IT Asset Inventory (Dashboard)
Overview
- A sidebar with fleet search and five filters for Asset Type, Department, Location, Status, and Refresh Due, so the page narrows without losing its layout
- A headline total assets figure with a note of how many records the current filters are hiding, above a purchase trend area chart with day, month, and year views
- Three deployment tiles for In Use, In Stock, and Repair, each showing its share of the filtered fleet and a one-line note of what that share means
- A Refresh Progress donut gauge for the share of assets flagged as refresh due, with the two oldest candidates named underneath it on their own age tracks
- A Refresh Health figure for the share of the fleet still inside its refresh window, answering the budget question from the opposite direction
- A By Department leaderboard ranking replacement value rather than unit count, so the expensive part of the estate is obvious
- A Fleet Score gauge with a plain-English recommendation, a Recent Assets table, and a Download Report button that exports whatever is currently filtered as CSV
Benefits
- Answers what we own, where it is, and what needs replacing from one page instead of a spreadsheet and a procurement thread
- Turns refresh planning into a number a finance team can act on before the budget cycle closes
- Shows the cost of the estate by department, not just the headcount of devices
- Lets IT hand a site manager their own filtered view without producing a separate report
- Turns a list the IT team already maintains into reporting, with no new system to buy or roll out
- Serves the IT director and the asset administrator from one page, because the filters change who the page is for
- Opens in any browser and can be embedded directly into a SharePoint page
Details
- Build Method: Copilot Dashboard
- Chart Types: KPI card, Area chart, Gauge chart, Bar chart, Table
Common Questions About the IT Asset Inventory Dashboard
What is this IT asset dashboard built with?
It is built on a standard SharePoint list of hardware assets, with Microsoft 365 Copilot generating the dashboard page from that list. There is no third-party reporting tool and nothing to license beyond Microsoft 365. The charts, filters, and asset table all live on one page that can be embedded in a SharePoint site – the kind of clean, maintainable reporting Greg Zelfond builds for IT teams.
What is included on the IT asset dashboard?
A total assets headline with a purchase trend chart, deployment tiles for In Use, In Stock, and Repair, a refresh progress gauge with the oldest refresh candidates named, a refresh health figure, a department leaderboard by replacement value, a fleet score gauge, and a recent assets table. A sidebar filters by type, department, location, status, and refresh due.
Where does the dashboard data come from?
A single SharePoint list with thirteen columns – asset tag, asset type, make and model, serial number, assigned to, department, location, status, purchase date, warranty expiry, purchase cost, age in years, and a refresh-due flag. Most IT teams already keep a version of this list.
Does the dashboard refresh automatically from the SharePoint list?
This example carries its data with it, so it opens instantly and works offline, and it is refreshed by regenerating the page from the current list. When a live-refreshing view is the requirement instead, the same numbers can be charted with the Quick Chart web part directly on a SharePoint page, or with Power BI when scheduled refresh is needed.
Should we use Copilot, the Quick Chart web part, or Power BI?
It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.
Can Greg build this dashboard for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the charts are worth drawing, and builds the dashboard around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.
