Dashboard charts explained
You will have a lookup for each chart on the dashboard: what every bucket means, which record puts a vehicle, booking or document in it, and how to move it out.
The dashboard charts group records into a handful of buckets. This page lists each bucket, the rule behind it and the screen where the fix is made. Use it when a chart shows a colour you did not expect.
Vehicles Fuel Efficiency
View Details opens the same buckets as a list, which is also the KPI block at the top of Vehicles › Fuel Tracking.
Bucket | Rule | To change it |
|---|---|---|
Meets-Exceeds Expected | Average km per litre from full-tank fuel entries is at or above the vehicle’s Expected Mileage | Nothing; this is the target |
Below Expected | Average is under Expected Mileage | Check the vehicle, the driver and whether partial fills were ticked as full tank |
Missing Expected | Fuel entries exist but the vehicle record has no Expected Mileage | Enter Expected Mileage on the vehicle under Vehicles |
No Data | No fuel entries, or no two full-tank fills with odometer readings | Add entries in Vehicles › Fuel Tracking with Is Full Tank and Odometer Reading |
Vehicles Services
Status | Rule | Screen |
|---|---|---|
Upcoming | A maintenance reminder whose next due date or km is still some way off | Vehicles › Vehicle Maintenance reminders |
Due Soon | The next due date or km is close | Same; plan the service |
Overdue | The due date has passed or the odometer is past the due km | Same; use build on the reminder to create the service |
Completed | A service record exists in Maintenance History for the task | Vehicles › Vehicle Maintenance history |
Bookings by Status
These are the Status column values on the Bookings list. Booking Status (Booked, In Progress and the rest) is a separate field about the trip, not about billing.
Status | Meaning |
|---|---|
Pending Invoice | No customer invoice lists the booking yet |
Invoice Created | On an invoice, nothing received against it |
Partial Payment | Some money allocated to the invoice, a balance remains |
Payment Received | The invoice is fully paid |
Vehicle Documents and Employee Documents
Status | Rule | To change it |
|---|---|---|
Current | Expiration Date is in the future and outside the Remind Before window | Nothing |
To Be Renewed | Expiration Date is within the Remind Before days set in Settings › Document Mapping | Renew and upload the new document from the record’s Documents tab |
Overdue | Expiration Date has passed | Same, urgently |
Unknown | A mapped document type has no document or no expiry date on the record | Upload it, or mark the type inactive in Document Mapping if it does not apply |
Pending Payments
- To Receive: the unpaid balance of all customer invoices, the same figure as Amount to Receive on the Customers list.
- To Pay: the unpaid balance of all supplier invoices, the same as Amount to Pay on the Suppliers list.
- Advances recorded as Advance Payment reduce these once they are adjusted against an invoice, not before.
Customer and supplier payment splits
- Customer Payments: Received vs Pending is the invoiced amount of the selected period split by what has come in.
- Supplier Payments: Paid vs Not Paid is the supplier-invoiced amount of the period split the same way.
The bookings grid
- Lists the bookings of the selected year and date range with the same columns as the Bookings list.
- The status filter narrows it to one of the four Status values above.
- Excel exports the filtered rows; the export from the Bookings list itself carries more columns.
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.