10. Export your results.

Statistic view types and applications

Statistics in Rentman are divided into different categories. In the list below, you can find these types of categories including some examples of what they cover.

Projects
View how your projects are performing. These can be grouped by project type, account manager, client or status.

  • Display revenue and earnings of your projects. See what types of projects are the most profitable.
  • See which customer or project type offers the highest profit margins and determine what you should focus on.
  • What is the expected revenue for your projects that are currently planned?
  • Filter your project revenue by the account manager to see who brings in the most revenue.

Equipment

  • See what project types or customers result in most equipment repairs.
  • See which equipment items frequently require maintenance.

Subrent
Insight into the costs and frequency of your subrents.

  • See what equipment you need to subrent most and assess if the purchase of the item is more profitable
  • See from which supplier you subrent the most equipment and decide if you could stipulate a discount. 

Invoice
List of invoices with prices including or excluding VAT. Can be grouped by client. 

  • Do the invoice amount and project price match? A deviation might indicate that a part of the project was not invoiced.
  • Get insight into the payment behavior of your clients.

Crew members
Overview of worked hours, costs and revenue figures by crew member or crew member groups (by folder).

  • Find out who works the most for you to decide if you want to invite him/her first next time.
  • See who of your employees costs more than he/she brings in.
  • Compare registered hours with planned hours.

Vehicles
Usage, repair and revenue figures are grouped by equipment type or categories. Insight into rental and sales figures.

  • Insight into usage, costs and revenue figures of your vehicles.
  • Which vehicles are most used and would it save expenses to lease them?

For each type, you can adjust the view using different columns and filters. Each type has its own specific set of columns with fixed column values. You are free to add or delete certain columns to retrieve the data you want to see.

Visualize your data 

Each saved statistic can be turned into a visual presentation in Rentman. Data can be visualized in the form of a pie or a bar chart. Depending on the type, you can select one or more data sources. Read here how to visualize your data: 

Create a pie or bar chart

If you have not set up a statistic view, please do so first. 

  1. Open the statistic view that you would like to visualize in the  pollStatistics Module 
  2. Navigate to the tab "chart"
  3. If necessary, adjust the data range. The data range is automatically taking over from your statistic view. 
  4.  Select the chart type that you want to use. 
  5.  Select the data source(s) that you want to include under "column"
  6.  Optional; apply a filter to the data of the selected column.
    Example: I want to visualize the distribution of projects per project type, but only of the projects  that I am the account manager of. I can apply the filter:  Account manager = equal to my name. 
  7.   Save 
  8. Optional; you can now  Download  the visuals as an image to use externally. 

    In order to keep the visuals clear and understandable, the results in the pie charts show up to the 10 largest results, grouping the remaining data into “other”.

chart_4.png

 

Was this article helpful?
0 out of 2 found this helpful