Dashboard Guide — FV Metrics Dashboard

Welcome to the FV Metrics Dashboard

What Is This?

The FV Metrics Dashboard is an automated reporting system for Fairview Vehicles. It takes the booking data from the Daily Hire spreadsheet on SharePoint, analyses it, and presents it as a live, interactive web dashboard at metrics.fvapp.co.

You don't need to do anything to keep it running — the system downloads the latest data automatically throughout the day and updates the dashboard. It also sends a daily email summary with an Excel attachment at 11 PM each evening.

Where Does the Data Come From?

All data on this dashboard comes from a single source: the Daily Hire.xlsx spreadsheet stored on SharePoint. This is the same spreadsheet the team uses day-to-day. The system downloads a fresh copy at each scheduled refresh, processes all bookings, and updates every section of the dashboard.

Important: The dashboard can only show what's in the spreadsheet. If a booking hasn't been entered yet, or if a field is blank (e.g., missing pick-up location), it won't appear in the figures — or it may trigger a data quality alert.

How Often Is It Updated?

The dashboard refreshes five times a day:

Time	What Happens
8:00 AM	First refresh of the day — dashboard updated with latest spreadsheet data
12:00 PM	Midday refresh — captures any morning bookings
3:00 PM	Afternoon refresh
6:00 PM	Evening refresh
11:00 PM	Full daily run — dashboard update plus email report with Excel attachment

Between refreshes, the data shown is a snapshot from the last update. The header bar shows when the dashboard was last updated.

Tip: Admin users can trigger a manual refresh at any time using the refresh button in the dashboard header. This is useful if you've just updated the spreadsheet and want to see the changes immediately.

The Eleven Dashboard Sections

The dashboard is organised into eleven sections spread across four tabs. Use the sidebar on the left to learn about each one in detail.

Tab	Section	In a Nutshell
Today	Daily Snapshot	Today's headline numbers — bookings, revenue, vehicles on hire, deposits
	Forward Activity	What's happening tomorrow — pickups, returns, and upcoming unpaid bookings
	Alerts & Unpaid	Conditional panels — only visible when overbookings or unpaid items exist
Performance	MTD by Branch	This month's performance by branch, compared to last month and the same month last year
	YTD by Branch	Year-to-date performance by branch, compared to the same period last year
	Revenue Trend	Charts showing daily and weekly revenue patterns over time
Forward	Forward Bookings	The pipeline — bookings confirmed for the next 7, 30, and 90 days
	Forward Utilisation	Day-by-day heatmap showing how fully booked each vehicle group is over the next 28 days
	Booking Buildup	For each month's hire days, when were they booked? Shows how far ahead bookings are placed
Breakdown	Revenue Composition	Where the money comes from — broken down by the 8 revenue streams
	Booking Channels	How bookings are coming in — RC, MP, Other Broker, or Direct
	Fleet Utilisation	How well the fleet is being used — busiest and idlest vehicles

Reading the Dashboard

Before diving into the individual sections, here's how to navigate the dashboard and interpret the visual cues used throughout.

Tabs and Sections

The dashboard is organised into four tabs shown as a pill-shaped bar near the top of the page:

Tab	What's Inside
Today	Today's snapshot, tomorrow's activity, pipeline, alerts, and unpaid bookings
Performance	MTD by branch, YTD summary, revenue trend charts
Forward	Forward bookings, utilisation heatmap, booking buildup
Breakdown	Revenue composition, vehicle groups, booking channels, fleet utilisation

Tap any tab to switch groups. The KPI cards and pace indicator at the top of the page are always visible regardless of which tab you're on.

Expanding and Collapsing Sections

Within each tab, individual sections are shown as collapsible panels. Tap the section header to expand or collapse it. A small chevron (▼) on the right indicates whether the section is open or closed.

Use the "Expand all" and "Collapse all" links above the sections to open or close every panel in the current tab at once. This is useful when you want to quickly scan all data or focus on just one section.

Tip: When you first load the dashboard, the first section in each tab starts expanded so you immediately see the most important data. Other sections are collapsed to keep the page manageable.

Arrows and Colour Coding

Whenever the dashboard compares a number to a previous period, it uses coloured arrows to show the direction of change:

▲ +12.5%

= Performance is up compared to the previous period (green is good)

▼ −8.3%

= Performance is down compared to the previous period (red means a decline)

— 0.0%

= No change (grey)

The μ Symbol (Averages)

Throughout the dashboard, you'll see the Greek letter μ (pronounced "mew"). This simply means average. For example:

Label	What It Means
μ£/Booking	Average revenue per booking
μ£/Day	Average revenue per day
μ£/Paid Day	Average revenue per paid rental day
μ Days/Booking	Average hire duration (in days) per booking
μ Vehicles OH	Average number of vehicles on hire at any given time

Currency and Number Formatting

All monetary values are shown in pounds sterling (£) with two decimal places (e.g., £4,250.00). Whole numbers such as booking counts use commas for thousands (e.g., 1,250). Percentages always show one decimal place with a sign: +12.5% or −3.2%.

Comparison Periods

The dashboard uses two main comparison methods:

Abbreviation	Meaning	Example
MoM	Month-on-Month	February 2026 compared to January 2026
YoY	Year-on-Year	February 2026 compared to February 2025

The MTD section shows both MoM and YoY comparisons. The YTD section shows only YoY (current year vs. the same period last year).

Revenue Attribution

Key concept: Revenue is counted based on the pick-up date, not the date the booking was created. This means a booking made on 1 February but picking up on 15 February counts as February revenue on the 15th. The only exception is "Today's Bookings" in the Snapshot section, which counts bookings by the date they were created.

Stale Data Warning

If the dashboard data is more than 6 hours old, you'll see an amber banner at the top of the page warning that the data may be stale. This can happen if the scheduled refresh failed. Contact your administrator if this persists.

Daily Snapshot

The Snapshot is the first thing you see on the dashboard. It gives you an immediate overview of today's activity and the current state of the fleet.

Headline Cards

Four cards appear at the top of the dashboard:

Card	What It Shows	Data Source
Vehicles On Hire	How many unique vehicles are currently out with customers (pick-up date has passed, drop-off date hasn't yet)	Pick-up and drop-off dates in the spreadsheet
Today's Revenue	Total revenue from bookings created today, plus the number of new bookings	Booking date (Column A) = today; revenue from "Paid to Us" (Column AF)
Avg Booking	Average value and average duration of today's new bookings	Calculated from today's bookings
Outstanding Deposits	Number of bookings where the vehicle has been returned but the deposit hasn't been given back yet	Drop-off date has passed, "Deposit Returned" (Column AG) is blank, and a deposit was collected (Column AC > 0)

Pace Indicator

The Pace Indicator answers the question: "How is today shaping up compared to the monthly average?"

It takes today's revenue from bookings that are picking up today and compares it to the average daily pick-up revenue so far this month. If the pace is positive (green), today's pickups are generating more revenue than the monthly daily average. If negative (red), it's a quieter day.

Note: The Pace Indicator uses pick-up date revenue (not booking date), so it's measuring actual operational activity — vehicles going out the door today — rather than administrative booking activity.

Today by Branch

A branch-by-branch breakdown of how many bookings were created today and their total revenue. This tells you which branches had the busiest booking activity for the day.

Alerts

The Alerts panel flags data quality issues in the spreadsheet. Common alerts include:

Blank pick-up location — A booking doesn't have a pick-up location entered, so it can't be assigned to a branch
Unknown branch — The pick-up location didn't match any known branch, so it was classified as "Unknown"
On-hire mismatch — The number of active bookings doesn't match the number of unique vehicles, suggesting duplicate or unclosed bookings
Blank booking date — A row in the spreadsheet is missing its booking date

Alerts are informational — they help the team keep the spreadsheet clean. Fixing the underlying data will clear the alert at the next refresh.

Forward Activity

This section looks ahead to help you prepare for tomorrow and flag any upcoming issues.

Tomorrow's Activity

A branch-by-branch table showing:

Column	Meaning
Pickups	Number of vehicles being collected by customers tomorrow
Returns	Number of vehicles being returned tomorrow
Net	Pickups minus Returns — a positive number means the branch will have more vehicles out; a negative number means more are coming back

This is useful for staffing and vehicle preparation — a branch expecting five pickups tomorrow needs vehicles cleaned, checked, and ready.

Revenue Pipeline — Tomorrow

Shows how much revenue is attached to tomorrow's pickups, broken down by branch. It also flags which of those bookings are unpaid, so the team can chase payment before the vehicle goes out.

Unpaid Bookings — Next 7 Days

This appears only when there are unpaid bookings with a pick-up date within the next seven days. It shows the count and total rental days by branch, giving the team a clear list of bookings that need payment attention before the vehicles leave.

Tip: If this section doesn't appear, that's a good sign — it means there are no upcoming unpaid bookings within the 7-day window.

MTD by Branch

MTD stands for Month-to-Date — it covers everything from the 1st of the current month up to the report date.

What It Shows

A table of every branch with their performance for the current month so far. The key columns are:

Column	Meaning
Bookings	Number of bookings with a pick-up date in this month
Revenue	Total "Paid to Us" revenue for those bookings
Paid Days	Total rental days for paid bookings (from the spreadsheet's Rental Days column)
Total Days	Total rental days calculated from pick-up to drop-off for all bookings (including unpaid)
μ£/Booking	Average revenue per booking

Comparisons

Each metric is compared against two benchmarks, shown as coloured percentage changes:

vs Prior Month — How this month compares to the same point in last month (MoM)
vs Same Month Last Year — How this month compares to the same month a year ago (YoY)

MTD Summary

Above the branch table, you'll see headline MTD figures for the whole business — total bookings, total revenue, and key averages — with their MoM and YoY change indicators.

Why two types of rental days? "Paid Days" comes from what's recorded in the spreadsheet and only applies to paid bookings. "Total Days" is calculated automatically from the pick-up and drop-off dates for every booking — including future or unpaid ones. Revenue-per-day averages use Paid Days; fleet utilisation uses Total Days.

YTD by Branch

YTD stands for Year-to-Date — it covers everything from 1 January of the current year up to the report date.

What It Shows

The same branch-level breakdown as MTD, but over the entire year. Additional columns include:

Column	Meaning
μ Vehicles OH	Average number of vehicles on hire across the year — gives a sense of each branch's typical fleet usage
μ£/Paid Day	Average revenue earned per paid rental day — a measure of how much each hire day is worth

Comparison

YTD figures are compared Year-on-Year only — this year vs. the same period last year. This gives a clear picture of whether the business is growing, and which branches are driving that growth.

Revenue Trend

This section uses charts to show how revenue has moved over time, making it easy to spot patterns, peaks, and dips.

MTD Daily Line Chart

A line chart showing daily revenue for the current month. It plots four lines:

This month (solid line) — Day-by-day revenue so far
Prior month (dashed) — Last month's daily revenue for comparison
Same month last year (dotted) — The same month a year ago
Average line — The daily average for the current month, shown as a flat reference line

This makes it easy to see whether the current month is running ahead of or behind recent benchmarks.

YTD Weekly Bar Chart

A bar chart showing weekly revenue totals for the year. Two series are shown side by side:

This year — Weekly totals for the current year
Last year — The same weeks last year

This is useful for spotting seasonal trends and understanding whether weekly performance is improving over time.

Key Performance Indicators

Alongside the charts, you'll see highlighted KPIs including the best day (highest single-day revenue this month), the worst day, and the current streak (consecutive days above or below the daily average).

Forward Bookings

The pipeline view — showing confirmed bookings that haven't happened yet.

What It Shows

Three time horizons, each broken down by vehicle group:

Window	Meaning
Next 7 days	Bookings with a pick-up date in the coming week — these are almost certain to happen
Next 30 days	The next month's pipeline — useful for medium-term fleet planning
Next 90 days	The longer-term forward book — shows future demand and helps with strategic decisions

For each window, you'll see the number of bookings and their total expected revenue, broken down by vehicle group (e.g., SWB, LWB, Luton, Tipper).

Combined Sources: DH + Surprice

The forward bookings numbers combine data from two sources: the Daily Hire (DH) system and the Surprice franchise. Both systems share the same vehicle group codes, so their bookings are merged into a single view.

When Surprice data is present, you can hover over any number to see a tooltip showing the breakdown — how many bookings come from Daily Hire and how many from Surprice. The headline figure is always the combined total.

Note: If the Surprice data fails to load (e.g., the worksheet is missing or has errors), the dashboard falls back gracefully to showing Daily Hire data only. You won't see an error — the numbers will simply reflect DH bookings without Surprice.

Why It Matters

Forward bookings tell you what's coming. A strong forward book means the fleet is likely to stay busy. A thin pipeline may signal a need for more marketing or pricing adjustments. Comparing the 7-day and 30-day windows over time shows whether bookings are building or softening.

Forward Bookings Utilisation

The utilisation heatmap gives you a visual, day-by-day picture of how fully booked each vehicle group is over the next 28 days.

How to Read the Grid

The grid has one row per vehicle group and one column per day. Each cell shows two numbers separated by a pipe: booked | available. For example, "3 | 5" means 3 vehicles are booked out of 5 available in that group on that day.

The cells are colour-coded by utilisation percentage:

Colour	Utilisation	Meaning
Green shades	0–49%	Good availability — plenty of vehicles free
Yellow/Amber	50–79%	Moderate — availability is tightening
Red shades	80–99%	High utilisation — very limited availability
Dark Red (pulsing)	100%+	Overbooked — more bookings than available vehicles

Overbooking: If a cell shows more bookings than available vehicles (e.g., "6 | 5"), it will be highlighted with a pulsing red border. This doesn't necessarily mean a problem — some bookings may cancel or be reassigned — but it's a signal that fleet managers should review capacity for that group and date.

Weekend & Bank Holiday Shading

The column headers use visual cues to distinguish different types of days:

Header Style	Meaning
Sat 22	Weekend — Saturday or Sunday, shown with a grey header and thicker column borders
Mon 05	Bank Holiday — English bank holiday, shown with an amber/gold header and thicker column borders

This makes it easy to spot patterns — for example, whether weekends are under- or over-utilised compared to weekdays, or whether a bank holiday is causing a demand spike.

Combined Sources

Like the Forward Bookings section, the utilisation grid combines Daily Hire and Surprice bookings. When Surprice data is present, hovering over a cell shows the split between DH and Surprice bookings for that group and day.

Where Does "Available" Come From?

The "available" number comes from the Vehicle Counts sheet in the source spreadsheet. This records the total number of vehicles in each group. If the Vehicle Counts sheet is missing or incomplete, the utilisation section won't appear — it requires fleet counts to calculate percentages.

Tip: If you notice a vehicle group consistently running at 80%+ utilisation, it may be worth expanding that group. Conversely, groups consistently below 30% might have surplus vehicles that could be redeployed or defleted.

Booking Buildup

This heatmap answers a simple but powerful question: for each month's hire days, when were they booked? It reveals how far in advance bookings are being placed and how each future month's utilisation is building up over time.

How It Works

Each booking's hire days are split across the calendar months they actually fall in. A 10-day booking starting 28 January contributes 4 days to January and 6 days to February. Each portion is then attributed to whichever month the booking was originally created.

This means the grid shows hire days, not booking counts — giving a more accurate picture of how much capacity is committed for each month.

How to Read the Grid

The grid has one row per future usage month (12-month forward view from the current month) and one column per booking month. Each cell shows how many hire days falling in that usage month were booked during that booking month.

Cells are colour-coded by intensity — darker blue means more hire days. Greyed-out cells in the upper-right triangle are impossible combinations (you can't book in a month that hasn't happened yet).

Element	Meaning
Row labels (left)	Usage month — the month the hire days fall in
Column headers (top)	Booking month — the month the booking was created
Cell value	Number of hire days for that usage month booked in that booking month
Total column (right)	Total hire days committed for that usage month across all booking months
12+ mo	Hire days from bookings placed more than 12 months before the usage month — grouped into a single bucket

Interacting with Cells

On desktop, hovering over a cell highlights it and shows a tooltip bar with the full context (booking month, usage month, and hire day count). On mobile, tap a cell to select it — tap again or tap elsewhere to dismiss.

What to Look For

Diagonal pattern: Most bookings naturally cluster near the diagonal (booked close to the usage month). A healthy spread along the row suggests good forward planning.
Thin rows: A future month with very few total hire days may need attention — it could signal a gap in the pipeline.
Heavy current-month column: If most days are booked in the same month they're used, bookings are arriving last-minute rather than building steadily.

Tip: Compare the buildup pattern across months. If one month is consistently booking further ahead than others, it may indicate seasonal demand patterns or the effect of a specific customer or contract.

Revenue Composition

This section breaks total revenue down into its eight component streams, showing where the money actually comes from.

The Eight Revenue Streams

Stream	What It Covers
Hire Charge (incl VAT)	The core vehicle hire fee — the base cost of renting the vehicle
Insurance	Insurance charges collected from the customer
Additional Hours/Days	Charges for overruns — when a customer keeps the vehicle longer than booked
Additional Rental	Extra rental charges collected at the Fairview branch
Additional Driver	Fees for adding extra named drivers to the booking
CDW / Standard / Premium	Collision Damage Waiver — optional damage protection collected at the branch
Damage Charges	Charges levied when a vehicle is returned with damage
Additional Charges	Any other miscellaneous charges

Charts and Tables

You'll see two doughnut charts — one for MTD, one for YTD — showing the proportion each stream contributes. Below each chart is a detailed table with the exact figures.

The total of all eight streams should equal the "Paid to Us" figure. If there's a small discrepancy, the dashboard will display a note explaining the difference.

Tip: If the Hire Charge share is dropping while Additional Hours or Damage Charges are rising, it may indicate operational issues worth investigating — such as late returns or vehicle condition problems.

Booking Channels

This section shows how bookings reach Fairview — whether through broker platforms or direct customers.

The Four Channels

Channel	How It's Identified
RC	Bookings that have an RC broker reference number in the spreadsheet
MP	Bookings that have an MP broker reference number
Other Broker	Bookings with a different broker reference (not RC or MP)
Direct	No broker reference at all — the customer booked directly with Fairview

The system checks the reference fields in order: RC first, then MP, then Other Broker. If none are filled in, it's classified as Direct.

What You'll See

For each channel, both MTD and YTD:

Bookings — Number of bookings through that channel
Revenue — Total revenue from those bookings
μ£/Booking — Average booking value per channel

This helps identify which channels are generating the most valuable bookings. A channel with fewer bookings but a higher average value may be more profitable than a high-volume, low-value channel.

Fleet Utilisation

This section answers the question: "How well are we using our vehicles?"

Key Metrics

Metric	Meaning
Unique Vehicles	Total number of distinct vehicles that have been hired out this year (identified by registration plate)
Paid Days	Total number of paid rental days across the fleet
Total Days	Total calculated rental days (including unpaid bookings)
μ Days/Vehicle	Average number of hire days per vehicle — higher is better, as it means vehicles are spending more time earning revenue

Top 10 Vehicles

A ranking of the 10 busiest vehicles by total rental days. This shows which vehicles are the workhorses of the fleet.

Idle Vehicles

A list of vehicles that have been hired out at some point this year but are not currently on hire. These are vehicles that could be generating revenue but aren't. This doesn't necessarily mean they're sitting unused — they may be in for maintenance, between hires, or awaiting reassignment — but the list is a useful starting point for fleet managers to investigate.

Note: "Idle" here means a vehicle appears in this year's booking data but has no active hire covering today's date. It does not account for vehicles that have never been booked through the Daily Hire system.

Glossary of Terms

A quick reference for the terminology used throughout the dashboard.

Term	Definition
Booking Date	The date a booking was created in the spreadsheet (Column A). Used only for the "new bookings today" count in the Snapshot.
Pick-up Date	The date the customer collects the vehicle. This is the primary date used for revenue attribution — all MTD, YTD, and other analytics count revenue on this date.
Drop-off Date	The date the vehicle is returned (or scheduled to be returned).
Branch	The Fairview branch responsible for the booking, determined by the pick-up location. Current branches include Bray, Battersea, Barking, Kensington, Heathrow, Egham, Milton Keynes, Final Rentals Heathrow, and Final Rentals Battersea.
Paid to Us	The total revenue collected for a booking (Column AF in the spreadsheet). This is the sum of all 8 revenue streams.
Paid Days	Rental days as recorded in the spreadsheet (Column V). Only populated for paid bookings. Used for revenue-per-day calculations.
Total Days (Calc)	Rental days calculated automatically as the number of days between pick-up and drop-off. Computed for every booking, including unpaid ones. Same-day hires count as 1 day.
MTD	Month-to-Date — from the 1st of the current month to the report date.
YTD	Year-to-Date — from 1 January of the current year to the report date.
MoM	Month-on-Month — comparing the current month to the previous month.
YoY	Year-on-Year — comparing the current period to the same period one year ago.
μ (Mu)	Average. Appears as a prefix throughout the dashboard (e.g., μ£/Booking = average revenue per booking).
Pace	Today's pick-up revenue compared to the month's average daily pick-up revenue. A positive pace means today is outperforming the monthly average.
On Hire	A vehicle is "on hire" if its pick-up date has passed and its drop-off date hasn't yet arrived. The count uses unique registration plates.
Forward Book / Pipeline	Confirmed bookings with a pick-up date in the future. Shown in 7-day, 30-day, and 90-day windows.
Revenue Streams	The 8 categories of income: Hire Charge, Insurance, Additional Hours/Days, Additional Rental, Additional Driver, CDW, Damage Charges, and Additional Charges.
Channels	The source of a booking: RC (broker), MP (broker), Other Broker, or Direct.
CDW	Collision Damage Waiver — optional damage protection the customer can purchase at the branch.
Vehicle Group	The type of vehicle: SWB (Short Wheelbase), LWB (Long Wheelbase), XLWB (Extra Long), Luton, Tipper, Dropside, etc. Identified by FV group codes (e.g., DGAV, EDAV) shared across both DH and Surprice systems.
Vehicle Counts	A sheet in the source spreadsheet recording the total number of vehicles available per group. Used to calculate utilisation percentages in the Forward Bookings Utilisation heatmap.
Utilisation %	The percentage of a vehicle group's fleet that is booked on a given day: (booked ÷ available) × 100. Shown in the Forward Bookings Utilisation heatmap with colour coding.
Overbooking	When the number of active bookings for a vehicle group exceeds the number of available vehicles on a given day. Shown with a pulsing red indicator on the heatmap. May resolve through cancellations or reassignments.
Surprice	A franchise operation that uses the same vehicle fleet. Surprice bookings are merged into the Forward Bookings and Utilisation sections, with tooltips showing the DH/Surprice breakdown.
DH (Daily Hire)	The primary booking system. When the dashboard shows "DH + Surprice" in tooltips, DH refers to bookings from the Daily Hire spreadsheet (as distinct from Surprice franchise bookings).
Idle Vehicle	A vehicle that has booking history this year but no active hire covering today. It may be available, in maintenance, or awaiting redeployment.
Outstanding Deposit	A booking where the vehicle has been returned but the customer's deposit has not yet been refunded.
Alert	A data quality flag — not an error, but something the team should review (e.g., missing location, duplicate vehicles on hire).

Frequently Asked Questions

Why don't the dashboard numbers match what I see in the spreadsheet?

The most common reasons are timing and attribution. The dashboard uses pick-up date to attribute revenue, while you might be filtering the spreadsheet by booking date. Also, the dashboard only shows data as of the last refresh — if bookings were added after the most recent refresh, they won't appear until the next one.

When does the data refresh?

Five times a day: 8 AM, 12 PM, 3 PM, 6 PM, and 11 PM. The exact time of the last refresh is shown in the dashboard header. Admin users can trigger an immediate refresh using the button in the header.

Why is a booking showing as "Unknown" branch?

The system assigns branches based on the pick-up location field. If the location text doesn't match any known branch pattern (e.g., a typo or an unusual format), the booking gets classified as "Unknown". Correcting the pick-up location in the spreadsheet will fix this at the next refresh.

What does "On-hire mismatch" mean?

This alert appears when the number of active booking records doesn't match the number of unique vehicle registration plates currently on hire. This usually means either: (a) a vehicle appears in two overlapping bookings, or (b) a booking wasn't closed properly when the vehicle was returned. It's worth checking the drop-off dates for the flagged vehicles.

Why is the Pace Indicator blank early in the month?

On the 1st of the month, there's no prior data to calculate a monthly average against. The Pace Indicator needs at least one full day of data from the current month before it can show a meaningful comparison.

Can I see historical data from previous months?

The dashboard always shows current MTD and YTD data. It doesn't store or display past months' dashboards. However, the Revenue Trend section includes comparison lines for the prior month and same month last year. For historical analysis, the daily email's Excel attachment is archived and can be found on SharePoint.

What happens if the spreadsheet is open when the dashboard refreshes?

The system downloads a copy of the spreadsheet from SharePoint — it doesn't interfere with anyone editing the file. There may occasionally be a brief moment where a half-saved entry is captured, but the next refresh will correct this.

Who can access the dashboard?

Anyone with login credentials created by an admin. There are two roles: standard users (can view the dashboard and this guide) and admin users (can also manage users, trigger refreshes, and access the technical Code Wiki).

I've spotted an error — how do I report it?

First, check whether the issue is in the source spreadsheet (incorrect data entry) or in the dashboard's processing. If the spreadsheet data is correct but the dashboard shows something different, contact your system administrator. Fixing data in the spreadsheet will automatically correct the dashboard at the next refresh.